Rmr Wealth Builders
CIK Number: 0001803848
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 419.50 | -0.18% | 218.06K | +5.04% | 89.5M | 298.41 | 9.25% |
| 2 | VOO | Vanguard 500 In... | 548.98 | -0.07% | 161.04K | +6.75% | 86.77M | 428.42 | 8.97% |
| 3 | VTV | Vanguard Value ... | 172.94 | +0.09% | 463.38K | +6.53% | 78.45M | 148.03 | 8.11% |
| 4 | IJH | iShares Core S&... | 60.41 | +0.30% | 1.22M | +6.17% | 75.73M | 51.38 | 7.83% |
| 5 | IWF | iShares Russell... | 405.89 | -0.16% | 107.2K | -1.65% | 43.05M | 235.06 | 4.45% |
| 6 | IEFA | iShares Core MS... | 81.08 | +0.21% | 534.34K | +9.59% | 37.55M | 65.8 | 3.88% |
| 7 | NVDA | NVIDIA Corporat... | 145.35 | +0.86% | 255.74K | -0.82% | 34.34M | 28.81 | 3.55% |
| 8 | AAPL | Apple Inc. | 196.65 | +0.51% | 119.26K | +0.66% | 29.87M | 148.7 | 3.09% |
| 9 | IWD | iShares Russell... | 189.04 | +0.14% | 137.42K | +1.43% | 25.44M | 145.34 | 2.63% |
| 10 | SUB | iShares Short-T... | 106.06 | -0.03% | 233.88K | +9.58% | 24.67M | 104.35 | 2.55% |
| 11 | IJR | iShares Core S&... | 106.23 | +0.36% | 202.15K | +6.45% | 23.29M | 108.86 | 2.41% |
| 12 | MSFT | Microsoft Corpo... | 480.04 | +0.42% | 49.66K | +3.63% | 20.93M | 294.52 | 2.16% |
| 13 | AVGO | Broadcom Inc. | 251.06 | +0.68% | 70.37K | +0.97% | 16.31M | 70.53 | 1.69% |
| 14 | AMZN | Amazon.com, Inc... | 212.83 | -0.93% | 70.42K | +2.46% | 15.45M | 153.72 | 1.60% |
| 15 | MUB | iShares Nationa... | 103.96 | -0.11% | 142.49K | -5.21% | 15.18M | 107.7 | 1.57% |
| 16 | FMB | First Trust Man... | 49.77 | -0.08% | 284.2K | -0.00% | 14.5M | 51.13 | 1.50% |
| 17 | FSMB | First Trust Sho... | 19.89 | -0.01% | 712.25K | +0.87% | 14.13M | 19.86 | 1.46% |
| 18 | HYS | PIMCO 0-5 Year ... | 93.84 | +0.18% | 142.35K | +12.24% | 13.33M | 93.11 | 1.38% |
| 19 | BNDX | Vanguard Total ... | 49.41 | +0.17% | 262.29K | +13.66% | 12.87M | 49.15 | 1.33% |
| 20 | SPY | SPDR S&P 500 ET... | 597.18 | -0.06% | 16.67K | -1.59% | 9.77M | 389.9 | 1.01% |
| 21 | IWM | iShares Russell... | 209.53 | +0.47% | 39.26K | +0.35% | 8.67M | 196.58 | 0.90% |
| 22 | MDY | SPDR S&P MIDCAP... | 553.80 | +0.32% | 14.25K | +1.60% | 8.12M | 446.4 | 0.84% |
| 23 | JPM | JPMorgan Chase ... | 273.87 | +1.61% | 33.06K | +4.36% | 7.92M | 141.57 | 0.82% |
| 24 | META | Meta Platforms,... | 695.19 | -0.29% | 11.83K | +4.93% | 6.93M | 278.92 | 0.72% |
