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 |
|---|---|---|---|---|---|
| 201 | TERTERADYNE INC | 3,960 | $356K | 0.03% | |
| 202 | SMLFISHARES TR | 5,212 | $354K | 0.03% | |
| 203 | MUMICRON TECHNOLOGY INC | 2,875 | $354K | 0.03% | |
| 204 | LHXL3HARRIS TECHNOLOGIES INC | 1,407 | $352K | 0.03% | |
| 205 | VHTVANGUARD WORLD FD | 1,407 | $349K | 0.03% | |
| 206 | XLCSELECT SECTOR SPDR TR | 3,197 | $346K | 0.03% | |
| 207 | MDLZMONDELEZ INTL INC | 5,079 | $342K | 0.03% | |
| 208 | DONWISDOMTREE TR | 6,808 | $341K | 0.03% | |
| 209 | XLYSELECT SECTOR SPDR TR | 1,566 | $340K | 0.03% | |
| 210 | BTCGRAYSCALE BITCOIN MINI TR ET | 7,087 | $338K | 0.03% | |
| 211 | INTFISHARES TR | 9,874 | $337K | 0.03% | |
| 212 | SCHASCHWAB STRATEGIC TR | 13,317 | $336K | 0.03% | |
| 213 | MCKMCKESSON CORP | 458 | $335K | 0.03% | |
| 214 | RPMRPM INTL INC | 2,999 | $329K | 0.03% | |
| 215 | EWEDWARDS LIFESCIENCES CORP | 4,201 | $328K | 0.03% | |
| 216 | DGRSWISDOMTREE TR | 6,888 | $320K | 0.03% | |
| 217 | SNAPSNAP INC | 36,458 | $316K | 0.03% | |
| 218 | AMATAPPLIED MATLS INC | 1,713 | $313K | 0.03% | |
| 219 | UNHUNITEDHEALTH GROUP INC | 1,005 | $313K | 0.03% | |
| 220 | FISVFISERV INC | 1,803 | $310K | 0.03% | |
| 221 | EMXCISHARES INC | 4,921 | $310K | 0.03% | |
| 222 | APOAPOLLO GLOBAL MGMT INC | 2,163 | $306K | 0.03% | |
| 223 | AOSSMITH A O CORP | 4,671 | $306K | 0.03% | |
| 224 | SAPSAP SE | 1,001 | $304K | 0.03% | |
| 225 | DEDEERE & CO | 597 | $303K | 0.03% | |
| 226 | SMGSCOTTS MIRACLE-GRO CO | 4,601 | $303K | 0.03% | |
| 227 | ODFLOLD DOMINION FREIGHT LINE IN | 1,870 | $303K | 0.03% | |
| 228 | XYZBLOCK INC | 4,454 | $302K | 0.03% | |
| 229 | MARMARRIOTT INTL INC NEW | 1,105 | $301K | 0.03% | |
| 230 | CAVACAVA GROUP INC | 3,562 | $299K | 0.03% | |
| 231 | RTXRTX CORPORATION | 2,036 | $297K | 0.03% | |
| 232 | FROFRONTLINE PLC | 17,733 | $290K | 0.03% | |
| 233 | ARESARES MANAGEMENT CORPORATION | 1,674 | $289K | 0.03% | |
| 234 | ITGARTNER INC | 714 | $288K | 0.03% | |
| 235 | TREXTREX CO INC | 5,266 | $286K | 0.03% | |
| 236 | CHKPCHECK POINT SOFTWARE TECH LT | 1,285 | $284K | 0.03% | |
| 237 | ELANELANCO ANIMAL HEALTH INC | 19,773 | $282K | 0.03% | |
| 238 | DIVBISHARES TR | 5,567 | $280K | 0.03% | |
| 239 | AVXCAMERICAN CENTY ETF TR | 4,780 | $270K | 0.02% | |
| 240 | SONYSONY GROUP CORP | 10,378 | $270K | 0.02% | |
| 241 | VXFVANGUARD INDEX FDS | 1,377 | $265K | 0.02% | |
| 242 | SHVISHARES TR | 2,398 | $264K | 0.02% | |
