RMR Wealth Builders Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$950.1M
Holdings
259
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (259 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | ICEINTERCONTINENTAL EXCHANGE IN | 6,345 | $1.1M | 0.12% | |
| 102 | PNCPNC FINL SVCS GROUP INC | 6,080 | $1.1M | 0.11% | |
| 103 | TXNTEXAS INSTRS INC | 5,832 | $1.0M | 0.11% | |
| 104 | DGRWWISDOMTREE TR | 12,984 | $1.0M | 0.11% | |
| 105 | TWLOTWILIO INC | 10,395 | $1.0M | 0.11% | |
| 106 | SHOPSHOPIFY INC | 10,410 | $993K | 0.10% | |
| 107 | CMGCHIPOTLE MEXICAN GRILL INC | 19,087 | $958K | 0.10% | |
| 108 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,754 | $955K | 0.10% | |
| 109 | BACBANK AMERICA CORP | 22,432 | $936K | 0.10% | |
| 110 | SDYSPDR SER TR | 6,720 | $911K | 0.10% | |
| 111 | CVSCVS HEALTH CORP | 13,086 | $886K | 0.09% | |
| 112 | BSXBOSTON SCIENTIFIC CORP | 8,631 | $870K | 0.09% | |
| 113 | SHYDVANECK ETF TRUST | 38,521 | $866K | 0.09% | |
| 114 | SCHMSCHWAB STRATEGIC TR | 32,812 | $859K | 0.09% | |
| 115 | PCARPACCAR INC | 8,713 | $848K | 0.09% | |
| 116 | GWREGUIDEWIRE SOFTWARE INC | 4,374 | $819K | 0.09% | |
| 117 | MAINMAIN STR CAP CORP | 14,261 | $806K | 0.08% | |
| 118 | JNJJOHNSON & JOHNSON | 4,851 | $804K | 0.08% | |
| 119 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798K | 0.08% | |
| 120 | TRVCCITIGROUP INC | 11,205 | $795K | 0.08% | |
| 121 | XLESELECT SECTOR SPDR TR | 8,398 | $784K | 0.08% | |
| 122 | TFCTRUIST FINL CORP | 18,892 | $777K | 0.08% | |
| 123 | UNPUNION PAC CORP | 3,275 | $773K | 0.08% | |
| 124 | CSXCSX CORP | 26,263 | $772K | 0.08% | |
| 125 | DOCUDOCUSIGN INC | 9,108 | $741K | 0.08% | |
| 126 | SMHVANECK ETF TRUST | 3,445 | $728K | 0.08% | |
| 127 | PANWPALO ALTO NETWORKS INC | 4,246 | $724K | 0.08% | |
| 128 | COFCAPITAL ONE FINL CORP | 4,006 | $718K | 0.08% | |
| 129 | MPWRMONOLITHIC PWR SYS INC | 1,183 | $686K | 0.07% | |
| 130 | SHMSPDR SER TR | 14,359 | $683K | 0.07% | |
| 131 | HLTHILTON WORLDWIDE HLDGS INC | 2,934 | $667K | 0.07% | |
| 132 | NRKNUVEEN NEW YORK AMT QLT MUNI | 63,983 | $663K | 0.07% | |
| 133 | LOWLOWES COS INC | 2,796 | $652K | 0.07% | |
| 134 | IBNICICI BANK LIMITED | 20,655 | $651K | 0.07% | |
| 135 | FASTFASTENAL CO | 8,176 | $634K | 0.07% | |
| 136 | IETCISHARES U S ETF TR | 8,427 | $631K | 0.07% | |
| 137 | DISDISNEY WALT CO | 6,105 | $602K | 0.06% | |
| 138 | SCHWSCHWAB CHARLES CORP | 7,493 | $586K | 0.06% | |
| 139 | TTDTHE TRADE DESK INC | 10,705 | $585K | 0.06% | |
| 140 | DOWDOW INC | 16,553 | $578K | 0.06% | |
| 141 | UNHUNITEDHEALTH GROUP INC | 1,097 | $574K | 0.06% | |
| 142 | NEENEXTERA ENERGY INC | 8,056 | $571K | 0.06% | |
| 143 | BKNGBOOKING HOLDINGS INC | 124 | $571K | 0.06% | |
| 144 | EAELECTRONIC ARTS INC | 3,892 | $562K | 0.06% | |
| 145 | SCHFSCHWAB STRATEGIC TR | 28,232 | $558K | 0.06% | |
| 146 | PLTRPALANTIR TECHNOLOGIES INC | 6,446 | $544K | 0.06% | |
| 147 | HUMHUMANA INC | 2,048 | $542K | 0.06% | |