| 25 | TSLA | Tesla, Inc. | 322.05 | +1.80% | 15.38K | +72.05% | 6.21M | 302.32 | 0.64% |
| 26 | QQQ | Invesco QQQ Tru... | 528.82 | -0.05% | 11.45K | +1.16% | 5.85M | 312.13 | 0.60% |
| 27 | SCHO | Schwab Short-Te... | 24.26 | +0.01% | 243.19K | +156.55% | 5.85M | 24.14 | 0.60% |
| 28 | V | Visa Inc. | 340.13 | -4.95% | 15.88K | +4.45% | 5.02M | 233.54 | 0.52% |
| 29 | EFA | iShares MSCI EA... | 87.08 | +0.13% | 63.31K | +2.30% | 4.79M | 72.18 | 0.49% |
| 30 | XLK | Technology Sele... | 241.55 | +0.10% | 20.04K | +0.14% | 4.66M | 160.86 | 0.48% |
| 31 | HD | The Home Depot,... | 346.36 | -0.69% | 11.43K | +2.20% | 4.45M | 301.8 | 0.46% |
| 32 | COST | Costco Wholesal... | 974.23 | -0.36% | 4.79K | +1.66% | 4.39M | 567.02 | 0.45% |
| 33 | NFLX | Netflix, Inc. | 1221.28 | +0.05% | 4.86K | +4.76% | 4.33M | 495.38 | 0.45% |
| 34 | GOOG | Alphabet Inc. | 174.09 | -1.77% | 21.6K | -2.86% | 4.11M | 125.65 | 0.43% |
| 35 | LLY | Eli Lilly and C... | 784.39 | -0.87% | 4.69K | +2.34% | 3.62M | 547.35 | 0.37% |
| 36 | BRK-B | Berkshire Hatha... | 484.88 | +0.29% | 7.77K | -4.42% | 3.52M | 322.35 | 0.36% |
| 37 | SCHX | Schwab U.S. Lar... | 23.65 | -0.05% | 150.85K | +1.51K% | 3.5M | 23.08 | 0.36% |
| 38 | XOM | Exxon Mobil Cor... | 113.17 | -0.73% | 32.04K | +3.09% | 3.45M | 77.71 | 0.36% |
| 39 | ANET | Arista Networks... | 90.14 | +0.52% | 30.46K | +100.00% | 3.37M | 110.53 | 0.35% |
| 40 | GOOGL | Alphabet Inc. | 173.24 | -1.54% | 16.95K | -23.57% | 3.21M | 118.26 | 0.33% |
| 41 | BX | Blackstone Inc. | 137.23 | +1.13% | 18.27K | +84.56% | 3.15M | 131.3 | 0.33% |
| 42 | ISRG | Intuitive Surgi... | 509.41 | -0.53% | 5.7K | +4.32% | 2.97M | 326.88 | 0.31% |
| 43 | VZ | Verizon Communi... | 41.62 | -0.56% | 69.16K | +8.09% | 2.77M | 45.1 | 0.29% |
| 44 | FTRB | Federated Herme... | 24.95 | +0.14% | 111.96K | +79.02% | 2.76M | 25.31 | 0.29% |
| 45 | SPLG | SPDR Portfolio ... | 70.25 | -0.07% | 39.83K | +125.40% | 2.75M | 68.31 | 0.28% |
| 46 | CRM | Salesforce, Inc... | 258.89 | -1.47% | 8.21K | +5.66% | 2.74M | 240.89 | 0.28% |
| 47 | WMT | Walmart Inc. | 95.10 | +0.90% | 29.83K | +8.02% | 2.7M | 59 | 0.28% |
| 48 | CRWD | CrowdStrike Hol... | 485.53 | -1.32% | 7.78K | +4.12% | 2.66M | 243.9 | 0.27% |
| 49 | MRK | Merck & Co., In... | 79.28 | +1.28% | 26.64K | +1.72% | 2.65M | 97.99 | 0.27% |
| 50 | OEF | iShares S&P 100... | 292.46 | +0.02% | 9.11K | +100.00% | 2.63M | 288.85 | 0.27% |
