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
$196B
$616,000 0.06% of portfolio
124
Q2 2024 Added 0.81%
$21.7B
$572,000 0.06% of portfolio
4,544
Q4 2024 Added 0.18%
$18.4B
$546,000 0.06% of portfolio
5,895
Q1 2024 Reduced 0.37%
$204B
$535,000 0.06% of portfolio
1,475
Q4 2024 Added 4.24%
$69.1B
$620,000 0.06% of portfolio
13,822
Q4 2024 Reduced 6.92%
$43.6B
$587,000 0.06% of portfolio
8,172
Q4 2024 Added 0.32%
$0
$526,000 0.05% of portfolio
43,290
Q4 2024 Reduced 1.11%
$67.7B
$517,000 0.05% of portfolio
2,282
Q4 2024 Reduced 2.14%
$106B
$471,000 0.05% of portfolio
5,519
Q4 2024 Reduced 2.85%
$90.1B
$486,000 0.05% of portfolio
11,465
Q1 2024 Reduced 3.6%
$35.8B
$513,000 0.05% of portfolio
2,023
Q4 2024 Reduced 2.55%
$25.2B
$468,000 0.05% of portfolio
6,314
Q3 2024 Added 0.38%
$234B
$519,000 0.05% of portfolio
4,134
Q4 2024 Added 0.58%
$8.3B
$442,000 0.05% of portfolio
1,957
Q4 2024 Reduced 0.05%
$23.7B
$500,000 0.05% of portfolio
868
Q4 2024 Reduced 0.8%
$138B
$520,000 0.05% of portfolio
1,567
Q4 2024 Reduced 8.26%
$7.9B
$363,000 0.04% of portfolio
5,266
Q3 2024 Reduced 8.64%
$14.8B
$392,000 0.04% of portfolio
36,458
Q4 2024 Reduced 1.65%
$20.7B
$408,000 0.04% of portfolio
939
Q4 2024 Reduced 74.36%
$74.3B
$356,000 0.04% of portfolio
3,778
Q4 2024 Reduced 2.93%
$91.7B
$369,000 0.04% of portfolio
1,086
Q1 2024 Reduced 1.09%
$41.9B
$358,000 0.04% of portfolio
1,443
Q4 2024 Reduced 0.28%
$7.05B
$340,000 0.04% of portfolio
2,331
Q1 2024 Reduced 0.6%
$5.57B
$383,000 0.04% of portfolio
1,887
Q4 2024 New
$272B
$344,000 0.04% of portfolio
1,561
Q2 2024 Reduced 3.64%
$247B
$358,000 0.04% of portfolio
6,059
Q4 2024 Reduced 13.62%
$16.3B
$369,000 0.04% of portfolio
2,999
Q4 2022 New
$9.09B
$408,000 0.04% of portfolio
3,096
Q4 2024 Added 0.26%
$31.7B
$394,000 0.04% of portfolio
3,752
Q4 2024 Reduced 3.57%
$32B
$362,000 0.04% of portfolio
6,316
Q4 2024 Reduced 8.57%
$92.4B
$374,000 0.04% of portfolio
220
Q3 2024 Reduced 5.17%
$7.65B
$388,000 0.04% of portfolio
2,867
Q4 2022 New
$29.6B
$416,000 0.04% of portfolio
2,593
Q4 2024 Added 2.77%
$165B
$378,000 0.04% of portfolio
2,330
Q4 2024 Reduced 9.48%
$40.8B
$351,000 0.04% of portfolio
725
Q3 2024 Added 1.83%
$2.64B
$383,000 0.04% of portfolio
19,084
Q4 2024 Added 2.06%
$120B
$321,000 0.03% of portfolio
5,685
Q4 2024 Added 0.66%
$7.56B
$260,000 0.03% of portfolio
8,205
Q4 2024 Reduced 6.51%
$41.7B
$293,000 0.03% of portfolio
1,396
Q4 2024 Added 0.43%
$90B
$308,000 0.03% of portfolio
1,107
Q4 2024 Reduced 4.65%
$33.2B
$319,000 0.03% of portfolio
3,576
Q4 2024 Added 8.73%
$85.2B
$253,000 0.03% of portfolio
445
Q4 2024 Reduced 5.52%
$43.1B
$310,000 0.03% of portfolio
4,198
Q4 2024 Added 0.1%
$101B
$278,000 0.03% of portfolio
2,633
Q4 2024 Added 22.69%
$307B
$246,000 0.03% of portfolio
1,000
Q4 2024 New
$159B
$304,000 0.03% of portfolio
13,361
Q4 2024 Added 2.93%
$3.89B
$305,000 0.03% of portfolio
4,603
Q4 2024 Added 0.04%
$46B
$266,000 0.03% of portfolio
3,140
Q4 2024 Reduced 12.68%
$188B
$295,000 0.03% of portfolio
2,459
Q4 2024 Reduced 5.5%

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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