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
$316,000 0.03% of portfolio
2,873
Q4 2024 Reduced 24.24%
$0
$290,000 0.03% of portfolio
6,132
Q4 2024 Added 0.48%
$39.2B
$319,000 0.03% of portfolio
3,576
Q4 2024 Added 8.73%
$96.7B
$253,000 0.03% of portfolio
445
Q4 2024 Reduced 5.52%
$44.8B
$310,000 0.03% of portfolio
4,198
Q4 2024 Added 0.1%
$103B
$278,000 0.03% of portfolio
2,633
Q4 2024 Added 22.69%
$314B
$246,000 0.03% of portfolio
1,000
Q4 2024 New
$0
$307,000 0.03% of portfolio
1,617
Q3 2024 Reduced 14.81%
$202B
$304,000 0.03% of portfolio
13,361
Q4 2024 Added 2.93%
$3.03B
$305,000 0.03% of portfolio
4,603
Q4 2024 Added 0.04%
$30.3B
$266,000 0.03% of portfolio
3,140
Q4 2024 Reduced 12.68%
$246B
$295,000 0.03% of portfolio
2,459
Q4 2024 Reduced 5.5%
$102B
$332,000 0.03% of portfolio
1,881
Q4 2024 New
$13.6B
$300,000 0.03% of portfolio
1,437
Q4 2022 New
$93.2B
$312,000 0.03% of portfolio
15,565
Q4 2024 Reduced 39.93%
$18.5B
$324,000 0.03% of portfolio
1,841
Q4 2024 Reduced 5.15%
$157B
$244,000 0.03% of portfolio
2,844
Q4 2024 Reduced 13.13%
$8.29B
$319,000 0.03% of portfolio
4,689
Q4 2024 Added 0.39%
$0
$245,000 0.03% of portfolio
2,538
Q4 2024 Reduced 0.12%
$25.2B
$267,000 0.03% of portfolio
1,511
Q4 2024 Added 0.47%
$0
$225,000 0.02% of portfolio
22,112
Q2 2023 New
$97.5B
$211,000 0.02% of portfolio
6,980
Q4 2023 Reduced 21.56%
$14.5B
$205,000 0.02% of portfolio
1,097
Q4 2024 Added 5.68%
$169M
$159,000 0.02% of portfolio
13,455
Q4 2024 Added 1.21%
$0
$229,000 0.02% of portfolio
4,621
Q4 2024 Reduced 0.56%
$0
$235,000 0.02% of portfolio
6,544
Q4 2024 New
$134B
$236,000 0.02% of portfolio
2,388
Q4 2024 Reduced 10.46%
$79.5B
$225,000 0.02% of portfolio
1,799
Q4 2024 Reduced 0.44%
$195B
$230,000 0.02% of portfolio
1,994
Q4 2024 Reduced 3.9%
$219B
$207,000 0.02% of portfolio
1,244
Q4 2024 Reduced 16.68%
$0
$187,000 0.02% of portfolio
10,302
Q4 2024 New
$0
$218,000 0.02% of portfolio
6,835
Q4 2024 Reduced 2.36%
$0
$238,000 0.02% of portfolio
1,803
Q4 2024 Reduced 0.28%
$93B
$231,000 0.02% of portfolio
3,873
Q4 2024 Added 0.03%
$94.5B
$237,000 0.02% of portfolio
2,825
Q4 2024 Added 0.53%
$72.6B
$235,000 0.02% of portfolio
1,687
Q4 2024 Reduced 2.09%
$0
$230,000 0.02% of portfolio
3,798
Q4 2024 Added 0.18%
$0
$232,000 0.02% of portfolio
881
Q4 2024 Added 0.8%
$157B
$219,000 0.02% of portfolio
1,821
Q3 2024 New
$15.8B
$226,000 0.02% of portfolio
6,076
Q4 2024 Reduced 21.84%
$31.4B
$220,000 0.02% of portfolio
10,408
Q4 2024 Added 401.59%
$46.8B
$216,000 0.02% of portfolio
1,402
Q4 2024 New
$4.98B
$239,000 0.02% of portfolio
19,773
Q3 2024 Reduced 14.78%
$5.52B
$216,000 0.02% of portfolio
2,319
Q4 2024 Reduced 9.63%
$45.3B
$95,000 0.01% of portfolio
10,803
Q3 2024 New
$0
$56,000 0.01% of portfolio
11,529
Q4 2024 Added 2.24%
Liberty Global LTD
-
$0 0.0% of portfolio
-
Q4 2024 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Pimco ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 Added 39.83%

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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