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 6 of 13
97717X669
Shares:13.0K
Value:$1.0M
92189F387
Shares:38.5K
Value:$866.3K
808524508
Shares:32.8K
Value:$859.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.3K | All Managers (Combined) | $1.1M | |||
6.1K | QoQ +0.06% (-4)YoY -4.41% (-281) | All Managers (Combined) | $1.1M | ||
5.8K | All Managers (Combined) | $1.0M | |||
(cusip97717X669)✕ | 13.0K | All Managers (Combined) | $1.0M | ||
TWILIO INC(TWLOcusip90138F102) | 10.4K | QoQ +0.03% (-4)YoY +0.03% (+4) | All Managers (Combined) | $1.0M | |
SHOPIFY INC.(SHOPcusip82509L107) | 10.4K | QoQ -4.01% (-436)YoY -5.86% (-649) | All Managers (Combined) | $993.9K | |
19.1K | All Managers (Combined) | $958.4K | |||
5.8K | All Managers (Combined) | $955.1K | |||
22.4K | All Managers (Combined) | $936.1K | |||
6.7K | QoQ -2.06% (-142)YoY NEW(+6.7K) | All Managers (Combined) | $911.8K | YoY NEW(+$911.8K) | |
CVS HEALTH Corp(CVScusip126650100) | 13.1K | All Managers (Combined) | $886.5K | ||
8.6K | QoQ -2.35% (-208)YoY -2.35% (-208) | All Managers (Combined) | $870.7K | ||
(cusip92189F387)✕ | 38.5K | All Managers (Combined) | $866.3K | ||
(cusip808524508)✕ | 32.8K | YoY NEW(+32.8K) | All Managers (Combined) | $859.7K | YoY NEW(+$859.7K) |
PACCAR INC(PCARcusip693718108) | 8.7K | QoQ +1.42% (-122)YoY -2.32% (-207) | All Managers (Combined) | $848.4K | |
4.4K | All Managers (Combined) | $819.5K | |||
14.3K | QoQ +0.85% (-121)YoY -3.62% (-536) | All Managers (Combined) | $806.6K | ||
4.9K | All Managers (Combined) | $804.6K | |||
1 | All Managers (Combined) | $798.4K | |||
CITIGROUP INC(Ccusip172967424) | 11.2K | QoQ -1.98% (-227)YoY +4.85% (+519) | All Managers (Combined) | $795.4K |