Rmr Wealth Builders Top Holdings and 13F Report (2025) About Rmr Wealth BuildersInvestment ActivityRmr Wealth Builders has $967.55 million in total holdings as of December 31, 2024.Rmr Wealth Builders owns shares of 256 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 7.14% of the portfolio was purchased this quarter.About 5.51% of the portfolio was sold this quarter.This quarter, Rmr Wealth Builders has purchased 260 new stocks and bought additional shares in 124 stocks.Rmr Wealth Builders sold shares of 87 stocks and completely divested from 18 stocks this quarter.Largest Holdings Vanguard Growth ETF $89,502,605Vanguard S&P 500 ETF $86,768,578Vanguard Value ETF $78,450,094iShares Core S&P Mid-Cap ETF $75,729,021iShares Russell 1000 Growth ETF $43,051,010 Largest New Holdings this Quarter ARISTA NETWORKS INC $3,366,965 HoldingiShares S&P 100 ETF $2,632,384 HoldingBLACKROCK INC $2,136,364 HoldingSPDR Portfolio S&P 600 Small Cap ETF $420,362 HoldingDeckers Outdoor $383,231 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 10,186 shares (about $5.49M)Vanguard Value ETF 28,386 shares (about $4.81M)iShares Core S&P Mid-Cap ETF 70,632 shares (about $4.40M)Vanguard Growth ETF 10,460 shares (about $4.29M)Schwab Short-Term U.S. Treasury ETF 148,398 shares (about $3.57M) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 451,268 shares (about $35.20M)Bank of America 30,751 shares (about $1.35M)Ulta Beauty 2,723 shares (about $1.18M)Coca-Cola 17,529 shares (about $1.09M)Union Pacific 4,729 shares (about $1.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRmr Wealth Builders Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$89,502,605$4,293,203 ▲5.0%218,0659.3%ETFVOOVanguard S&P 500 ETF$86,768,578$5,488,333 ▲6.8%161,0379.0%ETFVTVVanguard Value ETF$78,450,094$4,805,752 ▲6.5%463,3798.1%ETFIJHiShares Core S&P Mid-Cap ETF$75,729,021$4,401,080 ▲6.2%1,215,3597.8%ETFIWFiShares Russell 1000 Growth ETF$43,051,010$722,844 ▼-1.7%107,2044.4%ETFIEFAiShares Core MSCI EAFE ETF$37,553,382$3,286,712 ▲9.6%534,3403.9%ETFNVDANVIDIA$34,343,075$285,098 ▼-0.8%255,7383.5%Computer and TechnologyAAPLApple$29,865,512$196,830 ▲0.7%119,2623.1%Computer and TechnologyIWDiShares Russell 1000 Value ETF$25,440,194$359,152 ▲1.4%137,4182.6%ETFSUBiShares Short-Term National Muni Bond ETF$24,669,388$2,156,437 ▲9.6%233,8772.5%ETFIJRiShares Core S&P Small-Cap ETF$23,291,928$1,410,983 ▲6.4%202,1522.4%ETFMSFTMicrosoft$20,931,016$732,994 ▲3.6%49,6582.2%Computer and TechnologyAVGOBroadcom$16,314,670$156,725 ▲1.0%70,3701.7%Computer and TechnologyAMZNAmazon.com$15,450,194$370,771 ▲2.5%70,4231.6%Retail/WholesaleMUBiShares National Muni Bond ETF$15,181,767$833,966 ▼-5.2%142,4851.6%ETFFMBFirst Trust Managed Municipal ETF$14,497,253$459 ▼0.0%284,2041.5%ManufacturingFSMBFirst Trust Short Duration Managed Municipal ETF$14,131,119$121,679 ▲0.9%712,2541.5%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$13,334,947$1,454,660 ▲12.2%142,3461.4%ETFBNDXVanguard Total International Bond ETF$12,865,163$1,545,711 ▲13.7%262,2871.3%ETFSPYSPDR S&P 500 ETF Trust$9,772,013$158,237 ▼-1.6%16,6741.0%FinanceIWMiShares Russell 2000 ETF$8,674,802$30,050 ▲0.3%39,2600.9%FinanceMDYSPDR S&P MidCap 400 ETF Trust$8,116,282$127,582 ▲1.6%14,2500.8%ETFJPMJPMorgan Chase & Co.