The Analysis of RMR Wealth Builders's Holdings
Currently, RMR Wealth Builders holds 275 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+1.8M shares, valued at $44.9M), CGMU (+337.9K shares, valued at $9.3M), NFLX (+49.4K shares, valued at $4.6M); decreased their positions in IJR (-201.5K shares, valued at $24.2M), IJH (-316.4K shares, valued at $20.9M), MUB (-38.0K shares, valued at $4.1M); initiated new positions in N/A (+1.8M shares, valued at $44.9M), CGMU (+337.9K shares, valued at $9.3M), PGR (+8.2K shares, valued at $1.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VUG VANGUARD INDEX FDS238.4K shares1.48%2025-12-312026-01-29
VTV VANGUARD INDEX FDS556.3K shares4.14%2025-12-312026-01-29 IJH ISHARES TR1.1M shares-21.81%2025-12-312026-01-29 IEFA ISHARES TR650.8K shares7.66%2025-12-312026-01-29 IWF ISHARES TR100.6K shares-1.66%2025-12-312026-01-29 NVDA NVIDIA CORPORATION252.7K shares-0.26%2025-12-312026-01-29 AAPL APPLE INC132.5K shares4.50%2025-12-312026-01-29 SUB ISHARES TR288.0K shares6.17%2025-12-312026-01-29 IWD ISHARES TR138.4K shares-0.65%2025-12-312026-01-29 MSFT MICROSOFT CORP51.3K shares2.10%2025-12-312026-01-29 FSMB FIRST TR EXCH TRADED FD III1.0M shares8.41%2025-12-312026-01-29 HYS PIMCO ETF TR188.9K shares8.07%2025-12-312026-01-29 AMZN AMAZON COM INC73.9K shares2.12%2025-12-312026-01-29 FMB FIRST TR EXCH TRADED FD III315.7K shares-17.42%2025-12-312026-01-29 SCHO SCHWAB STRATEGIC TR656.8K shares20.04%2025-12-312026-01-29 BROADCOM INC BROADCOM INC46.1K shares-7.95%2025-12-312026-01-29 MUB ISHARES TR144.1K shares-20.87%2025-12-312026-01-29 JPM JPMORGAN CHASE & CO.37.5K shares3.31%2025-12-312026-01-29 SPY SPDR S&P 500 ETF TR17.6K shares8.96%2025-12-312026-01-29 ALPHABET INC ALPHABET INC30.7K shares3.82%2025-12-312026-01-29 CGMU CAPITAL GRP FIXED INCM ETF T337.9K sharesnew addition2025-12-312026-01-29 META META PLATFORMS INC13.5K shares5.12%2025-12-312026-01-29 MDY SPDR S&P MIDCAP 400 ETF TR14.4K shares-3.42%2025-12-312026-01-29 IWM ISHARES TR29.5K shares-20.41%2025-12-312026-01-29 TSLA TESLA INC15.0K shares12.12%2025-12-312026-01-29 IJR ISHARES TR52.5K shares-79.34%2025-12-312026-01-29 V VISA INC17.4K shares0.04%2025-12-312026-01-29 ALPHABET INC ALPHABET INC19.4K shares9.68%2025-12-312026-01-29 LLY ELI LILLY & CO5.6K shares5.70%2025-12-312026-01-29 EFA ISHARES TR61.6K shares0.45%2025-12-312026-01-29 XLK SELECT SECTOR SPDR TR40.4K shares98.09%2025-12-312026-01-29 AMD ADVANCED MICRO DEVICES INC24.9K shares2.77%2025-12-312026-01-29 FTRB FEDERATED HERMES ETF TRUST207.8K shares16.81%2025-12-312026-01-29 NFLX NETFLIX INC54.7K shares927.63%2025-12-312026-01-29 COST COSTCO WHSL CORP NEW5.8K