Rmr Wealth Builders Purchases in Q1 2025

Rmr Wealth Builders

  • $936 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.1K
New
$95.85 - $99.25 $201K - $208K
2.1K $207K
QCOM
Qualcomm Inc

Technology
1.29K
+ 14.08%
$151.94 - $175.86 $196K - $227K
10.5K $1.61M
TMO
Thermo Fisher Scientific Inc.

Healthcare
442
+ 18.21%
$497.6 - $606.74 $220K - $268K
2.87K $1.43M
XLF
Financial Sector Spdr

ETFs
2.88K
+ 12.58%
$47.32 - $52.19 $136K - $150K
25.7K $1.27M
LMT
Lockheed Martin Corp

Industrials
619
+ 19.81%
$423.19 - $506.29 $262K - $313K
3.74K $1.67M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.17%
$890.62 - $1076.86 $7.12K - $8.61K
4.79K $4.53M
PM
Philip Morris International Inc.

Consumer Defensive
307
+ 12.48%
$117.15 - $158.79 $36K - $48.7K
2.77K $439K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
15.1K
New
$9.03 - $17.11 $136K - $258K
15.1K $140K
CB
Chubb LTD

Financial Services
49
+ 1.09%
$257.71 - $301.99 $12.6K - $14.8K
4.53K $1.37M
GLW
Corning Inc

Technology
3.44K
+ 12.56%
$44.91 - $54.25 $154K - $187K
30.8K $1.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.03K
+ 26.59%
$56.12 - $68.15 $57.8K - $70.2K
4.9K $332K
ED
Consolidated Edison Inc

Utilities
145
+ 4.05%
$88.0 - $110.59 $12.8K - $16K
3.72K $411K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.68K
+ 13.21%
$47.33 - $47.92 $79.3K - $80.3K
14.4K $682K
XLC
Select Sector Spdr Tr Communic

ETFs
771
+ 30.38%
$94.84 - $105.31 $73.1K - $81.2K
3.31K $316K
TXN
Texas Instruments Inc

Technology
307
+ 5.56%
N/A
5.83K $1.13M
MCK
Mckesson Corp

Healthcare
7
+ 1.57%
$566.21 - $672.99 $3.96K - $4.71K
452 $304K
FAST
Fastenal CO

Industrials
4
+ 0.05%
$71.11 - $79.98 $284 - $320
8.18K $634K
SCHW
Schwab Charles Corp

Financial Services
201
+ 2.76%
$71.24 - $83.64 $14.3K - $16.8K
7.49K $586K
GE
General Electric CO

Industrials
1
+ 0.08%
$168.59 - $212.13 $169 - $212
1.25K $249K
VONV
Vanguard Russell 1000 Value Et

ETFs
403
+ 7.25%
$80.21 - $86.14 $32.3K - $34.7K
5.96K $487K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.13K
+ 7.69%
$27.01 - $28.54 $30.4K - $32.1K
15.8K $434K
HUM
Humana Inc

Healthcare
25
+ 1.24%
$249.11 - $303.11 $6.23K - $7.58K
2.05K $541K
WMT
Walmart Inc.

Consumer Defensive
1.16K
+ 3.89%
$84.5 - $105.05 $98.1K - $122K
31K $2.72M
SHW
Sherwin Williams CO

Basic Materials
14
+ 1.29%
$330.16 - $365.55 $4.62K - $5.12K
1.1K $384K
JEPI
J P Morgan Exchange Traded Fd

ETFs
316
+ 6.57%
$56.17 - $59.71 $17.7K - $18.9K
5.13K $290K
FTNT
Fortinet, Inc.

Technology
52
+ 1.38%
$92.49 - $114.57 $4.81K - $5.96K
3.83K $368K
TYL
Tyler Technologies Inc

Technology
5
+ 0.58%
$553.41 - $646.74 $2.77K - $3.23K
873 $507K
ODFL
Old Dominion Freight Line, Inc.

Industrials
157
+ 8.53%
$161.13 - $209.29 $25.3K - $32.9K
2K $330K
FISV
Fiserv Inc

Technology
30
+ 1.67%
N/A
1.83K $228K
AOS
Smith A O Corp

Industrials
209
+ 4.46%
$65.16 - $72.69 $13.6K - $15.2K
4.9K $320K
PHK
Pimco High Income Fund

Financial Services
264
+ 2.29%
$4.85 - $4.98 $1.28K - $1.31K
11.8K $57K
Pimco ETF Tr
6.81K
+ 15.32%
N/A
51.3K $0
Blackrock Inc
3
+ 0.14%
N/A
2.09K $0
FDLO
Fidelity Covington Tr Low Vola

ETFs
8
+ 0.21%
$59.43 - $63.22 $475 - $506
3.81K $230K
Federated Hermes ETF Trust
9.14K
+ 8.17%
N/A
121K $0
Sunrise Communications Ag
4.63K
New
N/A
4.63K $0
Frontline PLC
390
+ 2.3%
N/A
17.3K $0
Arista Networks Inc
180
+ 0.59%
N/A
30.6K $0
Cava Group Inc
2.88K
New
N/A
2.88K $0
Linde PLC
397
+ 10.43%
N/A
4.2K $0
SIGI
Selective Insurance Group Inc

Financial Services
10
+ 0.43%
$78.49 - $95.48 $785 - $955
2.33K $213K
MPWR
Monolithic Power Systems Inc

Technology
16
+ 1.37%
$565.7 - $720.25 $9.05K - $11.5K
1.18K $686K
EA
Electronic Arts Inc.

Communication Services
16
+ 0.41%
$116.53 - $146.29 $1.86K - $2.34K
3.89K $562K
EW
Edwards Lifesciences Corp

Healthcare
8
+ 0.19%
$67.95 - $76.19 $544 - $610
4.21K $304K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
35
+ 0.51%
$48.02 - $53.02 $1.68K - $1.86K
6.86K $337K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
290
+ 2.81%
$16.57 - $18.85 $4.81K - $5.47K
10.6K $176K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
131
+ 1.02%
$78.0 - $84.37 $10.2K - $11.1K
13K $1.03M
HTGC
Hercules Capital, Inc.

Financial Services
148
+ 0.78%
$18.01 - $22.0 $2.67K - $3.26K
19.2K $369K
HD
Home Depot, Inc.

Consumer Cyclical
663
+ 5.8%
$347.25 - $424.87 $230K - $282K
12.1K $4.43M
Activity Summary
Buys All Purchases 140 New Holdings 15 Increased Positions 125 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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