$7,924,144$331,281 ▲4.4%33,0570.8%FinanceMETAMeta Platforms$6,926,868$325,557 ▲4.9%11,8300.7%Computer and TechnologyTSLATesla$6,209,340$2,600,282 ▲72.0%15,3760.6%Auto/Tires/TrucksQQQInvesco QQQ$5,851,784$66,974 ▲1.2%11,4460.6%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$5,851,189$3,570,449 ▲156.5%243,1920.6%ETFVVisa$5,020,202$213,955 ▲4.5%15,8850.5%Business ServicesEFAiShares MSCI EAFE ETF$4,787,049$107,669 ▲2.3%63,3120.5%FinanceXLKTechnology Select Sector SPDR Fund$4,658,447$6,743 ▲0.1%20,0350.5%ETFHDHome Depot$4,445,593$95,688 ▲2.2%11,4290.5%Retail/WholesaleCOSTCostco Wholesale$4,385,639$71,475 ▲1.7%4,7860.5%Retail/WholesaleNFLXNetflix$4,334,639$196,989 ▲4.8%4,8630.4%Consumer DiscretionaryGOOGAlphabet$4,113,027$120,932 ▼-2.9%21,5970.4%Computer and TechnologyLLYEli Lilly and Company$3,617,678$82,606 ▲2.3%4,6860.4%MedicalBRK.BBerkshire Hathaway$3,520,589$162,726 ▼-4.4%7,7670.4%FinanceSCHXSchwab US Large-Cap ETF$3,496,736$3,279,261 ▲1,507.9%150,8510.4%ETFXOMExxon Mobil$3,446,805$103,269 ▲3.1%32,0420.4%Oils/EnergyARISTA NETWORKS INC$3,366,965$3,366,965 ▲New Holding30,4620.3%COM SHSGOOGLAlphabet$3,209,609$989,858 ▼-23.6%16,9550.3%Computer and TechnologyBXBlackstone$3,150,290$1,443,330 ▲84.6%18,2710.3%FinanceISRGIntuitive Surgical$2,974,650$123,183 ▲4.3%5,6990.3%MedicalVZVerizon Communications$2,765,815$206,987 ▲8.1%69,1630.3%Computer and TechnologyFEDERATED HERMES ETF TRUST$2,763,272$1,219,735 ▲79.0%111,9640.3%HERMES TOTAL RETSPLGSPDR Portfolio S&P 500 ETF$2,746,061$1,527,765 ▲125.4%39,8330.3%ETFCRMSalesforce$2,744,897$147,108 ▲5.7%8,2100.3%Computer and TechnologyWMTWalmart$2,695,384$200,123 ▲8.0%29,8330.3%Retail/WholesaleCRWDCrowdStrike$2,660,186$105,381 ▲4.1%7,7750.3%Computer and TechnologyMRKMerck & Co., Inc.$2,649,724$44,865 ▲1.7%26,6360.3%MedicalOEFiShares S&P 100 ETF$2,632,384$2,632,384 ▲New Holding9,1130.3%ETFCVXChevron$2,620,834$56,631 ▲2.2%18,0950.3%Oils/EnergySHYiShares 1-3 Year Treasury Bond ETF$2,458,343$10,002 ▼-0.4%29,9870.3%ManufacturingMAMastercard$2,383,314$21,063 ▲0.9%4,5260.2%Business ServicesCEGConstellation Energy$2,340,213$74,495 ▲3.3%10,4610.2%Oils/EnergyAMDAdvanced Micro Devices$2,309,746$203,048 ▼-8.1%19,1220.2%Computer and TechnologyAXPAmerican Express$2,275,117$156,403 ▲7.4%7,6660.2%FinanceGSThe Goldman Sachs Group$2,232,415$163,752 ▲7.9%3,8990.2%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$2,207,073$38,295 ▼-1.7%5,1870.2%FinancePGProcter & Gamble$2,193,455$152,388 ▲7.5%13,0840.2%Consumer StaplesBLACKROCK INC$2,136,364$2,136,364 ▲New Holding2,0840.2%COMADBEAdobe$2,117,890$445 ▲0.0%4,7630.2%Computer and TechnologyUNHUnitedHealth Group$2,040,496$327,268 ▲19.1%4,0340.2%MedicalACNAccenture$1,912,591$71,410 ▲3.9%5,4370.2%Computer and TechnologyPECOPhillips Edison & Company, Inc.