| 51 | CVX | Chevron Corpora... | 148.11 | -0.5% | 18.09K | +2.21% | 2.62M | 140.36 | 0.27% |
| 52 | SHY | iShares 1-3 Yea... | 82.48 | +0.05% | 29.99K | -0.41% | 2.46M | 81.97 | 0.25% |
| 53 | MA | Mastercard Inco... | 538.23 | -5.48% | 4.53K | +0.89% | 2.38M | 380.96 | 0.25% |
| 54 | CEG | Constellation E... | 306.26 | +0.18% | 10.46K | +3.29% | 2.34M | 164.78 | 0.24% |
| 55 | AMD | Advanced Micro ... | 126.81 | -0.22% | 19.12K | -8.08% | 2.31M | 168.04 | 0.24% |
| 56 | AXP | American Expres... | 296.45 | +1.24% | 7.67K | +7.38% | 2.28M | 184.54 | 0.24% |
| 57 | GS | The Goldman Sac... | 635.73 | +1.78% | 3.9K | +7.92% | 2.23M | 383.68 | 0.23% |
| 58 | DIA | SPDR Dow Jones ... | 422.55 | -0.13% | 5.19K | -1.71% | 2.21M | 303.97 | 0.23% |
| 59 | PG | The Procter & G... | 157.83 | -0.44% | 13.08K | +7.47% | 2.19M | 149.76 | 0.23% |
| 60 | BLK | BlackRock, Inc. | 977.73 | +0.88% | 2.08K | +100.00% | 2.14M | 1025.11 | 0.22% |
| 61 | ADBE | Adobe Inc. | 377.76 | -1.29% | 4.76K | +0.02% | 2.12M | 457.42 | 0.22% |
| 62 | UNH | UnitedHealth Gr... | 306.90 | -0.64% | 4.03K | +19.10% | 2.04M | 500.8 | 0.21% |
| 63 | ACN | Accenture plc | 305.95 | -1.95% | 5.44K | +3.88% | 1.91M | 316.55 | 0.20% |
| 64 | PECO | Phillips Edison... | 35.34 | +0.74% | 49.59K | -19.04% | 1.86M | 34.39 | 0.19% |
| 65 | MMC | Marsh & McLenna... | 214.25 | -0.82% | 8.64K | -0.44% | 1.83M | 170.45 | 0.19% |
| 66 | IBM | International B... | 283.05 | -0.01% | 8.09K | +233.43% | 1.78M | 194.37 | 0.18% |
| 67 | WM | Waste Managemen... | 233.14 | -0.5% | 8.81K | +12.58% | 1.78M | 178.91 | 0.18% |
| 68 | ABBV | AbbVie Inc. | 185.28 | -0.11% | 9.91K | -3.65% | 1.76M | 121.18 | 0.18% |
| 69 | HON | Honeywell Inter... | 221.59 | -0.09% | 7.73K | -1.78% | 1.75M | 193.25 | 0.18% |
| 70 | VRTX | Vertex Pharmace... | 448.37 | +1.44% | 4.24K | +9.03% | 1.71M | 382.63 | 0.18% |
| 71 | DUK | Duke Energy Cor... | 114.48 | -0.27% | 15.59K | +8.50% | 1.68M | 95.22 | 0.17% |
| 72 | MMM | 3M Company | 142.44 | +0.16% | 12.98K | +10.49% | 1.68M | 135.98 | 0.17% |
| 73 | AMT | American Tower ... | 215.51 | +0.17% | 9K | +12.62% | 1.65M | 198.06 | 0.17% |
| 74 | MCD | McDonald's Corp... | 289.18 | -1.07% | 5.61K | +10.54% | 1.63M | 269.2 | 0.17% |
| 75 | LIN | Linde plc | 458.39 | -0.54% | 3.81K | +8.15% | 1.59M | 407.64 | 0.16% |
