Rmr Wealth Builders Portfolio Holdings
Rmr Wealth Builders
- $958 Million
- Q4 2024
Rmr Wealth Builders has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $958 Million distributed in 253 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.
Examining the 13F form we can see an increase of $18.9M in the current position value, from $939M to 958M.
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
Summary
- Portfolio
- No. of Stocks 253
- Current Value $958 Million
- Prior Value $939 Million
- Filing
- Period Q4 2024
- Filing Date January 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 11 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks