Rmr Wealth Builders
CIK Number: 0001803848
Main Sectors:
Top Industries:
Filing Date: Apr 16, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 588.63 | -0.75% | 166.31K | +3.27% | 85.47M | 431.13 | 9.00% | Share |
| 2 | VUG | Vanguard Growth... | 455.04 | -0.78% | 226.66K | +3.94% | 84.05M | 301.16 | 8.85% | Share |
| 3 | VTV | Vanguard Value ... | 182.44 | -0.43% | 475.61K | +2.64% | 82.16M | 148.66 | 8.65% | Share |
| 4 | IJH | iShares Core S&... | 64.90 | -0.4% | 1.32M | +8.21% | 76.74M | 51.91 | 8.08% | Share |
| 5 | IEFA | iShares Core MS... | 84.71 | -0.94% | 546.59K | +2.29% | 41.35M | 66.02 | 4.35% | Share |
| 6 | IWF | iShares Russell... | 441.79 | -0.85% | 104.06K | -2.93% | 37.58M | 235.06 | 3.95% | Share |
| 7 | NVDA | NVIDIA Corporat... | 170.74 | -1.97% | 251.88K | -1.51% | 27.3M | 28.81 | 2.87% | Share |
| 8 | AAPL | Apple Inc. | 229.72 | -1.04% | 120.39K | +0.94% | 26.74M | 149.38 | 2.81% | Share |
| 9 | IWD | iShares Russell... | 200.60 | -0.51% | 136.35K | -0.78% | 25.66M | 145.34 | 2.70% | Share |
| 10 | SUB | iShares Short-T... | 106.80 | -0.18% | 239.36K | +2.34% | 25.28M | 104.37 | 2.66% | Share |
| 11 | IJR | iShares Core S&... | 117.14 | -0.76% | 225.73K | +11.66% | 23.6M | 108.41 | 2.48% | Share |
| 12 | MSFT | Microsoft Corpo... | 505.12 | -0.31% | 48.85K | -1.62% | 18.34M | 294.52 | 1.93% | Share |
| 13 | MUB | iShares Nationa... | 103.97 | -0.47% | 162.28K | +13.89% | 17.11M | 107.43 | 1.80% | Share |
| 14 | FMB | First Trust Man... | 49.67 | -0.19% | 328.01K | +15.41% | 16.54M | 51.04 | 1.74% | Share |
| 15 | FSMB | First Trust Sho... | 19.96 | -0.27% | 813.01K | +14.15% | 16.15M | 19.86 | 1.70% | Share |
| 16 | BNDX | Vanguard Total ... | 49.00 | -0.63% | 288.16K | +9.87% | 14.07M | 49.12 | 1.48% | Share |
| 17 | HYS | PIMCO 0-5 Year ... | 94.81 | -0.66% | 148.78K | +4.52% | 13.94M | 93.13 | 1.47% | Share |
| 18 | AMZN | Amazon.com, Inc... | 225.34 | -1.6% | 70.89K | +0.66% | 13.49M | 153.96 | 1.42% | Share |
| 19 | AVGO | Broadcom Inc. | 298.24 | +0.29% | 55.01K | -21.82% | 9.21M | 70.53 | 0.97% | Share |
| 20 | SPY | SPDR S&P 500 ET... | 640.37 | -0.73% | 15.31K | -8.2% | 8.56M | 389.9 | 0.90% | Share |
| 21 | JPM | JPMorgan Chase ... | 299.64 | -0.59% | 33.66K | +1.82% | 8.26M | 143.43 | 0.87% | Share |
| 22 | SCHO | Schwab Short-Te... | 24.32 | -0.39% | 337.36K | +38.72% | 8.21M | 24.19 | 0.86% | Share |
| 23 | MDY | SPDR S&P MIDCAP... | 592.55 | -0.44% | 14.36K | +0.79% | 7.66M | 447.08 | 0.81% | Share |
| 24 | IWM | iShares Russell... | 233.90 | -0.54% | 36.6K | -6.77% | 7.3M | 196.58 | 0.77% | Share |
