Rmr Wealth Builders New Holdings in Q2 2025

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
21.6K
New
$92.87 - $125.73 $2M - $2.71M
21.6K $2.57M
NEAR
Blackrock Short Maturity Bond

ETFs
34.5K
New
$50.41 - $51.17 $1.74M - $1.76M
34.5K $1.76M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16.9K
New
$51.68 - $52.76 $876K - $894K
16.9K $894K
LRGF
Ishares Tr

ETFs
13.6K
New
$51.37 - $64.13 $696K - $869K
13.6K $868K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
10.6K
New
$48.5 - $49.35 $512K - $521K
10.6K $519K
MBB
Ishares Tr

ETFs
5.37K
New
$91.41 - $94.22 $490K - $505K
5.37K $503K
AVDE
American Centy ETF Tr Avantis

ETFs
5.51K
New
$59.32 - $74.36 $327K - $410K
5.51K $407K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.21K
New
$54.28 - $67.95 $283K - $354K
5.21K $354K
INTF
Ishares Tr

ETFs
9.87K
New
$27.6 - $34.51 $273K - $341K
9.87K $337K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.3K
New
$20.42 - $25.3 $272K - $337K
13.3K $336K
DE
Deere & CO

Industrials
597
New
$412.99 - $531.48 $247K - $317K
597 $303K
BOTZ
Global X Fds

ETFs
7.6K
New
$24.51 - $32.65 $186K - $248K
7.6K $248K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.76K
New
$31.67 - $42.89 $182K - $247K
5.76K $246K
KKR
Kkr & Co. Inc.

Financial Services
1.82K
New
$92.79 - $134.29 $168K - $244K
1.82K $241K
ON
On Semiconductor Corp

Technology
4.57K
New
$31.95 - $54.21 $146K - $248K
4.57K $239K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.03K
New
$171.4 - $227.1 $176K - $233K
1.03K $232K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.25K
New
$152.93 - $181.74 $191K - $227K
1.25K $226K
BCS
Barclays PLC

Financial Services
12K
New
$12.69 - $18.61 $153K - $224K
12K $223K
RACE
Ferrari N.V.

Consumer Cyclical
435
New
$397.86 - $499.02 $173K - $217K
435 $213K
JCI
Johnson Controls International PLC

Industrials
2.01K
New
$71.14 - $105.62 $143K - $212K
2.01K $212K
KLAC
Kla Corp

Technology
234
New
$576.53 - $902.94 $135K - $211K
234 $209K
AER
Aer Cap Holdings N.V.

Industrials
1.78K
New
$88.97 - $117.24 $158K - $208K
1.78K $207K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
3.19K
New
$52.66 - $64.01 $168K - $204K
3.19K $204K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.4K
New
$60.61 - $87.72 $145K - $211K
2.4K $203K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.69K
New
$34.72 - $42.74 $163K - $200K
4.69K $200K
VIG
Vanguard Dividend Appreciation

ETFs
1.03K
New
N/A
1.03K $188K
SOUN
Soundhound Ai, Inc.

Technology
10.5K
New
$7.18 - $11.76 $75K - $123K
10.5K $112K
American Centy ETF Tr
4.78K
New
N/A
4.78K $0
Te Connectivity PLC
1.52K
New
N/A
1.52K $0
Grayscale Bitcoin Mini Tr Et
7.09K
New
N/A
7.09K $0
XC
Wisdomtree Tr Emerging Mkts Ex
6.54K
New
N/A
6.54K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
21K
New
N/A
21K $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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