Rmr-Wealth-Builders
AI_NATIVE detailed information: This accession holds the following tickers:[ "TREX", "ARES", "MPWR", "TRU", "HUM", "MU", "ACN", "MMM", "ABBV", "ADBE", "BABA", "MAIN", null, "GOOGL", "AXP", "ASML", "T", "BLK", "CAT", "AVGO", "LOW", "BSX", null, "COF", null, "DUK", "PECO", null, "PHK", null, "SNRE", "SIGI", "NRK", null, null, "GILD", "HLT", "HON", "HD", "IBN", null, "MCD", "INTU", "RPM", "FBLG", "UNP", "QCOM", null, "FRO", "ISRG", "AMAT", "BKNG", "ICE", "MUB", "META", "NXJ", "IJH", null, null, "LHX", "LRCX", "LBTYK", "LIN", "BNY", "MPC", null, "MMC", "MRVL", "MA", "MSFT", "MDLZ", "MS", "TMUS", "FIS", "GE", "GWRE", "ODFL", "PCAR", "BX", "FAST", "IJR", "ANET", "IWD", "ORCL", "VHT", "IWF", "PANW", "PYPL", "PNC", "IRM", null, "HTGC", null, "IVV", null, "DOW", "UNH", "AAPL", "SPY", "NVDA", "GS", "ENB", "INTC", "PLTR", "LMT", "PG", "MRK", "VZ", null, "KEYS", null, "REGN", "IEFA", "SPGI", "RY", null, "SCHX", null, "NOW", "SHW", "SHOP", "RTX", "SPDW", "GLD", "SAP", null, null, null, "SPYG", "AMT", "SPLG", "IBM", "TXN", "TMO", "TJX", "TFC", "TWLO", "TYL", "UBS", "UBER", "VO", "VXF", "SCHW", "IWV", null, "ULTA", null, "TSM", "IT", "SMG", null, null, "VRTX", "EA", "EW", "RGLD", "GM", null, "AMD", "SONY", "SDY", "FI", "WM", "FTNT", "IWR", "MIDD", "IEX", "AOS", "PEG", "AMZN", null, null, "VUG", null, "VALE", null, "BNDX", "VTEB", "VOO", "VTV", "V", "WMT", null, null, null, null, null, null, "ELAN", "SCHD", "DVY", "CHKP", null, "SCHF", "TER", "TTD", "CRM", "SNAP", "DIA", null, "LYB", "MELI", "OLED", "MCK", null, "MKTX", "BAC", "BRK-A", "BRK-B", "BCBP", "BA", null, "BWA", "BMY", "CAVA", "CVX", "CB", "CMG", "CSCO", "C", "CME", "KO", "COIN", "CMCSA", "COP", "CEG", "ED", "COST", "GLW", "CSGP", "CRWD", "CVS", "CSX", "DXCM", "DOCU", null, "EFA", "IWB", "NEE", "MAR", "QQQ", "IWM", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "APO", "MO", "MLM", "XLK", "MCHP", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 259
- Total Value
- 950114997
- Accession Number
- 0001420506-25-000775
- Form Type
- 13F-HR
- Manager Name
- Rmr-Wealth-Builders
Data Enrichment
84% identified217 identified42 unidentified
Holdings
259 positions
Manager:
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Page 1 of 13
464288158
Shares:239.4K
Value:$25.3M
33739N108
Shares:328.0K
Value:$16.5M
33739P830
Shares:813.0K
Value:$16.2M
72201R783
Shares:148.8K
Value:$13.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
166.3K | All Managers (Combined) | $85.5M | |||
226.7K | All Managers (Combined) | $84.1M | |||
475.6K | All Managers (Combined) | $82.2M | |||
1.3M | All Managers (Combined) | $76.7M | |||
546.6K | All Managers (Combined) | $41.3M | |||
104.1K | All Managers (Combined) | $37.6M | |||
NVIDIA CORP(NVDAcusip67066G104) | 251.9K | All Managers (Combined) | $27.3M | ||
Apple Inc.(AAPLcusip037833100) | 120.4K | All Managers (Combined) | $26.7M | ||
136.4K | All Managers (Combined) | $25.7M | |||
(cusip464288158)✕ | 239.4K | All Managers (Combined) | $25.3M | ||
225.7K | All Managers (Combined) | $23.6M | |||
MICROSOFT CORP(MSFTcusip594918104) | 48.9K | All Managers (Combined) | $18.3M | ||
162.3K | All Managers (Combined) | $17.1M | |||
(cusip33739N108)✕ | 328.0K | All Managers (Combined) | $16.5M | ||
(cusip33739P830)✕ | 813.0K | All Managers (Combined) | $16.2M | ||
288.2K | All Managers (Combined) | $14.1M | |||
(cusip72201R783)✕ | 148.8K | All Managers (Combined) | $13.9M | ||
AMAZON COM INC(AMZNcusip023135106) | 70.9K | All Managers (Combined) | $13.5M | ||
Broadcom Inc.(AVGOcusip11135F101) | 55.0K | All Managers (Combined) | $9.2M | ||
15.3K | All Managers (Combined) | $8.6M |