RMR Wealth Builders Q3 2024 Filing
Filed October 21, 2024
Portfolio Value
$943.7M
Holdings
260
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (260 positions)
| Stock | Value |
|---|---|
SHYDVANECK ETF TRUST | $972K |
CVSCVS HEALTH CORP | $933K |
IGMISHARES TR | $922K |
XLESELECT SECTOR SPDR TR | $914K |
CSXCSX CORP | $896K |
DOWDOW INC | $889K |
PCARPACCAR INC | $877K |
GILDGILEAD SCIENCES INC | $870K |
NEENEXTERA ENERGY INC | $847K |
PYLDPIMCO ETF TR | $847K |
SHOPSHOPIFY INC | $844K |
HLTHILTON WORLDWIDE HLDGS INC | $844K |
JNJJOHNSON & JOHNSON | $830K |
TFCTRUIST FINL CORP | $805K |
GWREGUIDEWIRE SOFTWARE INC | $800K |
BSXBOSTON SCIENTIFIC CORP | $740K |
NRKNUVEEN NEW YORK AMT QLT MUNI | $727K |
TRVCCITIGROUP INC | $725K |
PANWPALO ALTO NETWORKS INC | $721K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $691K |
DISDISNEY WALT CO | $686K |
TWLOTWILIO INC | $677K |
LOWLOWES COS INC | $671K |
MAINMAIN STR CAP CORP | $667K |
QQQJINVESCO EXCH TRADED FD TR II | $658K |
HUMHUMANA INC | $657K |
SCHXSCHWAB STRATEGIC TR | $636K |
IBNICICI BANK LIMITED | $632K |
TRUTRANSUNION | $617K |
SHMSPDR SER TR | $610K |
INTCINTEL CORP | $607K |
TERTERADYNE INC | $607K |
LYBLYONDELLBASELL INDUSTRIES N | $605K |
COFCAPITAL ONE FINL CORP | $598K |
SCHFSCHWAB STRATEGIC TR | $596K |
FASTFASTENAL CO | $581K |
NXJNUVEEN NEW JERSEY QULT MUN F | $574K |
ETNEATON CORP PLC | $566K |
DOCUDOCUSIGN INC | $565K |
BDXBECTON DICKINSON & CO | $562K |
EAELECTRONIC ARTS INC | $555K |
MCHPMICROCHIP TECHNOLOGY INC. | $554K |
CATCATERPILLAR INC | $553K |
IEIISHARES TR | $538K |
IBMINTERNATIONAL BUSINESS MACHS | $536K |
MRVLMARVELL TECHNOLOGY INC | $528K |
BKNGBOOKING HOLDINGS INC | $522K |
AMATAPPLIED MATLS INC | $520K |
TYLTYLER TECHNOLOGIES INC | $510K |
MKTXMARKETAXESS HLDGS INC | $501K |
OLEDUNIVERSAL DISPLAY CORP | $489K |
SCHWSCHWAB CHARLES CORP | $480K |
TJXTJX COS INC NEW | $479K |
IVVISHARES TR | $472K |
IRMIRON MTN INC DEL | $465K |
ENBENBRIDGE INC | $465K |
VONVVANGUARD SCOTTSDALE FDS | $460K |
VTEBVANGUARD MUN BD FDS | $460K |
FLRNSPDR SER TR | $455K |
MLB1MERCADOLIBRE INC | $452K |
ARKFARK ETF TR | $449K |
PYPLPAYPAL HLDGS INC | $443K |
SCHMSCHWAB STRATEGIC TR | $443K |
IAIISHARES TR | $435K |
RGLDROYAL GOLD INC | $433K |
DWDMORGAN STANLEY | $428K |
AOSSMITH A O CORP | $419K |
SHVISHARES TR | $419K |
SHWSHERWIN WILLIAMS CO | $414K |
SPYGSPDR SER TR | $410K |
SPDWSPDR INDEX SHS FDS | $409K |
IWBISHARES TR | $407K |
LITGLOBAL X FDS | $405K |
KEYSKEYSIGHT TECHNOLOGIES INC | $400K |
MIDDMIDDLEBY CORP | $398K |
SMGSCOTTS MIRACLE-GRO CO | $398K |
SNAPSNAP INC | $396K |
XLYSELECT SECTOR SPDR TR | $394K |
XLISELECT SECTOR SPDR TR | $391K |
NVONOVO-NORDISK A S | $389K |
FROFRONTLINE PLC | $387K |
ODFLOLD DOMINION FREIGHT LINE IN | $385K |
CSCOCISCO SYS INC | $373K |
SDYSPDR SER TR | $372K |
ITGARTNER INC | $367K |
HTGCHERCULES CAPITAL INC | $367K |
RPMRPM INTL INC | $362K |
DC4DEXCOM INC | $357K |
SCHDSCHWAB STRATEGIC TR | $352K |
TREXTREX CO INC | $350K |
DONWISDOMTREE TR | $349K |
AQLTISHARES TR | $343K |
EDCONSOLIDATED EDISON INC | $342K |
LHXL3HARRIS TECHNOLOGIES INC | $330K |
FISVFISERV INC | $324K |
TMUST-MOBILE US INC | $322K |
DGRSWISDOMTREE TR | $319K |
BWABORGWARNER INC | $318K |
4I1PHILIP MORRIS INTL INC | $315K |
IEXIDEX CORP | $308K |
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