RMR Wealth Builders Q4 2024 Filing
Filed January 10, 2025
Portfolio Value
$961.8M
Holdings
253
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (253 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | SHVISHARES TR | 2,873 | $316K | 0.03% | |
| 202 | INTCINTEL CORP | 15,565 | $312K | 0.03% | |
| 203 | EWEDWARDS LIFESCIENCES CORP | 4,198 | $310K | 0.03% | |
| 204 | MARMARRIOTT INTL INC NEW | 1,107 | $308K | 0.03% | |
| 205 | VXFVANGUARD INDEX FDS | 1,617 | $307K | 0.03% | |
| 206 | SMGSCOTTS MIRACLE-GRO CO | 4,603 | $305K | 0.03% | |
| 207 | TAT&T INC | 13,361 | $304K | 0.03% | |
| 208 | IEXIDEX CORP | 1,437 | $300K | 0.03% | |
| 209 | FLRNSPDR SER TR | 9,655 | $296K | 0.03% | |
| 210 | 4I1PHILIP MORRIS INTL INC | 2,459 | $295K | 0.03% | |
| 211 | LHXL3HARRIS TECHNOLOGIES INC | 1,396 | $293K | 0.03% | |
| 212 | DIVBISHARES TR | 6,132 | $290K | 0.03% | |
| 213 | PLDPROLOGIS INC. | 2,633 | $278K | 0.03% | |
| 214 | JEPIJ P MORGAN EXCHANGE TRADED F | 4,811 | $276K | 0.03% | |
| 215 | ARESARES MANAGEMENT CORPORATION | 1,511 | $267K | 0.03% | |
| 216 | XYZBLOCK INC | 3,140 | $266K | 0.03% | |
| 217 | BWABORGWARNER INC | 8,205 | $260K | 0.03% | |
| 218 | SPTISPDR SER TR | 9,126 | $254K | 0.03% | |
| 219 | MCKMCKESSON CORP | 445 | $253K | 0.03% | |
| 220 | IWVISHARES TR | 753 | $251K | 0.03% | |
| 221 | SAPSAP SE | 1,000 | $246K | 0.03% | |
| 222 | XLCSELECT SECTOR SPDR TR | 2,538 | $245K | 0.03% | |
| 223 | NVONOVO-NORDISK A S | 2,844 | $244K | 0.03% | |
| 224 | PFFISHARES TR | 7,683 | $241K | 0.03% | |
| 225 | FROFRONTLINE PLC | 16,935 | $240K | 0.02% | |
| 226 | ELANELANCO ANIMAL HEALTH INC | 19,773 | $239K | 0.02% | |
| 227 | IBBISHARES TR | 1,803 | $238K | 0.02% | |
| 228 | MUMICRON TECHNOLOGY INC | 2,825 | $237K | 0.02% | |
| 229 | COPCONOCOPHILLIPS | 2,388 | $236K | 0.02% | |
| 230 | MPCMARATHON PETE CORP | 1,687 | $235K | 0.02% | |
| 231 | DNLWISDOMTREE TR | 6,544 | $235K | 0.02% | |
| 232 | VOVANGUARD INDEX FDS | 881 | $232K | 0.02% | |
| 233 | MDLZMONDELEZ INTL INC | 3,873 | $231K | 0.02% | |
| 234 | RTXRTX CORPORATION | 1,994 | $230K | 0.02% | |
| 235 | FDLOFIDELITY COVINGTON TRUST | 3,798 | $230K | 0.02% | |
| 236 | USMFWISDOMTREE TR | 4,621 | $229K | 0.02% | |
| 237 | DKNGDRAFTKINGS INC NEW | 6,076 | $226K | 0.02% | |
| 238 | BNYBLACKROCK N Y MUN INCOME TRU | 22,112 | $225K | 0.02% | |
| 239 | LBTYALIBERTY GLOBAL LTD | 16,986 | $223K | 0.02% | |
| 240 | SONYSONY GROUP CORP | 10,408 | $220K | 0.02% | |
| 241 | RYROYAL BK CDA | 1,821 | $219K | 0.02% | |
| 242 | BOTZGLOBAL X FDS | 6,835 | $218K | 0.02% | |
| 243 | SIGISELECTIVE INS GROUP INC | 2,319 | $216K | 0.02% | |
| 244 | SNOWSNOWFLAKE INC | 1,402 | $216K | 0.02% | |
| 245 | UBSUBS GROUP AG | 6,980 | $211K | 0.02% | |
| 246 | GEGE AEROSPACE | 1,244 | $207K | 0.02% | |
| 247 | AVYAVERY DENNISON CORP | 1,097 | $205K | 0.02% | |
| 248 | QYLDGLOBAL X FDS | 10,302 | $187K | 0.02% | |
| 249 | BCBPBCB BANCORP INC | 13,455 | $159K | 0.02% | |
| 250 | VALEVALE S A | 10,803 | $95K | 0.01% | |
| 251 | FBLGFIBROBIOLOGICS INC | 38,360 | $76K | 0.01% | |
| 252 | CASHPATHWARD FINANCIAL INC | 40,406 | $61K | 0.01% | |
| 253 | PHKPIMCO HIGH INCOME FD | 11,529 | $56K | 0.01% |
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