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 11 of 13
46641Q332
Shares:5.1K
Value:$292.9K
97717X651
Shares:6.3K
Value:$291.9K
464288679
Shares:2.6K
Value:$291.2K
46435U861
Shares:5.7K
Value:$278.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.2K | QoQ +0.19% (-8)YoY -0.14% (-6) | All Managers (Combined) | $304.9K | ||
MCKESSON CORP(MCKcusip58155Q103) | 452 | QoQ +1.57% (+7)YoY -2.58% (-12) | All Managers (Combined) | $304.4K | |
SPDR GOLD TRUST(GLDcusip78463V107) | 1.0K | QoQ NEW(+1.0K) YoY NEW(+1.0K) | All Managers (Combined) | $300.1K | QoQ NEW(+$300.1K) YoY NEW(+$300.1K) |
GARTNER INC(ITcusip366651107) | 710 | QoQ -2.06% (-15)YoY -2.20% (-16) | All Managers (Combined) | $298.0K | |
1.7K | All Managers (Combined) | $293.7K | |||
(cusip46641Q332)✕ | 5.1K | QoQ +6.56% (+316)YoY NEW(+5.1K) | All Managers (Combined) | $292.9K | YoY NEW(+$292.9K) |
1.3K | QoQ NEW(+1.3K) YoY NEW(+1.3K) | All Managers (Combined) | $292.9K | QoQ NEW(+$292.9K) YoY NEW(+$292.9K) | |
1.4K | QoQ 0.00% (-0)YoY +0.43% (-6) | All Managers (Combined) | $292.2K | ||
(cusip97717X651)✕ | 6.3K | QoQ +0.77% (-48)YoY +9.07% (+522) | All Managers (Combined) | $291.9K | |
(cusip464288679)✕ | 2.6K | All Managers (Combined) | $291.2K | ||
2.2K | QoQ NEW(+2.2K) YoY NEW(+2.2K) | All Managers (Combined) | $287.3K | QoQ NEW(+$287.3K) YoY NEW(+$287.3K) | |
3.8K | QoQ -0.46% (-18)YoY NEW(+3.8K) | All Managers (Combined) | $279.0K | YoY NEW(+$279.0K) | |
1.6K | All Managers (Combined) | $278.9K | |||
1.6K | QoQ 0.00% (-0) | All Managers (Combined) | $278.5K | ||
(cusip46435U861)✕ | 5.7K | QoQ -6.42% (-394)YoY -6.44% (-395) | All Managers (Combined) | $278.4K | |
IDEX CORP /DE/(IEXcusip45167R104) | 1.5K | QoQ +5.14% (-74)YoY +5.14% (-74) | All Managers (Combined) | $273.4K | |
2.0K | QoQ NEW(+2.0K) YoY NEW(+2.0K) | All Managers (Combined) | $273.4K | QoQ NEW(+$273.4K) YoY NEW(+$273.4K) | |
INTEL CORP(INTCcusip458140100) | 11.9K | All Managers (Combined) | $269.9K | ||
1.0K | QoQ 0.00% (+0)YoY NEW(+1.0K) | All Managers (Combined) | $268.4K | YoY NEW(+$268.4K) | |
1.1K | QoQ +0.27% (-3) | All Managers (Combined) | $264.4K |