| 25 | META | Meta Platforms,... | 735.11 | -0.49% | 11.73K | -0.8% | 6.76M | 278.92 | 0.71% | Share |
| 26 | V | Visa Inc. | 349.95 | -0.52% | 17.23K | +8.49% | 6.04M | 242.69 | 0.64% | Share |
| 27 | QQQ | Invesco QQQ Tru... | 565.62 | -0.84% | 10.85K | -5.17% | 5.09M | 312.13 | 0.54% | Share |
| 28 | EFA | iShares MSCI EA... | 90.59 | -0.97% | 60.94K | -3.74% | 4.98M | 72.18 | 0.52% | Share |
| 29 | NFLX | Netflix, Inc. | 1214.11 | +0.48% | 5.16K | +6.15% | 4.81M | 520.7 | 0.51% | Share |
| 30 | COST | Costco Wholesal... | 938.82 | -0.48% | 4.79K | +0.17% | 4.53M | 567.65 | 0.48% | Share |
| 31 | HD | The Home Depot,... | 406.40 | -0.09% | 12.09K | +5.80% | 4.43M | 305.35 | 0.47% | Share |
| 32 | XOM | Exxon Mobil Cor... | 114.67 | +0.34% | 36.95K | +15.30% | 4.39M | 83.18 | 0.46% | Share |
| 33 | XLK | Technology Sele... | 259.88 | -0.98% | 20.32K | +1.43% | 4.2M | 161.5 | 0.44% | Share |
| 34 | BRK-B | Berkshire Hatha... | 501.06 | -0.38% | 7.83K | +0.77% | 4.17M | 323.97 | 0.44% | Share |
| 35 | LLY | Eli Lilly and C... | 735.16 | +0.35% | 4.92K | +4.93% | 4.06M | 560.44 | 0.43% | Share |
| 36 | GOOG | Alphabet Inc. | 211.99 | -0.72% | 22.71K | +5.15% | 3.55M | 127.15 | 0.37% | Share |
| 37 | SCHX | Schwab U.S. Lar... | 25.38 | -0.76% | 154.83K | +2.64% | 3.42M | 23.05 | 0.36% | Share |
| 38 | CVX | Chevron Corpora... | 161.81 | +0.75% | 20.06K | +10.88% | 3.36M | 143 | 0.35% | Share |
| 39 | VZ | Verizon Communi... | 43.80 | -0.98% | 72.3K | +4.54% | 3.28M | 45.11 | 0.35% | Share |
| 40 | TSLA | Tesla, Inc. | 329.36 | -1.35% | 12.38K | -19.49% | 3.21M | 302.32 | 0.34% | Share |
| 41 | FTRB | Federated Herme... | 25.20 | -0.03% | 121.11K | +8.17% | 3.04M | 25.29 | 0.32% | Share |
| 42 | CRWD | CrowdStrike Hol... | 413.50 | -2.41% | 8.61K | +10.75% | 3.04M | 254.45 | 0.32% | Share |
| 43 | ISRG | Intuitive Surgi... | 469.07 | -0.89% | 5.83K | +2.28% | 2.89M | 330.63 | 0.30% | Share |
| 44 | BX | Blackstone Inc. | 169.54 | -1.09% | 20.02K | +9.59% | 2.8M | 132.05 | 0.29% | Share |
| 45 | WMT | Walmart Inc. | 97.84 | +0.89% | 30.99K | +3.89% | 2.72M | 60.08 | 0.29% | Share |
| 46 | GOOGL | Alphabet Inc. | 211.35 | -0.73% | 17.02K | +0.40% | 2.63M | 118.4 | 0.28% | Share |
| 47 | SPLG | SPDR Portfolio ... | 75.34 | -0.74% | 39.61K | -0.56% | 2.61M | 68.31 | 0.28% | Share |
| 48 | OEF | iShares S&P 100... | 317.66 | -0.63% | 9.08K | -0.32% | 2.46M | 288.85 | 0.26% | Share |
| 49 | PG | The Procter & G... | 157.96 | +0.59% | 14.43K | +10.29% | 2.46M | 151.69 | 0.26% | Share |
