Rmr Wealth Builders Top Holdings and 13F Report (2025) About Rmr Wealth BuildersInvestment ActivityRmr Wealth Builders has $950.11 million in total holdings as of March 31, 2025.Rmr Wealth Builders owns shares of 259 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 4.87% of the portfolio was purchased this quarter.About 1.90% of the portfolio was sold this quarter.This quarter, Rmr Wealth Builders has purchased 256 new stocks and bought additional shares in 125 stocks.Rmr Wealth Builders sold shares of 89 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $85,467,569Vanguard Growth ETF $84,050,646Vanguard Value ETF $82,157,605iShares Core S&P Mid-Cap ETF $76,735,889iShares Core MSCI EAFE ETF $41,349,177 Largest New Holdings this Quarter 75886F107 - Regeneron Pharmaceuticals $1,357,886 Holding81762P102 - ServiceNow $1,267,396 Holding46431W648 - iShares U.S. Tech Independence Focused ETF $631,525 Holding92204A504 - Vanguard Health Care ETF $372,943 Holding78464A599 - SPDR S&P Software & Services ETF $344,208 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 99,738 shares (about $5.82M)Vanguard Growth ETF 8,597 shares (about $3.19M)Vanguard S&P 500 ETF 5,271 shares (about $2.71M)iShares Core S&P Small-Cap ETF 23,574 shares (about $2.47M)Schwab Short-Term U.S. Treasury ETF 94,172 shares (about $2.29M) Largest Sales this Quarter Broadcom 15,357 shares (about $2.57M)UnitedHealth Group 2,937 shares (about $1.54M)Merck & Co., Inc. 14,234 shares (about $1.28M)iShares Russell 1000 Growth ETF 3,144 shares (about $1.14M)Tesla 2,997 shares (about $776.72K) 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 PortfolioSectorVOOVanguard S&P 500 ETF$85,467,569$2,708,827 ▲3.3%166,3089.0%ETFVUGVanguard Growth ETF$84,050,646$3,187,934 ▲3.9%226,6628.8%ETFVTVVanguard Value ETF$82,157,605$2,113,475 ▲2.6%475,6148.6%ETFIJHiShares Core S&P Mid-Cap ETF$76,735,889$5,819,711 ▲8.2%1,315,0978.1%ETFIEFAiShares Core MSCI EAFE ETF$41,349,177$926,335 ▲2.3%546,5854.4%ETFIWFiShares Russell 1000 Growth ETF$37,575,078$1,135,269 ▼-2.9%104,0604.0%ETFNVDANVIDIA$27,301,477$417,952 ▼-1.5%251,8822.9%Computer and TechnologyAAPLApple$26,741,933$250,340 ▲0.9%120,3892.8%Computer and TechnologyIWDiShares Russell 1000 Value ETF$25,655,880$200,767 ▼-0.8%136,3512.7%ETFSUBiShares Short-Term National Muni Bond ETF$25,276,338$578,900 ▲2.3%239,3592.7%ETFIJRiShares Core S&P Small-Cap ETF$23,604,213$2,465,138 ▲11.7%225,7262.5%ETFMSFTMicrosoft$18,338,925$302,189 ▼-1.6%48,8531.9%Computer and TechnologyMUBiShares National Muni Bond ETF$17,110,876$2,087,286 ▲13.9%162,2811.8%ETFFMBFirst Trust Managed Municipal ETF$16,538,863$2,208,691 ▲15.4%328,0081.7%ManufacturingFSMBFirst Trust Short Duration Managed Municipal ETF$16,154,500$2,002,021 ▲14.1%813,0101.7%ETFBNDXVanguard Total International Bond ETF$14,068,190$1,263,317 ▲9.9%288,1641.5%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$13,935,129$602,984 ▲4.5%148,7841.5%ETFAMZNAmazon.com$13,487,697$89,042 ▲0.7%70,8911.4%Retail/WholesaleAVGOBroadcom$9,210,895$2,571,242 ▼-21.8%55,0131.