Rmr Wealth Builders Sells in Q3 2025

Rmr Wealth Builders

  • $1.17 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DNL
Wiswisdomtree Tr

ETFs
-58
- 0.91%
$38.31 - $41.06 $2.22K - $2.38K
6.28K $254K
Arista Networks Inc
-1.85K
- 5.9%
N/A
29.6K $0
Te Connectivity PLC
-419
- 27.55%
N/A
1.1K $0
MRK
Merck & Co., Inc.

Healthcare
-639
- 5.61%
$77.6 - $87.37 $49.6K - $55.8K
10.7K $901K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-65
- 1.47%
$50.16 - $52.45 $3.26K - $3.41K
4.35K $227K
VO
Vanguard Mid Cap ETF

ETFs
-25
- 3.1%
$279.83 - $293.74 $7K - $7.34K
782 $229K
XLV
Select Sector Spdr Fund Health

ETFs
-267
- 2.65%
$129.01 - $139.72 $34.4K - $37.3K
9.8K $1.36M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-220
- 4.56%
$435.72 - $463.74 $95.9K - $102K
4.61K $2.14M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-39
- 0.57%
$50.02 - $53.28 $1.95K - $2.08K
6.77K $354K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-21
- 0.66%
$64.14 - $69.37 $1.35K - $1.46K
3.17K $218K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.33K
- 3.47%
$28.15 - $30.13 $37.4K - $40K
36.9K $1.09M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-32
- 0.46%
$46.4 - $51.49 $1.48K - $1.65K
6.86K $342K
MPC
Marathon Petroleum Corp

Energy
-100
- 6.31%
$158.59 - $198.69 $15.9K - $19.9K
1.49K $286K
VONV
Vanguard Russell 1000 Value Et

ETFs
-18
- 0.31%
$84.55 - $89.54 $1.52K - $1.61K
5.78K $516K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
-200
- 0.49%
$11.06 - $12.41 $2.21K - $2.48K
40.7K $504K
GE
General Electric CO

Industrials
-71
- 4.46%
$244.75 - $305.63 $17.4K - $21.7K
1.52K $457K
BWA
Borgwarner Inc

Consumer Cyclical
-522
- 6.73%
$34.53 - $44.44 $18K - $23.2K
7.23K $317K
CEG
Constellation Energy Corp

Utilities
-33
- 0.3%
$298.82 - $354.89 $9.86K - $11.7K
10.9K $3.59M
MPWR
Monolithic Power Systems Inc

Technology
-163
- 13.97%
$711.24 - $922.81 $116K - $150K
1K $924K
SHOP
Shopify Inc.

Technology
-1.86K
- 17.41%
$112.11 - $157.12 $208K - $292K
8.82K $1.31M
XOM
Exxon Mobil Corp

Energy
-289
- 0.77%
$105.83 - $117.22 $30.6K - $33.9K
37.2K $4.19M
GS
Goldman Sachs Group Inc

Financial Services
-184
- 4.58%
$696.56 - $806.32 $128K - $148K
3.83K $3.05M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.31K
- 1.97%
$24.46 - $26.5 $80.9K - $87.7K
165K $4.34M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-64
- 1.21%
$224.68 - $282.71 $14.4K - $18.1K
5.24K $1.46M
ASML
Asml Holding Nv

Technology
-106
- 4.82%
$689.63 - $968.09 $73.1K - $103K
2.09K $2.03M
ABBV
Abb Vie Inc.

Healthcare
-285
- 3.6%
$184.85 - $231.54 $52.7K - $66K
7.62K $1.76M
BX
Blackstone Inc.

Financial Services
-764
- 3.29%
$152.77 - $188.68 $117K - $144K
22.5K $3.84M
MSFT
Microsoft Corp

Technology
-622
- 1.22%
$491.09 - $535.64 $305K - $333K
50.2K $26M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6
- 0.04%
$617.65 - $666.84 $3.71K - $4K
16.1K $10.7M
AVGO
Broadcom Inc.

Technology
-5.91K
- 10.56%
$264.74 - $369.57 $1.56M - $2.18M
50.1K $16.5M
GOOGL
Alphabet Inc.

Communication Services
-282
- 1.57%
$174.36 - $254.72 $49.2K - $71.8K
17.7K $4.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.35K
- 1.3%
$420.11 - $472.68 $566K - $637K
102K $47.9M
AAPL
Apple Inc.

Technology
-497
- 0.39%
$202.38 - $256.87 $101K - $128K
127K $32.3M
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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