Rmr Wealth Builders Sells in Q1 2025

Rmr Wealth Builders

  • $936 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.07K
- 0.78%
$182.82 - $196.21 $195K - $209K
136K $25.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-33
- 4.16%
$554.06 - $615.85 $18.3K - $20.3K
761 $427K
BA
Boeing CO

Industrials
-159
- 8.45%
$148.15 - $186.25 $23.6K - $29.6K
1.72K $293K
BWA
Borgwarner Inc

Consumer Cyclical
-453
- 5.52%
$27.78 - $32.9 $12.6K - $14.9K
7.75K $222K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.02K
- 13.28%
$30.73 - $32.26 $31.3K - $32.9K
6.66K $204K
KEYS
Keysight Technologies, Inc.

Technology
-47
- 1.81%
$148.16 - $185.11 $6.96K - $8.7K
2.55K $381K
SHV
Ishares Tr

ETFs
-237
- 8.25%
$110.11 - $110.51 $26.1K - $26.2K
2.64K $291K
VO
Vanguard Mid Cap ETF

ETFs
-74
- 8.4%
$251.87 - $277.95 $18.6K - $20.6K
807 $207K
ABBV
Abb Vie Inc.

Healthcare
-1.61K
- 16.2%
$169.2 - $216.66 $272K - $348K
8.3K $1.74M
COP
Conocophillips

Energy
-312
- 13.07%
$88.6 - $105.85 $27.6K - $33K
2.08K $218K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-488
- 1.63%
$81.83 - $82.73 $39.9K - $40.4K
29.5K $2.44M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-394
- 6.43%
$46.86 - $50.66 $18.5K - $20K
5.74K $278K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-189
- 4.09%
$48.29 - $51.95 $9.13K - $9.82K
4.43K $218K
C
Citigroup Inc

Financial Services
-227
- 1.99%
$67.23 - $84.63 $15.3K - $19.2K
11.2K $795K
OEF
Ishares S&P 100 ETF

ETFs
-29
- 0.32%
N/A
9.08K $2.42M
DNL
Wiswisdomtree Tr

ETFs
-197
- 3.01%
$35.56 - $38.21 $7.01K - $7.53K
6.35K $228K
CSCO
Cisco Systems, Inc.

Technology
-330
- 5.45%
$58.74 - $64.87 $19.4K - $21.4K
5.73K $353K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-142
- 2.07%
$128.74 - $138.67 $18.3K - $19.7K
6.72K $902K
MPC
Marathon Petroleum Corp

Energy
-100
- 5.93%
$134.72 - $159.03 $13.5K - $15.9K
1.59K $231K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-97
- 1.71%
$77.7 - $78.94 $7.54K - $7.66K
5.58K $440K
Lam Research Corp
-18
- 0.47%
N/A
3.84K $0
PLTR
Palantir Technologies Inc.

Technology
-755
- 10.48%
$64.98 - $124.62 $49.1K - $94.1K
6.45K $544K
MU
Micron Technology Inc

Technology
-81
- 2.87%
$86.89 - $109.38 $7.04K - $8.86K
2.74K $238K
COF
Capital One Financial Corp

Financial Services
-9
- 0.22%
$163.87 - $209.82 $1.47K - $1.89K
4.01K $718K
BMY
Bristol Myers Squibb CO

Healthcare
-338
- 5.95%
$53.9 - $63.11 $18.2K - $21.3K
5.35K $326K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-664
- 2.3%
$18.36 - $20.51 $12.2K - $13.6K
28.2K $563K
RTX
Raytheon Technologies Corp

Industrials
-28
- 1.4%
$114.1 - $135.66 $3.19K - $3.8K
1.97K $260K
SONY
Sony Group Corp

Technology
-31
- 0.3%
$19.88 - $25.64 $616 - $795
10.4K $263K
T
At&T Inc.

Communication Services
-720
- 5.39%
$21.56 - $28.28 $15.5K - $20.4K
12.6K $357K
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.45%
$1739.0 - $2260.0 $1.74K - $2.26K
219 $427K
MA
Mastercard Inc

Financial Services
-51
- 1.13%
$504.67 - $576.31 $25.7K - $29.4K
4.48K $2.45M
RGLD
Royal Gold Inc

Basic Materials
-119
- 3.84%
$132.55 - $163.51 $15.8K - $19.5K
2.98K $486K
BSX
Boston Scientific Corp

Healthcare
-208
- 2.35%
$89.38 - $106.18 $18.6K - $22.1K
8.63K $870K
JNJ
Johnson & Johnson

Healthcare
-116
- 2.34%
$142.06 - $167.7 $16.5K - $19.5K
4.85K $804K
CSGP
Costar Group, Inc.

Real Estate
-25
- 0.18%
$69.29 - $80.37 $1.73K - $2.01K
13.9K $1.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
-281
- 4.24%
$142.8 - $176.36 $40.1K - $49.6K
6.35K $1.09M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.37K
- 3.74%
$74.85 - $84.89 $177K - $201K
60.9K $4.98M
CVS
Cvs Health Corp

Healthcare
-736
- 5.32%
$44.22 - $68.64 $32.5K - $50.5K
13.1K $886K
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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