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:
Search and click to pin securities to the top
Page 12 of 13
78468R200
Shares:8.1K
Value:$250.4K
316092824
Shares:3.8K
Value:$230.7K
97717W844
Shares:6.3K
Value:$226.4K
301505624
Shares:18.4K
Value:$223.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Sony Group Corp(SONYcusip835699307) | 10.4K | QoQ -0.29% (-31)YoY NEW(+10.4K) | All Managers (Combined) | $263.5K | YoY NEW(+$263.5K) |
5.4K | All Managers (Combined) | $262.2K | |||
Frontline plc(FROcusipM46528101) | 17.3K | All Managers (Combined) | $260.7K | ||
2.0K | QoQ -1.40% (-28)YoY NEW(+2.0K) | All Managers (Combined) | $260.4K | YoY NEW(+$260.4K) | |
1.9K | All Managers (Combined) | $258.6K | |||
4.6K | QoQ -0.04% (-2)YoY 0.00% (-0) | All Managers (Combined) | $252.5K | ||
(cusip78468R200)✕ | 8.1K | All Managers (Combined) | $250.4K | ||
1.2K | QoQ +0.08% (+1)YoY NEW(+1.2K) | All Managers (Combined) | $249.1K | YoY NEW(+$249.1K) | |
2.9K | QoQ NEW(+2.9K) YoY NEW(+2.9K) | All Managers (Combined) | $248.7K | QoQ NEW(+$248.7K) YoY NEW(+$248.7K) | |
1.7K | All Managers (Combined) | $246.9K | |||
753 | QoQ 0.00% (-0)YoY +0.40% (+3) | All Managers (Combined) | $239.3K | ||
2.7K | QoQ -2.86% (-81)YoY +0.95% (-26) | All Managers (Combined) | $238.5K | ||
1.6K | QoQ -5.92% (-100)YoY -6.64% (-113) | All Managers (Combined) | $231.2K | ||
(cusip316092824)✕ | 3.8K | QoQ +0.21% (+8)YoY -1.52% (-59) | All Managers (Combined) | $230.7K | |
(cusip97717W844)✕ | 6.3K | QoQ -3.01% (-197)YoY NEW(+6.3K) | All Managers (Combined) | $226.4K | YoY NEW(+$226.4K) |
22.1K | All Managers (Combined) | $226.0K | |||
(cusip301505624)✕ | 18.4K | QoQ NEW(+18.4K) YoY NEW(+18.4K) | All Managers (Combined) | $223.6K | QoQ NEW(+$223.6K) YoY NEW(+$223.6K) |
4.6K | QoQ NEW(+4.6K) YoY NEW(+4.6K) | All Managers (Combined) | $223.5K | QoQ NEW(+$223.5K) YoY NEW(+$223.5K) | |
3.7K | QoQ NEW(+3.7K) YoY NEW(+3.7K) | All Managers (Combined) | $223.2K | QoQ NEW(+$223.2K) YoY NEW(+$223.2K) | |
1.5K | QoQ +0.59% (-9)YoY NEW(+1.5K) | All Managers (Combined) | $222.8K | YoY NEW(+$222.8K) |