Rmr Wealth Builders Reduced Holdings in Q2 2025

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADBE
Adobe Inc.

Technology
-2.69K
- 56.94%
$340.0 - $420.68 $914K - $1.13M
2.03K $786K
ABBV
Abb Vie Inc.

Healthcare
-398
- 4.79%
$170.16 - $206.27 $67.7K - $82.1K
7.91K $1.47M
UNH
Unitedhealth Group Inc

Healthcare
-92
- 8.39%
$274.35 - $599.47 $25.2K - $55.2K
1.01K $313K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-66
- 0.69%
$212.1 - $244.27 $14K - $16.1K
9.43K $2.06M
MRK
Merck & Co., Inc.

Healthcare
-1.02K
- 8.22%
$73.47 - $87.12 $74.9K - $88.9K
11.4K $900K
TXN
Texas Instruments Inc

Technology
-888
- 15.23%
N/A
4.94K $962K
DOW
Dow Inc.

Basic Materials
-39
- 0.24%
$25.81 - $34.89 $1.01K - $1.36K
16.5K $437K
BMY
Bristol Myers Squibb CO

Healthcare
-1.02K
- 19.0%
$44.12 - $59.6 $44.8K - $60.6K
4.33K $200K
CMCSA
Comcast Corp

Communication Services
-1.7K
- 3.55%
$32.84 - $36.72 $56K - $62.6K
46.3K $1.65M
XLE
Energy Sector Spdr

ETFs
-292
- 3.48%
$76.44 - $94.13 $22.3K - $27.5K
8.11K $687K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-806
- 15.72%
$51.14 - $57.0 $41.2K - $45.9K
4.32K $245K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
-2.4K
- 5.54%
$11.19 - $11.84 $26.9K - $28.4K
40.9K $464K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-10
- 0.46%
$99.37 - $134.05 $994 - $1.34K
2.16K $245K
NEE
Nextera Energy Inc

Utilities
-414
- 5.14%
$64.11 - $75.0 $26.5K - $31.1K
7.64K $530K
INTC
Intel Corp

Technology
-1.32K
- 11.12%
$18.13 - $22.69 $24K - $30K
10.6K $236K
PCAR
Paccar Inc

Industrials
-102
- 1.17%
$86.4 - $99.09 $8.81K - $10.1K
8.61K $818K
MAIN
Main Street Capital Corp

Financial Services
-1.11K
- 7.8%
$49.15 - $59.32 $54.7K - $66K
13.1K $777K
SHV
Ishares Tr

ETFs
-238
- 9.03%
$110.06 - $110.46 $26.2K - $26.3K
2.4K $264K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-128
- 6.41%
$146.74 - $176.07 $18.8K - $22.5K
1.87K $303K
VHT
Vanguard Health Care ETF

ETFs
-2
- 0.14%
$236.71 - $261.92 $473 - $524
1.41K $349K
UNP
Union Pacific Corp

Industrials
-3
- 0.09%
$208.27 - $238.46 $625 - $715
3.27K $752K
IEX
Idex Corp

Industrials
-53
- 3.51%
$160.66 - $191.29 $8.51K - $10.1K
1.46K $255K
AOS
Smith A O Corp

Industrials
-227
- 4.63%
$59.63 - $70.52 $13.5K - $16K
4.67K $306K
VXF
Vanguard Extended Market ETF

ETFs
-240
- 14.84%
$150.43 - $192.71 $36.1K - $46.3K
1.38K $265K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-199
- 3.57%
$77.94 - $79.5 $15.5K - $15.8K
5.38K $427K
BNY
Blackrock New York Municipal Income Trust

Financial Services
-120
- 0.54%
$9.59 - $10.28 $1.15K - $1.23K
22K $212K
SHW
Sherwin Williams CO

Basic Materials
-7
- 0.64%
$313.51 - $363.51 $2.19K - $2.54K
1.09K $375K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-266
- 6.99%
$54.44 - $62.8 $14.5K - $16.7K
3.54K $222K
CVS
Cvs Health Corp

Healthcare
-290
- 2.22%
$60.04 - $70.18 $17.4K - $20.4K
12.8K $882K
FISV
Fiserv Inc

Technology
-26
- 1.42%
N/A
1.8K $225K
CAT
Caterpillar Inc

Industrials
-237
- 15.5%
$273.94 - $388.21 $64.9K - $92K
1.29K $501K
Lam Research Corp
-157
- 4.09%
N/A
3.68K $0
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-171
- 2.98%
$42.56 - $50.32 $7.28K - $8.6K
5.57K $280K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-1.65K
- 8.83%
$25.48 - $31.98 $41.9K - $52.6K
17K $543K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-49
- 0.71%
$43.28 - $50.37 $2.12K - $2.47K
6.81K $341K
VONV
Vanguard Russell 1000 Value Et

ETFs
-169
- 2.83%
$73.19 - $85.21 $12.4K - $14.4K
5.79K $493K
KEYS
Keysight Technologies, Inc.

Technology
-177
- 6.95%
$127.02 - $165.4 $22.5K - $29.3K
2.37K $388K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-15
- 0.34%
$44.42 - $51.46 $666 - $772
4.42K $226K
XLY
Select Sector Spdr Consumer Di

ETFs
-122
- 7.23%
$176.34 - $218.59 $21.5K - $26.7K
1.57K $340K
TER
Teradyne, Inc

Technology
-209
- 5.01%
$67.96 - $91.05 $14.2K - $19K
3.96K $356K
CSGP
Costar Group, Inc.

Real Estate
-31
- 0.22%
$72.62 - $83.22 $2.25K - $2.58K
13.9K $1.12M
FTNT
Fortinet, Inc.

Technology
-126
- 3.29%
$84.71 - $108.69 $10.7K - $13.7K
3.7K $391K
EW
Edwards Lifesciences Corp

Healthcare
-5
- 0.12%
$67.07 - $78.22 $335 - $391
4.2K $328K
DNL
Wiswisdomtree Tr

ETFs
-8
- 0.13%
$32.16 - $40.27 $257 - $322
6.34K $255K
XLC
Select Sector Spdr Tr Communic

ETFs
-112
- 3.38%
$86.13 - $108.53 $9.65K - $12.2K
3.2K $346K
MPC
Marathon Petroleum Corp

Energy
-2
- 0.13%
$118.55 - $170.08 $237 - $340
1.59K $263K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-184
- 3.47%
$57.41 - $74.81 $10.6K - $13.8K
5.12K $380K
MAR
Marriott International Inc

Consumer Cyclical
-5
- 0.45%
$211.12 - $274.14 $1.06K - $1.37K
1.11K $301K
XLI
Industrial Sector Spdr

ETFs
-86
- 2.95%
$116.42 - $147.52 $10K - $12.7K
2.83K $417K
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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