Rmr Wealth Builders Incresed Positions in Q2 2025

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
107
+ 6.61%
$151.47 - $375.07 $16.2K - $40.1K
1.73K $604K
GLW
Corning Inc

Technology
2.11K
+ 6.86%
$39.07 - $52.59 $82.6K - $111K
32.9K $1.73M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
58
+ 0.15%
$58.41 - $72.69 $3.39K - $4.22K
39.7K $2.88M
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 1.56%
$908.13 - $1056.85 $68.1K - $79.3K
4.87K $4.82M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.08K
+ 34.49%
$32.66 - $40.75 $166K - $207K
19.8K $801K
COF
Capital One Financial Corp

Financial Services
589
+ 14.7%
$150.57 - $212.76 $88.7K - $125K
4.6K $977K
FIS
Fidelity National Information Services, Inc.

Technology
1.4K
+ 6.62%
$68.14 - $82.13 $95.4K - $115K
22.5K $1.83M
HD
Home Depot, Inc.

Consumer Cyclical
647
+ 5.35%
$335.24 - $380.78 $217K - $246K
12.7K $4.67M
SHOP
Shopify Inc.

Technology
265
+ 2.55%
$76.89 - $115.35 $20.4K - $30.6K
10.7K $1.23M
CRM
Salesforce, Inc.

Technology
677
+ 7.66%
$236.26 - $291.15 $160K - $197K
9.51K $2.59M
MMM
3 M CO

Industrials
887
+ 6.55%
$126.09 - $154.15 $112K - $137K
14.4K $2.2M
QCOM
Qualcomm Inc

Technology
926
+ 8.85%
$124.66 - $159.48 $115K - $148K
11.4K $1.81M
C
Citigroup Inc

Financial Services
485
+ 4.33%
$58.13 - $85.12 $28.2K - $41.3K
11.7K $995K
V
Visa Inc.

Financial Services
290
+ 1.68%
$308.27 - $373.31 $89.4K - $108K
17.5K $6.22M
HON
Honeywell International Inc

Industrials
81
+ 1.1%
$182.86 - $232.88 $14.8K - $18.9K
7.45K $1.74M
IWR
Ishares Russell Mid Cap ETF

ETFs
833
+ 6.43%
$74.88 - $91.97 $62.4K - $76.6K
13.8K $1.27M
TJX
Tjx Companies Inc

Consumer Cyclical
1.13K
+ 7.2%
$119.13 - $135.03 $135K - $153K
16.8K $2.08M
MA
Mastercard Inc

Financial Services
181
+ 4.04%
$479.92 - $590.74 $86.9K - $107K
4.66K $2.62M
GE
General Electric CO

Industrials
347
+ 27.87%
$166.81 - $257.39 $57.9K - $89.3K
1.59K $409K
GLD
Spdr Gold Trust

ETFs
435
+ 41.79%
$273.71 - $316.29 $119K - $138K
1.48K $449K
PG
Procter & Gamble CO

Consumer Defensive
1.9K
+ 13.13%
$157.66 - $172.39 $299K - $327K
16.3K $2.6M
AMT
American Tower Corp

Real Estate
465
+ 4.53%
$203.96 - $228.19 $94.8K - $106K
10.7K $2.37M
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
CSX
Csx Corp

Industrials
797
+ 3.03%
$26.69 - $32.91 $21.3K - $26.2K
27.1K $882K
WM
Waste Management Inc

Industrials
543
+ 5.65%
$216.47 - $242.1 $118K - $131K
10.2K $2.32M
SPYG
Spdr Portfolio

ETFs
402
+ 10.3%
$71.83 - $95.32 $28.9K - $38.3K
4.3K $410K
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
CSCO
Cisco Systems, Inc.

Technology
502
+ 8.76%
$53.19 - $69.38 $26.7K - $34.8K
6.23K $432K
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
AMAT
Applied Materials Inc

Technology
12
+ 0.71%
$126.95 - $183.52 $1.52K - $2.2K
1.71K $313K
ARES
Ares Management Corp

Financial Services
154
+ 10.13%
$118.04 - $175.83 $18.2K - $27.1K
1.67K $289K
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
APO
Apollo Global Management, Inc.

Financial Services
166
+ 8.31%
$108.68 - $145.07 $18K - $24.1K
2.16K $306K
PEG
Public Service Enterprise Group Inc

Utilities
21
+ 0.12%
$77.13 - $84.18 $1.62K - $1.77K
17K $1.43M
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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