| 243 | IWVISHARES TR | 754 | $264K | 0.02% | |
| 244 | MPCMARATHON PETE CORP | 1,585 | $263K | 0.02% | |
| 245 | SNRENSUNRISE COMMUNICATIONS AG | 4,628 | $261K | 0.02% | |
| 246 | BWABORGWARNER INC | 7,752 | $259K | 0.02% | |
| 247 | TELTE CONNECTIVITY PLC | 1,521 | $256K | 0.02% | |
| 248 | DNLWISDOMTREE TR | 6,339 | $255K | 0.02% | |
| 249 | IEXIDEX CORP | 1,458 | $255K | 0.02% | |
| 250 | FLRNSPDR SERIES TRUST | 8,125 | $250K | 0.02% | |
| 251 | BOTZGLOBAL X FDS | 7,598 | $248K | 0.02% | |
| 252 | DKNGDRAFTKINGS INC NEW | 5,756 | $246K | 0.02% | |
| 253 | JEPIJ P MORGAN EXCHANGE TRADED F | 4,321 | $245K | 0.02% | |
| 254 | BABAALIBABA GROUP HLDG LTD | 2,163 | $245K | 0.02% | |
| 255 | KKRKKR & CO INC | 1,815 | $241K | 0.02% | |
| 256 | ONON SEMICONDUCTOR CORP | 4,569 | $239K | 0.02% | |
| 257 | RYROYAL BK CDA | 1,821 | $239K | 0.02% | |
| 258 | UBSUBS GROUP AG | 6,980 | $236K | 0.02% | |
| 259 | INTCINTEL CORP | 10,563 | $236K | 0.02% | |
| 260 | QQQMINVESCO EXCH TRADED FD TR II | 1,025 | $232K | 0.02% | |
| 261 | RSPINVESCO EXCHANGE TRADED FD T | 1,248 | $226K | 0.02% | |
| 262 | USMFWISDOMTREE TR | 4,417 | $226K | 0.02% | |
| 263 | VOVANGUARD INDEX FDS | 807 | $226K | 0.02% | |
| 264 | XCWISDOMTREE TR | 6,539 | $225K | 0.02% | |
| 265 | BCSBARCLAYS PLC | 12,028 | $223K | 0.02% | |
| 266 | FDLOFIDELITY COVINGTON TRUST | 3,540 | $222K | 0.02% | |
| 267 | MOALTRIA GROUP INC | 3,756 | $220K | 0.02% | |
| 268 | BNYBLACKROCK N Y MUN INCOME TRU | 21,992 | $213K | 0.02% | |
| 269 | RACEFERRARI N V | 435 | $213K | 0.02% | |
| 270 | VIGVANGUARD SPECIALIZED FUNDS | 1,033 | $212K | 0.02% | |
| 271 | JCIJOHNSON CTLS INTL PLC | 2,008 | $212K | 0.02% | |
| 272 | KLACKLA CORP | 234 | $209K | 0.02% | |
| 273 | AERAERCAP HOLDINGS NV | 1,775 | $207K | 0.02% | |
| 274 | PFFISHARES TR | 6,709 | $205K | 0.02% | |
| 275 | EPSWISDOMTREE TR | 3,194 | $204K | 0.02% | |
| 276 | GBTCGRAYSCALE BITCOIN TRUST ETF | 2,400 | $203K | 0.02% | |
| 277 | SIGISELECTIVE INS GROUP INC | 2,339 | $202K | 0.02% | |
| 278 | SPEMSPDR INDEX SHS FDS | 4,691 | $200K | 0.02% | |
| 279 | BMYBRISTOL-MYERS SQUIBB CO | 4,331 | $200K | 0.02% | |
| 280 | LBTYALIBERTY GLOBAL LTD | 16,986 | $175K | 0.02% | |
| 281 | BCBPBCB BANCORP INC | 13,928 | $117K | 0.01% | |
| 282 | SOUNSOUNDHOUND AI INC | 10,450 | $112K | 0.01% | |
| 283 | VALEVALE S A | 10,803 | $104K | 0.01% | |
| 284 | PHKPIMCO HIGH INCOME FD | 12,073 | $58K | 0.01% | |
| 285 | FBLGFIBROBIOLOGICS INC | 38,360 | $23K | 0.00% |
PreviousPage 3 of 3