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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68B
$2.35 Million 0.25% of portfolio
10,461
Q4 2024 Added 3.29%
$0
$2.42 Million 0.25% of portfolio
9,113
Q4 2024 New
$489B
$2.38 Million 0.25% of portfolio
4,526
Q4 2024 Added 0.89%
$191B
$2.28 Million 0.24% of portfolio
7,666
Q4 2024 Added 7.38%
$153B
$2.31 Million 0.24% of portfolio
19,122
Q4 2024 Reduced 8.08%
$0
$2.21 Million 0.23% of portfolio
5,187
Q4 2024 Reduced 1.71%
$172B
$2.23 Million 0.23% of portfolio
3,899
Q4 2024 Added 7.92%
$401B
$2.19 Million 0.23% of portfolio
13,084
Q4 2024 Added 7.47%
$163B
$2.12 Million 0.22% of portfolio
4,763
Q4 2024 Added 0.02%
$549B
$2.04 Million 0.21% of portfolio
4,034
Q4 2024 Added 19.1%
$183B
$1.91 Million 0.2% of portfolio
5,437
Q4 2024 Added 3.88%
$4.14B
$1.86 Million 0.19% of portfolio
49,593
Q4 2024 Reduced 19.04%
$118B
$1.83 Million 0.19% of portfolio
8,637
Q4 2024 Reduced 0.44%
$95.4B
$1.78 Million 0.19% of portfolio
8,809
Q4 2024 Added 12.58%
$214B
$1.78 Million 0.19% of portfolio
8,089
Q4 2024 Added 233.43%
$135B
$1.75 Million 0.18% of portfolio
7,731
Q4 2024 Reduced 1.78%
$317B
$1.76 Million 0.18% of portfolio
9,909
Q4 2024 Reduced 3.65%
$127B
$1.71 Million 0.18% of portfolio
4,239
Q4 2024 Added 9.03%
$101B
$1.65 Million 0.17% of portfolio
8,998
Q4 2024 Added 12.62%
$75.2B
$1.68 Million 0.17% of portfolio
12,982
Q4 2024 Added 10.49%
$233B
$1.63 Million 0.17% of portfolio
5,611
Q4 2024 Added 10.54%
$152B
$1.49 Million 0.16% of portfolio
12,347
Q4 2024 Added 202.99%
$94.8B
$1.51 Million 0.16% of portfolio
6,492
Q1 2024 Reduced 0.32%
$167B
$1.58 Million 0.16% of portfolio
2,511
Q4 2024 Added 7.58%
$154B
$1.52 Million 0.16% of portfolio
3,060
Q4 2024 Added 6.58%
$150B
$1.54 Million 0.16% of portfolio
40,922
Q4 2024 Reduced 1.19%
$125B
$1.52 Million 0.16% of portfolio
3,124
Q4 2024 Added 10.47%
$0
$1.53 Million 0.16% of portfolio
11,154
Q4 2024 Reduced 5.71%
$267B
$1.46 Million 0.15% of portfolio
2,104
Q3 2024 Reduced 0.47%
$156B
$1.41 Million 0.15% of portfolio
9,173
Q4 2024 Added 7.74%
$41.7B
$1.43 Million 0.15% of portfolio
16,980
Q4 2024 Added 2.14%
$64.1B
$1.34 Million 0.14% of portfolio
25,147
Q4 2024 Reduced 0.87%
$43.4B
$1.32 Million 0.14% of portfolio
16,344
Q4 2024 Added 16.48%
$35.2B
$1.3 Million 0.14% of portfolio
27,367
Q4 2024 Added 6.46%
$808B
$1.29 Million 0.13% of portfolio
6,548
Q4 2024 Reduced 4.44%
$31.4B
$1.23 Million 0.13% of portfolio
2,391
Q4 2024 Added 431.33%
$176B
$1.26 Million 0.13% of portfolio
2,427
Q4 2024 Added 15.68%
$21.6B
$1.25 Million 0.13% of portfolio
10,613
Q4 2024 Added 0.85%
$120B
$1.24 Million 0.13% of portfolio
4,483
Q4 2024 Added 2.52%
$313B
$1.2 Million 0.13% of portfolio
19,320
Q4 2024 Reduced 47.57%
$1.37B
$1.18 Million 0.12% of portfolio
19,634
Q4 2024 Reduced 0.03%
$15B
$1.12 Million 0.12% of portfolio
10,391
Q2 2023 Added 36.45%
$363B
$1.19 Million 0.12% of portfolio
7,155
Q4 2024 Added 383.45%
$0
$1.15 Million 0.12% of portfolio
13,042
Q4 2024 Reduced 3.46%
$98.5B
$1.15 Million 0.12% of portfolio
10,846
Q4 2024 Added 2.89%
$62.7B
$1.17 Million 0.12% of portfolio
6,076
Q4 2024 Added 0.05%
$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%
$177B
$1.08 Million 0.11% of portfolio
5,525
Q4 2024 Reduced 8.13%

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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