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
$0
$85.5 Million 9.13% of portfolio
166,308
Q1 2025 Added 3.27%
$0
$84 Million 8.97% of portfolio
226,662
Q1 2025 Added 3.94%
$0
$81.2 Million 8.68% of portfolio
475,614
Q1 2025 Added 2.64%
$0
$76.7 Million 8.19% of portfolio
1,315,097
Q1 2025 Added 8.21%
$0
$41.3 Million 4.42% of portfolio
546,585
Q1 2025 Added 2.29%
$0
$37.5 Million 4.01% of portfolio
104,060
Q1 2025 Reduced 2.93%
$277B
$27.3 Million 2.92% of portfolio
251,882
Q1 2025 Reduced 1.51%
$3.36T
$26.7 Million 2.86% of portfolio
120,389
Q1 2025 Added 0.94%
$0
$25.4 Million 2.71% of portfolio
136,351
Q1 2025 Reduced 0.78%
$0
$25.3 Million 2.7% of portfolio
239,359
Q1 2025 Added 2.34%
$0
$23.6 Million 2.52% of portfolio
225,726
Q1 2025 Added 11.66%
$2.92T
$18.3 Million 1.96% of portfolio
48,853
Q1 2025 Reduced 1.62%
$0
$17.1 Million 1.83% of portfolio
162,281
Q1 2025 Added 13.89%
$0
$16.5 Million 1.77% of portfolio
328,008
Q1 2025 Added 15.41%
$0
$16.1 Million 1.72% of portfolio
813,010
Q1 2025 Added 14.15%
$0
$14.1 Million 1.5% of portfolio
288,164
Q1 2025 Added 9.87%
$1.93T
$13.5 Million 1.44% of portfolio
70,891
Q1 2025 Added 0.66%
$77.9B
$9.21 Million 0.98% of portfolio
55,013
Q1 2025 Reduced 21.82%
$0
$8.56 Million 0.91% of portfolio
15,307
Q1 2025 Reduced 8.2%
$0
$8.21 Million 0.88% of portfolio
337,364
Q1 2025 Added 38.72%
$714B
$8.26 Million 0.88% of portfolio
33,660
Q1 2025 Added 1.82%
$0
$7.66 Million 0.82% of portfolio
14,363
Q1 2025 Added 0.79%
$0
$7.3 Million 0.78% of portfolio
36,604
Q1 2025 Reduced 6.77%
$1.23T
$6.76 Million 0.72% of portfolio
11,735
Q1 2025 Reduced 0.8%
$548B
$6.04 Million 0.64% of portfolio
17,234
Q1 2025 Added 8.49%
$0
$5.09 Million 0.54% of portfolio
10,854
Q1 2025 Reduced 5.17%
$0
$4.98 Million 0.53% of portfolio
60,942
Q1 2025 Reduced 3.74%
$490B
$4.81 Million 0.51% of portfolio
5,162
Q1 2025 Added 6.15%
$432B
$4.53 Million 0.48% of portfolio
4,794
Q1 2025 Added 0.17%
$366B
$4.43 Million 0.47% of portfolio
12,092
Q1 2025 Added 5.8%
$452B
$4.39 Million 0.47% of portfolio
36,946
Q1 2025 Added 15.3%
$691B
$4.17 Million 0.45% of portfolio
7,827
Q1 2025 Added 0.77%
$0
$4.19 Million 0.45% of portfolio
20,321
Q1 2025 Added 1.43%
$840B
$4.06 Million 0.43% of portfolio
4,917
Q1 2025 Added 4.93%
$997B
$3.55 Million 0.38% of portfolio
22,709
Q1 2025 Added 5.15%
$0
$3.4 Million 0.36% of portfolio
154,826
Q1 2025 Added 2.64%
$272B
$3.36 Million 0.36% of portfolio
20,064
Q1 2025 Added 10.88%
$176B
$3.28 Million 0.35% of portfolio
72,304
Q1 2025 Added 4.54%
$900B
$3.21 Million 0.34% of portfolio
12,379
Q1 2025 Reduced 19.49%
$91.3B
$3.04 Million 0.32% of portfolio
8,611
Q1 2025 Added 10.75%
$182B
$2.89 Million 0.31% of portfolio
5,829
Q1 2025 Added 2.28%
$94.2B
$2.8 Million 0.3% of portfolio
20,023
Q1 2025 Added 9.59%
$258B
$2.72 Million 0.29% of portfolio
30,994
Q1 2025 Added 3.89%
$967B
$2.63 Million 0.28% of portfolio
17,023
Q1 2025 Added 0.4%
$0
$2.59 Million 0.28% of portfolio
39,609
Q1 2025 Reduced 0.56%
$0
$2.42 Million 0.26% of portfolio
9,084
Q1 2025 Reduced 0.32%
$0
$2.44 Million 0.26% of portfolio
29,499
Q1 2025 Reduced 1.63%
$509B
$2.45 Million 0.26% of portfolio
4,475
Q1 2025 Reduced 1.13%
$382B
$2.46 Million 0.26% of portfolio
14,430
Q1 2025 Added 10.29%

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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