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,562,848$764,710 ▼-8.2%15,3070.9%FinanceJPMJPMorgan Chase & Co.$8,256,699$147,914 ▲1.8%33,6600.9%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$8,211,447$2,292,149 ▲38.7%337,3640.9%ETFMDYSPDR S&P MidCap 400 ETF Trust$7,662,201$60,282 ▲0.8%14,3630.8%ETFIWMiShares Russell 2000 ETF$7,302,180$529,849 ▼-6.8%36,6040.8%FinanceMETAMeta Platforms$6,763,545$54,754 ▼-0.8%11,7350.7%Computer and TechnologyVVisa$6,039,725$472,763 ▲8.5%17,2340.6%Business ServicesQQQInvesco QQQ$5,089,443$277,589 ▼-5.2%10,8540.5%FinanceEFAiShares MSCI EAFE ETF$4,980,819$193,701 ▼-3.7%60,9420.5%FinanceNFLXNetflix$4,813,877$278,836 ▲6.1%5,1620.5%Consumer DiscretionaryCOSTCostco Wholesale$4,534,322$7,567 ▲0.2%4,7940.5%Retail/WholesaleHDHome Depot$4,431,718$242,990 ▲5.8%12,0920.5%Retail/WholesaleXOMExxon Mobil$4,393,996$583,234 ▲15.3%36,9460.5%EnergyXLKTechnology Select Sector SPDR Fund$4,195,823$59,052 ▲1.4%20,3210.4%ETFBRK.BBerkshire Hathaway$4,168,461$31,954 ▲0.8%7,8270.4%FinanceLLYEli Lilly and Company$4,060,919$190,781 ▲4.9%4,9170.4%MedicalGOOGAlphabet$3,547,825$173,728 ▲5.1%22,7090.4%Computer and TechnologySCHXSchwab US Large-Cap ETF$3,418,553$87,768 ▲2.6%154,8260.4%ETFCVXChevron$3,356,586$329,402 ▲10.9%20,0640.4%EnergyVZVerizon Communications$3,279,692$142,475 ▲4.5%72,3040.3%Computer and TechnologyTSLATesla$3,208,214$776,720 ▼-19.5%12,3790.3%Auto/Tires/TrucksFEDERATED HERMES ETF TRUST$3,043,559$229,797 ▲8.2%121,1080.3%HERMES TOTAL RETCRWDCrowdStrike$3,035,898$294,741 ▲10.8%8,6110.3%Computer and TechnologyISRGIntuitive Surgical$2,886,929$64,385 ▲2.3%5,8290.3%MedicalBXBlackstone$2,798,761$244,890 ▲9.6%20,0230.3%FinanceWMTWalmart$2,720,984$101,925 ▲3.9%30,9940.3%Retail/WholesaleGOOGLAlphabet$2,632,447$10,516 ▲0.4%17,0230.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,613,274$14,779 ▼-0.6%39,6090.3%ETFOEFiShares S&P 100 ETF$2,460,183$7,854 ▼-0.3%9,0840.3%ETFPGProcter & Gamble$2,459,182$229,387 ▲10.3%14,4300.3%Consumer StaplesMAMastercard$2,452,589$27,951 ▼-1.1%4,4750.3%Business ServicesSHYiShares 1-3 Year Treasury Bond ETF$2,440,432$40,372 ▼-1.6%29,4990.3%ManufacturingARISTA NETWORKS INC$2,374,142$13,946 ▲0.6%30,6420.2%COM SHSCRMSalesforce$2,370,413$167,188 ▲7.6%8,8330.2%Computer and TechnologyVRTXVertex Pharmaceuticals$2,344,159$288,959 ▲14.1%4,8350.2%MedicalMMCMarsh & McLennan Companies$2,318,074$210,357 ▲10.0%9,4990.2%FinanceAMTAmerican Tower$2,231,617$273,730 ▲14.0%10,2560.2%FinanceWMWaste Management$2,224,579$185,208 ▲9.1%9,6090.2%Business ServicesCEGConstellation Energy$2,208,448$99,202 ▲4.7%10,9530.2%EnergyGSThe Goldman Sachs Group$2,203,303$73,207 ▲3.4%4,0330.2%FinanceAXPAmerican