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:
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SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:5.0K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$950.1M)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:8.4K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$950.1M)
MCDONALDS CORP
Shares:6.6K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$950.1M)
Shares:13.5K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$950.1M)
Duke Energy CORP
Shares:16.3K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$950.1M)
BlackRock, Inc.
Shares:2.1K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$950.1M)
LINDE PLC
Shares:4.2K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$950.1M)
TJX COMPANIES INC /DE/
Shares:15.7K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$950.1M)
Accenture plc
Shares:5.9K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$950.1M)
ADOBE INC.
Shares:4.7K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$950.1M)
INTUIT INC.
Shares:2.9K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$950.1M)
COMCAST CORP
Shares:48.1K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$950.1M)
ADVANCED MICRO DEVICES INC
Shares:17.1K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$950.1M)
Phillips Edison & Company, Inc.
Shares:47.7K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$950.1M)
S&P Global Inc.
Shares:3.4K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$950.1M)
AbbVie Inc.
Shares:8.3K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$950.1M)
CME GROUP INC.
Shares:6.5K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$950.1M)
LOCKHEED MARTIN CORP
Shares:3.7K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$950.1M)
Uber Technologies, Inc
Shares:22.2K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$950.1M)
QUALCOMM INC/DE
Shares:10.5K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$950.1M)