| 50 | MA | Mastercard Inco... | 591.58 | -0.62% | 4.47K | -1.13% | 2.45M | 380.96 | 0.26% | Share |
| 51 | SHY | iShares 1-3 Yea... | 82.68 | -0.36% | 29.5K | -1.63% | 2.44M | 81.97 | 0.26% | Share |
| 52 | ANET | Arista Networks... | 135.88 | -0.49% | 30.64K | +0.59% | 2.37M | 110.34 | 0.25% | Share |
| 53 | CRM | Salesforce, Inc... | 252.91 | -1.3% | 8.83K | +7.59% | 2.37M | 242.83 | 0.25% | Share |
| 54 | VRTX | Vertex Pharmace... | 401.00 | +2.55% | 4.83K | +14.06% | 2.34M | 395.22 | 0.25% | Share |
| 55 | MMC | Marsh & McLenna... | 205.33 | -0.23% | 9.5K | +9.98% | 2.32M | 177.13 | 0.24% | Share |
| 56 | AMT | American Tower ... | 200.49 | -1.65% | 10.26K | +13.98% | 2.23M | 200.45 | 0.23% | Share |
| 57 | WM | Waste Managemen... | 225.77 | -0.27% | 9.61K | +9.08% | 2.22M | 183.29 | 0.23% | Share |
| 58 | CEG | Constellation E... | 307.19 | -0.26% | 10.95K | +4.70% | 2.21M | 166.44 | 0.23% | Share |
| 59 | GS | The Goldman Sac... | 730.58 | -1.97% | 4.03K | +3.44% | 2.2M | 389.08 | 0.23% | Share |
| 60 | AXP | American Expres... | 331.10 | -0.06% | 8.02K | +4.55% | 2.16M | 188.22 | 0.23% | Share |
| 61 | DIA | SPDR Dow Jones ... | 453.63 | -0.54% | 4.97K | -4.24% | 2.09M | 303.97 | 0.22% | Share |
| 62 | IBM | International B... | 241.50 | -0.82% | 8.35K | +3.25% | 2.08M | 196.08 | 0.22% | Share |
| 63 | MCD | McDonald's Corp... | 315.77 | +0.71% | 6.58K | +17.32% | 2.06M | 275.58 | 0.22% | Share |
| 64 | MMM | 3M Company | 154.25 | -0.82% | 13.54K | +4.27% | 1.99M | 136.42 | 0.21% | Share |
| 65 | DUK | Duke Energy Cor... | 121.89 | -0.49% | 16.29K | +4.45% | 1.99M | 96.36 | 0.21% | Share |
| 66 | BLK | BlackRock, Inc. | 1114.51 | -1.12% | 2.09K | +0.14% | 1.98M | 1025 | 0.21% | Share |
| 67 | LIN | Linde plc | 474.14 | -0.87% | 4.2K | +10.43% | 1.96M | 413.12 | 0.21% | Share |
| 68 | TJX | The TJX Compani... | 138.54 | +1.42% | 15.69K | +27.09% | 1.91M | 115.54 | 0.20% | Share |
| 69 | ACN | Accenture plc | 256.09 | -1.49% | 5.86K | +7.69% | 1.83M | 316.23 | 0.19% | Share |
| 70 | ADBE | Adobe Inc. | 345.63 | -3.1% | 4.72K | -0.88% | 1.81M | 457.42 | 0.19% | Share |
| 71 | INTU | Intuit Inc. | 661.99 | -0.75% | 2.94K | +17.12% | 1.81M | 538.3 | 0.19% | Share |
| 72 | CMCSA | Comcast Corpora... | 34.13 | +0.47% | 48.05K | +17.43% | 1.77M | 44.09 | 0.19% | Share |
| 73 | AMD | Advanced Micro ... | 162.32 | -0.19% | 17.07K | -10.7% | 1.75M | 168.04 | 0.18% | Share |
| 74 | PECO | Phillips Edison... | 35.12 | -0.2% | 47.73K | -3.76% | 1.75M | 34.39 | 0.18% | Share |
| 75 | SPGI | S&P Global Inc. | 539.46 | -1.64% | 3.43K | +12.06% | 1.74M | 414.15 | 0.18% | Share |