Express$2,156,528$93,902 ▲4.6%8,0150.2%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$2,085,609$92,376 ▼-4.2%4,9670.2%FinanceIBMInternational Business Machines$2,076,761$65,396 ▲3.3%8,3520.2%Computer and TechnologyMCDMcDonald's$2,056,442$303,640 ▲17.3%6,5830.2%Retail/WholesaleMMM3M$1,987,858$81,359 ▲4.3%13,5360.2%Multi-Sector ConglomeratesDUKDuke Energy$1,986,683$84,649 ▲4.5%16,2880.2%UtilitiesBLACKROCK INC$1,975,325$2,839 ▲0.1%2,0870.2%COMLINDE PLC$1,957,632$184,867 ▲10.4%4,2040.2%SHSTJXTJX Companies$1,911,233$407,410 ▲27.1%15,6920.2%Retail/WholesaleACNAccenture$1,826,878$130,424 ▲7.7%5,8550.2%Computer and TechnologyADBEAdobe$1,810,621$16,108 ▼-0.9%4,7210.2%Computer and TechnologyINTUIntuit$1,805,872$264,034 ▲17.1%2,9410.2%Computer and TechnologyCMCSAComcast$1,773,143$263,132 ▲17.4%48,0530.2%Consumer DiscretionaryAMDAdvanced Micro Devices$1,754,286$210,309 ▼-10.7%17,0750.2%Computer and TechnologyPECOPhillips Edison & Company, Inc.$1,746,434$68,281 ▼-3.8%47,7270.2%FinanceSPGIS&P Global$1,742,400$187,502 ▲12.1%3,4290.2%Business ServicesABBVAbbVie$1,739,949$336,298 ▼-16.2%8,3040.2%MedicalCMECME Group$1,725,446$3,183 ▲0.2%6,5040.2%FinanceLMTLockheed Martin$1,671,967$276,502 ▲19.8%3,7430.2%AerospaceUBERUber Technologies$1,615,088$487,069 ▲43.2%22,1670.2%Computer and TechnologyQCOMQUALCOMM$1,607,540$198,466 ▲14.1%10,4650.2%Computer and TechnologyMLMMartin Marietta Materials$1,605,472$462,326 ▲40.4%3,3580.2%ConstructionFISFidelity National Information Services$1,578,744$358,167 ▲29.3%21,1400.2%Business ServicesHONHoneywell International$1,560,872$76,233 ▼-4.7%7,3710.2%Multi-Sector ConglomeratesKOCoca-Cola$1,481,013$87,492 ▲6.3%20,5330.2%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$1,443,819$184,858 ▼-11.4%9,8880.2%ETFTMOThermo Fisher Scientific$1,427,553$219,930 ▲18.2%2,8690.2%MedicalGLWCorning$1,410,269$157,393 ▲12.6%30,8050.1%Computer and TechnologyGILDGilead Sciences$1,399,533$237,215 ▲20.4%12,4900.1%MedicalPEGPublic Service Enterprise Group$1,399,211$1,728 ▲0.1%17,0010.1%UtilitiesASMLASML$1,398,471$3,977 ▲0.3%2,1100.1%Computer and TechnologyCBChubb$1,372,798$14,843 ▲1.1%4,5320.1%FinanceREGNRegeneron Pharmaceuticals$1,357,886$1,357,886 ▲New Holding2,1410.1%MedicalPYLDPIMCO Multi Sector Bond Active ETF$1,350,829$179,496 ▲15.3%51,2650.1%ETFORCLOracle$1,296,961$296,664 ▲29.7%9,2770.1%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,281,950$143,252 ▲12.6%25,7370.1%ETFNOWServiceNow$1,267,396$1,267,396 ▲New Holding1,5920.1%Computer and TechnologyGMGeneral Motors$1,182,569$94 ▼0.0%25,1450.1%Auto/Tires/TrucksMRKMerck & Co., Inc.$1,113,236$1,277,681 ▼-53.4%12,4020.1%MedicalCSGPCoStar Group$1,102,802$1,981 ▼-0.2%13,9190.1%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,102,512$6,976 ▼-0.6%12,9600.1%ETFShowing largest 100 holdings. 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