Rmr-Wealth-Builders

Filing Details

13F-HR2025-03-31
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% identified
217 identified42 unidentified

Holdings

259 positions • $950.1M total value
Manager:
Search and click to pin securities to the top
Page 3 of 13
31423L404
Shares:121.1K
Value:$3.0M
% of Portfolio:0.3% ($3.0M/$950.1M)
CrowdStrike Holdings, Inc.
Shares:8.6K
Value:$3.0M
% of Portfolio:0.3% ($3.0M/$950.1M)
INTUITIVE SURGICAL INC
Shares:5.8K
Value:$2.9M
% of Portfolio:0.3% ($2.9M/$950.1M)
Blackstone Inc.
Shares:20.0K
Value:$2.8M
% of Portfolio:0.3% ($2.8M/$950.1M)
Walmart Inc.
Shares:31.0K
Value:$2.7M
% of Portfolio:0.3% ($2.7M/$950.1M)
Alphabet Inc.
Shares:17.0K
Value:$2.6M
% of Portfolio:0.3% ($2.6M/$950.1M)
78464A854
Shares:39.6K
Value:$2.6M
% of Portfolio:0.3% ($2.6M/$950.1M)
464287101
Shares:9.1K
Value:$2.5M
% of Portfolio:0.3% ($2.5M/$950.1M)
PROCTER & GAMBLE Co
Shares:14.4K
Value:$2.5M
% of Portfolio:0.3% ($2.5M/$950.1M)
Mastercard Inc
Shares:4.5K
Value:$2.5M
% of Portfolio:0.3% ($2.5M/$950.1M)
464287457
Shares:29.5K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$950.1M)
Arista Networks, Inc.
Shares:30.6K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$950.1M)
Salesforce, Inc.
Shares:8.8K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$950.1M)
VERTEX PHARMACEUTICALS INC / MA
Shares:4.8K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$950.1M)
MARSH & MCLENNAN COMPANIES, INC.
Shares:9.5K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$950.1M)
AMERICAN TOWER CORP /MA/
Shares:10.3K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$950.1M)
WASTE MANAGEMENT INC
Shares:9.6K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$950.1M)
Constellation Energy Corp
Shares:11.0K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$950.1M)
GOLDMAN SACHS GROUP INC
Shares:4.0K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$950.1M)
AMERICAN EXPRESS CO
Shares:8.0K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$950.1M)