| 76 | ABBV | AbbVie Inc. | 211.92 | +0.72% | 8.3K | -16.2% | 1.74M | 121.18 | 0.18% | Share |
| 77 | CME | CME Group Inc. | 265.40 | -0.42% | 6.5K | +0.18% | 1.73M | 228.2 | 0.18% | Share |
| 78 | LMT | Lockheed Martin... | 452.49 | -0.69% | 3.74K | +19.81% | 1.67M | 456.24 | 0.18% | Share |
| 79 | UBER | Uber Technologi... | 92.81 | -1% | 22.17K | +43.18% | 1.62M | 73.5 | 0.17% | Share |
| 80 | QCOM | QUALCOMM Incorp... | 158.78 | -1.21% | 10.46K | +14.08% | 1.61M | 140.23 | 0.17% | Share |
| 81 | MLM | Martin Marietta... | 615.99 | -0.07% | 3.36K | +40.44% | 1.61M | 517.23 | 0.17% | Share |
| 82 | FIS | Fidelity Nation... | 68.33 | -2.12% | 21.14K | +29.34% | 1.58M | 66.17 | 0.17% | Share |
| 83 | HON | Honeywell Inter... | 217.60 | -0.87% | 7.37K | -4.66% | 1.56M | 193.25 | 0.16% | Share |
| 84 | KO | The Coca-Cola C... | 69.05 | +0.08% | 20.53K | +6.28% | 1.48M | 61.05 | 0.16% | Share |
| 85 | XLV | Health Care Sel... | 137.50 | +0.05% | 9.89K | -11.35% | 1.44M | 116.54 | 0.15% | Share |
| 86 | TMO | Thermo Fisher S... | 487.43 | -1.07% | 2.87K | +18.21% | 1.43M | 519.77 | 0.15% | Share |
| 87 | GLW | Corning Incorpo... | 68.47 | +2.15% | 30.8K | +12.56% | 1.41M | 34.09 | 0.15% | Share |
| 88 | GILD | Gilead Sciences... | 112.71 | -0.23% | 12.49K | +20.41% | 1.4M | 70.53 | 0.15% | Share |
| 89 | PEG | Public Service ... | 81.80 | -0.64% | 17K | +0.12% | 1.4M | 61.94 | 0.15% | Share |
| 90 | ASML | ASML Holding N.... | 725.85 | -2.26% | 2.11K | +0.29% | 1.4M | 667.07 | 0.15% | Share |
| 91 | CB | Chubb Limited | 276.79 | +0.63% | 4.53K | +1.09% | 1.37M | 216.93 | 0.14% | Share |
| 92 | REGN | Regeneron Pharm... | 577.90 | -0.48% | 2.14K | +100.00% | 1.36M | 634.23 | 0.14% | Share |
| 93 | PYLD | PIMCO ETF Trust... | 26.52 | -0.62% | 51.27K | +15.32% | 1.35M | 25.85 | 0.14% | Share |
| 94 | ORCL | Oracle Corporat... | 225.33 | -0.35% | 9.28K | +29.66% | 1.3M | 153.94 | 0.14% | Share |
| 95 | XLF | Financial Selec... | 53.59 | -0.74% | 25.74K | +12.58% | 1.28M | 37.79 | 0.13% | Share |
| 96 | NOW | ServiceNow, Inc... | 911.51 | -0.65% | 1.59K | +100.00% | 1.27M | 796.14 | 0.13% | Share |
| 97 | GM | General Motors ... | 58.51 | -0.14% | 25.14K | -0.01% | 1.18M | 33.16 | 0.12% | Share |
| 98 | MRK | Merck & Co., In... | 85.47 | +1.60% | 12.4K | -53.44% | 1.11M | 97.99 | 0.12% | Share |
| 99 | CSGP | CoStar Group, I... | 88.12 | -1.53% | 13.92K | -0.18% | 1.1M | 66.62 | 0.12% | Share |
| 100 | IWR | iShares Russell... | 95.39 | -0.7% | 12.96K | -0.63% | 1.1M | 70.62 | 0.12% | Share |