shares13.14%2025-12-312026-01-29 XOM EXXON MOBIL CORP39.8K shares6.98%2025-12-312026-01-29 HD HOME DEPOT INC13.4K shares3.81%2025-12-312026-01-29 ISRG INTUITIVE SURGICAL INC8.1K shares9.92%2025-12-312026-01-29 WMT WALMART INC41.0K shares7.76%2025-12-312026-01-29 SCHX SCHWAB STRATEGIC TR165.0K shares0.22%2025-12-312026-01-29 CRWD CROWDSTRIKE HLDGS INC9.4K shares4.76%2025-12-312026-01-29 CEG CONSTELLATION ENERGY CORP11.7K shares7.22%2025-12-312026-01-29 GS GOLDMAN SACHS GROUP INC4.5K shares16.97%2025-12-312026-01-29 CVX CHEVRON CORP NEW24.5K shares8.15%2025-12-312026-01-29 AXP AMERICAN EXPRESS CO9.6K shares7.93%2025-12-312026-01-29 VZ VERIZON COMMUNICATIONS INC86.4K shares9.34%2025-12-312026-01-29 IBM INTERNATIONAL BUSINESS MACHS11.6K shares7.23%2025-12-312026-01-29 PLTR PALANTIR TECHNOLOGIES INC18.4K shares7.92%2025-12-312026-01-29 SPYM SPDR SERIES TRUST39.9K shares0.20%2025-12-312026-01-29 OEF ISHARES TR9.2K shares0.25%2025-12-312026-01-29 GLW CORNING INC34.2K shares-3.23%2025-12-312026-01-29 TJX TJX COS INC NEW19.3K shares8.68%2025-12-312026-01-29 MMM 3M CO17.4K shares13.72%2025-12-312026-01-29 CRM SALESFORCE INC10.5K shares30.05%2025-12-312026-01-29 PANW PALO ALTO NETWORKS INC14.8K shares20.23%2025-12-312026-01-29 REGN REGENERON PHARMACEUTICALS3.5K shares15.72%2025-12-312026-01-29 ORCL ORACLE CORP13.6K shares24.73%2025-12-312026-01-29 LINDE PLC LINDE PLC6.2K shares26.31%2025-12-312026-01-29 VRTX VERTEX PHARMACEUTICALS INC5.8K shares8.75%2025-12-312026-01-29 MCD MCDONALDS CORP8.6K shares12.71%2025-12-312026-01-29 TMO THERMO FISHER SCIENTIFIC INC4.5K shares14.49%2025-12-312026-01-29 GE AEROSPACE GE AEROSPACE8.4K shares451.15%2025-12-312026-01-29 MA MASTERCARD INCORPORATED4.4K shares-8.01%2025-12-312026-01-29 WM WASTE MGMT INC DEL11.5K shares18.77%2025-12-312026-01-29 PG PROCTER AND GAMBLE CO17.7K shares8.74%2025-12-312026-01-29 UBER UBER TECHNOLOGIES INC31.0K shares20.03%2025-12-312026-01-29 PYLD PIMCO ETF TR94.8K shares23.19%2025-12-312026-01-29 INTU INTUIT3.8K shares14.40%2025-12-312026-01-29 SHY ISHARES TR28.8K shares1.28%2025-12-312026-01-29 AMT AMERICAN TOWER CORP NEW13.2K shares7.60%2025-12-312026-01-29 QCOM QUALCOMM INC13.3K shares14.75%2025-12-312026-01-29 ASML ASML HOLDING N V2.0K shares-3.58%2025-12-312026-01-29 DIA SPDR DOW JONES INDL AVERAGE4.3K shares-7.07%2025-12-312026-01-29 GM GENERAL MTRS CO25.2K shares0.14%2025-12-312026-01-29 PGR PROGRESSIVE CORP8.2K sharesnew addition2025-12-312026-01-29 BLACKROCK INC BLACKROCK INC1.7K shares-19.35%2025-12-312026-01-29 GILD GILEAD SCIENCES INC13.8K shares4.03%2025-12-312026-01-29 MMC MARSH & MCLENNAN COS INC9.1K shares0.58%2025-12-312026-01-29 DGRW WISDOMTREE TR18.6K