Rmr Wealth Builders Portfolio Holdings by Sector

Rmr Wealth Builders

$936 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO VUG VTV IJH IEFA IWF IWD SUB 73 stocks	$639,321 68.27% of portfolio	36	32	7	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD QCOM TXN TSM MPWR MRVL 11 stocks	$43,844 4.68% of portfolio	4	7	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$27,005 2.88% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD ADBE ORCL PANW PLTR FTNT CHKP 9 stocks	$26,639 2.84% of portfolio	6	3	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL TWLO SNAP 5 stocks	$14,276 1.52% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI BABA 3 stocks	$14,201 1.52% of portfolio	2	1	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP COF PYPL 5 stocks	$11,711 1.25% of portfolio	2	3	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM INTU UBER NOW SHOP GWRE DOCU TTD 11 stocks	$11,248 1.2% of portfolio	7	1	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC C UBS RY 5 stocks	$10,405 1.11% of portfolio	1	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV GILD MRK JNJ BMY 6 stocks	$9,441 1.01% of portfolio	2	4	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$7,749 0.83% of portfolio	2	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$7,254 0.77% of portfolio	2	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN FIS IT FISV 5 stocks	$6,006 0.64% of portfolio	4	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX MAIN NRK NXJ HTGC APO BNY ARES 9 stocks	$5,917 0.63% of portfolio	6	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA TMUS T 4 stocks	$5,825 0.62% of portfolio	2	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$5,415 0.58% of portfolio	1	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$5,083 0.54% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$4,966 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI CME ICE 3 stocks	$4,561 0.49% of portfolio	2	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM 2 stocks	$4,390 0.47% of portfolio	-	2	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK PEG NEE ED 4 stocks	$4,367 0.47% of portfolio	3	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX REGN 2 stocks	$3,701 0.4% of portfolio	2	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW MS MKTX 4 stocks	$3,660 0.39% of portfolio	2	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$3,547 0.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG 2 stocks	$3,014 0.32% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$2,886 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC TFC IBN BCBP 4 stocks	$2,630 0.28% of portfolio	2	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT IRM 2 stocks	$2,545 0.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT BA LHX RTX 4 stocks	$2,517 0.27% of portfolio	1	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2,459 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$2,318 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$2,224 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$2,208 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS UNH HUM 3 stocks	$2,001 0.21% of portfolio	1	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML TER AMAT 3 stocks	$1,988 0.21% of portfolio	1	2	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$1,911 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate PECO 1 stocks	$1,741 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW OLED 2 stocks	$1,735 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials MIDD ETN AOS IEX GE 5 stocks	$1,692 0.18% of portfolio	3	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$1,605 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB SIGI 2 stocks	$1,581 0.17% of portfolio	2	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$1,545 0.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX DXCM EW 3 stocks	$1,537 0.16% of portfolio	2	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$1,470 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$1,427 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials PCAR CAT 2 stocks	$1,352 0.14% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials LYB SHW RPM 3 stocks	$1,176 0.13% of portfolio	2	-	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$1,102 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT MAR 2 stocks	$931 0.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$662 0.07% of portfolio	2	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$634 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$578 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$571 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$562 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB 1 stocks	$508 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$489 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials RGLD 1 stocks	$486 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$381 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA 1 stocks	$355 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$353 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$332 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$330 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TREX 1 stocks	$305 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$304 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials SMG 1 stocks	$252 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$231 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical BWA 1 stocks	$222 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$218 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$214 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ELAN 1 stocks	$207 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials VALE 1 stocks	$107 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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Rmr Wealth Builders Portfolio Holdings by Sector

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