Rmr Wealth Builders Portfolio Holdings

Rmr Wealth Builders

  • $936 Million
  • Q1 2025

Rmr Wealth Builders has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $936 Million distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $85.5M, Vanguard Growth ETF with a value of $84M, Vanguard Value ETF with a value of $81.2M, Ishares Core S&P Mid Cap ETF with a value of $76.7M, and Ishares Tr with a value of $41.3M.

Examining the 13F form we can see an decrease of $21.8M in the current position value, from $958M to 936M.

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

Portfolio value $936 Million
ETFs: $639 Million
Technology: $119 Million
Financial Services: $47.7 Million
Consumer Cyclical: $30.7 Million
Communication Services: $26.1 Million
Healthcare: $21.5 Million
Industrials: $14.6 Million
Consumer Defensive: $12.2 Million
Other: $25.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$271B
$27.3 Million 2.92% of portfolio
251,882
Q1 2025 Reduced 1.51%
$3.42T
$26.7 Million 2.86% of portfolio
120,389
Q1 2025 Added 0.94%
$2.95T
$18.3 Million 1.96% of portfolio
48,853
Q1 2025 Reduced 1.62%
$1.88T
$13.5 Million 1.44% of portfolio
70,891
Q1 2025 Added 0.66%
$78B
$9.21 Million 0.98% of portfolio
55,013
Q1 2025 Reduced 21.82%
$718B
$8.26 Million 0.88% of portfolio
33,660
Q1 2025 Added 1.82%
$1.25T
$6.76 Million 0.72% of portfolio
11,735
Q1 2025 Reduced 0.8%
$565B
$6.04 Million 0.64% of portfolio
17,234
Q1 2025 Added 8.49%
$504B
$4.81 Million 0.51% of portfolio
5,162
Q1 2025 Added 6.15%
$440B
$4.53 Million 0.48% of portfolio
4,794
Q1 2025 Added 0.17%
$369B
$4.43 Million 0.47% of portfolio
12,092
Q1 2025 Added 5.8%
$440B
$4.39 Million 0.47% of portfolio
36,946
Q1 2025 Added 15.3%
$694B
$4.17 Million 0.45% of portfolio
7,827
Q1 2025 Added 0.77%
$854B
$4.06 Million 0.43% of portfolio
4,917
Q1 2025 Added 4.93%
$979B
$3.55 Million 0.38% of portfolio
22,709
Q1 2025 Added 5.15%
$266B
$3.36 Million 0.36% of portfolio
20,064
Q1 2025 Added 10.88%
$891B
$3.21 Million 0.34% of portfolio
12,379
Q1 2025 Reduced 19.49%
$92.1B
$3.04 Million 0.32% of portfolio
8,611
Q1 2025 Added 10.75%
$182B
$2.89 Million 0.31% of portfolio
5,829
Q1 2025 Added 2.28%
$93.4B
$2.8 Million 0.3% of portfolio
20,023
Q1 2025 Added 9.59%
$264B
$2.72 Million 0.29% of portfolio
30,994
Q1 2025 Added 3.89%
$957B
$2.63 Million 0.28% of portfolio
17,023
Q1 2025 Added 0.4%
$523B
$2.45 Million 0.26% of portfolio
4,475
Q1 2025 Reduced 1.13%
$385B
$2.46 Million 0.26% of portfolio
14,430
Q1 2025 Added 10.29%
$112B
$2.32 Million 0.25% of portfolio
9,499
Q1 2025 Added 9.98%
$131B
$2.34 Million 0.25% of portfolio
4,835
Q1 2025 Added 14.06%
$269B
$2.37 Million 0.25% of portfolio
8,833
Q1 2025 Added 7.59%
$74B
$2.21 Million 0.24% of portfolio
10,953
Q1 2025 Added 4.7%
$105B
$2.23 Million 0.24% of portfolio
10,256
Q1 2025 Added 13.98%
$95.8B
$2.22 Million 0.24% of portfolio
9,609
Q1 2025 Added 9.08%
$187B
$2.2 Million 0.24% of portfolio
4,033
Q1 2025 Added 3.44%
$199B
$2.16 Million 0.23% of portfolio
8,015
Q1 2025 Added 4.55%
$235B
$2.06 Million 0.22% of portfolio
6,583
Q1 2025 Added 17.32%
$217B
$2.08 Million 0.22% of portfolio
8,352
Q1 2025 Added 3.25%
$76.8B
$1.99 Million 0.21% of portfolio
13,536
Q1 2025 Added 4.27%
$94B
$1.99 Million 0.21% of portfolio
16,288
Q1 2025 Added 4.45%
$149B
$1.91 Million 0.2% of portfolio
15,692
Q1 2025 Added 27.09%
$174B
$1.81 Million 0.19% of portfolio
4,721
Q1 2025 Reduced 0.88%
$163B
$1.74 Million 0.19% of portfolio
3,429
Q1 2025 Added 12.06%
$4.05B
$1.74 Million 0.19% of portfolio
47,727
Q1 2025 Reduced 3.76%
$177B
$1.81 Million 0.19% of portfolio
2,941
Q1 2025 Added 17.12%
$157B
$1.75 Million 0.19% of portfolio
17,075
Q1 2025 Reduced 10.7%
$345B
$1.74 Million 0.19% of portfolio
8,304
Q1 2025 Reduced 16.2%
$188B
$1.83 Million 0.19% of portfolio
5,855
Q1 2025 Added 7.69%
$151B
$1.77 Million 0.19% of portfolio
48,053
Q1 2025 Added 17.43%
$99.6B
$1.73 Million 0.18% of portfolio
6,504
Q1 2025 Added 0.18%
$125B
$1.67 Million 0.18% of portfolio
3,743
Q1 2025 Added 19.81%
$160B
$1.62 Million 0.17% of portfolio
22,167
Q1 2025 Added 43.18%
$167B
$1.61 Million 0.17% of portfolio
10,465
Q1 2025 Added 14.08%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $936 Million
  • Prior Value $958 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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