shares-2.56%2025-12-312026-01-29 ABBV ABBVIE INC7.3K shares-4.55%2025-12-312026-01-29 TSM TAIWAN SEMICONDUCTOR MFG LTD5.5K shares4.12%2025-12-312026-01-29 NOW SERVICENOW INC10.2K shares421.47%2025-12-312026-01-29 JCPB J P MORGAN EXCHANGE TRADED F32.9K shares47.15%2025-12-312026-01-29 CME CME GROUP INC5.6K shares-16.24%2025-12-312026-01-29 TWLO TWILIO INC10.4K shares0.00%2025-12-312026-01-29 HON HONEYWELL INTL INC7.6K shares0.15%2025-12-312026-01-29 PNC PNC FINL SVCS GROUP INC6.8K shares9.07%2025-12-312026-01-29 XLV SELECT SECTOR SPDR TR9.2K shares-5.93%2025-12-312026-01-29 CITIGROUP INC CITIGROUP INC12.1K shares-0.40%2025-12-312026-01-29 KO COCA COLA CO19.9K shares1.88%2025-12-312026-01-29 IWR ISHARES TR14.2K shares-1.48%2025-12-312026-01-29 SHOP SHOPIFY INC8.4K shares-5.15%2025-12-312026-01-29 CBNA CHAIN BRIDGE BANCORP INC38.7K sharesnew addition2025-12-312026-01-29 MU MICRON TECHNOLOGY INC4.6K shares38.87%2025-12-312026-01-29 JNJ JOHNSON & JOHNSON6.3K shares21.22%2025-12-312026-01-29 PEG PUBLIC SVC ENTERPRISE GRP IN16.2K shares-5.78%2025-12-312026-01-29 CMCSA COMCAST CORP NEW42.2K shares-12.61%2025-12-312026-01-29 SPTI SPDR SERIES TRUST43.4K shares57.76%2025-12-312026-01-29 COF CAPITAL ONE FINL CORP5.0K shares6.00%2025-12-312026-01-29 MS MORGAN STANLEY6.5K shares2.01%2025-12-312026-01-29 CB CHUBB LIMITED3.7K shares0.44%2025-12-312026-01-29 PVAL PUTNAM ETF TRUST24.6K shares43.12%2025-12-312026-01-29 SCHM SCHWAB STRATEGIC TR37.0K shares0.34%2025-12-312026-01-29 CVS CVS HEALTH CORP13.8K shares5.70%2025-12-312026-01-29 CSGP COSTAR GROUP INC16.0K shares0.00%2025-12-312026-01-29 CAT CATERPILLAR INC1.8K shares34.67%2025-12-312026-01-29 SHYD VANECK ETF TRUST44.1K shares8.81%2025-12-312026-01-29 TFC TRUIST FINL CORP20.3K shares4.23%2025-12-312026-01-29 CSX CSX CORP27.3K shares-0.39%2025-12-312026-01-29 TER TERADYNE INC5.1K shares17.50%2025-12-312026-01-29 IWB ISHARES TR2.6K shares2.28%2025-12-312026-01-29 BAC BANK AMERICA CORP17.5K shares4.84%2025-12-312026-01-29 DIS DISNEY WALT CO8.5K shares1.55%2025-12-312026-01-29 XLF SELECT SECTOR SPDR TR17.6K shares-31.21%2025-12-312026-01-29 PCAR PACCAR INC8.7K shares0.11%2025-12-312026-01-29 SDY SPDR SERIES TRUST6.8K shares0.00%2025-12-312026-01-29 SCHF SCHWAB STRATEGIC TR37.8K shares-1.86%2025-12-312026-01-29 MPWR MONOLITHIC PWR SYS INC958 shares-4.58%2025-12-312026-01-29 HLT HILTON WORLDWIDE HLDGS INC2.9K shares-2.37%2025-12-312026-01-29 COP CONOCOPHILLIPS8.8K shares-0.06%2025-12-312026-01-29 EA ELECTRONIC ARTS INC4.0K shares0.56%2025-12-312026-01-29 TXN TEXAS INSTRS INC4.6K shares-5.73%2025-12-312026-01-29 NEAR ISHARES U S ETF TR15.6K shares-2.51%2025-12-312026-01-29 UNP UNION PAC CORP3.4K