Rmr Wealth Builders Reduced Holdings in Q3 2024

Rmr Wealth Builders

  • $939 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-5.06K
- 1.92%
$98.91 - $134.91 $500K - $682K
258K $31.3M
GOOGL
Alphabet Inc.

Communication Services
-1.12K
- 4.79%
$148.65 - $191.18 $166K - $214K
22.2K $3.68M
XLI
Industrial Sector Spdr

ETFs
-3.68K
- 56.02%
$120.56 - $135.44 $444K - $499K
2.89K $391K
ASML
Asml Holding Nv

Technology
-10
- 0.47%
$749.82 - $1098.95 $7.5K - $11K
2.1K $1.75M
QCOM
Qualcomm Inc

Technology
-573
- 6.31%
$156.12 - $209.64 $89.5K - $120K
8.51K $1.45M
XLC
Select Sector Spdr Tr Communic

ETFs
-3.85K
- 60.25%
$82.16 - $90.4 $316K - $348K
2.54K $229K
MRK
Merck & Co., Inc.

Healthcare
-369
- 1.39%
$111.15 - $128.97 $41K - $47.6K
26.2K $2.97M
DXCM
Dexcom Inc

Healthcare
-37
- 0.69%
$64.0 - $116.06 $2.37K - $4.29K
5.33K $356K
PECO
Phillips Edison & Company, Inc.

Real Estate
-16.7K
- 21.44%
$32.1 - $38.93 $537K - $651K
61.3K $2.31M
XLE
Energy Sector Spdr

ETFs
-2.04K
- 16.38%
$84.35 - $93.39 $172K - $191K
10.4K $914K
ADBE
Adobe Inc.

Technology
-55
- 1.14%
$508.13 - $586.55 $27.9K - $32.3K
4.76K $2.47M
ANET
Arista Networks, Inc.

Technology
-1.24K
- 14.86%
$311.42 - $388.21 $385K - $480K
7.09K $2.72M
MCHP
Microchip Technology Inc

Technology
-1.17K
- 14.5%
$72.0 - $95.98 $84.4K - $112K
6.91K $554K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-344
- 8.13%
$460.0 - $505.78 $158K - $174K
3.89K $1.81M
TER
Teradyne, Inc

Technology
-539
- 10.62%
$114.25 - $163.0 $61.6K - $87.9K
4.54K $607K
CAT
Caterpillar Inc

Industrials
-653
- 31.58%
$316.8 - $391.12 $207K - $255K
1.42K $553K
AMAT
Applied Materials Inc

Technology
-155
- 5.68%
$174.88 - $254.97 $27.1K - $39.5K
2.57K $520K
INTU
Intuit Inc

Technology
-48
- 2.02%
$602.97 - $670.49 $28.9K - $32.2K
2.33K $1.45M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.62K
- 30.77%
$31.18 - $33.5 $113K - $121K
8.15K $270K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-426
- 16.88%
$531.86 - $624.21 $227K - $266K
2.1K $1.3M
TXN
Texas Instruments Inc

Technology
-493
- 7.58%
$194.6 - $194.6 $95.9K - $95.9K
6.01K $1.17M
MAIN
Main Street Capital Corp

Financial Services
-1.64K
- 11.0%
$47.05 - $52.25 $77.4K - $85.9K
13.3K $667K
MU
Micron Technology Inc

Technology
-53
- 1.85%
$86.27 - $136.82 $4.57K - $7.25K
2.81K $291K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.15K
- 13.72%
$79.92 - $88.19 $172K - $190K
13.5K $1.19M
TREX
Trex CO Inc

Industrials
-498
- 8.64%
$59.17 - $85.82 $29.5K - $42.7K
5.27K $350K
SCHW
Schwab Charles Corp

Financial Services
-25
- 0.34%
$61.74 - $76.08 $1.54K - $1.9K
7.41K $480K
HON
Honeywell International Inc

Industrials
-22
- 0.28%
$196.73 - $220.21 $4.33K - $4.84K
7.87K $1.63M
SPYG
Spdr Portfolio

ETFs
-873
- 15.0%
$73.38 - $84.1 $64.1K - $73.4K
4.95K $410K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-5.11K
- 7.33%
$10.84 - $11.33 $55.4K - $57.9K
64.6K $723K
MCK
Mckesson Corp

Healthcare
-8
- 1.67%
$479.06 - $630.38 $3.83K - $5.04K
471 $232K
FISV
Fiserv Inc

Technology
-372
- 17.07%
N/A
1.81K $226K
ELAN
Elanco Animal Health Inc

Healthcare
-3.43K
- 14.78%
$11.85 - $15.47 $40.6K - $53.1K
19.8K $290K
SPY
Spdr S&P 500 ETF Trust

ETFs
-997
- 5.56%
$517.38 - $573.86 $516K - $572K
16.9K $9.72M
CRM
Salesforce, Inc.

Technology
-654
- 7.76%
$238.42 - $276.53 $156K - $181K
7.77K $2.13M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
-5.64K
- 11.42%
$12.17 - $13.05 $68.7K - $73.6K
43.8K $570K
BAC
Bank Of America Corp

Financial Services
-576
- 1.03%
$36.65 - $44.13 $21.1K - $25.4K
55.4K $2.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-688
- 21.72%
$213.3 - $270.78 $147K - $186K
2.48K $671K
VXF
Vanguard Extended Market ETF

ETFs
-281
- 14.81%
$163.98 - $182.92 $46.1K - $51.4K
1.62K $294K
KLAC
Kla Corp

Technology
-15
- 5.21%
$696.17 - $892.35 $10.4K - $13.4K
273 $211K
MPC
Marathon Petroleum Corp

Energy
-28
- 1.6%
$158.61 - $180.75 $4.44K - $5.06K
1.72K $280K
UBER
Uber Technologies, Inc

Technology
-736
- 5.13%
$58.48 - $77.47 $43K - $57K
13.6K $1.02M
MLM
Martin Marietta Materials Inc

Basic Materials
-25
- 5.26%
$502.48 - $593.35 $12.6K - $14.8K
450 $242K
STZ
Constellation Brands, Inc.

Consumer Defensive
-29
- 3.51%
$236.42 - $259.82 $6.86K - $7.53K
797 $205K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-582
- 13.07%
$64.35 - $75.71 $37.5K - $44.1K
3.87K $285K
BOTZ
Global X Fds

ETFs
-486
- 6.49%
$27.68 - $32.27 $13.5K - $15.7K
7K $225K
GNW
Genworth Financial Inc

Financial Services
-1.86K
- 14.73%
$5.95 - $6.98 $11.1K - $13K
10.8K $73K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-1.08K
- 6.69%
$24.38 - $30.06 $26.4K - $32.5K
15.1K $449K
Linde PLC
-161
- 4.37%
N/A
3.52K $0
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-340
- 6.82%
$44.69 - $48.87 $15.2K - $16.6K
4.65K $227K
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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