Rmr Wealth Builders Purchases in Q3 2025

Rmr Wealth Builders

  • $1.17 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
514
+ 7.24%
$291.67 - $316.99 $150K - $163K
7.62K $2.32M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
166
+ 0.42%
$72.65 - $78.68 $12.1K - $13.1K
39.8K $3.12M
CSGP
Costar Group, Inc.

Real Estate
2.15K
+ 15.47%
$81.42 - $96.83 $175K - $208K
16K $1.35M
C
Citigroup Inc

Financial Services
417
+ 3.57%
$85.57 - $103.49 $35.7K - $43.2K
12.1K $1.23M
AZO
Autozone Inc

Consumer Cyclical
54
New
$3649.42 - $4354.54 $197K - $235K
54 $231K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
4.3K
New
$47.64 - $51.71 $205K - $222K
4.3K $221K
VCIT
Vanguard Intermediate Term Cor

ETFs
2.53K
New
$81.75 - $84.54 $206K - $213K
2.53K $212K
VZ
Verizon Communications Inc

Communication Services
3.61K
+ 4.79%
$40.84 - $45.06 $147K - $163K
79K $3.47M
NRG
Nrg Energy, Inc.

Utilities
1.3K
New
$144.77 - $173.91 $188K - $226K
1.3K $210K
TSCO
Tractor Supply CO

Consumer Cyclical
3.68K
New
$54.08 - $62.65 $199K - $230K
3.68K $209K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.72K
New
$110.74 - $122.12 $190K - $210K
1.72K $207K
MU
Micron Technology Inc

Technology
459
+ 15.97%
$104.88 - $168.89 $48.1K - $77.5K
3.33K $557K
RSP
Invesco S&P 500 Equal Weight E

ETFs
984
+ 78.85%
$181.56 - $190.33 $179K - $187K
2.23K $423K
KLAC
Kla Corp

Technology
142
+ 60.68%
$843.9 - $1078.6 $120K - $153K
376 $405K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
11.5K
New
$16.46 - $17.1 $189K - $196K
11.5K $194K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
3.74K
+ 26.05%
$47.76 - $48.46 $179K - $181K
18.1K $872K
MMM
3 M CO

Industrials
906
+ 6.28%
$144.41 - $160.2 $131K - $145K
15.3K $2.38M
EA
Electronic Arts Inc.

Communication Services
72
+ 1.85%
$147.79 - $202.05 $10.6K - $14.5K
3.95K $797K
JNJ
Johnson & Johnson

Healthcare
37
+ 0.71%
$155.17 - $185.42 $5.74K - $6.86K
5.22K $968K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
67
+ 2.18%
$275.84 - $326.36 $18.5K - $21.9K
3.15K $1.03M
CAT
Caterpillar Inc

Industrials
81
+ 6.27%
$390.92 - $477.15 $31.7K - $38.6K
1.37K $655K
MS
Morgan Stanley

Financial Services
246
+ 4.01%
$139.09 - $161.16 $34.2K - $39.6K
6.37K $1.01M
HUM
Humana Inc

Healthcare
446
+ 22.23%
$220.41 - $312.0 $98.3K - $139K
2.45K $637K
TMUS
T Mobile Us, Inc.

Communication Services
574
+ 36.77%
$226.02 - $259.01 $130K - $149K
2.14K $511K
MA
Mastercard Inc

Financial Services
177
+ 3.8%
$550.18 - $598.96 $97.4K - $106K
4.83K $2.75M
FAST
Fastenal CO

Industrials
312
+ 1.9%
$42.47 - $50.39 $13.3K - $15.7K
16.8K $821K
FLRN
Spdr Bloomberg Investment Grad

ETFs
3.97K
+ 48.81%
$30.71 - $30.86 $122K - $122K
12.1K $373K
IWR
Ishares Russell Mid Cap ETF

ETFs
613
+ 4.44%
$92.26 - $97.51 $56.6K - $59.8K
14.4K $1.39M
QCOM
Qualcomm Inc

Technology
237
+ 2.08%
$145.84 - $173.55 $34.6K - $41.1K
11.6K $1.93M
LOW
Lowes Companies Inc

Consumer Cyclical
90
+ 3.06%
$215.01 - $273.02 $19.4K - $24.6K
3.03K $760K
PNC
Pnc Financial Services Group, Inc.

Financial Services
80
+ 1.29%
$185.88 - $207.44 $14.9K - $16.6K
6.27K $1.26M
IBM
International Business Machines Corp

Technology
810
+ 8.06%
$234.77 - $292.47 $190K - $237K
10.9K $3.06M
LHX
L3 Harris Technologies, Inc.

Industrials
72
+ 5.12%
$252.18 - $305.41 $18.2K - $22K
1.48K $451K
CVS
Cvs Health Corp

Healthcare
217
+ 1.7%
$58.75 - $76.5 $12.7K - $16.6K
13K $981K
GLD
Spdr Gold Trust

ETFs
65
+ 4.4%
$300.96 - $355.47 $19.6K - $23.1K
1.54K $547K
CSX
Csx Corp

Industrials
347
+ 1.28%
$32.05 - $36.52 $11.1K - $12.7K
27.4K $973K
NEE
Nextera Energy Inc

Utilities
526
+ 6.88%
$69.77 - $77.54 $36.7K - $40.8K
8.17K $616K
RTX
Raytheon Technologies Corp

Industrials
231
+ 11.35%
$144.19 - $167.33 $33.3K - $38.7K
2.27K $379K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
8
+ 0.82%
$473.44 - $553.71 $3.79K - $4.43K
978 $534K
IETC
Ishares U S ETF Tr

ETFs
3
+ 0.04%
$92.7 - $103.65 $278 - $311
8.4K $856K
MO
Altria Group, Inc.

Consumer Defensive
641
+ 17.07%
$57.75 - $67.68 $37K - $43.4K
4.4K $290K
RGLD
Royal Gold Inc

Basic Materials
9
+ 0.3%
$151.42 - $200.58 $1.36K - $1.81K
2.99K $600K
UNH
Unitedhealth Group Inc

Healthcare
99
+ 9.85%
$237.77 - $353.61 $23.5K - $35K
1.1K $381K
SHW
Sherwin Williams CO

Basic Materials
180
+ 16.47%
$330.88 - $375.23 $59.6K - $67.5K
1.27K $440K
TFC
Truist Financial Corp

Financial Services
271
+ 1.41%
$42.83 - $47.07 $11.6K - $12.8K
19.5K $890K
MAIN
Main Street Capital Corp

Financial Services
27
+ 0.21%
$59.28 - $67.54 $1.6K - $1.82K
13.2K $837K
SHYD
Vaneck Short High Yield Muni E

ETFs
1.96K
+ 5.07%
$22.31 - $23.01 $43.6K - $45K
40.6K $928K
KEYS
Keysight Technologies, Inc.

Technology
168
+ 7.09%
$158.51 - $178.15 $26.6K - $29.9K
2.54K $443K
UNP
Union Pacific Corp

Industrials
111
+ 3.39%
$214.91 - $237.16 $23.9K - $26.3K
3.38K $799K
Activity Summary
Buys All Purchases 177 New Holdings 19 Increased Positions 158 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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