RMR Wealth Builders Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$950.1B
Holdings
259
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (259 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 166,308 | $85.5B | 9.00% | |
| 2 | VUGVANGUARD INDEX FDS | 226,662 | $84.1B | 8.85% | |
| 3 | VTVVANGUARD INDEX FDS | 475,614 | $82.2B | 8.65% | |
| 4 | IJHISHARES TR | 1,315,097 | $76.7B | 8.08% | |
| 5 | AQLTISHARES TR | 546,585 | $41.3B | 4.35% | |
| 6 | IWFISHARES TR | 104,060 | $37.6B | 3.95% | |
| 7 | NVDANVIDIA CORPORATION | 251,882 | $27.3B | 2.87% | |
| 8 | AAPLAPPLE INC | 120,389 | $26.7B | 2.81% | |
| 9 | IWDISHARES TR | 136,351 | $25.7B | 2.70% | |
| 10 | SUBISHARES TR | 239,359 | $25.3B | 2.66% | |
| 11 | IJRISHARES TR | 225,726 | $23.6B | 2.48% | |
| 12 | MSFTMICROSOFT CORP | 48,853 | $18.3B | 1.93% | |
| 13 | MUBISHARES TR | 162,281 | $17.1B | 1.80% | |
| 14 | FMBFIRST TR EXCH TRADED FD III | 328,008 | $16.5B | 1.74% | |
| 15 | FSMBFIRST TR EXCH TRADED FD III | 813,010 | $16.2B | 1.70% | |
| 16 | BNDXVANGUARD CHARLOTTE FDS | 288,164 | $14.1B | 1.48% | |
| 17 | HYSPIMCO ETF TR | 148,784 | $13.9B | 1.47% | |
| 18 | AMZNAMAZON COM INC | 70,891 | $13.5B | 1.42% | |
| 19 | AVGOBROADCOM INC | 55,013 | $9.2B | 0.97% | |
| 20 | SPYSPDR S&P 500 ETF TR | 15,307 | $8.6B | 0.90% | |
| 21 | JPMJPMORGAN CHASE & CO. | 33,660 | $8.3B | 0.87% | |
| 22 | SCHOSCHWAB STRATEGIC TR | 337,364 | $8.2B | 0.86% | |
| 23 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,363 | $7.7B | 0.81% | |
| 24 | IWMISHARES TR | 36,604 | $7.3B | 0.77% | |
| 25 | METAMETA PLATFORMS INC | 11,735 | $6.8B | 0.71% | |
| 26 | VVISA INC | 17,234 | $6.0B | 0.64% | |
| 27 | NDQINVESCO QQQ TR | 10,854 | $5.1B | 0.54% | |
| 28 | EFAISHARES TR | 60,942 | $5.0B | 0.52% | |
| 29 | NFLXNETFLIX INC | 5,162 | $4.8B | 0.51% | |
| 30 | COSTCOSTCO WHSL CORP NEW | 4,794 | $4.5B | 0.48% | |
| 31 | HDHOME DEPOT INC | 12,092 | $4.4B | 0.47% | |
| 32 | XOMEXXON MOBIL CORP | 36,946 | $4.4B | 0.46% | |
| 33 | XLKSELECT SECTOR SPDR TR | 20,321 | $4.2B | 0.44% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,827 | $4.2B | 0.44% | |
| 35 | LLYELI LILLY & CO | 4,917 | $4.1B | 0.43% | |
| 36 | GOOGALPHABET INC | 22,709 | $3.5B | 0.37% | |
| 37 | SCHXSCHWAB STRATEGIC TR | 154,826 | $3.4B | 0.36% | |
| 38 | CVXCHEVRON CORP NEW | 20,064 | $3.4B | 0.35% | |
| 39 | BACVERIZON COMMUNICATIONS INC | 72,304 | $3.3B | 0.35% | |
| 40 | TSLATESLA INC | 12,379 | $3.2B | 0.34% | |
| 41 | FTRBFEDERATED HERMES ETF TRUST | 121,108 | $3.0B | 0.32% | |
| 42 | CRWDCROWDSTRIKE HLDGS INC | 8,611 | $3.0B | 0.32% | |
| 43 | ISRGINTUITIVE SURGICAL INC | 5,829 | $2.9B | 0.30% | |
| 44 | BXBLACKSTONE INC | 20,023 | $2.8B | 0.29% | |
| 45 | WMTWALMART INC | 30,994 | $2.7B | 0.29% | |
| 46 | GOOGLALPHABET INC | 17,023 | $2.6B | 0.28% | |
| 47 | SPYMSPDR SER TR | 39,609 | $2.6B | 0.28% | |
| 48 | OEFISHARES TR | 9,084 | $2.5B | 0.26% | |
| 49 | PGPROCTER AND GAMBLE CO | 14,430 | $2.5B | 0.26% | |
