Rmr Wealth Builders Purchases in Q3 2024

Rmr Wealth Builders

  • $939 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
25.2K
+ 6.14%
$159.75 - $174.57 $4.02M - $4.39M
435K $75.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.09K
+ 4.93%
$475.2 - $527.7 $3.37M - $3.74M
151K $79.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
34.2K
+ 3.08%
$57.32 - $62.65 $1.96M - $2.14M
1.14M $71.3M
VUG
Vanguard Growth ETF

ETFs
7.89K
+ 3.95%
$341.08 - $391.94 $2.69M - $3.09M
208K $79.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
50.5K
+ 12.41%
$76.94 - $79.54 $3.88M - $4.01M
457K $36.3M
IEFA
Ishares Tr

ETFs
14.3K
+ 3.02%
$70.09 - $78.74 $1M - $1.13M
488K $38.1M
AAPL
Apple Inc.

Technology
1.6K
+ 1.37%
$207.23 - $234.82 $332K - $376K
118K $27.6M
AMD
Advanced Micro Devices Inc

Technology
16.5K
+ 386.73%
$128.67 - $183.96 $2.13M - $3.04M
20.8K $3.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.31K
+ 2.88%
$105.53 - $118.34 $560K - $628K
190K $22.2M
FMB
First Tr Exchange Traded Fd Ii

ETFs
32.4K
+ 12.87%
$51.0 - $52.05 $1.65M - $1.69M
284K $14.8M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
13.6K
+ 12.03%
$92.1 - $95.52 $1.25M - $1.3M
127K $12.1M
MMM
3 M CO

Industrials
11.8K
New
$99.69 - $139.42 $1.17M - $1.64M
11.8K $1.61M
MUB
Ishares National Muni Bond ETF

ETFs
12K
+ 8.71%
$106.13 - $108.7 $1.28M - $1.31M
150K $16.3M
BNDX
Vanguard Total International B

ETFs
25K
+ 12.14%
$48.42 - $50.35 $1.21M - $1.26M
231K $11.6M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
63.7K
+ 9.91%
$19.74 - $20.07 $1.26M - $1.28M
706K $14.1M
IWM
Ishares Russell 2000 ETF

ETFs
2.6K
+ 7.11%
$200.87 - $224.6 $522K - $583K
39.1K $8.64M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.7K
New
$60.84 - $67.51 $1.08M - $1.19M
17.7K $1.19M
AVGO
Broadcom Inc.

Technology
62.7K
+ 894.63%
$136.27 - $1745.86 $8.54M - $109M
69.7K $12M
TSLA
Tesla, Inc.

Consumer Cyclical
456
+ 5.38%
$191.76 - $263.26 $87.4K - $120K
8.94K $2.34M
CASH
Meta Financial Group Inc

Financial Services
8.06K
+ 60.14%
$56.5 - $69.1 $455K - $557K
21.5K $1.42M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.38K
New
$61.11 - $67.85 $573K - $637K
9.38K $636K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.34K
New
$75.47 - $83.18 $403K - $444K
5.34K $443K
SCHO
Schwab Short Term Us Treasury

ETFs
7.51K
+ 8.61%
$47.93 - $49.06 $360K - $369K
94.8K $4.64M
IAI
Ishares Tr Us Broker Dealers &

ETFs
3.39K
New
$115.73 - $128.74 $392K - $436K
3.39K $435K
CMCSA
Comcast Corp

Communication Services
8.31K
+ 25.11%
$37.33 - $41.78 $310K - $347K
41.4K $1.73M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.9K
New
$33.74 - $37.96 $368K - $414K
10.9K $409K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.62K
New
$125.95 - $142.04 $330K - $372K
2.62K $372K
WMT
Walmart Inc.

Consumer Defensive
34
+ 0.12%
$66.91 - $81.4 $2.27K - $2.77K
27.6K $2.23M
V
Visa Inc.

Financial Services
610
+ 4.18%
$253.74 - $291.56 $155K - $178K
15.2K $4.18M
BX
Blackstone Inc.

Financial Services
362
+ 3.8%
$120.77 - $159.66 $43.7K - $57.8K
9.9K $1.52M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.37K
+ 35.33%
$75.88 - $83.21 $256K - $281K
12.9K $1.08M
TTD
Trade Desk, Inc.

Technology
2.04K
+ 24.07%
$83.08 - $110.79 $170K - $226K
10.5K $1.15M
GE
General Electric CO

Industrials
1.49K
New
$156.66 - $189.66 $234K - $283K
1.49K $281K
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 0.13%
$194.9 - $224.8 $7.8K - $8.99K
31.7K $6.68M
IBB
Ishares Biotechnology ETF

ETFs
1.81K
New
$135.09 - $149.47 $244K - $270K
1.81K $263K
PLTR
Palantir Technologies Inc.

Technology
7.03K
New
$24.09 - $37.95 $169K - $267K
7.03K $261K
RTX
Raytheon Technologies Corp

Industrials
2.08K
New
$99.55 - $123.34 $207K - $256K
2.08K $251K
GS
Goldman Sachs Group Inc

Financial Services
181
+ 5.27%
$459.02 - $510.25 $83.1K - $92.4K
3.61K $1.79M
ARES
Ares Management Corp

Financial Services
1.5K
New
$133.73 - $158.05 $201K - $238K
1.5K $234K
SHYD
Vaneck Short High Yield Muni E

ETFs
9.64K
+ 29.04%
$22.24 - $22.81 $214K - $220K
42.8K $972K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.16K
New
$72.18 - $107.33 $156K - $232K
2.16K $229K
RY
Royal Bank Of Canada

Financial Services
1.82K
New
$105.65 - $124.73 $192K - $227K
1.82K $227K
QQQ
Invesco Qqq Trust, Series 1

ETFs
245
+ 2.21%
$434.77 - $502.96 $107K - $123K
11.3K $5.52M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
2.19K
New
$90.59 - $99.43 $198K - $218K
2.19K $208K
RACE
Ferrari N.V.

Consumer Cyclical
435
New
$405.92 - $496.79 $177K - $216K
435 $204K
ON
On Semiconductor Corp

Technology
2.8K
New
$66.39 - $78.74 $186K - $221K
2.8K $203K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.05K
New
$58.35 - $66.29 $178K - $202K
3.05K $202K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.87K
New
$104.47 - $116.17 $195K - $217K
1.87K $201K
PSA
Public Storage

Real Estate
554
New
$283.13 - $365.01 $157K - $202K
554 $201K
Activity Summary
Buys All Purchases 128 New Holdings 24 Increased Positions 104 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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