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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$2.32 Million 0.25% of portfolio
9,499
Q1 2025 Added 9.98%
$116B
$2.34 Million 0.25% of portfolio
4,835
Q1 2025 Added 14.06%
$268B
$2.37 Million 0.25% of portfolio
8,833
Q1 2025 Added 7.59%
$102B
$2.21 Million 0.24% of portfolio
10,953
Q1 2025 Added 4.7%
$99.9B
$2.23 Million 0.24% of portfolio
10,256
Q1 2025 Added 13.98%
$96B
$2.22 Million 0.24% of portfolio
9,609
Q1 2025 Added 9.08%
$210B
$2.2 Million 0.24% of portfolio
4,033
Q1 2025 Added 3.44%
$224B
$2.16 Million 0.23% of portfolio
8,015
Q1 2025 Added 4.55%
$221B
$2.06 Million 0.22% of portfolio
6,583
Q1 2025 Added 17.32%
$248B
$2.08 Million 0.22% of portfolio
8,352
Q1 2025 Added 3.25%
$0
$2.09 Million 0.22% of portfolio
4,967
Q1 2025 Reduced 4.24%
$80.2B
$1.99 Million 0.21% of portfolio
13,536
Q1 2025 Added 4.27%
$89.6B
$1.99 Million 0.21% of portfolio
16,288
Q1 2025 Added 4.45%
$146B
$1.91 Million 0.2% of portfolio
15,692
Q1 2025 Added 27.09%
$193B
$1.81 Million 0.19% of portfolio
4,721
Q1 2025 Reduced 0.88%
$167B
$1.74 Million 0.19% of portfolio
3,429
Q1 2025 Added 12.06%
$215B
$1.81 Million 0.19% of portfolio
2,941
Q1 2025 Added 17.12%
$199B
$1.75 Million 0.19% of portfolio
17,075
Q1 2025 Reduced 10.7%
$335B
$1.74 Million 0.19% of portfolio
8,304
Q1 2025 Reduced 16.2%
$202B
$1.83 Million 0.19% of portfolio
5,855
Q1 2025 Added 7.69%
$157B
$1.77 Million 0.19% of portfolio
48,053
Q1 2025 Added 17.43%
$95.6B
$1.73 Million 0.18% of portfolio
6,504
Q1 2025 Added 0.18%
$125B
$1.67 Million 0.18% of portfolio
3,743
Q1 2025 Added 19.81%
$171B
$1.62 Million 0.17% of portfolio
22,167
Q1 2025 Added 43.18%
$179B
$1.61 Million 0.17% of portfolio
10,465
Q1 2025 Added 14.08%
$34.6B
$1.61 Million 0.17% of portfolio
3,358
Q1 2025 Added 40.44%
$49.3B
$1.58 Million 0.17% of portfolio
21,140
Q1 2025 Added 29.34%
$152B
$1.56 Million 0.17% of portfolio
7,371
Q1 2025 Reduced 4.66%
$313B
$1.47 Million 0.16% of portfolio
20,533
Q1 2025 Added 6.28%
$39.6B
$1.4 Million 0.15% of portfolio
17,001
Q1 2025 Added 0.12%
$119B
$1.37 Million 0.15% of portfolio
4,532
Q1 2025 Added 1.09%
$138B
$1.4 Million 0.15% of portfolio
12,490
Q1 2025 Added 20.41%
$162B
$1.43 Million 0.15% of portfolio
2,869
Q1 2025 Added 18.21%
$312B
$1.4 Million 0.15% of portfolio
2,110
Q1 2025 Added 0.29%
$42.8B
$1.41 Million 0.15% of portfolio
30,805
Q1 2025 Added 12.56%
$0
$1.43 Million 0.15% of portfolio
9,888
Q1 2025 Reduced 11.35%
$204B
$1.27 Million 0.14% of portfolio
1,592
Q1 2025 New
$0
$1.27 Million 0.14% of portfolio
25,737
Q1 2025 Added 12.58%
$56.1B
$1.36 Million 0.14% of portfolio
2,141
Q1 2025 New
$479B
$1.3 Million 0.14% of portfolio
9,277
Q1 2025 Added 29.66%
$69.5B
$1.18 Million 0.13% of portfolio
25,145
Q1 2025 Reduced 0.01%
$33B
$1.1 Million 0.12% of portfolio
13,919
Q1 2025 Reduced 0.18%
$177B
$1.13 Million 0.12% of portfolio
5,832
Q1 2025 Added 5.56%
$0
$1.1 Million 0.12% of portfolio
12,960
Q1 2025 Reduced 0.63%
$98B
$1.09 Million 0.12% of portfolio
6,345
Q1 2025 Reduced 4.24%
$206B
$1.11 Million 0.12% of portfolio
12,402
Q1 2025 Reduced 53.44%
$72.5B
$1.07 Million 0.11% of portfolio
6,080
Q1 2025 Added 0.07%
$20.6B
$1.02 Million 0.11% of portfolio
10,395
Q1 2025 Added 0.04%
$0
$1.03 Million 0.11% of portfolio
12,984
Q1 2025 Added 1.02%

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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