| 50 | MAMASTERCARD INCORPORATED | 4,475 | $2.5B | 0.26% | |
| 51 | SHYISHARES TR | 29,499 | $2.4B | 0.26% | |
| 52 | ANETARISTA NETWORKS INC | 30,642 | $2.4B | 0.25% | |
| 53 | CRMSALESFORCE INC | 8,833 | $2.4B | 0.25% | |
| 54 | VRTXVERTEX PHARMACEUTICALS INC | 4,835 | $2.3B | 0.25% | |
| 55 | MRSHMARSH & MCLENNAN COS INC | 9,499 | $2.3B | 0.24% | |
| 56 | AMTAMERICAN TOWER CORP NEW | 10,256 | $2.2B | 0.23% | |
| 57 | WMWASTE MGMT INC DEL | 9,609 | $2.2B | 0.23% | |
| 58 | CEGCONSTELLATION ENERGY CORP | 10,953 | $2.2B | 0.23% | |
| 59 | GSGOLDMAN SACHS GROUP INC | 4,033 | $2.2B | 0.23% | |
| 60 | AXPAMERICAN EXPRESS CO | 8,015 | $2.2B | 0.23% | |
| 61 | DONSPDR DOW JONES INDL AVERAGE | 4,967 | $2.1B | 0.22% | |
| 62 | IBMINTERNATIONAL BUSINESS MACHS | 8,352 | $2.1B | 0.22% | |
| 63 | MCDMCDONALDS CORP | 6,583 | $2.1B | 0.22% | |
| 64 | MMM3M CO | 13,536 | $2.0B | 0.21% | |
| 65 | DUKDUKE ENERGY CORP NEW | 16,288 | $2.0B | 0.21% | |
| 66 | BLKBLACKROCK INC | 2,087 | $2.0B | 0.21% | |
| 67 | LINLINDE PLC | 4,204 | $2.0B | 0.21% | |
| 68 | TJXTJX COS INC NEW | 15,692 | $1.9B | 0.20% | |
| 69 | ACNACCENTURE PLC IRELAND | 5,855 | $1.8B | 0.19% | |
| 70 | ADBEADOBE INC | 4,721 | $1.8B | 0.19% | |
| 71 | INTUINTUIT | 2,941 | $1.8B | 0.19% | |
| 72 | CMCSACOMCAST CORP NEW | 48,053 | $1.8B | 0.19% | |
| 73 | AMDADVANCED MICRO DEVICES INC | 17,075 | $1.8B | 0.18% | |
| 74 | PECOPHILLIPS EDISON & CO INC | 47,727 | $1.7B | 0.18% | |
| 75 | SPGIS&P GLOBAL INC | 3,429 | $1.7B | 0.18% | |
| 76 | ABBVABBVIE INC | 8,304 | $1.7B | 0.18% | |
| 77 | CMECME GROUP INC | 6,504 | $1.7B | 0.18% | |
| 78 | LMTLOCKHEED MARTIN CORP | 3,743 | $1.7B | 0.18% | |
| 79 | UBERUBER TECHNOLOGIES INC | 22,167 | $1.6B | 0.17% | |
| 80 | QCOMQUALCOMM INC | 10,465 | $1.6B | 0.17% | |
| 81 | MLMMARTIN MARIETTA MATLS INC | 3,358 | $1.6B | 0.17% | |
| 82 | FISFIDELITY NATL INFORMATION SV | 21,140 | $1.6B | 0.17% | |
| 83 | HONHONEYWELL INTL INC | 7,371 | $1.6B | 0.16% | |
| 84 | KOCOCA COLA CO | 20,533 | $1.5B | 0.16% | |
| 85 | XLVSELECT SECTOR SPDR TR | 9,888 | $1.4B | 0.15% | |
| 86 | TMOTHERMO FISHER SCIENTIFIC INC | 2,869 | $1.4B | 0.15% | |
| 87 | GLWCORNING INC | 30,805 | $1.4B | 0.15% | |
| 88 | GILDGILEAD SCIENCES INC | 12,490 | $1.4B | 0.15% | |
| 89 | PEGPUBLIC SVC ENTERPRISE GRP IN | 17,001 | $1.4B | 0.15% | |
| 90 | ASMLASML HOLDING N V | 2,110 | $1.4B | 0.15% | |
| 91 | CBCHUBB LIMITED | 4,532 | $1.4B | 0.14% | |
| 92 | REGNREGENERON PHARMACEUTICALS | 2,141 | $1.4B | 0.14% | |
| 93 | PYLDPIMCO ETF TR | 51,265 | $1.4B | 0.14% | |
| 94 | ORCLORACLE CORP | 9,277 | $1.3B | 0.14% | |
| 95 | XLFSELECT SECTOR SPDR TR | 25,737 | $1.3B | 0.13% | |
| 96 | NOWSERVICENOW INC | 1,592 | $1.3B | 0.13% | |
| 97 | GMGENERAL MTRS CO | 25,145 | $1.2B | 0.12% | |
| 98 | MRKMERCK & CO INC | 12,402 | $1.1B | 0.12% | |
| 99 | CSGPCOSTAR GROUP INC | 13,919 | $1.1B | 0.12% | |
| 100 | IWRISHARES TR | 12,960 | $1.1B | 0.12% |
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