Rmr Wealth Builders Incresed Positions in Q3 2024

Rmr Wealth Builders

  • $939 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
25.2K
+ 6.14%
$159.75 - $174.57 $4.02M - $4.39M
435K $75.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.09K
+ 4.93%
$475.2 - $527.7 $3.37M - $3.74M
151K $79.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
34.2K
+ 3.08%
$57.32 - $62.65 $1.96M - $2.14M
1.14M $71.3M
VUG
Vanguard Growth ETF

ETFs
7.89K
+ 3.95%
$341.08 - $391.94 $2.69M - $3.09M
208K $79.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
50.5K
+ 12.41%
$76.94 - $79.54 $3.88M - $4.01M
457K $36.3M
IEFA
Ishares Tr

ETFs
14.3K
+ 3.02%
$70.09 - $78.74 $1M - $1.13M
488K $38.1M
AAPL
Apple Inc.

Technology
1.6K
+ 1.37%
$207.23 - $234.82 $332K - $376K
118K $27.6M
AMD
Advanced Micro Devices Inc

Technology
16.5K
+ 386.73%
$128.67 - $183.96 $2.13M - $3.04M
20.8K $3.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.31K
+ 2.88%
$105.53 - $118.34 $560K - $628K
190K $22.2M
FMB
First Tr Exchange Traded Fd Ii

ETFs
32.4K
+ 12.87%
$51.0 - $52.05 $1.65M - $1.69M
284K $14.8M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
13.6K
+ 12.03%
$92.1 - $95.52 $1.25M - $1.3M
127K $12.1M
MUB
Ishares National Muni Bond ETF

ETFs
12K
+ 8.71%
$106.13 - $108.7 $1.28M - $1.31M
150K $16.3M
BNDX
Vanguard Total International B

ETFs
25K
+ 12.14%
$48.42 - $50.35 $1.21M - $1.26M
231K $11.6M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
63.7K
+ 9.91%
$19.74 - $20.07 $1.26M - $1.28M
706K $14.1M
IWM
Ishares Russell 2000 ETF

ETFs
2.6K
+ 7.11%
$200.87 - $224.6 $522K - $583K
39.1K $8.64M
AVGO
Broadcom Inc.

Technology
62.7K
+ 894.63%
$136.27 - $1745.86 $8.54M - $109M
69.7K $12M
TSLA
Tesla, Inc.

Consumer Cyclical
456
+ 5.38%
$191.76 - $263.26 $87.4K - $120K
8.94K $2.34M
CASH
Meta Financial Group Inc

Financial Services
8.06K
+ 60.14%
$56.5 - $69.1 $455K - $557K
21.5K $1.42M
SCHO
Schwab Short Term Us Treasury

ETFs
7.51K
+ 8.61%
$47.93 - $49.06 $360K - $369K
94.8K $4.64M
CMCSA
Comcast Corp

Communication Services
8.31K
+ 25.11%
$37.33 - $41.78 $310K - $347K
41.4K $1.73M
WMT
Walmart Inc.

Consumer Defensive
34
+ 0.12%
$66.91 - $81.4 $2.27K - $2.77K
27.6K $2.23M
V
Visa Inc.

Financial Services
610
+ 4.18%
$253.74 - $291.56 $155K - $178K
15.2K $4.18M
BX
Blackstone Inc.

Financial Services
362
+ 3.8%
$120.77 - $159.66 $43.7K - $57.8K
9.9K $1.52M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.37K
+ 35.33%
$75.88 - $83.21 $256K - $281K
12.9K $1.08M
TTD
Trade Desk, Inc.

Technology
2.04K
+ 24.07%
$83.08 - $110.79 $170K - $226K
10.5K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 0.13%
$194.9 - $224.8 $7.8K - $8.99K
31.7K $6.68M
GS
Goldman Sachs Group Inc

Financial Services
181
+ 5.27%
$459.02 - $510.25 $83.1K - $92.4K
3.61K $1.79M
SHYD
Vaneck Short High Yield Muni E

ETFs
9.64K
+ 29.04%
$22.24 - $22.81 $214K - $220K
42.8K $972K
QQQ
Invesco Qqq Trust, Series 1

ETFs
245
+ 2.21%
$434.77 - $502.96 $107K - $123K
11.3K $5.52M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.35K
+ 31.17%
$57.22 - $80.08 $77.2K - $108K
5.68K $443K
PNC
Pnc Financial Services Group, Inc.

Financial Services
5
+ 0.08%
$156.14 - $187.2 $781 - $936
6.07K $1.12M
NEE
Nextera Energy Inc

Utilities
566
+ 5.98%
$69.9 - $84.97 $39.6K - $48.1K
10K $847K
SHOP
Shopify Inc.

Technology
388
+ 3.82%
$52.26 - $80.75 $20.3K - $31.3K
10.5K $844K
GILD
Gilead Sciences, Inc.

Healthcare
40
+ 0.39%
$66.59 - $83.99 $2.66K - $3.36K
10.4K $870K
ETN
Eaton Corp PLC

Industrials
405
+ 31.08%
$272.52 - $333.02 $110K - $135K
1.71K $565K
IBM
International Business Machines Corp

Technology
101
+ 4.34%
$175.1 - $223.38 $17.7K - $22.6K
2.43K $536K
CRWD
Crowd Strike Holdings, Inc.

Technology
2.34K
+ 45.67%
$217.89 - $392.15 $510K - $918K
7.47K $2.09M
PG
Procter & Gamble CO

Consumer Defensive
183
+ 1.53%
$160.76 - $177.82 $29.4K - $32.5K
12.2K $2.11M
XLK
Technology Sector Spdr

ETFs
572
+ 2.94%
$197.34 - $237.68 $113K - $136K
20K $4.52M
JNJ
Johnson & Johnson

Healthcare
234
+ 4.79%
$145.48 - $167.38 $34K - $39.2K
5.12K $830K
IWB
Ishares Tr Russell 1000 ETF

ETFs
290
+ 28.83%
$283.28 - $314.39 $82.2K - $91.2K
1.3K $407K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.01%
$210.25 - $231.86 $210 - $232
8.68K $1.94M
KEYS
Keysight Technologies, Inc.

Technology
358
+ 16.54%
$119.86 - $158.87 $42.9K - $56.9K
2.52K $400K
XLV
Select Sector Spdr Fund Health

ETFs
20
+ 0.17%
$143.3 - $157.24 $2.87K - $3.14K
11.8K $1.82M
DIS
Walt Disney CO

Communication Services
1.15K
+ 19.26%
$85.6 - $98.61 $98.7K - $114K
7.14K $686K
CSCO
Cisco Systems, Inc.

Technology
1.02K
+ 16.98%
$44.74 - $53.22 $45.5K - $54.2K
7.01K $373K
BWA
Borgwarner Inc

Consumer Cyclical
1.49K
+ 20.42%
$31.19 - $36.75 $46.4K - $54.7K
8.78K $318K
MS
Morgan Stanley

Financial Services
510
+ 14.17%
$92.07 - $106.96 $47K - $54.5K
4.11K $428K
FTNT
Fortinet, Inc.

Technology
136
+ 3.62%
$55.39 - $77.55 $7.53K - $10.5K
3.89K $301K
Activity Summary
Buys All Purchases 128 New Holdings 24 Increased Positions 104 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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