shares-0.03%2025-12-312026-01-29 MAIN MAIN STR CAP CORP12.9K shares-1.93%2025-12-312026-01-29 PECO PHILLIPS EDISON & CO INC21.3K shares-38.34%2025-12-312026-01-29 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-29 GLD SPDR GOLD TR1.9K shares20.51%2025-12-312026-01-29 SPDW SPDR INDEX SHS FDS16.2K shares1.64%2025-12-312026-01-29 CMG CHIPOTLE MEXICAN GRILL INC19.5K shares2.54%2025-12-312026-01-29 GWRE GUIDEWIRE SOFTWARE INC3.6K shares0.00%2025-12-312026-01-29 GLDM WORLD GOLD TR8.3K shares25.80%2025-12-312026-01-29 SHM SPDR SERIES TRUST14.6K shares-19.40%2025-12-312026-01-29 ICE INTERCONTINENTAL EXCHANGE IN4.3K shares-7.59%2025-12-312026-01-29 BKNG BOOKING HOLDINGS INC130 shares0.78%2025-12-312026-01-29 LRGF ISHARES TR9.9K shares0.00%2025-12-312026-01-29 BSX BOSTON SCIENTIFIC CORP7.2K shares4.04%2025-12-312026-01-29 RGLD ROYAL GOLD INC3.0K shares0.20%2025-12-312026-01-29 FAST FASTENAL CO16.5K shares-1.29%2025-12-312026-01-29 NRK NUVEEN NEW YORK AMT QLT MUNI65.7K shares-1.54%2025-12-312026-01-29 RTX RTX CORPORATION3.5K shares56.55%2025-12-312026-01-29 NEE NEXTERA ENERGY INC8.1K shares-0.94%2025-12-312026-01-29 HUM HUMANA INC2.5K shares0.00%2025-12-312026-01-29 ULTA ULTA BEAUTY INC1.0K shares5.93%2025-12-312026-01-29 DOCU DOCUSIGN INC9.1K shares0.00%2025-12-312026-01-29 SPYG SPDR SERIES TRUST5.9K shares36.09%2025-12-312026-01-29 SCHW SCHWAB CHARLES CORP6.1K shares-0.20%2025-12-312026-01-29 ENB ENBRIDGE INC11.8K shares2.20%2025-12-312026-01-29 BSCQ INVESCO EXCH TRD SLF IDX FD28.2K shares60.99%2025-12-312026-01-29 CSCO CISCO SYS INC7.1K shares3.17%2025-12-312026-01-29 XLE SELECT SECTOR SPDR TR12.1K shares48.41%2025-12-312026-01-29 IEI ISHARES TR4.5K shares0.00%2025-12-312026-01-29 INTC INTEL CORP14.5K shares-2.87%2025-12-312026-01-29 IVV ISHARES TR780 shares2.09%2025-12-312026-01-29 VONV VANGUARD SCOTTSDALE FDS5.8K shares-0.38%2025-12-312026-01-29 SMH VANECK ETF TRUST1.5K shares-53.19%2025-12-312026-01-29 PM PHILIP MORRIS INTL INC3.2K shares-0.77%2025-12-312026-01-29 KEYS KEYSIGHT TECHNOLOGIES INC2.5K shares-0.79%2025-12-312026-01-29 TRU TRANSUNION5.9K shares0.00%2025-12-312026-01-29 MLM MARTIN MARIETTA MATLS INC812 shares0.25%2025-12-312026-01-29 PSX PHILLIPS 663.9K shares-73.40%2025-12-312026-01-29 AXON AXON ENTERPRISE INC881 shares7.70%2025-12-312026-01-29 QQQM INVESCO EXCH TRADED FD TR II1.9K shares90.05%2025-12-312026-01-29 QQQJ INVESCO EXCH TRADED FD TR II13.3K shares-14.56%2025-12-312026-01-29 ADBE ADOBE INC1.4K shares-17.80%2025-12-312026-01-29 NXJ NUVEEN NEW JERSEY QULT MUN F38.4K shares-5.68%2025-12-312026-01-29 LOW LOWES COS INC2.0K shares-33.72%2025-12-312026-01-29 ED CONSOLIDATED EDISON INC4.9K shares-1.08%2025-12-312026-01-29 