| 101 | ICE | Intercontinenta... | 175.07 | -0.87% | 6.34K | -4.24% | 1.09M | 121.07 | 0.12% | Share |
| 102 | PNC | The PNC Financi... | 205.53 | -0.92% | 6.08K | +0.07% | 1.07M | 171.95 | 0.11% | Share |
| 103 | TXN | Texas Instrumen... | 199.81 | -1.32% | 5.83K | +5.56% | 1.05M | 171.26 | 0.11% | Share |
| 104 | DGRW | WisdomTree U.S.... | 87.06 | -0.45% | 12.98K | +1.02% | 1.04M | 67.03 | 0.11% | Share |
| 105 | TWLO | Twilio Inc. | 104.20 | -1.34% | 10.39K | +0.04% | 1.02M | 71.5 | 0.11% | Share |
| 106 | SHOP | Shopify Inc. | 139.04 | -1.59% | 10.41K | -4.02% | 993.95K | 49.86 | 0.10% | Share |
| 107 | CMG | Chipotle Mexica... | 41.76 | -0.89% | 19.09K | -2.79% | 958.36K | 37.9 | 0.10% | Share |
| 108 | TSM | Taiwan Semicond... | 228.41 | -1.07% | 5.75K | -12.13% | 955.08K | 108.54 | 0.10% | Share |
| 109 | BAC | Bank of America... | 50.41 | -0.66% | 22.43K | -9.1% | 936.1K | 33.69 | 0.10% | Share |
| 110 | SDY | SPDR S&P Divide... | 140.39 | -0.67% | 6.72K | -2.07% | 911.84K | 135.89 | 0.10% | Share |
| 111 | CVS | CVS Health Corp... | 74.08 | +1.27% | 13.09K | -5.32% | 886.55K | 82.82 | 0.09% | Share |
| 112 | BSX | Boston Scientif... | 106.64 | +1.08% | 8.63K | -2.35% | 870.7K | 44.7 | 0.09% | Share |
| 113 | SHYD | VanEck Short Hi... | 22.65 | -0.26% | 38.52K | -15.74% | 866.33K | 22.32 | 0.09% | Share |
| 114 | SCHM | Schwab U.S. Mid... | 29.36 | -0.37% | 32.81K | +3.27% | 859.68K | 27.66 | 0.09% | Share |
| 115 | PCAR | PACCAR Inc | 98.86 | -1.12% | 8.71K | +1.42% | 848.35K | 58.18 | 0.09% | Share |
| 116 | GWRE | Guidewire Softw... | 217.33 | +0.14% | 4.37K | 0.00% | 819.51K | 61.58 | 0.09% | Share |
| 117 | MAIN | Main Street Cap... | 65.76 | -0.8% | 14.26K | +0.86% | 806.6K | 40.89 | 0.08% | Share |
| 118 | JNJ | Johnson & Johns... | 178.09 | +0.52% | 4.85K | -2.34% | 804.57K | 160.4 | 0.08% | Share |
| 119 | BRK-A | Berkshire Hatha... | 751679.32 | -0.48% | 1 | 0.00% | 798.44K | 528921 | 0.08% | Share |
| 120 | C | Citigroup Inc. | 94.78 | -1.85% | 11.21K | -1.99% | 795.42K | 47.73 | 0.08% | Share |
| 121 | XLE | Energy Select S... | 90.51 | +0.13% | 8.4K | -18.71% | 784.81K | 73.96 | 0.08% | Share |
| 122 | TFC | Truist Financia... | 46.41 | -0.88% | 18.89K | -1.42% | 777.41K | 38.85 | 0.08% | Share |
| 123 | UNP | Union Pacific C... | 221.85 | -0.77% | 3.27K | -17.88% | 773.78K | 235.18 | 0.08% | Share |
| 124 | CSX | CSX Corporation | 32.19 | -0.98% | 26.26K | +0.54% | 772.92K | 36.58 | 0.08% | Share |
| 125 | DOCU | DocuSign, Inc. | 74.07 | -3.38% | 9.11K | 0.00% | 741.39K | 53.14 | 0.08% | Share |