| 76 | INTU | Intuit Inc. | 754.62 | -1.34% | 2.51K | +7.58% | 1.58M | 525.33 | 0.16% |
| 77 | CMCSA | Comcast Corpora... | 34.23 | -0.87% | 40.92K | -1.19% | 1.54M | 45.34 | 0.16% |
| 78 | XLV | Health Care Sel... | 133.19 | -0.21% | 11.15K | -5.71% | 1.53M | 116.54 | 0.16% |
| 79 | SPGI | S&P Global Inc. | 502.50 | +0.29% | 3.06K | +6.58% | 1.52M | 402.82 | 0.16% |
| 80 | LMT | Lockheed Martin... | 468.20 | -2.32% | 3.12K | +10.47% | 1.52M | 458.13 | 0.16% |
| 81 | CME | CME Group Inc. | 271.82 | +0.79% | 6.49K | 0.00% | 1.51M | 228.13 | 0.16% |
| 82 | TJX | The TJX Compani... | 122.46 | -0.45% | 12.35K | +202.99% | 1.49M | 113.84 | 0.15% |
| 83 | ASML | ASML Holding N.... | 760.67 | +0.11% | 2.1K | 0.00% | 1.46M | 667.08 | 0.15% |
| 84 | PEG | Public Service ... | 82.00 | +1.18% | 16.98K | +2.14% | 1.43M | 61.91 | 0.15% |
| 85 | QCOM | QUALCOMM Incorp... | 153.68 | -0.51% | 9.17K | +7.74% | 1.41M | 138.35 | 0.15% |
| 86 | GM | General Motors ... | 48.10 | -0.36% | 25.15K | -0.87% | 1.34M | 33.16 | 0.14% |
| 87 | FIS | Fidelity Nation... | 80.47 | +0.04% | 16.34K | +16.48% | 1.32M | 63.67 | 0.14% |
| 88 | GLW | Corning Incorpo... | 50.43 | -0.1% | 27.37K | +6.46% | 1.3M | 32.62 | 0.13% |
| 89 | TSM | Taiwan Semicond... | 213.47 | -0.2% | 6.55K | -4.44% | 1.29M | 108.54 | 0.13% |
| 90 | TMO | Thermo Fisher S... | 392.55 | +0.59% | 2.43K | +15.68% | 1.26M | 523.8 | 0.13% |
| 91 | TTD | The Trade Desk,... | 68.61 | +1.44% | 10.61K | +0.85% | 1.25M | 77.78 | 0.13% |
| 92 | CB | Chubb Limited | 281.98 | -0.64% | 4.48K | +2.52% | 1.24M | 216 | 0.13% |
| 93 | MLM | Martin Marietta... | 538.52 | -0.53% | 2.39K | +431.33% | 1.23M | 533.05 | 0.13% |
| 94 | KO | The Coca-Cola C... | 69.14 | -0.68% | 19.32K | -47.57% | 1.2M | 60.38 | 0.12% |
| 95 | ORCL | Oracle Corporat... | 210.53 | +1.13% | 7.16K | +383.45% | 1.19M | 158.13 | 0.12% |
| 96 | CMG | Chipotle Mexica... | 51.83 | +0.88% | 19.63K | -0.03% | 1.18M | 37.9 | 0.12% |
| 97 | PNC | The PNC Financi... | 175.13 | +1.12% | 6.08K | +0.05% | 1.17M | 171.95 | 0.12% |
| 98 | SHOP | Shopify Inc. | 106.05 | -0.46% | 10.85K | +2.89% | 1.15M | 49.86 | 0.12% |
| 99 | IWR | iShares Russell... | 89.42 | +0.30% | 13.04K | -3.46% | 1.15M | 70.62 | 0.12% |
| 100 | PYLD | PIMCO ETF Trust... | 26.23 | -0.02% | 44.45K | +39.83% | 1.15M | 25.77 | 0.12% |
