Rmr Wealth Builders Purchases in Q2 2025

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.36K
+ 0.54%
$94.31 - $157.99 $128K - $215K
253K $40M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.54K
+ 3.33%
$456.74 - $568.03 $2.53M - $3.14M
172K $97.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
66.1K
+ 5.02%
$51.16 - $62.02 $3.38M - $4.1M
1.38M $85.7M
VTV
Vanguard Value ETF

ETFs
28.2K
+ 5.92%
$153.67 - $176.74 $4.33M - $4.98M
504K $89M
MSFT
Microsoft Corp

Technology
1.98K
+ 4.05%
$354.56 - $497.45 $701K - $983K
50.8K $25.3M
IEFA
Ishares Tr

ETFs
29.8K
+ 5.45%
$67.83 - $84.09 $2.02M - $2.51M
576K $48.1M
AVGO
Broadcom Inc.

Technology
988
+ 1.8%
$146.29 - $275.65 $145K - $272K
56K $15.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15K
+ 6.64%
$90.56 - $109.49 $1.36M - $1.64M
241K $26.3M
SCHO
Schwab Short Term Us Treasury

ETFs
108K
+ 31.94%
$24.19 - $24.45 $2.61M - $2.63M
445K $10.9M
PSX
Phillips 66

Energy
21.6K
New
$92.87 - $125.73 $2M - $2.71M
21.6K $2.57M
META
Meta Platforms, Inc.

Communication Services
297
+ 2.53%
$484.66 - $738.09 $144K - $219K
12K $8.88M
NFLX
Netflix Inc

Communication Services
5
+ 0.1%
$855.86 - $1339.13 $4.28K - $6.7K
5.17K $6.92M
JPM
Jpmorgan Chase & CO

Financial Services
1.58K
+ 4.69%
$210.28 - $289.91 $332K - $457K
35.2K $10.2M
SUB
Ishares Short Term National Mu

ETFs
15.7K
+ 6.55%
$104.77 - $106.34 $1.64M - $1.67M
255K $27.1M
NEAR
Blackrock Short Maturity Bond

ETFs
34.5K
New
$50.41 - $51.17 $1.74M - $1.76M
34.5K $1.76M
PLTR
Palantir Technologies Inc.

Technology
8.99K
+ 139.47%
$74.01 - $144.25 $665K - $1.3M
15.4K $2.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
290
+ 3.37%
$321.63 - $509.31 $93.3K - $148K
8.9K $4.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.7K
+ 47.26%
$483.48 - $539.8 $1.79M - $2M
11.5K $5.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
822
+ 5.37%
$496.48 - $617.85 $408K - $508K
16.1K $9.97M
BNDX
Vanguard Total International B

ETFs
24.3K
+ 8.43%
$48.77 - $49.55 $1.18M - $1.2M
312K $15.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.54K
+ 1.13%
$166.82 - $194.23 $257K - $300K
138K $26.8M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
10.8K
+ 7.28%
$89.58 - $95.01 $970K - $1.03M
160K $15.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
363
+ 3.34%
$416.06 - $551.64 $151K - $200K
11.2K $6.19M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
49.2K
+ 6.05%
$19.58 - $19.93 $963K - $980K
862K $17.2M
ORCL
Oracle Corp

Technology
1.03K
+ 11.1%
$122.82 - $218.63 $127K - $225K
10.3K $2.25M
XLK
Technology Sector Spdr

ETFs
2
+ 0.01%
$179.73 - $253.23 $359 - $506
20.3K $5.15M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16.9K
New
$51.68 - $52.76 $876K - $894K
16.9K $894K
FMB
First Tr Exchange Traded Fd Ii

ETFs
21.8K
+ 6.64%
$49.12 - $50.93 $1.07M - $1.11M
350K $17.4M
IBM
International Business Machines Corp

Technology
1.69K
+ 20.28%
$221.03 - $294.78 $374K - $499K
10K $2.96M
LRGF
Ishares Tr

ETFs
13.6K
New
$51.37 - $64.13 $696K - $869K
13.6K $868K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9.35K
+ 72.04%
$71.28 - $83.74 $667K - $783K
22.3K $1.87M
MUB
Ishares National Muni Bond ETF

ETFs
9.19K
+ 5.66%
$102.31 - $105.8 $940K - $972K
171K $17.9M
TSLA
Tesla, Inc.

Consumer Cyclical
220
+ 1.78%
$221.86 - $362.89 $48.8K - $79.8K
12.6K $4M
COP
Conocophillips

Energy
9.19K
+ 442.87%
$82.66 - $106.1 $760K - $975K
11.3K $1.01M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.1K
+ 8.49%
$19.6 - $24.44 $258K - $321K
168K $4.11M
BX
Blackstone Inc.

Financial Services
3.2K
+ 15.99%
$120.07 - $151.11 $384K - $484K
23.2K $3.47M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
323
+ 2.25%
$468.22 - $566.51 $151K - $183K
14.7K $8.32M
IWM
Ishares Russell 2000 ETF

ETFs
268
+ 0.73%
$174.82 - $215.79 $46.9K - $57.8K
36.9K $7.96M
UBER
Uber Technologies, Inc

Technology
2.08K
+ 9.4%
$64.62 - $93.3 $135K - $194K
24.3K $2.26M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.74K
+ 172.79%
$272.36 - $339.57 $474K - $591K
2.75K $932K
INTU
Intuit Inc

Technology
135
+ 4.59%
$544.07 - $787.63 $73.4K - $106K
3.08K $2.42M
NOW
Service Now, Inc.

Technology
206
+ 12.94%
$721.65 - $1040.18 $149K - $214K
1.8K $1.85M
GOOG
Alphabet Inc.

Communication Services
473
+ 2.08%
$146.58 - $180.01 $69.3K - $85.1K
23.2K $4.11M
GOOGL
Alphabet Inc.

Communication Services
909
+ 5.34%
$144.7 - $178.6 $132K - $162K
17.9K $3.16M
AXP
American Express CO

Financial Services
379
+ 4.73%
$231.39 - $318.98 $87.7K - $121K
8.39K $2.68M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
10.6K
New
$48.5 - $49.35 $512K - $521K
10.6K $519K
MBB
Ishares Tr

ETFs
5.37K
New
$91.41 - $94.22 $490K - $505K
5.37K $503K
ISRG
Intuitive Surgical Inc

Healthcare
387
+ 6.64%
$451.58 - $565.94 $175K - $219K
6.22K $3.38M
EFA
Ishares Tr Msci Eafe ETF

ETFs
66
+ 0.11%
$72.96 - $90.39 $4.82K - $5.97K
61K $5.45M
Activity Summary
Buys All Purchases 176 New Holdings 33 Increased Positions 143 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rmr Wealth Builders Portfolio

Follow Rmr Wealth Builders and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email