RMR Wealth Builders Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$1.1B
Holdings
285
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (285 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GMGENERAL MTRS CO | 25,046 | $1.2M | 0.11% | |
| 102 | SHOPSHOPIFY INC | 10,675 | $1.2M | 0.11% | |
| 103 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,304 | $1.2M | 0.11% | |
| 104 | ICEINTERCONTINENTAL EXCHANGE IN | 6,335 | $1.2M | 0.11% | |
| 105 | PNCPNC FINL SVCS GROUP INC | 6,190 | $1.2M | 0.10% | |
| 106 | CSGPCOSTAR GROUP INC | 13,888 | $1.1M | 0.10% | |
| 107 | SCHMSCHWAB STRATEGIC TR | 38,249 | $1.1M | 0.10% | |
| 108 | CMGCHIPOTLE MEXICAN GRILL INC | 18,750 | $1.1M | 0.10% | |
| 109 | GWREGUIDEWIRE SOFTWARE INC | 4,374 | $1.0M | 0.09% | |
| 110 | TXNTEXAS INSTRS INC | 4,944 | $1.0M | 0.09% | |
| 111 | COPCONOCOPHILLIPS | 11,270 | $1.0M | 0.09% | |
| 112 | BACBANK AMERICA CORP | 21,166 | $1.0M | 0.09% | |
| 113 | TRVCCITIGROUP INC | 11,690 | $995K | 0.09% | |
| 114 | DISDISNEY WALT CO | 8,028 | $995K | 0.09% | |
| 115 | COFCAPITAL ONE FINL CORP | 4,595 | $977K | 0.09% | |
| 116 | BBAGJ P MORGAN EXCHANGE TRADED F | 21,017 | $970K | 0.09% | |
| 117 | IWBISHARES TR | 2,747 | $932K | 0.08% | |
| 118 | SDYSPDR SERIES TRUST | 6,767 | $918K | 0.08% | |
| 119 | BSXBOSTON SCIENTIFIC CORP | 8,517 | $914K | 0.08% | |
| 120 | SCHFSCHWAB STRATEGIC TR | 41,116 | $908K | 0.08% | |
| 121 | MRKMERCK & CO INC | 11,382 | $901K | 0.08% | |
| 122 | IGSBISHARES TR | 16,946 | $894K | 0.08% | |
| 123 | CVSCVS HEALTH CORP | 12,796 | $882K | 0.08% | |
| 124 | CSXCSX CORP | 27,060 | $882K | 0.08% | |
| 125 | SHYDVANECK ETF TRUST | 38,594 | $871K | 0.08% | |
| 126 | LRGFISHARES TR | 13,550 | $868K | 0.08% | |
| 127 | DWDMORGAN STANLEY | 6,128 | $863K | 0.08% | |
| 128 | SMHVANECK ETF TRUST | 3,080 | $859K | 0.08% | |
| 129 | PANWPALO ALTO NETWORKS INC | 4,175 | $854K | 0.08% | |
| 130 | MPWRMONOLITHIC PWR SYS INC | 1,167 | $853K | 0.08% | |
| 131 | TFCTRUIST FINL CORP | 19,205 | $825K | 0.07% | |
| 132 | PCARPACCAR INC | 8,611 | $818K | 0.07% | |
| 133 | SPDWSPDR INDEX SHS FDS | 19,795 | $801K | 0.07% | |
| 134 | JNJJOHNSON & JOHNSON | 5,184 | $791K | 0.07% | |
| 135 | IETCISHARES U S ETF TR | 8,398 | $789K | 0.07% | |
| 136 | ADBEADOBE INC | 2,033 | $786K | 0.07% | |
| 137 | MAINMAIN STR CAP CORP | 13,148 | $777K | 0.07% | |
| 138 | HLTHILTON WORLDWIDE HLDGS INC | 2,914 | $776K | 0.07% | |
| 139 | UNPUNION PAC CORP | 3,272 | $752K | 0.07% | |
| 140 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728K | 0.07% | |
| 141 | BKNGBOOKING HOLDINGS INC | 124 | $717K | 0.07% | |
| 142 | DOCUDOCUSIGN INC | 9,108 | $709K | 0.06% | |
| 143 | SCHWSCHWAB CHARLES CORP | 7,732 | $705K | 0.06% | |
| 144 | IBNICICI BANK LIMITED | 20,655 | $694K | 0.06% | |
| 145 | FASTFASTENAL CO | 16,448 | $690K | 0.06% | |
| 146 | XLESELECT SECTOR SPDR TR | 8,106 | $687K | 0.06% | |
| 147 | SHMSPDR SERIES TRUST | 14,359 | $686K | 0.06% | |
| 148 | TTDTHE TRADE DESK INC | 9,195 | $661K | 0.06% | |
