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 Under $50 Millions
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