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 13 of 13
97717Y857
Shares:4.4K
Value:$219.9K
852234103
Shares:4.0K
Value:$218.4K
464287226
Shares:2.1K
Value:$207.5K
464288687
Shares:6.7K
Value:$204.8K
37954Y483
Shares:10.6K
Value:$176.1K
92189H821
Shares:15.1K
Value:$136.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
BORGWARNER INC(BWAcusip099724106) | 7.8K | QoQ -5.52% (-453)YoY +6.23% (-455) | All Managers (Combined) | $222.1K | |
(cusip97717Y857)✕ | 4.4K | All Managers (Combined) | $219.9K | ||
(cusip852234103)✕ | 4.0K | All Managers (Combined) | $218.4K | ||
CONOCOPHILLIPS(COPcusip20825C104) | 2.1K | YoY -2.35% (-50) | All Managers (Combined) | $218.0K | |
Prologis, Inc.(PLDcusip74340W103) | 1.9K | All Managers (Combined) | $214.4K | ||
UBS Group AG(UBScusipH42097107) | 7.0K | All Managers (Combined) | $213.8K | ||
2.3K | QoQ +0.43% (-10)YoY -8.55% (-218) | All Managers (Combined) | $213.2K | ||
807 | QoQ -8.39% (-74)YoY -5.17% (-44) | All Managers (Combined) | $208.7K | ||
19.8K | QoQ 0.00% (-0) | All Managers (Combined) | $207.6K | ||
(cusip464287226)✕ | 2.1K | QoQ NEW(+2.1K) YoY NEW(+2.1K) | All Managers (Combined) | $207.5K | QoQ NEW(+$207.5K) YoY NEW(+$207.5K) |
1.8K | QoQ 0.00% (-0)YoY NEW(+1.8K) | All Managers (Combined) | $205.3K | YoY NEW(+$205.3K) | |
(cusip464288687)✕ | 6.7K | All Managers (Combined) | $204.8K | ||
17.0K | QoQ 0.00% (-0)YoY NEW(+17.0K) | All Managers (Combined) | $203.3K | YoY NEW(+$203.3K) | |
(cusip37954Y483)✕ | 10.6K | QoQ +2.81% (-290)YoY NEW(+10.6K) | All Managers (Combined) | $176.1K | YoY NEW(+$176.1K) |
(cusip92189H821)✕ | 15.1K | QoQ NEW(+15.1K) YoY NEW(+15.1K) | All Managers (Combined) | $136.0K | QoQ NEW(+$136.0K) YoY NEW(+$136.0K) |
BCB BANCORP INC(BCBPcusip055298103) | 13.7K | QoQ +1.58% (-213)YoY +5.81% (-751) | All Managers (Combined) | $134.8K | |
10.8K | QoQ 0.00% (+0)YoY NEW(+10.8K) | All Managers (Combined) | $107.8K | YoY NEW(+$107.8K) | |
11.8K | All Managers (Combined) | $58.2K | |||
38.4K | QoQ 0.00% (-0)YoY NEW(+38.4K) | All Managers (Combined) | $34.5K | YoY NEW(+$34.5K) |