Rmr Wealth Builders Portfolio Holdings by Sector

Rmr Wealth Builders

$1.17 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VUG VOO VTV IJH IEFA IWF IJR SUB 91 stocks	$789,341 67.23% of portfolio	51	32	9	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD QCOM TSM TXN MPWR MU 12 stocks	$75,046 6.39% of portfolio	6	6	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD PLTR ORCL PANW ADBE FTNT 7 stocks	$40,021 3.41% of portfolio	5	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$32,291 2.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL TWLO 4 stocks	$21,954 1.87% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA MELI 3 stocks	$16,642 1.42% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM C BAC RY 4 stocks	$13,816 1.18% of portfolio	2	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V AXP MA COF PYPL 5 stocks	$13,002 1.11% of portfolio	4	1	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER INTU CRM NOW SHOP GWRE DOCU COIN 10 stocks	$12,770 1.09% of portfolio	6	4	-	-	0 Calls 0 Puts

Drug Manufacturers—General \| Healthcare LLY ABBV GILD JNJ MRK BMY 6 stocks	$9,368 0.8% of portfolio	4	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$8,691 0.74% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$7,712 0.66% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM 2 stocks	$7,484 0.64% of portfolio	2	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX MAIN NRK NXJ HTGC APO ARES KKR 10 stocks	$7,371 0.63% of portfolio	6	3	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$7,336 0.62% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$7,211 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$5,982 0.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA TMUS T 4 stocks	$5,918 0.5% of portfolio	4	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FIS ACN FISV IT 5 stocks	$5,549 0.47% of portfolio	4	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS SCHW LPLA MKTX 5 stocks	$5,413 0.46% of portfolio	3	2	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK PEG NEE ED 4 stocks	$4,875 0.42% of portfolio	4	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT AXON LHX RTX BA 5 stocks	$4,008 0.34% of portfolio	4	1	1	-	0 Calls 0 Puts

Conglomerates \| Industrials MMM HON 2 stocks	$3,967 0.34% of portfolio	2	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX REGN 2 stocks	$3,764 0.32% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$3,588 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$3,299 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML TER KLAC AMAT 4 stocks	$3,268 0.28% of portfolio	2	2	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW OLED 2 stocks	$3,234 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG 2 stocks	$3,059 0.26% of portfolio	2	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC TFC IBN BCBP 4 stocks	$2,734 0.23% of portfolio	3	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT IRM 2 stocks	$2,732 0.23% of portfolio	2	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME ICE 2 stocks	$2,591 0.22% of portfolio	1	1	-	-	0 Calls 0 Puts

Apparel Retail \| Consumer Cyclical TJX 1 stocks	$2,567 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2,497 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX MPC 2 stocks	$2,286 0.19% of portfolio	-	2	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$2,144 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS HUM UNH 3 stocks	$1,999 0.17% of portfolio	3	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$1,917 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE ETN MIDD AOS IEX 5 stocks	$1,856 0.16% of portfolio	2	2	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$1,825 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX UNP 2 stocks	$1,772 0.15% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials PCAR CAT DE 3 stocks	$1,759 0.15% of portfolio	2	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX DXCM EW 3 stocks	$1,368 0.12% of portfolio	2	1	-	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CSGP 1 stocks	$1,352 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$1,294 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate PECO 1 stocks	$1,184 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW RPM LYB 3 stocks	$1,102 0.09% of portfolio	1	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT MAR 2 stocks	$1,064 0.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$1,036 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA AZO TSCO 3 stocks	$974 0.08% of portfolio	3	-	2	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$835 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST 1 stocks	$821 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$818 0.07% of portfolio	2	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$797 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$696 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials RGLD 1 stocks	$600 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB 1 stocks	$583 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$510 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU 1 stocks	$496 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$467 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology KEYS 1 stocks	$443 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$416 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ELAN 1 stocks	$398 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$377 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical BWA 1 stocks	$317 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TREX 1 stocks	$272 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials SMG 1 stocks	$262 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$237 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$210 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$208 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$205 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials VALE 1 stocks	$117 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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Rmr Wealth Builders Portfolio Holdings by Sector

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