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 9 of 13
92206C409
Shares:5.6K
Value:$440.2K
78468R853
Shares:9.4K
Value:$382.8K
81369Y704
Shares:2.9K
Value:$382.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
15.8K | All Managers (Combined) | $440.8K | |||
(cusip92206C409)✕ | 5.6K | All Managers (Combined) | $440.2K | ||
2.8K | All Managers (Combined) | $439.0K | |||
MIDDLEBY Corp(MIDDcusip596278101) | 2.9K | All Managers (Combined) | $435.7K | ||
7.0K | QoQ +2.38% (-163)YoY +6.78% (-445) | All Managers (Combined) | $431.2K | ||
219 | QoQ -0.45% (-1)YoY -5.60% (-13) | All Managers (Combined) | $428.2K | ||
761 | QoQ -4.15% (-33)YoY +1.73% (+13) | All Managers (Combined) | $427.9K | ||
2.0K | QoQ 0.00% (-0)YoY -0.40% (-8) | All Managers (Combined) | $423.4K | ||
1.6K | QoQ 0.00% (+0)YoY -3.64% (-59) | All Managers (Combined) | $416.3K | ||
Eaton Corp plc(ETNcusipG29183103) | 1.5K | QoQ -2.55% (-40)YoY +6.04% (-87) | All Managers (Combined) | $415.1K | |
3.7K | All Managers (Combined) | $411.5K | |||
FISERV INC(FIcusip337738108) | 1.8K | QoQ +1.66% (+30) | All Managers (Combined) | $403.9K | |
1.1K | QoQ +1.28% (+14)YoY +1.28% (+14) | All Managers (Combined) | $384.2K | ||
(cusip78468R853)✕ | 9.4K | QoQ +0.36% (-34)YoY NEW(+9.4K) | All Managers (Combined) | $382.8K | YoY NEW(+$382.8K) |
(cusip81369Y704)✕ | 2.9K | All Managers (Combined) | $382.2K | ||
2.5K | QoQ -1.81% (-47)YoY -4.42% (-118) | All Managers (Combined) | $381.3K | ||
1.4K | QoQ NEW(+1.4K) YoY -0.70% (-10) | All Managers (Combined) | $372.9K | QoQ NEW(+$372.9K) | |
19.2K | All Managers (Combined) | $369.5K | |||
Fortinet, Inc.(FTNTcusip34959E109) | 3.8K | QoQ +1.37% (+52)YoY -9.79% (-416) | All Managers (Combined) | $368.7K | |
DEXCOM INC(DXCMcusip252131107) | 5.3K | QoQ +0.50% (-27)YoY +0.30% (-16) | All Managers (Combined) | $363.6K |