Rmr Wealth Builders Sells in Q1 2025

Rmr Wealth Builders

  • $936 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-15.4K
- 21.82%
$167.43 - $244.7 $2.57M - $3.76M
55K $9.21M
NVDA
Nvidia Corp

Technology
-3.86K
- 1.51%
$106.98 - $149.43 $413K - $576K
252K $27.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.14K
- 2.93%
$360.07 - $417.26 $1.13M - $1.31M
104K $37.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-3K
- 19.49%
$222.15 - $428.22 $666K - $1.28M
12.4K $3.21M
MSFT
Microsoft Corp

Technology
-805
- 1.62%
$375.39 - $447.2 $302K - $360K
48.9K $18.3M
MRK
Merck & Co., Inc.

Healthcare
-14.2K
- 53.44%
$83.01 - $101.02 $1.18M - $1.44M
12.4K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
-2.94K
- 72.81%
$461.52 - $548.18 $1.36M - $1.61M
1.1K $574K
IWM
Ishares Russell 2000 ETF

ETFs
-2.66K
- 6.77%
$198.1 - $229.79 $526K - $610K
36.6K $7.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.37K
- 8.2%
$551.42 - $612.93 $754K - $838K
15.3K $8.56M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-592
- 5.17%
$468.34 - $539.52 $277K - $319K
10.9K $5.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-794
- 12.13%
$165.25 - $224.62 $131K - $178K
5.75K $955K
ADBE
Adobe Inc.

Technology
-42
- 0.88%
$377.84 - $464.11 $15.9K - $19.5K
4.72K $1.81M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-798
- 18.81%
$211.47 - $267.17 $169K - $213K
3.45K $730K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-704
- 19.35%
$221.78 - $273.45 $156K - $193K
2.93K $667K
TER
Teradyne, Inc

Technology
-375
- 8.25%
$82.6 - $140.0 $31K - $52.5K
4.17K $344K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-547
- 2.79%
$47.79 - $59.89 $26.1K - $32.8K
19.1K $958K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-639
- 38.82%
$302.31 - $337.54 $193K - $216K
1.01K $307K
DIS
Walt Disney CO

Communication Services
-1.25K
- 17.01%
$96.87 - $114.0 $121K - $143K
6.11K $602K
META
Meta Platforms, Inc.

Communication Services
-95
- 0.8%
$576.36 - $736.67 $54.8K - $70K
11.7K $6.76M
HON
Honeywell International Inc

Industrials
-360
- 4.66%
$202.75 - $226.52 $73K - $81.5K
7.37K $1.56M
SHYD
Vaneck Short High Yield Muni E

ETFs
-7.2K
- 15.74%
$22.46 - $22.9 $162K - $165K
38.5K $866K
SHOP
Shopify Inc.

Technology
-436
- 4.02%
$90.59 - $129.31 $39.5K - $56.4K
10.4K $993K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-224
- 0.56%
$64.88 - $72.1 $14.5K - $16.2K
39.6K $2.59M
GM
General Motors CO

Consumer Cyclical
-2
- 0.01%
$45.22 - $54.92 $90.4 - $110
25.1K $1.18M
BAC
Bank Of America Corp

Financial Services
-2.25K
- 9.1%
$39.61 - $47.74 $89K - $107K
22.4K $936K
UNP
Union Pacific Corp

Industrials
-713
- 17.88%
$225.21 - $254.42 $161K - $181K
3.28K $773K
AMAT
Applied Materials Inc

Technology
-629
- 27.0%
$145.06 - $195.51 $91.2K - $123K
1.7K $246K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-215
- 3.9%
$65.15 - $91.81 $14K - $19.7K
5.3K $346K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-220
- 4.24%
$408.78 - $448.82 $89.9K - $98.7K
4.97K $2.09M
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.87K
- 3.76%
$34.43 - $37.49 $64.2K - $70K
47.7K $1.74M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-2.5K
- 11.85%
$28.64 - $32.91 $71.7K - $82.4K
18.6K $540K
XLE
Energy Sector Spdr

ETFs
-1.93K
- 18.71%
$85.7 - $93.96 $166K - $182K
8.4K $776K
ETN
Eaton Corp PLC

Industrials
-40
- 2.55%
$271.83 - $371.23 $10.9K - $14.8K
1.53K $415K
XLV
Select Sector Spdr Fund Health

ETFs
-1.27K
- 11.35%
$137.61 - $149.68 $174K - $189K
9.89K $1.43M
XLY
Select Sector Spdr Consumer Di

ETFs
-252
- 12.99%
$192.6 - $233.2 $48.5K - $58.8K
1.69K $332K
MCHP
Microchip Technology Inc

Technology
-901
- 14.27%
$48.41 - $64.3 $43.6K - $57.9K
5.42K $262K
SPYG
Spdr Portfolio

ETFs
-628
- 13.86%
$80.05 - $92.39 $50.3K - $58K
3.9K $312K
LOW
Lowes Companies Inc

Consumer Cyclical
-184
- 6.17%
$222.66 - $268.42 $41K - $49.4K
2.8K $652K
DVY
Ishares Tr

ETFs
-639
- 24.92%
$128.58 - $138.1 $82.2K - $88.2K
1.93K $255K
IRM
Iron Mountain Inc

Real Estate
-102
- 2.72%
$82.79 - $111.31 $8.44K - $11.4K
3.65K $314K
MS
Morgan Stanley

Financial Services
-291
- 7.04%
$111.68 - $141.08 $32.5K - $41.1K
3.84K $448K
PLD
Prologis, Inc.

Real Estate
-715
- 27.16%
$103.59 - $124.04 $74.1K - $88.7K
1.92K $214K
TFC
Truist Financial Corp

Financial Services
-273
- 1.42%
$39.48 - $48.15 $10.8K - $13.1K
18.9K $777K
IT
Gartner Inc

Technology
-15
- 2.07%
$418.25 - $548.38 $6.27K - $8.23K
710 $298K
SMG
Scotts Miracle Gro CO

Basic Materials
-2
- 0.04%
$54.76 - $77.7 $110 - $155
4.6K $252K
IWR
Ishares Russell Mid Cap ETF

ETFs
-82
- 0.63%
$82.81 - $92.93 $6.79K - $7.62K
13K $1.1M
NEE
Nextera Energy Inc

Utilities
-582
- 6.74%
$66.96 - $76.16 $39K - $44.3K
8.06K $571K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-1.53K
- 15.85%
$30.71 - $30.87 $47K - $47.2K
8.13K $250K
INTC
Intel Corp

Technology
-3.68K
- 23.64%
$19.1 - $27.39 $70.3K - $101K
11.9K $269K
Activity Summary
Buys All Purchases 140 New Holdings 15 Increased Positions 125 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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