Rmr Wealth Builders Purchases in Q2 2025

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
239
+ 3.19%
$69.06 - $91.24 $16.5K - $21.8K
7.73K $705K
MU
Micron Technology Inc

Technology
131
+ 4.77%
$64.72 - $127.91 $8.48K - $16.8K
2.88K $354K
SOUN
Soundhound Ai, Inc.

Technology
10.5K
New
$7.18 - $11.76 $75K - $123K
10.5K $112K
CSX
Csx Corp

Industrials
797
+ 3.03%
$26.69 - $32.91 $21.3K - $26.2K
27.1K $882K
SPYG
Spdr Portfolio

ETFs
402
+ 10.3%
$71.83 - $95.32 $28.9K - $38.3K
4.3K $410K
WM
Waste Management Inc

Industrials
543
+ 5.65%
$216.47 - $242.1 $118K - $131K
10.2K $2.32M
PM
Philip Morris International Inc.

Consumer Defensive
151
+ 5.46%
$149.23 - $184.95 $22.5K - $27.9K
2.92K $531K
PNC
Pnc Financial Services Group, Inc.

Financial Services
110
+ 1.81%
$149.76 - $186.42 $16.5K - $20.5K
6.19K $1.15M
DUK
Duke Energy Corp

Utilities
1.25K
+ 7.65%
$112.46 - $124.05 $140K - $155K
17.5K $2.07M
BA
Boeing CO

Industrials
57
+ 3.31%
$136.59 - $217.51 $7.79K - $12.4K
1.78K $372K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
593
+ 27.7%
$483.07 - $625.6 $286K - $371K
2.73K $1.44M
CME
Cme Group Inc.

Financial Services
28
+ 0.43%
$252.37 - $290.71 $7.07K - $8.14K
6.53K $1.8M
ED
Consolidated Edison Inc

Utilities
1.12K
+ 30.1%
$98.05 - $113.3 $110K - $127K
4.84K $485K
ARES
Ares Management Corp

Financial Services
154
+ 10.13%
$118.04 - $175.83 $18.2K - $27.1K
1.67K $289K
AMAT
Applied Materials Inc

Technology
12
+ 0.71%
$126.95 - $183.52 $1.52K - $2.2K
1.71K $313K
LHX
L3 Harris Technologies, Inc.

Industrials
11
+ 0.79%
$200.21 - $256.99 $2.2K - $2.83K
1.41K $352K
FAST
Fastenal CO

Industrials
8.27K
+ 101.17%
$40.65 - $83.16 $336K - $688K
16.4K $690K
ACN
Accenture PLC

Technology
426
+ 7.28%
$279.23 - $323.21 $119K - $138K
6.28K $1.88M
TFC
Truist Financial Corp

Financial Services
313
+ 1.66%
$34.79 - $42.99 $10.9K - $13.5K
19.2K $825K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.26%
$498.8 - $620.9 $998 - $1.24K
763 $473K
RGLD
Royal Gold Inc

Basic Materials
7
+ 0.24%
$155.48 - $186.71 $1.09K - $1.31K
2.98K $530K
T
At&T Inc.

Communication Services
1.14K
+ 9.02%
$26.33 - $28.94 $30K - $33K
13.8K $398K
GILD
Gilead Sciences, Inc.

Healthcare
480
+ 3.84%
$96.91 - $113.0 $46.5K - $54.2K
13K $1.44M
RTX
Raytheon Technologies Corp

Industrials
70
+ 3.56%
$113.75 - $148.48 $7.96K - $10.4K
2.04K $297K
SAP
Sap Se

Technology
1
+ 0.1%
$237.53 - $309.8 $238 - $310
1K $304K
PEG
Public Service Enterprise Group Inc

Utilities
21
+ 0.12%
$77.13 - $84.18 $1.62K - $1.77K
17K $1.43M
APO
Apollo Global Management, Inc.

Financial Services
166
+ 8.31%
$108.68 - $145.07 $18K - $24.1K
2.16K $306K
MCK
Mckesson Corp

Healthcare
6
+ 1.33%
$652.83 - $732.78 $3.92K - $4.4K
458 $335K
MKTX
Marketaxess Holdings Inc

Financial Services
68
+ 3.47%
$203.19 - $231.09 $13.8K - $15.7K
2.03K $452K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
611
+ 9.73%
$40.64 - $47.27 $24.8K - $28.9K
6.89K $320K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.13%
$281.67 - $351.0 $282 - $351
754 $264K
SQ
Block, Inc.

Technology
434
+ 10.8%
N/A
4.45K $254K
TMO
Thermo Fisher Scientific Inc.

Healthcare
705
+ 24.57%
$390.26 - $489.06 $275K - $345K
3.57K $1.45M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
41
+ 0.44%
$35.35 - $42.68 $1.45K - $1.75K
9.43K $401K
MCD
Mcdonalds Corp

Consumer Cyclical
521
+ 7.91%
$285.55 - $321.23 $149K - $167K
7.1K $2.08M
ENB
Enbridge Inc

Energy
100
+ 0.87%
$41.09 - $47.16 $4.11K - $4.72K
11.6K $524K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
47
+ 0.7%
$121.58 - $136.74 $5.71K - $6.43K
6.77K $918K
MDLZ
Mondelez International, Inc.

Consumer Defensive
176
+ 3.59%
$63.54 - $68.5 $11.2K - $12.1K
5.08K $342K
SONY
Sony Group Corp

Technology
1
+ 0.01%
$21.24 - $26.88 $21.2 - $26.9
10.4K $270K
SHYD
Vaneck Short High Yield Muni E

ETFs
73
+ 0.19%
$21.84 - $22.79 $1.59K - $1.66K
38.6K $871K
CB
Chubb LTD

Financial Services
205
+ 4.52%
$274.32 - $302.46 $56.2K - $62K
4.74K $1.37M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2
+ 0.01%
$82.21 - $83.12 $164 - $166
29.5K $2.44M
PECO
Phillips Edison & Company, Inc.

Real Estate
2.11K
+ 4.43%
$33.53 - $37.33 $70.8K - $78.9K
49.8K $1.75M
OEF
Ishares S&P 100 ETF

ETFs
14
+ 0.15%
N/A
9.1K $2.42M
KO
Coca Cola CO

Consumer Defensive
266
+ 1.3%
$68.37 - $73.9 $18.2K - $19.7K
20.8K $1.47M
PFF
Ishares Trust Ishares Pfd And

ETFs
46
+ 0.69%
$29.0 - $30.68 $1.33K - $1.41K
6.71K $205K
American Centy ETF Tr
4.78K
New
N/A
4.78K $0
XC
Wisdomtree Tr Emerging Mkts Ex
6.54K
New
N/A
6.54K $0
Grayscale Bitcoin Mini Tr Et
7.09K
New
N/A
7.09K $0
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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