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
$0
$1.03 Million 0.11% of portfolio
4,243
Q4 2024 Reduced 2.08%
$0
$1.04 Million 0.11% of portfolio
12,853
Q4 2024 Reduced 0.56%
$335B
$1.08 Million 0.11% of portfolio
24,679
Q4 2024 Reduced 55.48%
$0
$978,000 0.1% of portfolio
9,588
Q4 2024 Reduced 0.27%
$140B
$958,000 0.1% of portfolio
10,373
Q4 2024 Reduced 0.13%
$32.2B
$998,000 0.1% of portfolio
13,944
Q4 2024 Added 0.1%
$96.3B
$987,000 0.1% of portfolio
6,626
Q3 2024 Reduced 8.91%
$144B
$933,000 0.1% of portfolio
15,482
Q4 2024 Added 13.73%
$180B
$819,000 0.09% of portfolio
7,356
Q4 2024 Added 3.01%
$61.9B
$842,000 0.09% of portfolio
26,123
Q4 2024 Added 0.57%
$4.26B
$828,000 0.09% of portfolio
14,140
Q4 2024 Added 6.25%
$16.3B
$819,000 0.09% of portfolio
9,108
Q3 2024 Reduced 0.73%
$0
$906,000 0.09% of portfolio
6,862
Q4 2024 Added 162.01%
$0
$880,000 0.09% of portfolio
31,773
Q4 2024 Added 494.89%
$0
$884,000 0.09% of portfolio
10,331
Q4 2024 Reduced 0.86%
$145B
$909,000 0.09% of portfolio
3,988
Q4 2024 Reduced 54.25%
$54.6B
$831,000 0.09% of portfolio
19,165
Q4 2024 Added 1.72%
$61.5B
$899,000 0.09% of portfolio
3,638
Q4 2024 Reduced 0.74%
$15.8B
$737,000 0.08% of portfolio
4,374
Q4 2022 New
$137B
$804,000 0.08% of portfolio
11,432
Q4 2024 Reduced 1.38%
$51.1B
$758,000 0.08% of portfolio
4,168
Q4 2024 Added 97.35%
$52.5B
$755,000 0.08% of portfolio
6,840
Q4 2024 Reduced 6.72%
$144B
$789,000 0.08% of portfolio
8,839
Q3 2024 Reduced 0.72%
$145B
$735,000 0.08% of portfolio
2,980
Q4 2024 Added 20.21%
$27.2B
$690,000 0.07% of portfolio
1,167
Q4 2024 Reduced 5.43%
$0
$669,000 0.07% of portfolio
63,983
Q4 2024 Reduced 0.93%
$0
$652,000 0.07% of portfolio
21,135
Q4 2024 Reduced 2.47%
$24.6B
$654,000 0.07% of portfolio
16,300
Q4 2024 Added 0.06%
$68.8B
$715,000 0.07% of portfolio
4,015
Q4 2024 Added 0.38%
$434B
$718,000 0.07% of portfolio
4,967
Q4 2024 Reduced 3.06%
$479B
$680,000 0.07% of portfolio
1
Q4 2022 New
$142B
$539,000 0.06% of portfolio
7,292
Q4 2024 Reduced 1.57%
$110B
$616,000 0.06% of portfolio
20,655
Q4 2024 Reduced 2.55%
$0
$601,000 0.06% of portfolio
12,684
Q2 2024 Added 12.87%
$166B
$544,000 0.06% of portfolio
7,201
Q4 2024 Added 2.37%
$139B
$619,000 0.06% of portfolio
8,638
Q4 2024 Reduced 13.89%
$0
$530,000 0.06% of portfolio
1,646
Q4 2024 Added 27.01%
$40.2B
$567,000 0.06% of portfolio
3,876
Q3 2024 Added 0.16%
$183B
$616,000 0.06% of portfolio
124
Q2 2024 Added 0.81%
$13B
$572,000 0.06% of portfolio
4,544
Q4 2024 Added 0.18%
$16B
$546,000 0.06% of portfolio
5,895
Q1 2024 Reduced 0.37%
$174B
$535,000 0.06% of portfolio
1,475
Q4 2024 Added 4.24%
$88.9B
$620,000 0.06% of portfolio
13,822
Q4 2024 Reduced 6.92%
$0
$534,000 0.06% of portfolio
28,896
Q4 2024 Added 99.23%
$44.4B
$587,000 0.06% of portfolio
8,172
Q4 2024 Added 0.32%
$0
$526,000 0.05% of portfolio
43,290
Q4 2024 Reduced 1.11%
$65.3B
$517,000 0.05% of portfolio
2,282
Q4 2024 Reduced 2.14%
$0
$442,000 0.05% of portfolio
5,673
Q4 2024 Reduced 98.76%
$0
$451,000 0.05% of portfolio
5,559
Q4 2024 Added 0.52%

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
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