| 101 | TWLO | Twilio Inc. | 116.56 | +0.21% | 10.39K | 0.00% | 1.12M | 71.49 | 0.12% |
| 102 | XLF | Financial Selec... | 50.20 | -0.08% | 22.86K | -0.98% | 1.1M | 36.28 | 0.11% |
| 103 | BAC | Bank of America... | 45.01 | +1.75% | 24.68K | -55.48% | 1.08M | 33.69 | 0.11% |
| 104 | DGRW | WisdomTree U.S.... | 81.61 | -0.21% | 12.85K | -0.56% | 1.04M | 66.9 | 0.11% |
| 105 | TXN | Texas Instrumen... | 198.42 | +0.37% | 5.53K | -8.13% | 1.04M | 170.79 | 0.11% |
| 106 | SHYD | VanEck Short Hi... | 22.55 | +0.16% | 45.72K | +6.77% | 1.03M | 22.32 | 0.11% |
| 107 | SMH | VanEck Semicond... | 262.56 | +0.37% | 4.24K | -2.08% | 1.03M | 157.86 | 0.11% |
| 108 | CSGP | CoStar Group, I... | 79.52 | -0.46% | 13.94K | +0.10% | 998.25K | 66.62 | 0.10% |
| 109 | ICE | Intercontinenta... | 179.56 | -0.79% | 6.63K | 0.00% | 987.36K | 121.07 | 0.10% |
| 110 | IGM | iShares Expande... | 106.98 | -0.08% | 9.59K | -0.27% | 978.87K | 62.77 | 0.10% |
| 111 | GILD | Gilead Sciences... | 108.11 | +0.10% | 10.37K | -0.13% | 958.17K | 62.06 | 0.10% |
| 112 | UBER | Uber Technologi... | 83.42 | -1.59% | 15.48K | +13.73% | 933.87K | 73.78 | 0.10% |
| 113 | UNP | Union Pacific C... | 221.93 | +0.61% | 3.99K | -54.25% | 909.48K | 235.18 | 0.09% |
| 114 | SDY | SPDR S&P Divide... | 133.91 | -0.14% | 6.86K | +162.01% | 906.53K | 135.89 | 0.09% |
| 115 | HLT | Hilton Worldwid... | 247.62 | +0.26% | 3.64K | -0.74% | 899.17K | 122.75 | 0.09% |
| 116 | PCAR | PACCAR Inc | 90.67 | -0.47% | 8.59K | -3.35% | 893.6K | 57.62 | 0.09% |
| 117 | XLE | Energy Select S... | 88.04 | -0.7% | 10.33K | -0.86% | 884.93K | 73.96 | 0.09% |
| 118 | SCHM | Schwab U.S. Mid... | 27.35 | +0.40% | 31.77K | +494.89% | 880.43K | 27.7 | 0.09% |
| 119 | CSX | CSX Corporation | 32.22 | +0.30% | 26.12K | +0.57% | 842.99K | 36.62 | 0.09% |
| 120 | TFC | Truist Financia... | 39.78 | +1.93% | 19.16K | +1.72% | 831.38K | 38.85 | 0.09% |
| 121 | MAIN | Main Street Cap... | 58.44 | +0.92% | 14.14K | +6.25% | 828.31K | 40.76 | 0.09% |
| 122 | DOCU | DocuSign, Inc. | 75.23 | +0.56% | 9.11K | 0.00% | 819.17K | 53.14 | 0.08% |
| 123 | DIS | The Walt Disney... | 117.66 | -0.4% | 7.36K | +3.01% | 819.09K | 112.63 | 0.08% |
| 124 | C | Citigroup Inc. | 78.25 | +1.15% | 11.43K | -1.38% | 804.67K | 47.73 | 0.08% |
| 125 | BSX | Boston Scientif... | 101.38 | -0.34% | 8.84K | 0.00% | 789.5K | 44.7 | 0.08% |
