RMR Wealth Builders Q3 2024 Filing
Filed October 21, 2024
Portfolio Value
$943.7M
Holdings
260
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (260 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MRKMERCK & CO INC | 26,185 | $0 | 0.00% | |
| 202 | IWRISHARES TR | 13,509 | $0 | 0.00% | |
| 203 | HONHONEYWELL INTL INC | 7,871 | $0 | 0.00% | |
| 204 | SPGIS&P GLOBAL INC | 2,871 | $0 | 0.00% | |
| 205 | TXNTEXAS INSTRS INC | 6,014 | $0 | 0.00% | |
| 206 | SPYMSPDR SER TR | 17,672 | $0 | 0.00% | |
| 207 | LINLINDE PLC | 3,520 | $0 | 0.00% | |
| 208 | XLVSELECT SECTOR SPDR TR | 11,830 | $0 | 0.00% | |
| 209 | NUENUCOR CORP | 7,125 | $0 | 0.00% | |
| 210 | CVXCHEVRON CORP NEW | 17,704 | $0 | 0.00% | |
| 211 | NFLXNETFLIX INC | 4,642 | $0 | 0.00% | |
| 212 | LLYELI LILLY & CO | 4,579 | $0 | 0.00% | |
| 213 | PNCPNC FINL SVCS GROUP INC | 6,073 | $0 | 0.00% | |
| 214 | ISRGINTUITIVE SURGICAL INC | 5,463 | $0 | 0.00% | |
| 215 | SMHVANECK ETF TRUST | 4,333 | $0 | 0.00% | |
| 216 | IWDISHARES TR | 135,478 | $0 | 0.00% | |
| 217 | WMWASTE MGMT INC DEL | 7,825 | $0 | 0.00% | |
| 218 | TSLATESLA INC | 8,937 | $0 | 0.00% | |
| 219 | METAMETA PLATFORMS INC | 11,274 | $0 | 0.00% | |
| 220 | BACBANK AMERICA CORP | 55,430 | $0 | 0.00% | |
| 221 | IWFISHARES TR | 109,004 | $0 | 0.00% | |
| 222 | TTDTHE TRADE DESK INC | 10,524 | $0 | 0.00% | |
| 223 | VVISA INC | 15,208 | $0 | 0.00% | |
| 224 | AMZNAMAZON COM INC | 68,733 | $0 | 0.00% | |
| 225 | CMCSACOMCAST CORP NEW | 41,413 | $0 | 0.00% | |
| 226 | JPMJPMORGAN CHASE & CO. | 31,675 | $0 | 0.00% | |
| 227 | VRTXVERTEX PHARMACEUTICALS INC | 3,888 | $0 | 0.00% | |
| 228 | FISFIDELITY NATL INFORMATION SV | 14,031 | $0 | 0.00% | |
| 229 | CEGCONSTELLATION ENERGY CORP | 10,128 | $0 | 0.00% | |
| 230 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,852 | $0 | 0.00% | |
| 231 | INTUINTUIT | 2,334 | $0 | 0.00% | |
| 232 | LMTLOCKHEED MARTIN CORP | 2,828 | $0 | 0.00% | |
| 233 | ANETEURARISTA NETWORKS INC | 7,086 | $0 | 0.00% | |
| 234 | IJHISHARES TR | 1,144,727 | $0 | 0.00% | |
| 235 | DUKDUKE ENERGY CORP NEW | 14,372 | $0 | 0.00% | |
| 236 | MPWRMONOLITHIC PWR SYS INC | 1,234 | $0 | 0.00% | |
| 237 | UNPUNION PAC CORP | 8,717 | $0 | 0.00% | |
| 238 | AVGOBROADCOM INC | 69,694 | $0 | 0.00% | |
| 239 | VTVVANGUARD INDEX FDS | 434,993 | $0 | 0.00% | |
| 240 | WMTWALMART INC | 27,618 | $0 | 0.00% | |
| 241 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,126 | $0 | 0.00% | |
| 242 | CSGPCOSTAR GROUP INC | 13,930 | $0 | 0.00% | |
| 243 | VUGVANGUARD INDEX FDS | 207,605 | $0 | 0.00% | |
| 244 | NDQINVESCO QQQ TR | 11,315 | $0 | 0.00% | |
| 245 | BACVERIZON COMMUNICATIONS INC | 63,987 | $0 | 0.00% | |
| 246 | FMBFIRST TR EXCHANGE-TRADED FD | 284,213 | $0 | 0.00% | |
| 247 | GOOGLALPHABET INC | 22,184 | $0 | 0.00% | |
| 248 | IJRISHARES TR | 189,906 | $0 | 0.00% | |
| 249 | VCSHVANGUARD SCOTTSDALE FDS | 456,941 | $0 | 0.00% | |
| 250 | HDHOME DEPOT INC | 11,183 | $0 | 0.00% | |
| 251 | MRSHMARSH & MCLENNAN COS INC | 8,675 | $0 | 0.00% | |
| 252 | DONSPDR DOW JONES INDL AVERAGE | 5,277 | $0 | 0.00% | |
| 253 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,026 | $0 | 0.00% | |
| 254 | UNHUNITEDHEALTH GROUP INC | 3,387 | $0 | 0.00% | |
| 255 | PGPROCTER AND GAMBLE CO | 12,175 | $0 | 0.00% | |
| 256 | QCOMQUALCOMM INC | 8,514 | $0 | 0.00% | |
| 257 | AMTAMERICAN TOWER CORP NEW | 7,990 | $0 | 0.00% | |
| 258 | GOOGALPHABET INC | 22,232 | $0 | 0.00% | |
| 259 | AMDADVANCED MICRO DEVICES INC | 20,803 | $0 | 0.00% | |
| 260 | DGRWWISDOMTREE TR | 12,925 | $0 | 0.00% |
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