Rmr Wealth Builders Portfolio Holdings
Rmr Wealth Builders
- $869 Million
- Q2 2024
Rmr Wealth Builders has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $869 Million distributed in 250 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $74.7M, Vanguard Index Fds S&P 500 ETF with a value of $71.9M, Vanguard Value ETF with a value of $65.7M, Ishares Core S&P Mid Cap ETF with a value of $65M, and Ishares Russell 1000 Gr ETF with a value of $40.6M.
Examining the 13F form we can see an increase of $44.9M in the current position value, from $824M to 869M.
Below you can find more details about Rmr Wealth Builders portfolio as well as his latest detailed transactions.
Portfolio value
$869 Million
ETFs: $577 Million
Technology: $125 Million
Financial Services: $40.5 Million
Consumer Cyclical: $27.9 Million
Healthcare: $24.8 Million
Communication Services: $24.4 Million
Industrials: $14.1 Million
Consumer Defensive: $11.3 Million
Other: $23.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 250
- Current Value $869 Million
- Prior Value $824 Million
- Filing
- Period Q2 2024
- Filing Date July 23, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 5 stocks
- Additional Purchases 123 stocks
- Sold out of 0 stocks
- Reduced holdings in 88 stocks