Rmr Wealth Builders New Holdings in Q4 2024

Rmr Wealth Builders

  • $958 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
9.11K
New
N/A
9.11K $2.42M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
9.36K
New
$44.33 - $49.55 $415K - $464K
9.36K $420K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.89K
New
$152.04 - $211.12 $287K - $398K
1.89K $383K
BA
Boeing CO

Industrials
1.88K
New
$138.14 - $180.72 $260K - $340K
1.88K $332K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.81K
New
$57.53 - $60.83 $277K - $293K
4.81K $276K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.13K
New
$27.8 - $29.05 $254K - $265K
9.13K $254K
SAP
Sap Se

Technology
1K
New
$218.13 - $255.54 $218K - $256K
1K $246K
DNL
Wiswisdomtree Tr

ETFs
6.54K
New
$35.98 - $39.39 $235K - $258K
6.54K $235K
SNOW
Snowflake Inc.

Technology
1.4K
New
$109.65 - $186.51 $154K - $261K
1.4K $216K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.3K
New
$17.93 - $18.8 $185K - $194K
10.3K $187K
Activity Summary
Buys All Purchases 135 New Holdings 11 Increased Positions 124 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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