RMR Wealth Builders Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$1.2B
Holdings
275
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (275 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | TYLTYLER TECHNOLOGIES INC | 870 | $394K | 0.03% | |
| 202 | MCKMCKESSON CORP | 473 | $387K | 0.03% | |
| 203 | TAT&T INC | 15,477 | $384K | 0.03% | |
| 204 | HTGCHERCULES CAPITAL INC | 20,241 | $380K | 0.03% | |
| 205 | FEOERBB FUND TRUST | 7,802 | $377K | 0.03% | |
| 206 | KLACKLA CORP | 307 | $373K | 0.03% | |
| 207 | BMYBRISTOL-MYERS SQUIBB CO | 6,914 | $372K | 0.03% | |
| 208 | IVWISHARES TR | 2,999 | $369K | 0.03% | |
| 209 | EWEDWARDS LIFESCIENCES CORP | 4,301 | $366K | 0.03% | |
| 210 | MARMARRIOTT INTL INC NEW | 1,148 | $356K | 0.03% | |
| 211 | DC4DEXCOM INC | 5,365 | $356K | 0.03% | |
| 212 | CLOIVANECK ETF TRUST | 6,727 | $355K | 0.03% | |
| 213 | MKTXMARKETAXESS HLDGS INC | 1,958 | $354K | 0.03% | |
| 214 | DONWISDOMTREE TR | 6,818 | $351K | 0.03% | |
| 215 | FLRNSPDR SERIES TRUST | 11,273 | $346K | 0.03% | |
| 216 | DGRSWISDOMTREE TR | 6,899 | $342K | 0.03% | |
| 217 | IDXXIDEXX LABS INC | 506 | $342K | 0.03% | |
| 218 | SCHASCHWAB STRATEGIC TR | 11,841 | $337K | 0.03% | |
| 219 | SCHDSCHWAB STRATEGIC TR | 12,213 | $334K | 0.03% | |
| 220 | MLB1MERCADOLIBRE INC | 165 | $333K | 0.03% | |
| 221 | VRTVERTIV HOLDINGS CO | 2,055 | $332K | 0.03% | |
| 222 | UNHUNITEDHEALTH GROUP INC | 996 | $328K | 0.03% | |
| 223 | BWABORGWARNER INC | 7,230 | $325K | 0.03% | |
| 224 | VIGVANGUARD SPECIALIZED FUNDS | 1,453 | $319K | 0.03% | |
| 225 | BABAALIBABA GROUP HLDG LTD | 2,163 | $317K | 0.03% | |
| 226 | AOSSMITH A O CORP | 4,691 | $313K | 0.03% | |
| 227 | RPMRPM INTL INC | 2,999 | $311K | 0.02% | |
| 228 | RYROYAL BK CDA | 1,821 | $310K | 0.02% | |
| 229 | AMATAPPLIED MATLS INC | 1,209 | $310K | 0.02% | |
| 230 | PYPLPAYPAL HLDGS INC | 5,270 | $307K | 0.02% | |
| 231 | RINGISHARES INC | 4,138 | $304K | 0.02% | |
| 232 | FTNTFORTINET INC | 3,775 | $299K | 0.02% | |
| 233 | IWVISHARES TR | 756 | $292K | 0.02% | |
| 234 | MOALTRIA GROUP INC | 4,999 | $288K | 0.02% | |
| 235 | SMLFISHARES TR | 3,827 | $286K | 0.02% | |
| 236 | BABOEING CO | 1,289 | $279K | 0.02% | |
| 237 | IVEISHARES TR | 1,312 | $278K | 0.02% | |
| 238 | ARESARES MANAGEMENT CORPORATION | 1,698 | $274K | 0.02% | |
| 239 | OLEDUNIVERSAL DISPLAY CORP | 2,331 | $272K | 0.02% | |
| 240 | MCHPMICROCHIP TECHNOLOGY INC. | 4,262 | $271K | 0.02% | |
| 241 | VOVANGUARD INDEX FDS | 928 | $269K | 0.02% | |
| 242 | SMGSCOTTS MIRACLE-GRO CO | 4,601 | $268K | 0.02% | |
| 243 | LYBLYONDELLBASELL INDUSTRIES N | 6,179 | $267K | 0.02% | |
| 244 | SHVISHARES TR | 2,385 | $262K | 0.02% | |
| 245 | LMTLOCKHEED MARTIN CORP | 541 | $261K | 0.02% | |
| 246 | IEXIDEX CORP | 1,463 | $260K | 0.02% | |
| 247 | ABTABBOTT LABS | 2,059 | $257K | 0.02% | |
| 248 | TELTE CONNECTIVITY PLC | 1,122 | $255K | 0.02% | |
| 249 | DEDEERE & CO | 545 | $253K | 0.02% | |
| 250 | VTIVANGUARD INDEX FDS | 751 | $251K | 0.02% | |
| 251 | KLMNINVESCO EXCH TRADED FD TR II | 2,059 | $245K | 0.02% | |
| 252 | LMBSFIRST TR EXCHANGE-TRADED FD | 4,832 | $241K | 0.02% | |
| 253 | AZOAUTOZONE INC | 71 | $240K | 0.02% | |
| 254 | XLYSELECT SECTOR SPDR TR | 1,982 | $236K | 0.02% | |
| 255 | VMIVALMONT INDS INC | 588 | $236K | 0.02% | |
| 256 | XVVISHARES TR | 4,436 | $233K | 0.02% | |
| 257 | SYKSTRYKER CORPORATION | 660 | $231K | 0.02% | |
| 258 | BOTZGLOBAL X FDS | 6,389 | $231K | 0.02% | |
| 259 | KKRKKR & CO INC | 1,795 | $228K | 0.02% | |
| 260 | DIVBISHARES TR | 4,281 | $227K | 0.02% | |
| 261 | ITGARTNER INC | 888 | $224K | 0.02% | |
| 262 | MPCMARATHON PETE CORP | 1,379 | $224K | 0.02% | |
| 263 | USMFWISDOMTREE TR | 4,367 | $223K | 0.02% | |
| 264 | EPSWISDOMTREE TR | 3,155 | $223K | 0.02% | |
| 265 | EMXCISHARES INC | 3,070 | $223K | 0.02% | |
| 266 | BNYBLACKROCK N Y MUN INCOME TRU | 21,992 | $222K | 0.02% | |
| 267 | TSCOTRACTOR SUPPLY CO | 4,139 | $206K | 0.02% | |
| 268 | QYLDGLOBAL X FDS | 11,662 | $206K | 0.02% | |
| 269 | FTMHPUTNAM ETF TRUST | 17,642 | $204K | 0.02% | |
| 270 | WFCWELLS FARGO CO NEW | 2,169 | $202K | 0.02% | |
| 271 | JCIJOHNSON CTLS INTL PLC | 1,682 | $201K | 0.02% | |
| 272 | VGKVANGUARD INTL EQUITY INDEX F | 2,412 | $201K | 0.02% | |
| 273 | VALEVALE S A | 10,803 | $140K | 0.01% | |
| 274 | PHKPIMCO HIGH INCOME FD | 12,650 | $61K | 0.00% | |
| 275 | FBLGFIBROBIOLOGICS INC | 38,360 | $8K | 0.00% |
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