Rmr Wealth Builders Portfolio Holdings

Rmr Wealth Builders

  • $958 Million
  • Q4 2024

Rmr Wealth Builders has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $958 Million distributed in 256 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.

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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$89.5 Million 9.34% of portfolio
218,065
Q4 2024 Added 5.04%
$0
$86.8 Million 9.05% of portfolio
161,037
Q4 2024 Added 6.75%
$0
$78.5 Million 8.19% of portfolio
463,379
Q4 2024 Added 6.53%
$0
$75.7 Million 7.9% of portfolio
1,215,359
Q4 2024 Added 6.17%
$0
$43.1 Million 4.49% of portfolio
107,204
Q4 2024 Reduced 1.65%
$0
$37.6 Million 3.92% of portfolio
534,340
Q4 2024 Added 9.59%
$0
$25.4 Million 2.65% of portfolio
137,418
Q4 2024 Added 1.43%
$0
$24.7 Million 2.57% of portfolio
233,877
Q4 2024 Added 9.58%
$0
$23.3 Million 2.43% of portfolio
202,152
Q4 2024 Added 6.45%
$0
$15.2 Million 1.58% of portfolio
142,485
Q4 2024 Reduced 5.21%
$0
$14.5 Million 1.51% of portfolio
284,204
Q4 2024 Reduced -0.0%
$0
$14.1 Million 1.47% of portfolio
712,254
Q4 2024 Added 0.87%
$0
$13.3 Million 1.39% of portfolio
142,346
Q4 2024 Added 12.24%
$0
$12.9 Million 1.34% of portfolio
262,287
Q4 2024 Added 13.66%
$0
$9.77 Million 1.02% of portfolio
16,674
Q4 2024 Reduced 1.59%
$0
$8.67 Million 0.91% of portfolio
39,260
Q4 2024 Added 0.35%
$0
$5.85 Million 0.61% of portfolio
243,192
Q4 2024 Added 156.55%
$0
$5.85 Million 0.61% of portfolio
11,446
Q4 2024 Added 1.16%
$0
$4.79 Million 0.5% of portfolio
63,312
Q4 2024 Added 2.3%
$0
$4.66 Million 0.49% of portfolio
20,035
Q4 2024 Added 0.14%
$0
$3.5 Million 0.36% of portfolio
150,851
Q4 2024 Added 1,507.88%
$0
$2.75 Million 0.29% of portfolio
39,833
Q4 2024 Added 125.4%
$0
$2.46 Million 0.26% of portfolio
29,987
Q4 2024 Reduced 0.41%
$0
$2.42 Million 0.25% of portfolio
9,113
Q4 2024 New
$0
$2.21 Million 0.23% of portfolio
5,187
Q4 2024 Reduced 1.71%
$0
$1.53 Million 0.16% of portfolio
11,154
Q4 2024 Reduced 5.71%
$0
$1.15 Million 0.12% of portfolio
13,042
Q4 2024 Reduced 3.46%
$0
$1.1 Million 0.12% of portfolio
22,861
Q4 2024 Reduced 0.98%
$0
$1.03 Million 0.11% of portfolio
45,717
Q4 2024 Added 6.77%
$0
$1.03 Million 0.11% of portfolio
4,243
Q4 2024 Reduced 2.08%
$0
$1.04 Million 0.11% of portfolio
12,853
Q4 2024 Reduced 0.56%
$0
$978,000 0.1% of portfolio
9,588
Q4 2024 Reduced 0.27%
$0
$906,000 0.09% of portfolio
6,862
Q4 2024 Added 162.01%
$0
$880,000 0.09% of portfolio
31,773
Q4 2024 Added 494.89%
$0
$884,000 0.09% of portfolio
10,331
Q4 2024 Reduced 0.86%
$0
$652,000 0.07% of portfolio
21,135
Q4 2024 Reduced 2.47%
$0
$601,000 0.06% of portfolio
12,684
Q2 2024 Added 12.87%
$0
$530,000 0.06% of portfolio
1,646
Q4 2024 Added 27.01%
$0
$534,000 0.06% of portfolio
28,896
Q4 2024 Added 99.23%
$0
$442,000 0.05% of portfolio
5,673
Q4 2024 Reduced 98.76%
$0
$451,000 0.05% of portfolio
5,559
Q4 2024 Added 0.52%
$0
$451,000 0.05% of portfolio
9,013
Q1 2024 Added 2.68%
$0
$467,000 0.05% of portfolio
794
Q4 2024 Reduced 3.17%
$0
$435,000 0.05% of portfolio
1,940
Q4 2024 Reduced 1.37%
$0
$486,000 0.05% of portfolio
3,379
Q4 2024 Reduced 0.21%
$0
$519,000 0.05% of portfolio
4,500
Q4 2022 New
$0
$502,000 0.05% of portfolio
14,719
Q4 2024 Added 34.85%
$0
$399,000 0.04% of portfolio
14,640
Q4 2024 Added 250.74%
$0
$397,000 0.04% of portfolio
3,015
Q4 2024 Added 4.25%

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $958 Million
  • Prior Value $958 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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