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 |
|---|---|---|---|---|---|
| 201 | MCKMCKESSON CORP | 452 | $304K | 0.03% | |
| 202 | EWEDWARDS LIFESCIENCES CORP | 4,206 | $304K | 0.03% | |
| 203 | GQ9SPDR GOLD TR | 1,041 | $300K | 0.03% | |
| 204 | ITGARTNER INC | 710 | $298K | 0.03% | |
| 205 | BABOEING CO | 1,722 | $293K | 0.03% | |
| 206 | LHXL3HARRIS TECHNOLOGIES INC | 1,396 | $292K | 0.03% | |
| 207 | JEPIJ P MORGAN EXCHANGE TRADED F | 5,127 | $292K | 0.03% | |
| 208 | CHKPCHECK POINT SOFTWARE TECH LT | 1,285 | $292K | 0.03% | |
| 209 | DGRSWISDOMTREE TR | 6,277 | $291K | 0.03% | |
| 210 | SHVISHARES TR | 2,636 | $291K | 0.03% | |
| 211 | BABAALIBABA GROUP HLDG LTD | 2,173 | $287K | 0.03% | |
| 212 | VXFVANGUARD INDEX FDS | 1,617 | $278K | 0.03% | |
| 213 | DIVBISHARES TR | 5,738 | $278K | 0.03% | |
| 214 | LRCXLAM RESEARCH CORP | 3,837 | $278K | 0.03% | |
| 215 | COINCOINBASE GLOBAL INC | 1,619 | $278K | 0.03% | |
| 216 | IEXIDEX CORP | 1,511 | $273K | 0.03% | |
| 217 | APOAPOLLO GLOBAL MGMT INC | 1,997 | $273K | 0.03% | |
| 218 | INTCINTEL CORP | 11,885 | $269K | 0.03% | |
| 219 | SAPSAP SE | 1,000 | $268K | 0.03% | |
| 220 | MARMARRIOTT INTL INC NEW | 1,110 | $264K | 0.03% | |
| 221 | SONYSONY GROUP CORP | 10,377 | $263K | 0.03% | |
| 222 | MCHPMICROCHIP TECHNOLOGY INC. | 5,415 | $262K | 0.03% | |
| 223 | RTXRTX CORPORATION | 1,966 | $260K | 0.03% | |
| 224 | FROFRONTLINE PLC | 17,325 | $260K | 0.03% | |
| 225 | AQLTISHARES TR | 1,925 | $258K | 0.03% | |
| 226 | SMGSCOTTS MIRACLE-GRO CO | 4,601 | $252K | 0.03% | |
| 227 | FLRNSPDR SER TR | 8,125 | $250K | 0.03% | |
| 228 | GEGE AEROSPACE | 1,245 | $249K | 0.03% | |
| 229 | CAVACAVA GROUP INC | 2,878 | $248K | 0.03% | |
| 230 | AMATAPPLIED MATLS INC | 1,701 | $246K | 0.03% | |
| 231 | IWVISHARES TR | 753 | $239K | 0.03% | |
| 232 | MUMICRON TECHNOLOGY INC | 2,744 | $238K | 0.03% | |
| 233 | MPCMARATHON PETE CORP | 1,587 | $231K | 0.02% | |
| 234 | FDLOFIDELITY COVINGTON TRUST | 3,806 | $230K | 0.02% | |
| 235 | BNYBLACKROCK N Y MUN INCOME TRU | 22,112 | $226K | 0.02% | |
| 236 | DNLWISDOMTREE TR | 6,347 | $226K | 0.02% | |
| 237 | BITQEXCHANGE TRADED CONCEPTS TRU | 18,421 | $223K | 0.02% | |
| 238 | MOALTRIA GROUP INC | 3,718 | $223K | 0.02% | |
| 239 | SNRENSUNRISE COMMUNICATIONS AG | 4,628 | $223K | 0.02% | |
| 240 | ARESARES MANAGEMENT CORPORATION | 1,520 | $222K | 0.02% | |
| 241 | BWABORGWARNER INC | 7,752 | $222K | 0.02% | |
| 242 | USMFWISDOMTREE TR | 4,432 | $219K | 0.02% | |
| 243 | XYZBLOCK INC | 4,020 | $218K | 0.02% | |
| 244 | COPCONOCOPHILLIPS | 2,076 | $218K | 0.02% | |
| 245 | PLDPROLOGIS INC. | 1,918 | $214K | 0.02% | |
| 246 | SIGISELECTIVE INS GROUP INC | 2,329 | $213K | 0.02% | |
| 247 | UBSUBS GROUP AG | 6,980 | $213K | 0.02% | |
| 248 | VOVANGUARD INDEX FDS | 807 | $208K | 0.02% | |
| 249 | AGGISHARES TR | 2,098 | $207K | 0.02% | |
| 250 | ELANELANCO ANIMAL HEALTH INC | 19,773 | $207K | 0.02% | |
| 251 | RYROYAL BK CDA | 1,821 | $205K | 0.02% | |
| 252 | PFFISHARES TR | 6,663 | $204K | 0.02% | |
| 253 | LBTYALIBERTY GLOBAL LTD | 16,986 | $203K | 0.02% | |
| 254 | QYLDGLOBAL X FDS | 10,592 | $176K | 0.02% | |
| 255 | DAPPVANECK ETF TRUST | 15,057 | $135K | 0.01% | |
| 256 | BCBPBCB BANCORP INC | 13,668 | $134K | 0.01% | |
| 257 | VALEVALE S A | 10,803 | $107K | 0.01% | |
| 258 | PHKPIMCO HIGH INCOME FD | 11,793 | $58K | 0.01% | |
| 259 | FBLGFIBROBIOLOGICS INC | 38,360 | $34K | 0.00% |
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