Rmr Wealth Builders Incresed Positions in Q1 2025

Rmr Wealth Builders

  • $936 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
12.2K
+ 2.29%
$69.57 - $78.65 $852K - $963K
547K $41.3M
VTV
Vanguard Value ETF

ETFs
12.2K
+ 2.64%
$167.73 - $179.21 $2.05M - $2.19M
476K $81.2M
SCHO
Schwab Short Term Us Treasury

ETFs
94.2K
+ 38.72%
$24.1 - $24.34 $2.27M - $2.29M
337K $8.21M
FMB
First Tr Exchange Traded Fd Ii

ETFs
43.8K
+ 15.41%
$50.17 - $51.45 $2.2M - $2.25M
328K $16.5M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
101K
+ 14.15%
$19.8 - $19.97 $1.99M - $2.01M
813K $16.1M
MUB
Ishares National Muni Bond ETF

ETFs
19.8K
+ 13.89%
$104.71 - $107.69 $2.07M - $2.13M
162K $17.1M
BNDX
Vanguard Total International B

ETFs
25.9K
+ 9.87%
$48.33 - $49.5 $1.25M - $1.28M
288K $14.1M
V
Visa Inc.

Financial Services
1.35K
+ 8.49%
$306.92 - $362.71 $414K - $489K
17.2K $6.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
99.7K
+ 8.21%
$57.21 - $65.8 $5.71M - $6.56M
1.32M $76.7M
XOM
Exxon Mobil Corp

Energy
4.9K
+ 15.3%
$105.44 - $118.93 $517K - $583K
36.9K $4.39M
UBER
Uber Technologies, Inc

Technology
6.69K
+ 43.18%
$63.17 - $81.49 $422K - $545K
22.2K $1.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 0.77%
$442.66 - $534.52 $26.6K - $32.1K
7.83K $4.17M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
596
+ 14.06%
$402.49 - $513.76 $240K - $306K
4.84K $2.34M
SUB
Ishares Short Term National Mu

ETFs
5.48K
+ 2.34%
$105.3 - $106.24 $577K - $582K
239K $25.3M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
6.44K
+ 4.52%
$93.32 - $95.35 $601K - $614K
149K $13.9M
AMT
American Tower Corp

Real Estate
1.26K
+ 13.98%
$173.46 - $217.6 $218K - $274K
10.3K $2.23M
VZ
Verizon Communications Inc

Communication Services
3.14K
+ 4.54%
$37.81 - $46.49 $119K - $146K
72.3K $3.28M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
862
+ 9.98%
$208.48 - $244.03 $180K - $210K
9.5K $2.32M
NFLX
Netflix Inc

Communication Services
299
+ 6.15%
$828.4 - $1058.6 $248K - $317K
5.16K $4.81M
WM
Waste Management Inc

Industrials
800
+ 9.08%
$200.54 - $233.78 $160K - $187K
9.61K $2.22M
LLY
Eli Lilly & CO

Healthcare
231
+ 4.93%
$725.72 - $929.72 $168K - $215K
4.92K $4.06M
GILD
Gilead Sciences, Inc.

Healthcare
2.12K
+ 20.41%
$89.14 - $117.41 $189K - $249K
12.5K $1.4M
MCD
Mcdonalds Corp

Consumer Cyclical
972
+ 17.32%
$279.74 - $321.29 $272K - $312K
6.58K $2.06M
TJX
Tjx Companies Inc

Consumer Cyclical
3.35K
+ 27.09%
$112.81 - $126.16 $377K - $422K
15.7K $1.91M
CRWD
Crowd Strike Holdings, Inc.

Technology
836
+ 10.75%
$308.86 - $455.36 $258K - $381K
8.61K $3.04M
MLM
Martin Marietta Materials Inc

Basic Materials
967
+ 40.44%
$460.39 - $552.64 $445K - $534K
3.36K $1.61M
JPM
Jpmorgan Chase & CO

Financial Services
603
+ 1.82%
$225.19 - $279.95 $136K - $169K
33.7K $8.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23.6K
+ 11.66%
$102.49 - $119.96 $2.42M - $2.83M
226K $23.6M
MMM
3 M CO

Industrials
554
+ 4.27%
$129.7 - $155.12 $71.9K - $85.9K
13.5K $1.99M
DUK
Duke Energy Corp

Utilities
694
+ 4.45%
$105.87 - $121.97 $73.5K - $84.6K
16.3K $1.99M
IBM
International Business Machines Corp

Technology
263
+ 3.25%
$217.4 - $264.74 $57.2K - $69.6K
8.35K $2.08M
KO
Coca Cola CO

Consumer Defensive
1.21K
+ 6.28%
$60.81 - $72.32 $73.8K - $87.7K
20.5K $1.47M
PG
Procter & Gamble CO

Consumer Defensive
1.35K
+ 10.29%
$158.56 - $176.26 $213K - $237K
14.4K $2.46M
FIS
Fidelity National Information Services, Inc.

Technology
4.8K
+ 29.34%
$68.12 - $83.42 $327K - $400K
21.1K $1.58M
CMCSA
Comcast Corp

Communication Services
7.13K
+ 17.43%
$33.19 - $38.23 $237K - $273K
48.1K $1.77M
INTU
Intuit Inc

Technology
430
+ 17.12%
$555.63 - $630.23 $239K - $271K
2.94K $1.81M
SPGI
S&P Global Inc.

Financial Services
369
+ 12.06%
$478.26 - $543.77 $176K - $201K
3.43K $1.74M
CME
Cme Group Inc.

Financial Services
12
+ 0.18%
$225.82 - $266.54 $2.71K - $3.2K
6.5K $1.73M
QCOM
Qualcomm Inc

Technology
1.29K
+ 14.08%
$151.94 - $175.86 $196K - $227K
10.5K $1.61M
TMO
Thermo Fisher Scientific Inc.

Healthcare
442
+ 18.21%
$497.6 - $606.74 $220K - $268K
2.87K $1.43M
XLF
Financial Sector Spdr

ETFs
2.88K
+ 12.58%
$47.32 - $52.19 $136K - $150K
25.7K $1.27M
LMT
Lockheed Martin Corp

Industrials
619
+ 19.81%
$423.19 - $506.29 $262K - $313K
3.74K $1.67M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 0.17%
$890.62 - $1076.86 $7.12K - $8.61K
4.79K $4.53M
PM
Philip Morris International Inc.

Consumer Defensive
307
+ 12.48%
$117.15 - $158.79 $36K - $48.7K
2.77K $439K
CB
Chubb LTD

Financial Services
49
+ 1.09%
$257.71 - $301.99 $12.6K - $14.8K
4.53K $1.37M
GLW
Corning Inc

Technology
3.44K
+ 12.56%
$44.91 - $54.25 $154K - $187K
30.8K $1.41M
ORCL
Oracle Corp

Technology
2.12K
+ 29.66%
$139.81 - $186.47 $297K - $396K
9.28K $1.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.03K
+ 26.59%
$56.12 - $68.15 $57.8K - $70.2K
4.9K $332K
ED
Consolidated Edison Inc

Utilities
145
+ 4.05%
$88.0 - $110.59 $12.8K - $16K
3.72K $411K
Activity Summary
Buys All Purchases 140 New Holdings 15 Increased Positions 125 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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