Rmr Wealth Builders Sells in Q3 2025

Rmr Wealth Builders

  • $1.17 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-4.77K
- 76.01%
$232.56 - $304.78 $1.11M - $1.46M
1.51K $371K
MLM
Martin Marietta Materials Inc

Basic Materials
-2.84K
- 77.83%
$546.36 - $631.12 $1.55M - $1.79M
810 $510K
NEAR
Blackrock Short Maturity Bond

ETFs
-18.5K
- 53.73%
$50.8 - $51.32 $941K - $951K
16K $817K
CRM
Salesforce, Inc.

Technology
-1.42K
- 14.94%
$231.66 - $273.65 $329K - $389K
8.09K $1.92M
PSX
Phillips 66

Energy
-6.87K
- 31.82%
$118.37 - $139.46 $813K - $958K
14.7K $2M
PECO
Phillips Edison & Company, Inc.

Real Estate
-15.3K
- 30.79%
$33.04 - $36.15 $507K - $555K
34.5K $1.18M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-9.3K
- 54.85%
$52.39 - $53.11 $487K - $494K
7.65K $405K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.67K
- 26.33%
$167.28 - $188.45 $279K - $314K
4.67K $786K
CB
Chubb LTD

Financial Services
-1.06K
- 22.46%
$265.99 - $289.59 $283K - $308K
3.67K $1.04M
V
Visa Inc.

Financial Services
-128
- 0.73%
$332.09 - $358.86 $42.5K - $45.9K
17.4K $5.94M
TTD
Trade Desk, Inc.

Technology
-726
- 7.9%
$43.93 - $89.76 $31.9K - $65.2K
8.47K $415K
BSX
Boston Scientific Corp

Healthcare
-1.61K
- 18.95%
$97.03 - $108.14 $157K - $175K
6.9K $673K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-373
- 3.95%
$196.15 - $217.83 $73.2K - $81.3K
9.06K $1.83M
IBN
Icici Bank LTD

Financial Services
-5.29K
- 25.63%
$30.23 - $34.41 $160K - $182K
15.4K $464K
GWRE
Guidewire Software, Inc.

Technology
-815
- 18.63%
$207.82 - $261.88 $169K - $213K
3.56K $818K
MELI
Mercadolibre Inc

Consumer Cyclical
-60
- 27.65%
$2292.04 - $2514.05 $138K - $151K
157 $366K
ADBE
Adobe Inc.

Technology
-336
- 16.53%
$333.65 - $392.1 $112K - $132K
1.7K $598K
LRGF
Ishares Tr

ETFs
-3.69K
- 27.2%
$64.13 - $69.24 $236K - $255K
9.86K $681K
WM
Waste Management Inc

Industrials
-440
- 4.33%
$213.88 - $237.1 $94.1K - $104K
9.71K $2.14M
KO
Coca Cola CO

Consumer Defensive
-1.28K
- 6.16%
$65.67 - $71.67 $84.2K - $91.9K
19.5K $1.29M
COP
Conocophillips

Energy
-2.44K
- 21.66%
$91.0 - $98.99 $222K - $242K
8.83K $835K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.21K
- 14.36%
$84.28 - $89.46 $270K - $287K
19.1K $1.7M
BAC
Bank Of America Corp

Financial Services
-4.43K
- 20.94%
$44.92 - $52.42 $199K - $232K
16.7K $863K
SCHW
Schwab Charles Corp

Financial Services
-1.61K
- 20.86%
$91.03 - $98.69 $147K - $159K
6.12K $584K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.82K
- 19.3%
$39.8 - $42.86 $152K - $164K
16K $683K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.27K
- 25.0%
$60.9 - $70.75 $77.3K - $89.9K
3.81K $237K
PG
Procter & Gamble CO

Consumer Defensive
-70
- 0.43%
$150.47 - $161.22 $10.5K - $11.3K
16.3K $2.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.83K
- 37.19%
$62.54 - $68.42 $114K - $125K
3.09K $208K
BA
Boeing CO

Industrials
-508
- 28.56%
$209.79 - $237.38 $107K - $121K
1.27K $274K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.62K
- 22.24%
$26.38 - $27.95 $95.5K - $101K
12.7K $345K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.06K
- 3.59%
$82.38 - $83.0 $87.2K - $87.9K
28.4K $2.36M
ETN
Eaton Corp PLC

Industrials
-271
- 18.85%
$342.99 - $392.76 $93K - $106K
1.17K $436K
AMAT
Applied Materials Inc

Technology
-543
- 31.7%
$156.25 - $204.95 $84.8K - $111K
1.17K $239K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.39K
- 26.57%
$68.27 - $75.58 $94.6K - $105K
3.83K $284K
MRVL
Marvell Technology, Inc.

Technology
-1.29K
- 18.95%
$62.31 - $84.07 $80.5K - $109K
5.53K $464K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-43
- 0.68%
$48.34 - $67.22 $2.08K - $2.89K
6.32K $309K
DE
Deere & CO

Industrials
-52
- 8.71%
$457.26 - $524.37 $23.8K - $27.3K
545 $249K
MCHP
Microchip Technology Inc

Technology
-349
- 6.79%
$60.95 - $75.26 $21.3K - $26.3K
4.79K $307K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-750
- 17.36%
$55.61 - $57.37 $41.7K - $43K
3.57K $203K
DKNG
Draft Kings Inc.

Consumer Cyclical
-250
- 4.34%
$37.4 - $48.23 $9.35K - $12.1K
5.51K $205K
BOTZ
Global X Fds

ETFs
-1.21K
- 15.91%
$32.14 - $35.96 $38.9K - $43.5K
6.39K $226K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.59K
- 6.29%
$21.69 - $23.34 $56.1K - $60.4K
38.5K $896K
TXN
Texas Instruments Inc

Technology
-59
- 1.19%
N/A
4.89K $950K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-315
- 8.9%
$62.44 - $65.87 $19.7K - $20.7K
3.23K $212K
KKR
Kkr & Co. Inc.

Financial Services
-21
- 1.16%
$129.95 - $152.16 $2.73K - $3.2K
1.79K $233K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-335
- 6.02%
$49.55 - $52.25 $16.6K - $17.5K
5.23K $273K
VIG
Vanguard Dividend Appreciation

ETFs
-38
- 3.68%
N/A
995 $181K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.49K
- 11.17%
$25.29 - $28.33 $37.6K - $42.2K
11.8K $330K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-199
- 7.24%
$339.37 - $366.46 $67.5K - $72.9K
2.55K $931K
Activity Summary
Buys All Purchases 177 New Holdings 19 Increased Positions 158 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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