Rmr Wealth Builders Portfolio Holdings
Rmr Wealth Builders
- $939 Million
- Q3 2024
Rmr Wealth Builders has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $939 Million distributed in 260 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $79.7M, Vanguard Index Fds S&P 500 ETF with a value of $79.6M, Vanguard Value ETF with a value of $75.9M, Ishares Core S&P Mid Cap ETF with a value of $71.3M, and Ishares Russell 1000 Gr ETF with a value of $40.9M.
Examining the 13F form we can see an increase of $70.6M in the current position value, from $869M to 939M.
Below you can find more details about Rmr Wealth Builders portfolio as well as his latest detailed transactions.
Portfolio value
$939 Million
ETFs: $636 Million
Technology: $130 Million
Financial Services: $43 Million
Consumer Cyclical: $29.5 Million
Communication Services: $24.7 Million
Healthcare: $23.7 Million
Industrials: $15.7 Million
Consumer Defensive: $12.2 Million
Other: $24.9 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 260
- Current Value $939 Million
- Prior Value $869 Million
- Filing
- Period Q3 2024
- Filing Date October 21, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 24 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks