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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$67.1B
$2.35 Million 0.25% of portfolio
10,461
Q4 2024 Added 3.29%
$0
$2.42 Million 0.25% of portfolio
9,113
Q4 2024 New
$523B
$2.38 Million 0.25% of portfolio
4,526
Q4 2024 Added 0.89%
$201B
$2.28 Million 0.24% of portfolio
7,666
Q4 2024 Added 7.38%
$166B
$2.31 Million 0.24% of portfolio
19,122
Q4 2024 Reduced 8.08%
$0
$2.21 Million 0.23% of portfolio
5,187
Q4 2024 Reduced 1.71%
$186B
$2.23 Million 0.23% of portfolio
3,899
Q4 2024 Added 7.92%
$404B
$2.19 Million 0.23% of portfolio
13,084
Q4 2024 Added 7.47%
$178B
$2.12 Million 0.22% of portfolio
4,763
Q4 2024 Added 0.02%
$490B
$2.04 Million 0.21% of portfolio
4,034
Q4 2024 Added 19.1%
$197B
$1.91 Million 0.2% of portfolio
5,437
Q4 2024 Added 3.88%
$4.2B
$1.86 Million 0.19% of portfolio
49,593
Q4 2024 Reduced 19.04%
$121B
$1.83 Million 0.19% of portfolio
8,637
Q4 2024 Reduced 0.44%
$95B
$1.78 Million 0.19% of portfolio
8,809
Q4 2024 Added 12.58%
$223B
$1.78 Million 0.19% of portfolio
8,089
Q4 2024 Added 233.43%
$142B
$1.75 Million 0.18% of portfolio
7,731
Q4 2024 Reduced 1.78%
$370B
$1.76 Million 0.18% of portfolio
9,909
Q4 2024 Reduced 3.65%
$124B
$1.71 Million 0.18% of portfolio
4,239
Q4 2024 Added 9.03%
$101B
$1.65 Million 0.17% of portfolio
8,998
Q4 2024 Added 12.62%
$81.2B
$1.68 Million 0.17% of portfolio
12,982
Q4 2024 Added 10.49%
$230B
$1.63 Million 0.17% of portfolio
5,611
Q4 2024 Added 10.54%
$141B
$1.49 Million 0.16% of portfolio
12,347
Q4 2024 Added 202.99%
$95.4B
$1.51 Million 0.16% of portfolio
6,492
Q1 2024 Reduced 0.32%
$173B
$1.58 Million 0.16% of portfolio
2,511
Q4 2024 Added 7.58%
$166B
$1.52 Million 0.16% of portfolio
3,060
Q4 2024 Added 6.58%
$162B
$1.54 Million 0.16% of portfolio
40,922
Q4 2024 Reduced 1.19%
$117B
$1.52 Million 0.16% of portfolio
3,124
Q4 2024 Added 10.47%
$0
$1.53 Million 0.16% of portfolio
11,154
Q4 2024 Reduced 5.71%
$263B
$1.46 Million 0.15% of portfolio
2,104
Q3 2024 Reduced 0.47%
$173B
$1.41 Million 0.15% of portfolio
9,173
Q4 2024 Added 7.74%
$41.1B
$1.43 Million 0.15% of portfolio
16,980
Q4 2024 Added 2.14%
$66.8B
$1.34 Million 0.14% of portfolio
25,147
Q4 2024 Reduced 0.87%
$45.4B
$1.32 Million 0.14% of portfolio
16,344
Q4 2024 Added 16.48%
$38.7B
$1.3 Million 0.14% of portfolio
27,367
Q4 2024 Added 6.46%
$861B
$1.29 Million 0.13% of portfolio
6,548
Q4 2024 Reduced 4.44%
$29.8B
$1.23 Million 0.13% of portfolio
2,391
Q4 2024 Added 431.33%
$195B
$1.26 Million 0.13% of portfolio
2,427
Q4 2024 Added 15.68%
$24.3B
$1.25 Million 0.13% of portfolio
10,613
Q4 2024 Added 0.85%
$125B
$1.24 Million 0.13% of portfolio
4,483
Q4 2024 Added 2.52%
$310B
$1.2 Million 0.13% of portfolio
19,320
Q4 2024 Reduced 47.57%
$1.39B
$1.18 Million 0.12% of portfolio
19,634
Q4 2024 Reduced 0.03%
$17B
$1.12 Million 0.12% of portfolio
10,391
Q2 2023 Added 36.45%
$377B
$1.19 Million 0.12% of portfolio
7,155
Q4 2024 Added 383.45%
$0
$1.15 Million 0.12% of portfolio
13,042
Q4 2024 Reduced 3.46%
$115B
$1.15 Million 0.12% of portfolio
10,846
Q4 2024 Added 2.89%
$71B
$1.17 Million 0.12% of portfolio
6,076
Q4 2024 Added 0.05%
$0
$1.1 Million 0.12% of portfolio
22,861
Q4 2024 Reduced 0.98%
$0
$1.03 Million 0.11% of portfolio
45,717
Q4 2024 Added 6.77%
$177B
$1.08 Million 0.11% of portfolio
5,525
Q4 2024 Reduced 8.13%

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
Track This Portfolio

Track Rmr Wealth Builders Portfolio

Follow Rmr Wealth Builders and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email