Rmr Wealth Builders Portfolio Holdings

Rmr Wealth Builders

  • $958 Million
  • Q4 2024

Rmr Wealth Builders has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $958 Million distributed in 256 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $89.5M, Vanguard Index Fds S&P 500 ETF with a value of $86.8M, Vanguard Value ETF with a value of $78.5M, Ishares Core S&P Mid Cap ETF with a value of $75.7M, and Ishares Russell 1000 Gr ETF with a value of $43.1M.

Below you can find more details about Rmr Wealth Builders portfolio as well as his latest detailed transactions.

Portfolio value $958 Million
ETFs: $639 Million
Technology: $139 Million
Financial Services: $48.2 Million
Consumer Cyclical: $36 Million
Communication Services: $26.5 Million
Healthcare: $21.9 Million
Industrials: $14.5 Million
Consumer Defensive: $11 Million
Other: $22.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$308B
$34.3 Million 3.58% of portfolio
255,738
Q4 2024 Reduced 0.82%
$3.85T
$29.9 Million 3.12% of portfolio
119,262
Q4 2024 Added 0.66%
$3.3T
$20.9 Million 2.18% of portfolio
49,658
Q4 2024 Added 3.63%
$83.6B
$16.3 Million 1.7% of portfolio
70,370
Q4 2024 Added 0.97%
$2.42T
$15.5 Million 1.61% of portfolio
70,423
Q4 2024 Added 2.46%
$782B
$7.92 Million 0.83% of portfolio
33,057
Q4 2024 Added 4.36%
$1.53T
$6.98 Million 0.73% of portfolio
11,830
Q4 2024 Added 4.93%
$1.23T
$6.21 Million 0.65% of portfolio
15,376
Q4 2024 Added 72.05%
$549B
$5.02 Million 0.52% of portfolio
15,885
Q4 2024 Added 4.45%
$427B
$4.39 Million 0.46% of portfolio
4,786
Q4 2024 Added 1.66%
$423B
$4.45 Million 0.46% of portfolio
11,429
Q4 2024 Added 2.2%
$435B
$4.33 Million 0.45% of portfolio
4,863
Q4 2024 Added 4.76%
$1.2T
$4.11 Million 0.43% of portfolio
21,597
Q4 2024 Reduced 2.86%
$764B
$3.62 Million 0.38% of portfolio
4,686
Q4 2024 Added 2.34%
$611B
$3.52 Million 0.37% of portfolio
7,767
Q4 2024 Reduced 4.42%
$453B
$3.45 Million 0.36% of portfolio
32,042
Q4 2024 Added 3.09%
$1.16T
$3.21 Million 0.33% of portfolio
16,955
Q4 2024 Reduced 23.57%
$202B
$2.97 Million 0.31% of portfolio
5,699
Q4 2024 Added 4.32%
$2.3B
$2.97 Million 0.31% of portfolio
40,406
Q4 2024 Added 88.29%
$169B
$2.77 Million 0.29% of portfolio
69,163
Q4 2024 Added 8.09%
$354B
$2.74 Million 0.29% of portfolio
8,210
Q4 2024 Added 5.66%
$249B
$2.65 Million 0.28% of portfolio
26,636
Q4 2024 Added 1.72%
$265B
$2.7 Million 0.28% of portfolio
29,833
Q4 2024 Added 8.02%
$85.3B
$2.66 Million 0.28% of portfolio
7,775
Q4 2024 Added 4.12%
$305B
$2.62 Million 0.27% of portfolio
18,095
Q4 2024 Added 2.21%
$90.1B
$2.35 Million 0.25% of portfolio
10,461
Q4 2024 Added 3.29%
$523B
$2.38 Million 0.25% of portfolio
4,526
Q4 2024 Added 0.89%
$236B
$2.28 Million 0.24% of portfolio
7,666
Q4 2024 Added 7.38%
$189B
$2.31 Million 0.24% of portfolio
19,122
Q4 2024 Reduced 8.08%
$218B
$2.23 Million 0.23% of portfolio
3,899
Q4 2024 Added 7.92%
$394B
$2.19 Million 0.23% of portfolio
13,084
Q4 2024 Added 7.47%
$205B
$2.12 Million 0.22% of portfolio
4,763
Q4 2024 Added 0.02%
$503B
$2.04 Million 0.21% of portfolio
4,034
Q4 2024 Added 19.1%
$236B
$1.91 Million 0.2% of portfolio
5,437
Q4 2024 Added 3.88%
$4.24B
$1.86 Million 0.19% of portfolio
49,593
Q4 2024 Reduced 19.04%
$109B
$1.83 Million 0.19% of portfolio
8,637
Q4 2024 Reduced 0.44%
$86B
$1.78 Million 0.19% of portfolio
8,809
Q4 2024 Added 12.58%
$205B
$1.78 Million 0.19% of portfolio
8,089
Q4 2024 Added 233.43%
$149B
$1.75 Million 0.18% of portfolio
7,731
Q4 2024 Reduced 1.78%
$85.2B
$1.68 Million 0.18% of portfolio
15,594
Q4 2024 Added 8.5%
$310B
$1.76 Million 0.18% of portfolio
9,909
Q4 2024 Reduced 3.65%
$113B
$1.71 Million 0.18% of portfolio
4,239
Q4 2024 Added 9.03%
$85.5B
$1.65 Million 0.17% of portfolio
8,998
Q4 2024 Added 12.62%
$83.8B
$1.68 Million 0.17% of portfolio
12,982
Q4 2024 Added 10.49%
$213B
$1.63 Million 0.17% of portfolio
5,611
Q4 2024 Added 10.54%
$144B
$1.49 Million 0.16% of portfolio
12,347
Q4 2024 Added 202.99%
$83.6B
$1.51 Million 0.16% of portfolio
6,492
Q1 2024 Reduced 0.32%
$167B
$1.58 Million 0.16% of portfolio
2,511
Q4 2024 Added 7.58%
$169B
$1.52 Million 0.16% of portfolio
3,060
Q4 2024 Added 6.58%

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $958 Million
  • Prior Value $958 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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