IBN ICICI BANK LIMITED15.4K shares0.00%2025-12-312026-01-29 LPLA LPL FINL HLDGS INC1.3K shares5.11%2025-12-312026-01-29 AVDE AMERICAN CENTY ETF TR5.5K shares0.04%2025-12-312026-01-29 GEV GE VERNOVA INC688 sharesnew addition2025-12-312026-01-29 ELAN ELANCO ANIMAL HEALTH INC19.8K shares0.00%2025-12-312026-01-29 VTEB VANGUARD MUN BD FDS8.6K shares-4.46%2025-12-312026-01-29 LHX L3HARRIS TECHNOLOGIES INC1.5K shares-0.61%2025-12-312026-01-29 VCSH VANGUARD SCOTTSDALE FDS5.4K shares-4.75%2025-12-312026-01-29 MIDD MIDDLEBY CORP2.9K shares0.00%2025-12-312026-01-29 TMUS T-MOBILE US INC2.1K shares-1.78%2025-12-312026-01-29 IBIT ISHARES BITCOIN TRUST ETF8.3K shares40.23%2025-12-312026-01-29 SHW SHERWIN WILLIAMS CO1.3K shares-0.16%2025-12-312026-01-29 COIN COINBASE GLOBAL INC1.8K shares-0.55%2025-12-312026-01-29 IGSB ISHARES TR7.6K shares-0.29%2025-12-312026-01-29 BSCR INVESCO EXCH TRD SLF IDX FD20.4K sharesnew addition2025-12-312026-01-29 TYL TYLER TECHNOLOGIES INC870 shares-0.46%2025-12-312026-01-29 MCK MCKESSON CORP473 shares-3.27%2025-12-312026-01-29 T AT&T INC15.5K shares3.92%2025-12-312026-01-29 HTGC HERCULES CAPITAL INC20.2K shares0.89%2025-12-312026-01-29 FEOE RBB FUND TRUST7.8K sharesnew addition2025-12-312026-01-29 KLAC KLA CORP307 shares-18.35%2025-12-312026-01-29 BMY BRISTOL-MYERS SQUIBB CO6.9K shares43.80%2025-12-312026-01-29 IVW ISHARES TR3.0K sharesnew addition2025-12-312026-01-29 EW EDWARDS LIFESCIENCES CORP4.3K shares0.00%2025-12-312026-01-29 MAR MARRIOTT INTL INC NEW1.1K shares0.09%2025-12-312026-01-29 DXCM DEXCOM INC5.4K shares0.00%2025-12-312026-01-29 CLOI VANECK ETF TRUST6.7K sharesnew addition2025-12-312026-01-29 MKTX MARKETAXESS HLDGS INC2.0K shares-6.05%2025-12-312026-01-29 DON WISDOMTREE TR6.8K shares0.72%2025-12-312026-01-29 FLRN SPDR SERIES TRUST11.3K shares-6.77%2025-12-312026-01-29 IDXX IDEXX LABS INC506 sharesnew addition2025-12-312026-01-29 DGRS WISDOMTREE TR6.9K shares0.63%2025-12-312026-01-29 SCHA SCHWAB STRATEGIC TR11.8K shares0.10%2025-12-312026-01-29 SCHD SCHWAB STRATEGIC TR12.2K shares-3.56%2025-12-312026-01-29 MELI MERCADOLIBRE INC165 shares5.10%2025-12-312026-01-29 VRT VERTIV HOLDINGS CO2.1K sharesnew addition2025-12-312026-01-29 UNH UNITEDHEALTH GROUP INC996 shares-9.78%2025-12-312026-01-29 BWA BORGWARNER INC7.2K shares0.00%2025-12-312026-01-29 VIG VANGUARD SPECIALIZED FUNDS1.5K shares46.03%2025-12-312026-01-29 BABA ALIBABA GROUP HLDG LTD2.2K shares0.00%2025-12-312026-01-29 AOS SMITH A O CORP4.7K shares0.00%2025-12-312026-01-29 RPM RPM INTL INC3.0K shares0.00%2025-12-312026-01-29 AMAT APPLIED MATLS INC1.2K shares3.33%2025-12-312026-01-29 RY ROYAL BK CDA1.8K shares0.00%2025-12-312026-01-29 