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
$165B
$1.54 Million 0.16% of portfolio
40,922
Q4 2024 Reduced 1.19%
$117B
$1.52 Million 0.16% of portfolio
3,124
Q4 2024 Added 10.47%
$280B
$1.46 Million 0.15% of portfolio
2,104
Q3 2024 Reduced 0.47%
$178B
$1.41 Million 0.15% of portfolio
9,173
Q4 2024 Added 7.74%
$40.7B
$1.43 Million 0.15% of portfolio
16,980
Q4 2024 Added 2.14%
$72.4B
$1.34 Million 0.14% of portfolio
25,147
Q4 2024 Reduced 0.87%
$45.3B
$1.32 Million 0.14% of portfolio
16,344
Q4 2024 Added 16.48%
$39.8B
$1.3 Million 0.14% of portfolio
27,367
Q4 2024 Added 6.46%
$900B
$1.29 Million 0.13% of portfolio
6,548
Q4 2024 Reduced 4.44%
$30.1B
$1.23 Million 0.13% of portfolio
2,391
Q4 2024 Added 431.33%
$201B
$1.26 Million 0.13% of portfolio
2,427
Q4 2024 Added 15.68%
$26.1B
$1.25 Million 0.13% of portfolio
10,613
Q4 2024 Added 0.85%
$123B
$1.24 Million 0.13% of portfolio
4,483
Q4 2024 Added 2.52%
$303B
$1.2 Million 0.13% of portfolio
19,320
Q4 2024 Reduced 47.57%
$1.39B
$1.18 Million 0.12% of portfolio
19,634
Q4 2024 Reduced 0.03%
$18.1B
$1.12 Million 0.12% of portfolio
10,391
Q2 2023 Added 36.45%
$131B
$1.15 Million 0.12% of portfolio
10,846
Q4 2024 Added 2.89%
$71.5B
$1.17 Million 0.12% of portfolio
6,076
Q4 2024 Added 0.05%
$177B
$1.08 Million 0.11% of portfolio
5,525
Q4 2024 Reduced 8.13%
$344B
$1.08 Million 0.11% of portfolio
24,679
Q4 2024 Reduced 55.48%
$137B
$958,000 0.1% of portfolio
10,373
Q4 2024 Reduced 0.13%
$32.7B
$998,000 0.1% of portfolio
13,944
Q4 2024 Added 0.1%
$98.2B
$987,000 0.1% of portfolio
6,626
Q3 2024 Reduced 8.91%
$147B
$933,000 0.1% of portfolio
15,482
Q4 2024 Added 13.73%
$184B
$819,000 0.09% of portfolio
7,356
Q4 2024 Added 3.01%
$62.9B
$842,000 0.09% of portfolio
26,123
Q4 2024 Added 0.57%
$4.44B
$828,000 0.09% of portfolio
14,140
Q4 2024 Added 6.25%
$17.4B
$819,000 0.09% of portfolio
9,108
Q3 2024 Reduced 0.73%
$146B
$909,000 0.09% of portfolio
3,988
Q4 2024 Reduced 54.25%
$34.6B
$893,000 0.09% of portfolio
8,591
Q4 2024 Reduced 3.35%
$55.7B
$831,000 0.09% of portfolio
19,165
Q4 2024 Added 1.72%
$63.5B
$899,000 0.09% of portfolio
3,638
Q4 2024 Reduced 0.74%
$16.7B
$737,000 0.08% of portfolio
4,374
Q4 2022 New
$142B
$804,000 0.08% of portfolio
11,432
Q4 2024 Reduced 1.38%
$55.3B
$758,000 0.08% of portfolio
4,168
Q4 2024 Added 97.35%
$56.9B
$755,000 0.08% of portfolio
6,840
Q4 2024 Reduced 6.72%
$147B
$789,000 0.08% of portfolio
8,839
Q3 2024 Reduced 0.72%
$144B
$735,000 0.08% of portfolio
2,980
Q4 2024 Added 20.21%
$28.2B
$690,000 0.07% of portfolio
1,167
Q4 2024 Reduced 5.43%
$0
$669,000 0.07% of portfolio
63,983
Q4 2024 Reduced 0.93%
$25B
$654,000 0.07% of portfolio
16,300
Q4 2024 Added 0.06%
$69B
$715,000 0.07% of portfolio
4,015
Q4 2024 Added 0.38%
$423B
$718,000 0.07% of portfolio
4,967
Q4 2024 Reduced 3.06%
$479B
$680,000 0.07% of portfolio
1
Q4 2022 New
$146B
$539,000 0.06% of portfolio
7,292
Q4 2024 Reduced 1.57%
$109B
$616,000 0.06% of portfolio
20,655
Q4 2024 Reduced 2.55%
$181B
$544,000 0.06% of portfolio
7,201
Q4 2024 Added 2.37%
$137B
$619,000 0.06% of portfolio
8,638
Q4 2024 Reduced 13.89%
$40.4B
$567,000 0.06% of portfolio
3,876
Q3 2024 Added 0.16%

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
Track This Portfolio

Track Rmr Wealth Builders Portfolio

Follow Rmr Wealth Builders and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email