| 149 | LOWLOWES COS INC | 2,938 | $651K | 0.06% | |
| 150 | NRKNUVEEN NEW YORK AMT QLT MUNI | 63,983 | $638K | 0.06% | |
| 151 | EAELECTRONIC ARTS INC | 3,882 | $619K | 0.06% | |
| 152 | COINCOINBASE GLOBAL INC | 1,726 | $605K | 0.05% | |
| 153 | MLB1MERCADOLIBRE INC | 217 | $568K | 0.05% | |
| 154 | QQQJINVESCO EXCH TRADED FD TR II | 16,985 | $543K | 0.05% | |
| 155 | IEIISHARES TR | 4,500 | $535K | 0.05% | |
| 156 | 4I1PHILIP MORRIS INTL INC | 2,917 | $531K | 0.05% | |
| 157 | NEENEXTERA ENERGY INC | 7,642 | $530K | 0.05% | |
| 158 | RGLDROYAL GOLD INC | 2,984 | $530K | 0.05% | |
| 159 | MRVLMARVELL TECHNOLOGY INC | 6,818 | $527K | 0.05% | |
| 160 | ENBENBRIDGE INC | 11,565 | $524K | 0.05% | |
| 161 | LMBSFIRST TR EXCHANGE-TRADED FD | 10,551 | $519K | 0.05% | |
| 162 | TRUTRANSUNION | 5,895 | $518K | 0.05% | |
| 163 | TYLTYLER TECHNOLOGIES INC | 873 | $517K | 0.05% | |
| 164 | ETNEATON CORP PLC | 1,438 | $513K | 0.05% | |
| 165 | MBBISHARES TR | 5,365 | $503K | 0.05% | |
| 166 | CATCATERPILLAR INC | 1,292 | $501K | 0.05% | |
| 167 | VONVVANGUARD SCOTTSDALE FDS | 5,793 | $493K | 0.04% | |
| 168 | HUMHUMANA INC | 2,006 | $490K | 0.04% | |
| 169 | EDCONSOLIDATED EDISON INC | 4,841 | $485K | 0.04% | |
| 170 | IVVISHARES TR | 763 | $473K | 0.04% | |
| 171 | NXJNUVEEN NEW JERSEY QULT MUN F | 40,890 | $467K | 0.04% | |
| 172 | DC4DEXCOM INC | 5,325 | $464K | 0.04% | |
| 173 | ULTAULTA BEAUTY INC | 970 | $453K | 0.04% | |
| 174 | MKTXMARKETAXESS HLDGS INC | 2,025 | $452K | 0.04% | |
| 175 | GQ9SPDR GOLD TR | 1,476 | $449K | 0.04% | |
| 176 | VTEBVANGUARD MUN BD FDS | 9,013 | $441K | 0.04% | |
| 177 | DOWDOW INC | 16,514 | $437K | 0.04% | |
| 178 | CSCOCISCO SYS INC | 6,231 | $432K | 0.04% | |
| 179 | SCHDSCHWAB STRATEGIC TR | 16,285 | $431K | 0.04% | |
| 180 | VCSHVANGUARD SCOTTSDALE FDS | 5,377 | $427K | 0.04% | |
| 181 | XLISELECT SECTOR SPDR TR | 2,830 | $417K | 0.04% | |
| 182 | MIDDMIDDLEBY CORP | 2,867 | $412K | 0.04% | |
| 183 | SPYGSPDR SERIES TRUST | 4,304 | $410K | 0.04% | |
| 184 | GEGE AEROSPACE | 1,592 | $409K | 0.04% | |
| 185 | AVDEAMERICAN CENTY ETF TR | 5,511 | $407K | 0.04% | |
| 186 | XSWSPDR SERIES TRUST | 2,144 | $407K | 0.04% | |
| 187 | SPSMSPDR SERIES TRUST | 9,433 | $401K | 0.04% | |
| 188 | TAT&T INC | 13,781 | $398K | 0.04% | |
| 189 | FTNTFORTINET INC | 3,704 | $391K | 0.04% | |
| 190 | KEYSKEYSIGHT TECHNOLOGIES INC | 2,369 | $388K | 0.04% | |
| 191 | PYPLPAYPAL HLDGS INC | 5,120 | $380K | 0.03% | |
| 192 | IRMIRON MTN INC DEL | 3,650 | $377K | 0.03% | |
| 193 | SHWSHERWIN WILLIAMS CO | 1,093 | $375K | 0.03% | |
| 194 | BABOEING CO | 1,779 | $372K | 0.03% | |
| 195 | TMUST-MOBILE US INC | 1,561 | $371K | 0.03% | |
| 196 | LYBLYONDELLBASELL INDUSTRIES N | 6,364 | $368K | 0.03% | |
| 197 | MCHPMICROCHIP TECHNOLOGY INC. | 5,142 | $361K | 0.03% | |
| 198 | OLEDUNIVERSAL DISPLAY CORP | 2,331 | $360K | 0.03% | |
| 199 | HTGCHERCULES CAPITAL INC | 19,655 | $359K | 0.03% | |
| 200 | LRCXLAM RESEARCH CORP | 3,680 | $358K | 0.03% |