| 126 | SMH | VanEck Semicond... | 286.48 | -1.31% | 3.44K | -18.81% | 728.41K | 157.86 | 0.08% | Share |
| 127 | PANW | Palo Alto Netwo... | 190.52 | 0.00% | 4.25K | +1.87% | 724.56K | 116.1 | 0.08% | Share |
| 128 | COF | Capital One Fin... | 223.22 | -1.76% | 4.01K | -0.22% | 718.28K | 131.47 | 0.08% | Share |
| 129 | MPWR | Monolithic Powe... | 823.65 | -1.45% | 1.18K | +1.37% | 686.12K | 486.62 | 0.07% | Share |
| 130 | SHM | SPDR Nuveen Blo... | 48.14 | -0.21% | 14.36K | +13.21% | 683.49K | 47.68 | 0.07% | Share |
| 131 | HLT | Hilton Worldwid... | 275.95 | -0.04% | 2.93K | -19.35% | 667.63K | 122.75 | 0.07% | Share |
| 132 | LOW | Lowe's Companie... | 258.69 | +0.24% | 2.8K | -6.17% | 652.02K | 218.92 | 0.07% | Share |
| 133 | IBN | ICICI Bank Limi... | 31.55 | -0.58% | 20.66K | 0.00% | 651.06K | 20.32 | 0.07% | Share |
| 134 | FAST | Fastenal Compan... | 49.19 | -0.95% | 8.18K | +0.05% | 634.05K | 57.43 | 0.07% | Share |
| 135 | IETC | iShares Evolved... | 96.34 | -0.87% | 8.43K | +100.00% | 631.52K | 74.94 | 0.07% | Share |
| 136 | DIS | The Walt Disney... | 118.26 | -0.1% | 6.11K | -17.01% | 602.6K | 112.63 | 0.06% | Share |
| 137 | SCHW | The Charles Sch... | 96.08 | +0.25% | 7.49K | +2.76% | 586.55K | 67.53 | 0.06% | Share |
| 138 | TTD | The Trade Desk,... | 54.18 | -0.88% | 10.71K | +0.87% | 585.75K | 77.58 | 0.06% | Share |
| 139 | DOW | Dow Inc. | 24.41 | -0.87% | 16.55K | +1.55% | 578.04K | 56.44 | 0.06% | Share |
| 140 | UNH | UnitedHealth Gr... | 308.76 | -0.36% | 1.1K | -72.81% | 574.29K | 500.8 | 0.06% | Share |
| 141 | BKNG | Booking Holding... | 5505.55 | -1.67% | 124 | 0.00% | 571.26K | 1773.48 | 0.06% | Share |
| 142 | NEE | NextEra Energy,... | 72.65 | +0.84% | 8.06K | -6.74% | 571.06K | 71.63 | 0.06% | Share |
| 143 | EA | Electronic Arts... | 171.45 | -0.29% | 3.89K | +0.41% | 562.47K | 123.66 | 0.06% | Share |
| 144 | SCHF | Schwab Internat... | 22.52 | -0.84% | 28.23K | -2.3% | 558.43K | 17.08 | 0.06% | Share |
| 145 | PLTR | Palantir Techno... | 157.10 | +0.25% | 6.45K | -10.48% | 544.04K | 38.09 | 0.06% | Share |
| 146 | HUM | Humana Inc. | 310.04 | +2.10% | 2.05K | +1.24% | 542K | 432.42 | 0.06% | Share |
| 147 | QQQJ | Invesco NASDAQ ... | 34.53 | -0.14% | 18.63K | -11.85% | 540.48K | 31.17 | 0.06% | Share |
| 148 | SPDW | SPDR Portfolio ... | 41.35 | -0.93% | 14.72K | 0.00% | 535.91K | 36.67 | 0.06% | Share |
| 149 | IEI | iShares 3-7 Yea... | 119.14 | -0.46% | 4.5K | 0.00% | 531.61K | 122.05 | 0.06% | Share |
| 150 | ENB | Enbridge Inc. | 48.30 | -0.08% | 11.46K | 0.00% | 508.01K | 45.68 | 0.05% | Share |