Rmr Wealth Builders Portfolio Holdings

Rmr Wealth Builders

  • $936 Million
  • Q1 2025

Rmr Wealth Builders has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $936 Million distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $85.5M, Vanguard Growth ETF with a value of $84M, Vanguard Value ETF with a value of $81.2M, Ishares Core S&P Mid Cap ETF with a value of $76.7M, and Ishares Tr with a value of $41.3M.

Examining the 13F form we can see an decrease of $21.8M in the current position value, from $958M to 936M.

Below you can find more details about Rmr Wealth Builders portfolio as well as his latest detailed transactions.

Portfolio value $936 Million
ETFs: $639 Million
Technology: $119 Million
Financial Services: $47.7 Million
Consumer Cyclical: $30.7 Million
Communication Services: $26.1 Million
Healthcare: $21.5 Million
Industrials: $14.6 Million
Consumer Defensive: $12.2 Million
Other: $25.1 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.3B
$9.21 Million 0.98% of portfolio
55,013
Q1 2025 Reduced 21.82%
$185B
$3.28 Million 0.35% of portfolio
72,304
Q1 2025 Added 4.54%
$80.7B
$3.04 Million 0.32% of portfolio
8,611
Q1 2025 Added 10.75%
$171B
$2.89 Million 0.31% of portfolio
5,829
Q1 2025 Added 2.28%
$92.5B
$2.8 Million 0.3% of portfolio
20,023
Q1 2025 Added 9.59%
$109B
$2.32 Million 0.25% of portfolio
9,499
Q1 2025 Added 9.98%
$126B
$2.34 Million 0.25% of portfolio
4,835
Q1 2025 Added 14.06%
$67.6B
$2.21 Million 0.24% of portfolio
10,953
Q1 2025 Added 4.7%
$104B
$2.23 Million 0.24% of portfolio
10,256
Q1 2025 Added 13.98%
$94.8B
$2.22 Million 0.24% of portfolio
9,609
Q1 2025 Added 9.08%
$174B
$2.2 Million 0.24% of portfolio
4,033
Q1 2025 Added 3.44%
$188B
$2.16 Million 0.23% of portfolio
8,015
Q1 2025 Added 4.55%
$72B
$1.99 Million 0.21% of portfolio
13,536
Q1 2025 Added 4.27%
$93.8B
$1.99 Million 0.21% of portfolio
16,288
Q1 2025 Added 4.45%
$148B
$1.91 Million 0.2% of portfolio
15,692
Q1 2025 Added 27.09%
$162B
$1.81 Million 0.19% of portfolio
4,721
Q1 2025 Reduced 0.88%
$165B
$1.81 Million 0.19% of portfolio
2,941
Q1 2025 Added 17.12%
$141B
$1.75 Million 0.19% of portfolio
17,075
Q1 2025 Reduced 10.7%
$178B
$1.83 Million 0.19% of portfolio
5,855
Q1 2025 Added 7.69%
$150B
$1.77 Million 0.19% of portfolio
48,053
Q1 2025 Added 17.43%
$94.4B
$1.73 Million 0.18% of portfolio
6,504
Q1 2025 Added 0.18%
$122B
$1.67 Million 0.18% of portfolio
3,743
Q1 2025 Added 19.81%
$149B
$1.62 Million 0.17% of portfolio
22,167
Q1 2025 Added 43.18%
$153B
$1.61 Million 0.17% of portfolio
10,465
Q1 2025 Added 14.08%
$30.8B
$1.61 Million 0.17% of portfolio
3,358
Q1 2025 Added 40.44%
$45.3B
$1.58 Million 0.17% of portfolio
21,140
Q1 2025 Added 29.34%
$132B
$1.56 Million 0.17% of portfolio
7,371
Q1 2025 Reduced 4.66%
$41.6B
$1.4 Million 0.15% of portfolio
17,001
Q1 2025 Added 0.12%
$119B
$1.37 Million 0.15% of portfolio
4,532
Q1 2025 Added 1.09%
$131B
$1.4 Million 0.15% of portfolio
12,490
Q1 2025 Added 20.41%
$167B
$1.43 Million 0.15% of portfolio
2,869
Q1 2025 Added 18.21%
$35.1B
$1.41 Million 0.15% of portfolio
30,805
Q1 2025 Added 12.56%
$156B
$1.27 Million 0.14% of portfolio
1,592
Q1 2025 New
$60.4B
$1.36 Million 0.14% of portfolio
2,141
Q1 2025 New
$63.3B
$1.18 Million 0.13% of portfolio
25,145
Q1 2025 Reduced 0.01%
$32.4B
$1.1 Million 0.12% of portfolio
13,919
Q1 2025 Reduced 0.18%
$177B
$1.13 Million 0.12% of portfolio
5,832
Q1 2025 Added 5.56%
$88.6B
$1.09 Million 0.12% of portfolio
6,345
Q1 2025 Reduced 4.24%
$198B
$1.11 Million 0.12% of portfolio
12,402
Q1 2025 Reduced 53.44%
$61.5B
$1.07 Million 0.11% of portfolio
6,080
Q1 2025 Added 0.07%
$14.7B
$1.02 Million 0.11% of portfolio
10,395
Q1 2025 Added 0.04%
$99.6B
$993,000 0.11% of portfolio
10,410
Q1 2025 Reduced 4.02%
$88.3B
$886,000 0.09% of portfolio
13,086
Q1 2025 Reduced 5.32%
$136B
$870,000 0.09% of portfolio
8,631
Q1 2025 Reduced 2.35%
$30.7B
$848,000 0.09% of portfolio
8,713
Q1 2025 Added 1.42%
$16.1B
$819,000 0.09% of portfolio
4,374
Q4 2022 New
$47.6B
$777,000 0.08% of portfolio
18,892
Q1 2025 Reduced 1.42%
$50.2B
$724,000 0.08% of portfolio
4,246
Q1 2025 Added 1.87%
$135B
$773,000 0.08% of portfolio
3,275
Q1 2025 Reduced 17.88%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $936 Million
  • Prior Value $958 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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