| 148 | QQQJINVESCO EXCH TRADED FD TR II | 18,631 | $540K | 0.06% | |
| 149 | SPDWSPDR INDEX SHS FDS | 14,719 | $535K | 0.06% | |
| 150 | IEIISHARES TR | 4,500 | $531K | 0.06% | |
| 151 | NXJNUVEEN NEW JERSEY QULT MUN F | 43,290 | $512K | 0.05% | |
| 152 | ENBENBRIDGE INC | 11,465 | $508K | 0.05% | |
| 153 | TYLTYLER TECHNOLOGIES INC | 873 | $507K | 0.05% | |
| 154 | CATCATERPILLAR INC | 1,529 | $504K | 0.05% | |
| 155 | VONVVANGUARD SCOTTSDALE FDS | 5,962 | $492K | 0.05% | |
| 156 | TRUTRANSUNION | 5,895 | $489K | 0.05% | |
| 157 | RGLDROYAL GOLD INC | 2,977 | $486K | 0.05% | |
| 158 | DWDMORGAN STANLEY | 3,843 | $448K | 0.05% | |
| 159 | VTEBVANGUARD MUN BD FDS | 9,013 | $447K | 0.05% | |
| 160 | LYBLYONDELLBASELL INDUSTRIES N | 6,340 | $446K | 0.05% | |
| 161 | SCHDSCHWAB STRATEGIC TR | 15,766 | $440K | 0.05% | |
| 162 | VCSHVANGUARD SCOTTSDALE FDS | 5,576 | $440K | 0.05% | |
| 163 | 4I1PHILIP MORRIS INTL INC | 2,766 | $439K | 0.05% | |
| 164 | MIDDMIDDLEBY CORP | 2,867 | $435K | 0.05% | |
| 165 | MRVLMARVELL TECHNOLOGY INC | 7,003 | $431K | 0.05% | |
| 166 | MLB1MERCADOLIBRE INC | 219 | $428K | 0.05% | |
| 167 | IVVISHARES TR | 761 | $427K | 0.04% | |
| 168 | MKTXMARKETAXESS HLDGS INC | 1,957 | $423K | 0.04% | |
| 169 | TMUST-MOBILE US INC | 1,561 | $416K | 0.04% | |
| 170 | ETNEATON CORP PLC | 1,527 | $415K | 0.04% | |
| 171 | EDCONSOLIDATED EDISON INC | 3,721 | $411K | 0.04% | |
| 172 | FISVFISERV INC | 1,829 | $403K | 0.04% | |
| 173 | SHWSHERWIN WILLIAMS CO | 1,100 | $384K | 0.04% | |
| 174 | SPSMSPDR SER TR | 9,392 | $382K | 0.04% | |
| 175 | XLISELECT SECTOR SPDR TR | 2,916 | $382K | 0.04% | |
| 176 | KEYSKEYSIGHT TECHNOLOGIES INC | 2,546 | $381K | 0.04% | |
| 177 | VHTVANGUARD WORLD FD | 1,409 | $372K | 0.04% | |
| 178 | HTGCHERCULES CAPITAL INC | 19,232 | $369K | 0.04% | |
| 179 | FTNTFORTINET INC | 3,830 | $368K | 0.04% | |
| 180 | DC4DEXCOM INC | 5,325 | $363K | 0.04% | |
| 181 | TAT&T INC | 12,641 | $357K | 0.04% | |
| 182 | ULTAULTA BEAUTY INC | 970 | $355K | 0.04% | |
| 183 | CSCOCISCO SYS INC | 5,729 | $353K | 0.04% | |
| 184 | PYPLPAYPAL HLDGS INC | 5,304 | $346K | 0.04% | |
| 185 | RPMRPM INTL INC | 2,999 | $346K | 0.04% | |
| 186 | XSWSPDR SER TR | 2,153 | $344K | 0.04% | |
| 187 | TERTERADYNE INC | 4,169 | $344K | 0.04% | |
| 188 | DONWISDOMTREE TR | 6,857 | $339K | 0.04% | |
| 189 | XLYSELECT SECTOR SPDR TR | 1,688 | $333K | 0.04% | |
| 190 | MDLZMONDELEZ INTL INC | 4,903 | $332K | 0.03% | |
| 191 | ODFLOLD DOMINION FREIGHT LINE IN | 1,998 | $330K | 0.03% | |
| 192 | BMYBRISTOL-MYERS SQUIBB CO | 5,347 | $326K | 0.03% | |
| 193 | OLEDUNIVERSAL DISPLAY CORP | 2,331 | $325K | 0.03% | |
| 194 | AOSSMITH A O CORP | 4,898 | $320K | 0.03% | |
| 195 | XLCSELECT SECTOR SPDR TR | 3,309 | $319K | 0.03% | |
| 196 | IRMIRON MTN INC DEL | 3,650 | $317K | 0.03% | |
| 197 | SNAPSNAP INC | 36,458 | $317K | 0.03% | |
| 198 | SPYGSPDR SER TR | 3,902 | $313K | 0.03% | |
| 199 | IWBISHARES TR | 1,007 | $308K | 0.03% | |
| 200 | TREXTREX CO INC | 5,266 | $305K | 0.03% |