Rmr Wealth Builders Purchases in Q1 2025

Rmr Wealth Builders

  • $936 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LYB
Lyondell Basell Industries N.V.

Basic Materials
26
+ 0.41%
$69.82 - $78.67 $1.82K - $2.05K
6.34K $446K
MAIN
Main Street Capital Corp

Financial Services
121
+ 0.86%
$54.71 - $63.1 $6.62K - $7.64K
14.3K $806K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.04K
+ 3.27%
$25.58 - $29.24 $26.6K - $30.4K
32.8K $858K
BCBP
Bcb Bancorp Inc

Financial Services
213
+ 1.58%
$9.52 - $11.89 $2.03K - $2.53K
13.7K $134K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
48
+ 0.77%
$46.12 - $52.9 $2.21K - $2.54K
6.28K $292K
IEX
Idex Corp

Industrials
74
+ 5.15%
$178.23 - $224.31 $13.2K - $16.6K
1.51K $273K
GS
Goldman Sachs Group Inc

Financial Services
134
+ 3.44%
$524.81 - $672.19 $70.3K - $90.1K
4.03K $2.2M
CAT
Caterpillar Inc

Industrials
54
+ 3.66%
$326.75 - $407.63 $17.6K - $22K
1.53K $504K
PANW
Palo Alto Networks Inc

Technology
78
+ 1.87%
$167.82 - $208.28 $13.1K - $16.2K
4.25K $724K
PEG
Public Service Enterprise Group Inc

Utilities
21
+ 0.12%
$78.2 - $90.39 $1.64K - $1.9K
17K $1.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
34
+ 0.36%
$40.03 - $46.81 $1.36K - $1.59K
9.39K $381K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.27%
$237.01 - $304.45 $711 - $913
1.11K $264K
PCAR
Paccar Inc

Industrials
122
+ 1.42%
$96.91 - $112.51 $11.8K - $13.7K
8.71K $848K
ARES
Ares Management Corp

Financial Services
9
+ 0.6%
$140.19 - $198.28 $1.26K - $1.78K
1.52K $222K
DXCM
Dexcom Inc

Healthcare
27
+ 0.51%
$67.74 - $90.75 $1.83K - $2.45K
5.33K $363K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
31
+ 3.3%
$314.47 - $431.35 $9.75K - $13.4K
970 $355K
ASML
Asml Holding Nv

Technology
6
+ 0.29%
$662.63 - $776.99 $3.98K - $4.66K
2.11K $1.4M
CSX
Csx Corp

Industrials
140
+ 0.54%
$29.11 - $33.67 $4.08K - $4.71K
26.3K $772K
DOW
Dow Inc.

Basic Materials
253
+ 1.55%
$34.36 - $41.92 $8.69K - $10.6K
16.6K $578K
COIN
Coinbase Global, Inc.

Technology
176
+ 12.2%
$172.23 - $301.3 $30.3K - $53K
1.62K $278K
ACN
Accenture PLC

Technology
418
+ 7.69%
$300.91 - $398.25 $126K - $166K
5.86K $1.83M
ISRG
Intuitive Surgical Inc

Healthcare
130
+ 2.28%
$476.63 - $610.45 $62K - $79.4K
5.83K $2.89M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.98K
+ 2.64%
$21.75 - $24.28 $86.5K - $96.5K
155K $3.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4
+ 0.07%
$168.84 - $202.89 $675 - $812
6.08K $1.07M
TWLO
Twilio Inc

Communication Services
4
+ 0.04%
$94.9 - $148.35 $380 - $593
10.4K $1.02M
AXP
American Express CO

Financial Services
349
+ 4.55%
$255.39 - $325.87 $89.1K - $114K
8.02K $2.16M
CEG
Constellation Energy Corp

Utilities
492
+ 4.7%
$201.63 - $347.44 $99.2K - $171K
11K $2.21M
MRVL
Marvell Technology, Inc.

Technology
163
+ 2.38%
$61.57 - $126.06 $10K - $20.5K
7K $431K
BX
Blackstone Inc.

Financial Services
1.75K
+ 9.59%
$136.53 - $186.74 $239K - $327K
20K $2.8M
CRM
Salesforce, Inc.

Technology
623
+ 7.59%
$268.36 - $359.95 $167K - $224K
8.83K $2.37M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
113
+ 0.79%
$522.96 - $601.18 $59.1K - $67.9K
14.4K $7.66M
XLK
Technology Sector Spdr

ETFs
286
+ 1.43%
$206.38 - $242.18 $59K - $69.3K
20.3K $4.19M
GOOG
Alphabet Inc.

Communication Services
1.11K
+ 5.15%
$156.06 - $207.71 $174K - $231K
22.7K $3.55M
GOOGL
Alphabet Inc.

Communication Services
68
+ 0.4%
$154.33 - $206.19 $10.5K - $14K
17K $2.63M
TTD
Trade Desk, Inc.

Technology
92
+ 0.87%
$53.59 - $126.58 $4.93K - $11.6K
10.7K $585K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.27K
+ 3.27%
$507.05 - $563.67 $2.67M - $2.97M
166K $85.5M
AMZN
Amazon Com Inc

Consumer Cyclical
468
+ 0.66%
$190.26 - $242.06 $89K - $113K
70.9K $13.5M
AAPL
Apple Inc.

Technology
1.13K
+ 0.94%
$209.68 - $247.1 $236K - $278K
120K $26.7M
VUG
Vanguard Growth ETF

ETFs
8.6K
+ 3.94%
$369.1 - $427.61 $3.17M - $3.68M
227K $84M
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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