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
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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
47
+ 0.7%
$121.58 - $136.74 $5.71K - $6.43K
6.77K $918K
ENB
Enbridge Inc

Energy
100
+ 0.87%
$41.09 - $47.16 $4.11K - $4.72K
11.6K $524K
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
OEF
Ishares S&P 100 ETF

ETFs
14
+ 0.15%
N/A
9.1K $2.42M
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
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
Federated Hermes ETF Trust
22.1K
+ 18.27%
N/A
143K $0
Linde PLC
525
+ 12.49%
N/A
4.73K $0
PHK
Pimco High Income Fund

Financial Services
280
+ 2.37%
$4.43 - $4.88 $1.24K - $1.37K
12.1K $57K
Arista Networks Inc
781
+ 2.55%
N/A
31.4K $0
Pimco ETF Tr
10.9K
+ 21.32%
N/A
62.2K $0
Frontline PLC
408
+ 2.35%
N/A
17.7K $0
Blackrock Inc
3
+ 0.14%
N/A
2.09K $0
Cava Group Inc
684
+ 23.77%
N/A
3.56K $0
LOW
Lowes Companies Inc

Consumer Cyclical
142
+ 5.08%
$210.83 - $235.28 $29.9K - $33.4K
2.94K $651K
MO
Altria Group, Inc.

Consumer Defensive
38
+ 1.02%
$55.56 - $60.91 $2.11K - $2.31K
3.76K $220K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
519
+ 3.29%
$24.32 - $27.87 $12.6K - $14.5K
16.3K $431K
HTGC
Hercules Capital, Inc.

Financial Services
423
+ 2.2%
$16.24 - $19.1 $6.87K - $8.08K
19.7K $359K
IT
Gartner Inc

Technology
4
+ 0.56%
$377.5 - $449.52 $1.51K - $1.8K
714 $288K
SIGI
Selective Insurance Group Inc

Financial Services
10
+ 0.43%
$82.37 - $92.83 $824 - $928
2.34K $202K
LLY
Eli Lilly & CO

Healthcare
277
+ 5.63%
$713.71 - $898.95 $198K - $249K
5.19K $4.05M
JNJ
Johnson & Johnson

Healthcare
333
+ 6.86%
$146.36 - $159.82 $48.7K - $53.2K
5.18K $791K
VZ
Verizon Communications Inc

Communication Services
3.11K
+ 4.3%
$41.67 - $45.62 $129K - $142K
75.4K $3.26M
BCBP
Bcb Bancorp Inc

Financial Services
260
+ 1.9%
$7.7 - $9.91 $2K - $2.58K
13.9K $117K
XLV
Select Sector Spdr Fund Health

ETFs
180
+ 1.82%
$128.77 - $144.3 $23.2K - $26K
10.1K $1.36M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
265
+ 5.48%
$421.16 - $509.5 $112K - $135K
5.1K $2.27M
LYB
Lyondell Basell Industries N.V.

Basic Materials
24
+ 0.38%
$53.23 - $70.65 $1.28K - $1.7K
6.36K $368K
CVX
Chevron Corp

Energy
1.53K
+ 7.65%
$133.73 - $168.51 $205K - $258K
21.6K $3.09M
XOM
Exxon Mobil Corp

Energy
533
+ 1.44%
$99.93 - $119.04 $53.3K - $63.4K
37.5K $4.04M
AAPL
Apple Inc.

Technology
6.93K
+ 5.75%
$172.42 - $223.89 $1.19M - $1.55M
127K $26.1M
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
Track This Portfolio

Track Rmr Wealth Builders Portfolio

Follow Rmr Wealth Builders and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email