Rmr Wealth Builders Purchases in Q2 2025

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
2.29K
+ 59.46%
$99.83 - $140.86 $228K - $322K
6.13K $863K
AVDE
American Centy ETF Tr Avantis

ETFs
5.51K
New
$59.32 - $74.36 $327K - $410K
5.51K $407K
MLM
Martin Marietta Materials Inc

Basic Materials
296
+ 8.81%
$452.51 - $568.19 $134K - $168K
3.65K $2.01M
DIS
Walt Disney CO

Communication Services
1.92K
+ 31.5%
$81.72 - $124.01 $157K - $238K
8.03K $995K
ASML
Asml Holding Nv

Technology
90
+ 4.27%
$595.37 - $815.24 $53.6K - $73.4K
2.2K $1.76M
LMT
Lockheed Martin Corp

Industrials
646
+ 17.26%
$430.82 - $486.45 $278K - $314K
4.39K $2.03M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.21K
New
$54.28 - $67.95 $283K - $354K
5.21K $354K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.9K
+ 45.64%
$17.76 - $22.1 $229K - $285K
41.1K $908K
INTF
Ishares Tr

ETFs
9.87K
New
$27.6 - $34.51 $273K - $341K
9.87K $337K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.3K
New
$20.42 - $25.3 $272K - $337K
13.3K $336K
GLW
Corning Inc

Technology
2.11K
+ 6.86%
$39.07 - $52.59 $82.6K - $111K
32.9K $1.73M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.92K
New
$50.08 - $63.14 $246K - $311K
4.92K $310K
DE
Deere & CO

Industrials
597
New
$412.99 - $531.48 $247K - $317K
597 $303K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
58
+ 0.15%
$58.41 - $72.69 $3.39K - $4.22K
39.7K $2.88M
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 1.56%
$908.13 - $1056.85 $68.1K - $79.3K
4.87K $4.82M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.08K
+ 34.49%
$32.66 - $40.75 $166K - $207K
19.8K $801K
COF
Capital One Financial Corp

Financial Services
589
+ 14.7%
$150.57 - $212.76 $88.7K - $125K
4.6K $977K
FIS
Fidelity National Information Services, Inc.

Technology
1.4K
+ 6.62%
$68.14 - $82.13 $95.4K - $115K
22.5K $1.83M
BOTZ
Global X Fds

ETFs
7.6K
New
$24.51 - $32.65 $186K - $248K
7.6K $248K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.76K
New
$31.67 - $42.89 $182K - $247K
5.76K $246K
KKR
Kkr & Co. Inc.

Financial Services
1.82K
New
$92.79 - $134.29 $168K - $244K
1.82K $241K
HD
Home Depot, Inc.

Consumer Cyclical
647
+ 5.35%
$335.24 - $380.78 $217K - $246K
12.7K $4.67M
ON
On Semiconductor Corp

Technology
4.57K
New
$31.95 - $54.21 $146K - $248K
4.57K $239K
SHOP
Shopify Inc.

Technology
265
+ 2.55%
$76.89 - $115.35 $20.4K - $30.6K
10.7K $1.23M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.03K
New
$171.4 - $227.1 $176K - $233K
1.03K $232K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.25K
New
$152.93 - $181.74 $191K - $227K
1.25K $226K
BCS
Barclays PLC

Financial Services
12K
New
$12.69 - $18.61 $153K - $224K
12K $223K
CRM
Salesforce, Inc.

Technology
677
+ 7.66%
$236.26 - $291.15 $160K - $197K
9.51K $2.59M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.44K
+ 16.57%
$22.92 - $28.05 $125K - $153K
38.2K $1.07M
RACE
Ferrari N.V.

Consumer Cyclical
435
New
$397.86 - $499.02 $173K - $217K
435 $213K
JCI
Johnson Controls International PLC

Industrials
2.01K
New
$71.14 - $105.62 $143K - $212K
2.01K $212K
KLAC
Kla Corp

Technology
234
New
$576.53 - $902.94 $135K - $211K
234 $209K
MMM
3 M CO

Industrials
887
+ 6.55%
$126.09 - $154.15 $112K - $137K
14.4K $2.2M
AER
Aer Cap Holdings N.V.

Industrials
1.78K
New
$88.97 - $117.24 $158K - $208K
1.78K $207K
QCOM
Qualcomm Inc

Technology
926
+ 8.85%
$124.66 - $159.48 $115K - $148K
11.4K $1.81M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
3.19K
New
$52.66 - $64.01 $168K - $204K
3.19K $204K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.4K
New
$60.61 - $87.72 $145K - $211K
2.4K $203K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.69K
New
$34.72 - $42.74 $163K - $200K
4.69K $200K
C
Citigroup Inc

Financial Services
485
+ 4.33%
$58.13 - $85.12 $28.2K - $41.3K
11.7K $995K
VIG
Vanguard Dividend Appreciation

ETFs
1.03K
New
N/A
1.03K $188K
V
Visa Inc.

Financial Services
290
+ 1.68%
$308.27 - $373.31 $89.4K - $108K
17.5K $6.22M
HON
Honeywell International Inc

Industrials
81
+ 1.1%
$182.86 - $232.88 $14.8K - $18.9K
7.45K $1.74M
TJX
Tjx Companies Inc

Consumer Cyclical
1.13K
+ 7.2%
$119.13 - $135.03 $135K - $153K
16.8K $2.08M
IWR
Ishares Russell Mid Cap ETF

ETFs
833
+ 6.43%
$74.88 - $91.97 $62.4K - $76.6K
13.8K $1.27M
MA
Mastercard Inc

Financial Services
181
+ 4.04%
$479.92 - $590.74 $86.9K - $107K
4.66K $2.62M
GE
General Electric CO

Industrials
347
+ 27.87%
$166.81 - $257.39 $57.9K - $89.3K
1.59K $409K
GLD
Spdr Gold Trust

ETFs
435
+ 41.79%
$273.71 - $316.29 $119K - $138K
1.48K $449K
PG
Procter & Gamble CO

Consumer Defensive
1.9K
+ 13.13%
$157.66 - $172.39 $299K - $327K
16.3K $2.6M
AMT
American Tower Corp

Real Estate
465
+ 4.53%
$203.96 - $228.19 $94.8K - $106K
10.7K $2.37M
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
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