PYPL PAYPAL HLDGS INC5.3K shares0.42%2025-12-312026-01-29 RING ISHARES INC4.1K shares0.00%2025-12-312026-01-29 FTNT FORTINET INC3.8K shares-1.10%2025-12-312026-01-29 IWV ISHARES TR756 shares0.13%2025-12-312026-01-29 MO ALTRIA GROUP INC5.0K shares13.69%2025-12-312026-01-29 SMLF ISHARES TR3.8K shares0.00%2025-12-312026-01-29 BA BOEING CO1.3K shares1.42%2025-12-312026-01-29 IVE ISHARES TR1.3K sharesnew addition2025-12-312026-01-29 ARES ARES MANAGEMENT CORPORATION1.7K shares-4.23%2025-12-312026-01-29 OLED UNIVERSAL DISPLAY CORP2.3K shares0.00%2025-12-312026-01-29 MCHP MICROCHIP TECHNOLOGY INC.4.3K shares-11.08%2025-12-312026-01-29 VO VANGUARD INDEX FDS928 shares18.67%2025-12-312026-01-29 SMG SCOTTS MIRACLE-GRO CO4.6K shares0.00%2025-12-312026-01-29 LYB LYONDELLBASELL INDUSTRIES N6.2K shares-2.25%2025-12-312026-01-29 SHV ISHARES TR2.4K shares-0.83%2025-12-312026-01-29 LMT LOCKHEED MARTIN CORP541 shares-88.35%2025-12-312026-01-29 IEX IDEX CORP1.5K shares0.00%2025-12-312026-01-29 ABT ABBOTT LABS2.1K sharesnew addition2025-12-312026-01-29 DE DEERE & CO545 shares0.00%2025-12-312026-01-29 VTI VANGUARD INDEX FDS751 shares18.27%2025-12-312026-01-29 SPMO INVESCO EXCH TRADED FD TR II2.1K shares19.85%2025-12-312026-01-29 LMBS FIRST TR EXCHANGE-TRADED FD4.8K shares0.00%2025-12-312026-01-29 AZO AUTOZONE INC71 shares31.48%2025-12-312026-01-29 XLY SELECT SECTOR SPDR TR2.0K shares23.03%2025-12-312026-01-29 VMI VALMONT INDS INC588 sharesnew addition2025-12-312026-01-29 XVV ISHARES TR4.4K shares3.14%2025-12-312026-01-29 SYK STRYKER CORPORATION660 sharesnew addition2025-12-312026-01-29 BOTZ GLOBAL X FDS6.4K shares0.00%2025-12-312026-01-29 KKR & CO INC KKR & CO INC1.8K shares0.06%2025-12-312026-01-29 DIVB ISHARES TR4.3K shares-18.18%2025-12-312026-01-29 MPC MARATHON PETE CORP1.4K shares-7.14%2025-12-312026-01-29 IT GARTNER INC888 shares1.14%2025-12-312026-01-29 USMF WISDOMTREE TR4.4K shares0.34%2025-12-312026-01-29 EPS WISDOMTREE TR3.2K shares-0.57%2025-12-312026-01-29 EMXC ISHARES INC3.1K shares-0.68%2025-12-312026-01-29 BNY BLACKROCK N Y MUN INCOME TRU22.0K shares0.00%2025-12-312026-01-29 TSCO TRACTOR SUPPLY CO4.1K shares12.56%2025-12-312026-01-29 QYLD GLOBAL X FDS11.7K shares1.81%2025-12-312026-01-29 WFC WELLS FARGO CO NEW2.2K sharesnew addition2025-12-312026-01-29 VGK VANGUARD INTL EQUITY INDEX F2.4K sharesnew addition2025-12-312026-01-29 JCI JOHNSON CTLS INTL PLC1.7K sharesnew addition2025-12-312026-01-29 VALE VALE S A10.8K shares0.00%2025-12-312026-01-29 PHK PIMCO HIGH INCOME FD12.7K shares2.36%2025-12-312026-01-29 FBLG FIBROBIOLOGICS INC38.4K shares0.00%2025-12-312026-01-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available