| 126 | PANW | Palo Alto Netwo... | 199.70 | -1.16% | 4.17K | +97.35% | 758.43K | 115.08 | 0.08% |
| 127 | MRVL | Marvell Technol... | 74.94 | +7.07% | 6.84K | -6.72% | 755.5K | 49.99 | 0.08% |
| 128 | GWRE | Guidewire Softw... | 246.81 | -0.57% | 4.37K | 0.00% | 737.37K | 61.58 | 0.08% |
| 129 | LOW | Lowe's Companie... | 210.74 | -0.56% | 2.98K | +20.21% | 735.39K | 218.92 | 0.08% |
| 130 | JNJ | Johnson & Johns... | 150.78 | -1.05% | 4.97K | -3.06% | 718.36K | 160.4 | 0.07% |
| 131 | COF | Capital One Fin... | 197.16 | +1.67% | 4.01K | +0.38% | 715.96K | 131.47 | 0.07% |
| 132 | MPWR | Monolithic Powe... | 694.68 | +0.55% | 1.17K | -5.43% | 690.51K | 485.34 | 0.07% |
| 133 | BRK-A | Berkshire Hatha... | 728145.15 | +0.38% | 1 | 0.00% | 680.92K | 528921 | 0.07% |
| 134 | DOW | Dow Inc. | 28.52 | -3.12% | 16.3K | +0.06% | 654.12K | 56.78 | 0.07% |
| 135 | QQQJ | Invesco NASDAQ ... | 31.23 | +0.27% | 21.14K | -2.47% | 652.64K | 31.17 | 0.07% |
| 136 | CVS | CVS Health Corp... | 66.90 | -0.29% | 13.82K | -6.92% | 620.49K | 82.82 | 0.06% |
| 137 | NEE | NextEra Energy,... | 71.56 | -0.42% | 8.64K | -13.89% | 619.22K | 71.63 | 0.06% |
| 138 | IBN | ICICI Bank Limi... | 32.69 | -0.58% | 20.66K | -2.55% | 616.77K | 20.32 | 0.06% |
| 139 | BKNG | Booking Holding... | 5279.76 | -0.4% | 124 | 0.00% | 616.08K | 1773.48 | 0.06% |
| 140 | SHM | SPDR Nuveen Blo... | 47.67 | +0.02% | 12.68K | 0.00% | 601.1K | 47.69 | 0.06% |
| 141 | FAST | Fastenal Compan... | 41.48 | -0.18% | 8.17K | +0.32% | 587.65K | 57.42 | 0.06% |
| 142 | TER | Teradyne, Inc. | 86.30 | -0.15% | 4.54K | +0.18% | 572.18K | 76.77 | 0.06% |
| 143 | EA | Electronic Arts... | 150.96 | +0.42% | 3.88K | 0.00% | 567.06K | 123.57 | 0.06% |
| 144 | TRU | TransUnion | 84.82 | -0.08% | 5.89K | 0.00% | 546.52K | 85.68 | 0.06% |
| 145 | PLTR | Palantir Techno... | 139.87 | +1.21% | 7.2K | +2.37% | 544.61K | 38.09 | 0.06% |
| 146 | SCHW | The Charles Sch... | 89.92 | +1.08% | 7.29K | -1.57% | 539.68K | 67.24 | 0.06% |
| 147 | CAT | Caterpillar Inc... | 359.65 | +0.55% | 1.48K | +4.24% | 534.89K | 185.78 | 0.06% |
| 148 | SCHF | Schwab Internat... | 21.66 | +0.21% | 28.9K | +99.23% | 534.58K | 17.08 | 0.06% |
| 149 | IWB | iShares Russell... | 327.33 | +0.01% | 1.65K | +27.01% | 530.33K | 306.12 | 0.05% |
| 150 | ETN | Eaton Corporati... | 333.86 | +1.01% | 1.57K | -8.26% | 520.04K | 316.63 | 0.05% |