$1,857,750$436,783 ▼-19.0%49,5930.2%FinanceMMCMarsh & McLennan Companies$1,834,610$8,072 ▼-0.4%8,6370.2%FinanceIBMInternational Business Machines$1,778,158$1,244,864 ▲233.4%8,0890.2%Computer and TechnologyWMWaste Management$1,777,614$198,566 ▲12.6%8,8090.2%Business ServicesABBVAbbVie$1,760,781$66,636 ▼-3.6%9,9090.2%MedicalHONHoneywell International$1,746,394$31,625 ▼-1.8%7,7310.2%Multi-Sector ConglomeratesVRTXVertex Pharmaceuticals$1,707,091$141,351 ▲9.0%4,2390.2%MedicalDUKDuke Energy$1,680,044$131,654 ▲8.5%15,5940.2%UtilitiesMMM3M$1,675,785$159,033 ▲10.5%12,9820.2%Multi-Sector ConglomeratesAMTAmerican Tower$1,650,317$184,877 ▲12.6%8,9980.2%FinanceMCDMcDonald's$1,626,463$155,081 ▲10.5%5,6110.2%Retail/WholesaleLINDE PLC$1,593,862$120,157 ▲8.2%3,8070.2%SHSINTUIntuit$1,578,312$111,255 ▲7.6%2,5110.2%Computer and TechnologyCMCSAComcast$1,535,812$18,427 ▼-1.2%40,9220.2%Consumer DiscretionaryXLVHealth Care Select Sector SPDR Fund$1,534,470$92,998 ▼-5.7%11,1540.2%ETFSPGIS&P Global$1,524,205$94,142 ▲6.6%3,0600.2%Business ServicesLMTLockheed Martin$1,517,933$143,825 ▲10.5%3,1240.2%AerospaceCMECME Group$1,507,6370.0%6,4920.2%FinanceTJXTJX Companies$1,491,653$999,348 ▲203.0%12,3470.2%Retail/WholesaleASMLASML$1,457,9880.0%2,1040.2%Computer and TechnologyPEGPublic Service Enterprise Group$1,434,630$30,078 ▲2.1%16,9800.1%UtilitiesQCOMQUALCOMM$1,409,165$101,236 ▲7.7%9,1730.1%Computer and TechnologyGMGeneral Motors$1,339,581$11,773 ▼-0.9%25,1470.1%Auto/Tires/TrucksFISFidelity National Information Services$1,320,082$186,818 ▲16.5%16,3440.1%Business ServicesGLWCorning$1,300,459$78,929 ▲6.5%27,3670.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,293,161$60,037 ▼-4.4%6,5480.1%Computer and TechnologyTMOThermo Fisher Scientific$1,262,833$171,187 ▲15.7%2,4270.1%MedicalTTDTrade Desk$1,247,288$10,460 ▲0.8%10,6130.1%Computer and TechnologyCBChubb$1,238,694$30,394 ▲2.5%4,4830.1%FinanceMLMMartin Marietta Materials$1,234,799$1,002,403 ▲431.3%2,3910.1%ConstructionKOCoca-Cola$1,202,850$1,091,344 ▼-47.6%19,3200.1%Consumer StaplesORCLOracle$1,192,299$945,674 ▲383.4%7,1550.1%Computer and TechnologyCMGChipotle Mexican Grill$1,183,930$301 ▼0.0%19,6340.1%Retail/WholesalePNCThe PNC Financial Services Group$1,171,843$579 ▲0.0%6,0760.1%FinanceSHOPShopify$1,153,255$32,431 ▲2.9%10,8460.1%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,152,930$41,283 ▼-3.5%13,0420.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,152,223$328,199 ▲39.8%44,4530.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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