Rmr Wealth Builders Incresed Positions in Q3 2025

Rmr Wealth Builders

  • $1.17 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
8.7K
+ 3.85%
$433.97 - $484.08 $3.78M - $4.21M
235K $113M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.72K
+ 5.07%
$567.77 - $614.76 $4.95M - $5.36M
181K $111M
VTV
Vanguard Value ETF

ETFs
30.4K
+ 6.03%
$175.51 - $186.57 $5.33M - $5.67M
534K $99.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
69.7K
+ 5.05%
$62.09 - $66.51 $4.33M - $4.64M
1.45M $94.7M
NVDA
Nvidia Corp

Technology
77
+ 0.03%
$153.3 - $186.58 $11.8K - $14.4K
253K $47.3M
IEFA
Ishares Tr

ETFs
28.1K
+ 4.87%
$81.7 - $87.53 $2.3M - $2.46M
604K $52.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.2K
+ 5.49%
$108.46 - $120.63 $1.43M - $1.59M
254K $30.2M
GOOG
Alphabet Inc.

Communication Services
6.4K
+ 27.59%
$175.16 - $255.24 $1.12M - $1.63M
29.6K $7.2M
SCHO
Schwab Short Term Us Treasury

ETFs
102K
+ 22.92%
$24.23 - $24.42 $2.47M - $2.49M
547K $13.4M
FMB
First Tr Exchange Traded Fd Ii

ETFs
32.5K
+ 9.28%
$49.32 - $50.93 $1.6M - $1.65M
382K $19.4M
SUB
Ishares Short Term National Mu

ETFs
16.3K
+ 6.38%
$106.17 - $107.3 $1.73M - $1.75M
271K $29M
AMD
Advanced Micro Devices Inc

Technology
9.35K
+ 62.66%
$134.8 - $184.42 $1.26M - $1.72M
24.3K $3.93M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
81.7K
+ 9.47%
$19.85 - $20.2 $1.62M - $1.65M
944K $19M
PANW
Palo Alto Networks Inc

Technology
8.16K
+ 195.43%
$167.06 - $208.19 $1.36M - $1.7M
12.3K $2.51M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.45K
+ 1.05%
$192.76 - $203.86 $280K - $296K
139K $28.4M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
15.1K
+ 9.49%
$94.11 - $95.78 $1.43M - $1.45M
175K $16.7M
MUB
Ishares National Muni Bond ETF

ETFs
10.6K
+ 6.17%
$103.24 - $106.68 $1.09M - $1.13M
182K $19.4M
JPM
Jpmorgan Chase & CO

Financial Services
1.09K
+ 3.08%
$282.78 - $316.06 $307K - $343K
36.3K $11.5M
GLW
Corning Inc

Technology
2.44K
+ 7.4%
$51.6 - $82.03 $126K - $200K
35.4K $2.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1K
+ 8.95%
$546.99 - $602.2 $549K - $605K
12.2K $7.34M
PLTR
Palantir Technologies Inc.

Technology
1.65K
+ 10.72%
$130.68 - $186.97 $216K - $309K
17.1K $3.12M
IWM
Ishares Russell 2000 ETF

ETFs
152
+ 0.41%
$214.92 - $244.84 $32.7K - $37.2K
37K $8.96M
WMT
Walmart Inc.

Consumer Defensive
7.18K
+ 23.29%
$94.4 - $104.27 $678K - $748K
38K $3.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.32K
+ 11.44%
$459.11 - $506.91 $605K - $668K
12.8K $6.46M
ORCL
Oracle Corp

Technology
591
+ 5.73%
$218.96 - $328.33 $129K - $194K
10.9K $3.06M
XLK
Technology Sector Spdr

ETFs
96
+ 0.47%
$250.97 - $282.66 $24.1K - $27.1K
20.4K $5.76M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
219
+ 1.49%
$567.09 - $607.37 $124K - $133K
14.9K $8.88M
HD
Home Depot, Inc.

Consumer Cyclical
149
+ 1.17%
$357.4 - $423.42 $53.3K - $63.1K
12.9K $5.22M
META
Meta Platforms, Inc.

Communication Services
795
+ 6.61%
$695.21 - $791.73 $553K - $629K
12.8K $9.42M
TJX
Tjx Companies Inc

Consumer Cyclical
940
+ 5.59%
$121.35 - $144.54 $114K - $136K
17.8K $2.57M
TMO
Thermo Fisher Scientific Inc.

Healthcare
380
+ 10.63%
$404.94 - $499.99 $154K - $190K
3.95K $1.92M
CVX
Chevron Corp

Energy
1.06K
+ 4.93%
$145.57 - $161.83 $155K - $172K
22.7K $3.52M
GM
General Motors CO

Consumer Cyclical
117
+ 0.47%
$48.89 - $61.24 $5.72K - $7.17K
25.2K $1.53M
LMT
Lockheed Martin Corp

Industrials
253
+ 5.76%
$410.74 - $499.21 $104K - $126K
4.64K $2.32M
AXP
American Express CO

Financial Services
514
+ 6.12%
$294.27 - $342.31 $151K - $176K
8.91K $2.96M
EFA
Ishares Tr Msci Eafe ETF

ETFs
275
+ 0.45%
$87.29 - $93.61 $24K - $25.7K
61.3K $5.72M
UBER
Uber Technologies, Inc

Technology
1.57K
+ 6.46%
$86.91 - $99.57 $136K - $156K
25.8K $2.53M
INTC
Intel Corp

Technology
4.39K
+ 41.56%
$19.31 - $35.5 $84.8K - $156K
15K $501K
DUK
Duke Energy Corp

Utilities
1.3K
+ 7.41%
$116.31 - $125.93 $151K - $164K
18.8K $2.33M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
255
+ 9.33%
$534.91 - $598.71 $136K - $153K
2.99K $1.68M
TER
Teradyne, Inc

Technology
383
+ 9.67%
$90.15 - $137.64 $34.5K - $52.7K
4.34K $597K
MCD
Mcdonalds Corp

Consumer Cyclical
514
+ 7.24%
$291.67 - $316.99 $150K - $163K
7.62K $2.32M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
166
+ 0.42%
$72.65 - $78.68 $12.1K - $13.1K
39.8K $3.12M
CSGP
Costar Group, Inc.

Real Estate
2.15K
+ 15.47%
$81.42 - $96.83 $175K - $208K
16K $1.35M
C
Citigroup Inc

Financial Services
417
+ 3.57%
$85.57 - $103.49 $35.7K - $43.2K
12.1K $1.23M
VZ
Verizon Communications Inc

Communication Services
3.61K
+ 4.79%
$40.84 - $45.06 $147K - $163K
79K $3.47M
MU
Micron Technology Inc

Technology
459
+ 15.97%
$104.88 - $168.89 $48.1K - $77.5K
3.33K $557K
RSP
Invesco S&P 500 Equal Weight E

ETFs
984
+ 78.85%
$181.56 - $190.33 $179K - $187K
2.23K $423K
KLAC
Kla Corp

Technology
142
+ 60.68%
$843.9 - $1078.6 $120K - $153K
376 $405K
Activity Summary
Buys All Purchases 177 New Holdings 19 Increased Positions 158 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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