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
$385B
$574,000 0.06% of portfolio
1,097
Q1 2025 Reduced 72.81%
$21.5B
$578,000 0.06% of portfolio
16,553
Q1 2025 Added 1.55%
$33.2B
$541,000 0.06% of portfolio
2,048
Q1 2025 Added 1.24%
$166B
$602,000 0.06% of portfolio
6,105
Q1 2025 Reduced 17.01%
$266B
$439,000 0.05% of portfolio
2,766
Q1 2025 Added 12.48%
$163B
$504,000 0.05% of portfolio
1,529
Q1 2025 Added 3.66%
$12B
$486,000 0.05% of portfolio
2,977
Q1 2025 Reduced 3.84%
$0
$509,000 0.05% of portfolio
43,290
Q4 2024 Reduced 1.11%
$16B
$489,000 0.05% of portfolio
5,895
Q1 2024 Reduced 0.37%
$196B
$448,000 0.05% of portfolio
3,843
Q1 2025 Reduced 7.04%
$49.8B
$431,000 0.05% of portfolio
7,003
Q1 2025 Added 2.38%
$117B
$427,000 0.05% of portfolio
219
Q1 2025 Reduced 0.45%
$8.34B
$423,000 0.05% of portfolio
1,957
Q4 2024 Reduced 0.05%
$22.6B
$507,000 0.05% of portfolio
873
Q1 2025 Added 0.58%
$94.5B
$508,000 0.05% of portfolio
11,465
Q1 2024 Reduced 3.6%
$7.19B
$435,000 0.05% of portfolio
2,867
Q4 2022 New
$27.6B
$363,000 0.04% of portfolio
5,325
Q1 2025 Added 0.51%
$13.8B
$346,000 0.04% of portfolio
2,999
Q4 2022 New
$91.5B
$384,000 0.04% of portfolio
1,100
Q1 2025 Added 1.29%
$117B
$415,000 0.04% of portfolio
1,527
Q1 2025 Reduced 2.55%
$40B
$411,000 0.04% of portfolio
3,721
Q1 2025 Added 4.05%
$307B
$416,000 0.04% of portfolio
1,561
Q2 2024 Reduced 3.64%
$26B
$381,000 0.04% of portfolio
2,546
Q1 2025 Reduced 1.81%
$20.3B
$355,000 0.04% of portfolio
970
Q1 2025 Added 3.3%
$93.4B
$332,000 0.04% of portfolio
4,903
Q1 2025 Added 26.59%
$17.1B
$330,000 0.04% of portfolio
1,998
Q1 2025 Added 8.53%
$2.28B
$369,000 0.04% of portfolio
19,232
Q1 2025 Added 0.78%
$237B
$353,000 0.04% of portfolio
5,729
Q1 2025 Reduced 5.45%
$76.1B
$346,000 0.04% of portfolio
5,304
Q1 2025 Reduced 3.9%
$81.8B
$368,000 0.04% of portfolio
3,830
Q1 2025 Added 1.38%
$11.6B
$344,000 0.04% of portfolio
4,169
Q1 2025 Reduced 8.25%
$197B
$357,000 0.04% of portfolio
12,641
Q1 2025 Reduced 5.39%
$32.2B
$263,000 0.03% of portfolio
10,377
Q1 2025 Reduced 0.3%
$81.9B
$273,000 0.03% of portfolio
1,997
Q1 2025 New
$130B
$246,000 0.03% of portfolio
1,701
Q1 2025 Reduced 27.0%
$316B
$287,000 0.03% of portfolio
2,173
Q1 2025 New
$28.8B
$278,000 0.03% of portfolio
1,619
Q1 2025 Added 12.2%
$6.38B
$305,000 0.03% of portfolio
5,266
Q3 2024 Reduced 8.64%
$27.5B
$292,000 0.03% of portfolio
1,285
Q1 2025 New
$107B
$326,000 0.03% of portfolio
5,347
Q1 2025 Reduced 5.95%
$5.93B
$325,000 0.03% of portfolio
2,331
Q1 2024 Reduced 0.6%
$109B
$293,000 0.03% of portfolio
1,722
Q1 2025 Reduced 8.45%
$10.8B
$317,000 0.03% of portfolio
36,458
Q4 2024 Reduced 1.65%
$8.61B
$320,000 0.03% of portfolio
4,898
Q1 2025 Added 4.46%
$77.4B
$264,000 0.03% of portfolio
1,110
Q1 2025 Added 0.27%
$33.3B
$298,000 0.03% of portfolio
710
Q1 2025 Reduced 2.07%
$220B
$249,000 0.03% of portfolio
1,245
Q1 2025 Added 0.08%
$26.1B
$314,000 0.03% of portfolio
3,650
Q1 2025 Reduced 2.72%
$83.7B
$238,000 0.03% of portfolio
2,744
Q1 2025 Reduced 2.87%

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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