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
$75.5B
$471,000 0.05% of portfolio
5,519
Q4 2024 Reduced 2.85%
$89.7B
$486,000 0.05% of portfolio
11,465
Q1 2024 Reduced 3.6%
$33.5B
$513,000 0.05% of portfolio
2,023
Q4 2024 Reduced 2.55%
$0
$451,000 0.05% of portfolio
9,013
Q1 2024 Added 2.68%
$0
$467,000 0.05% of portfolio
794
Q4 2024 Reduced 3.17%
$0
$435,000 0.05% of portfolio
1,940
Q4 2024 Reduced 1.37%
$23B
$468,000 0.05% of portfolio
6,314
Q3 2024 Added 0.38%
$198B
$519,000 0.05% of portfolio
4,134
Q4 2024 Added 0.58%
$8.14B
$442,000 0.05% of portfolio
1,957
Q4 2024 Reduced 0.05%
$24.2B
$500,000 0.05% of portfolio
868
Q4 2024 Reduced 0.8%
$0
$486,000 0.05% of portfolio
3,379
Q4 2024 Reduced 0.21%
$0
$519,000 0.05% of portfolio
4,500
Q4 2022 New
$108B
$520,000 0.05% of portfolio
1,567
Q4 2024 Reduced 8.26%
$0
$502,000 0.05% of portfolio
14,719
Q4 2024 Added 34.85%
$26.4B
$412,000 0.04% of portfolio
5,298
Q4 2024 Reduced 0.53%
$6.41B
$363,000 0.04% of portfolio
5,266
Q3 2024 Reduced 8.64%
$18.8B
$408,000 0.04% of portfolio
939
Q4 2024 Reduced 74.36%
$75.9B
$356,000 0.04% of portfolio
3,778
Q4 2024 Reduced 2.93%
$90.5B
$369,000 0.04% of portfolio
1,086
Q1 2024 Reduced 1.09%
$24.4B
$358,000 0.04% of portfolio
1,443
Q4 2024 Reduced 0.28%
$0
$399,000 0.04% of portfolio
14,640
Q4 2024 Added 250.74%
$6.86B
$340,000 0.04% of portfolio
2,331
Q1 2024 Reduced 0.6%
$0
$397,000 0.04% of portfolio
3,015
Q4 2024 Added 4.25%
$2.97B
$383,000 0.04% of portfolio
1,887
Q4 2024 New
$332B
$344,000 0.04% of portfolio
1,561
Q2 2024 Reduced 3.64%
$0
$420,000 0.04% of portfolio
9,358
Q4 2024 New
$253B
$358,000 0.04% of portfolio
6,059
Q4 2024 Reduced 13.62%
$14.9B
$369,000 0.04% of portfolio
2,999
Q4 2022 New
$10.7B
$408,000 0.04% of portfolio
3,096
Q4 2024 Added 0.26%
$0
$336,000 0.04% of portfolio
2,564
Q4 2024 Added 0.98%
$25B
$394,000 0.04% of portfolio
3,752
Q4 2024 Reduced 3.57%
$0
$347,000 0.04% of portfolio
6,822
Q4 2024 Reduced 0.34%
$26.7B
$362,000 0.04% of portfolio
6,316
Q4 2024 Reduced 8.57%
$0
$398,000 0.04% of portfolio
4,530
Q4 2024 Reduced 8.43%
$98.2B
$374,000 0.04% of portfolio
220
Q3 2024 Reduced 5.17%
$8.19B
$388,000 0.04% of portfolio
2,867
Q4 2022 New
$26.8B
$416,000 0.04% of portfolio
2,593
Q4 2024 Added 2.77%
$125B
$378,000 0.04% of portfolio
2,330
Q4 2024 Reduced 9.48%
$33.2B
$351,000 0.04% of portfolio
725
Q3 2024 Added 1.83%
$2.45B
$383,000 0.04% of portfolio
19,084
Q4 2024 Added 2.06%
$0
$319,000 0.03% of portfolio
6,229
Q4 2024 Added 0.57%
$0
$254,000 0.03% of portfolio
9,126
Q4 2024 New
$130B
$321,000 0.03% of portfolio
5,685
Q4 2024 Added 0.66%
$6.71B
$260,000 0.03% of portfolio
8,205
Q4 2024 Reduced 6.51%
$40.1B
$293,000 0.03% of portfolio
1,396
Q4 2024 Added 0.43%
$0
$276,000 0.03% of portfolio
4,811
Q4 2024 New
$0
$296,000 0.03% of portfolio
9,655
Q4 2024 Reduced 34.67%
$0
$251,000 0.03% of portfolio
753
Q4 2024 Added 0.13%
$77.3B
$308,000 0.03% of portfolio
1,107
Q4 2024 Reduced 4.65%

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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