RMR Wealth Builders Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$1.2B
Holdings
275
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (275 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MUMICRON TECHNOLOGY INC | 4,630 | $1.3M | 0.11% | |
| 102 | JNJJOHNSON & JOHNSON | 6,329 | $1.3M | 0.10% | |
| 103 | PEGPUBLIC SVC ENTERPRISE GRP IN | 16,192 | $1.3M | 0.10% | |
| 104 | MRKMERCK & CO INC | 12,010 | $1.3M | 0.10% | |
| 105 | CMCSACOMCAST CORP NEW | 42,156 | $1.3M | 0.10% | |
| 106 | SPTISPDR SERIES TRUST | 43,434 | $1.3M | 0.10% | |
| 107 | COFCAPITAL ONE FINL CORP | 5,020 | $1.2M | 0.10% | |
| 108 | DWDMORGAN STANLEY | 6,502 | $1.2M | 0.09% | |
| 109 | CBCHUBB LIMITED | 3,689 | $1.2M | 0.09% | |
| 110 | PVALPUTNAM ETF TRUST | 24,615 | $1.1M | 0.09% | |
| 111 | SCHMSCHWAB STRATEGIC TR | 37,048 | $1.1M | 0.09% | |
| 112 | CVSCVS HEALTH CORP | 13,755 | $1.1M | 0.09% | |
| 113 | CSGPCOSTAR GROUP INC | 16,036 | $1.1M | 0.09% | |
| 114 | CATCATERPILLAR INC | 1,849 | $1.1M | 0.08% | |
| 115 | SHYDVANECK ETF TRUST | 44,124 | $1.0M | 0.08% | |
| 116 | TFCTRUIST FINL CORP | 20,300 | $998K | 0.08% | |
| 117 | CSXCSX CORP | 27,301 | $989K | 0.08% | |
| 118 | TERTERADYNE INC | 5,103 | $987K | 0.08% | |
| 119 | IWBISHARES TR | 2,606 | $973K | 0.08% | |
| 120 | BACBANK AMERICA CORP | 17,543 | $964K | 0.08% | |
| 121 | DISDISNEY WALT CO | 8,473 | $963K | 0.08% | |
| 122 | XLFSELECT SECTOR SPDR TR | 17,575 | $962K | 0.08% | |
| 123 | PCARPACCAR INC | 8,711 | $953K | 0.08% | |
| 124 | SDYSPDR SERIES TRUST | 6,809 | $947K | 0.08% | |
| 125 | SCHFSCHWAB STRATEGIC TR | 37,813 | $909K | 0.07% | |
| 126 | MPWRMONOLITHIC PWR SYS INC | 958 | $868K | 0.07% | |
| 127 | HLTHILTON WORLDWIDE HLDGS INC | 2,883 | $828K | 0.07% | |
| 128 | COPCONOCOPHILLIPS | 8,824 | $826K | 0.07% | |
| 129 | EAELECTRONIC ARTS INC | 3,976 | $812K | 0.06% | |
| 130 | TXNTEXAS INSTRS INC | 4,605 | $798K | 0.06% | |
| 131 | NEARISHARES U S ETF TR | 15,550 | $794K | 0.06% | |
| 132 | UNPUNION PAC CORP | 3,382 | $782K | 0.06% | |
| 133 | MAINMAIN STR CAP CORP | 12,921 | $780K | 0.06% | |
| 134 | PECOPHILLIPS EDISON & CO INC | 21,269 | $756K | 0.06% | |
| 135 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754K | 0.06% | |
| 136 | LRCXLAM RESEARCH CORP | 4,375 | $748K | 0.06% | |
| 137 | GQ9SPDR GOLD TR | 1,857 | $735K | 0.06% | |
| 138 | SPDWSPDR INDEX SHS FDS | 16,236 | $721K | 0.06% | |
| 139 | CMGCHIPOTLE MEXICAN GRILL INC | 19,478 | $720K | 0.06% | |
| 140 | GWREGUIDEWIRE SOFTWARE INC | 3,559 | $715K | 0.06% | |
| 141 | GLDMWORLD GOLD TR | 8,323 | $710K | 0.06% | |
| 142 | SHMSPDR SERIES TRUST | 14,589 | $700K | 0.06% | |
| 143 | ICEINTERCONTINENTAL EXCHANGE IN | 4,313 | $698K | 0.06% | |
| 144 | BKNGBOOKING HOLDINGS INC | 130 | $697K | 0.06% | |
| 145 | LRGFISHARES TR | 9,864 | $684K | 0.05% | |
| 146 | BSXBOSTON SCIENTIFIC CORP | 7,182 | $684K | 0.05% | |
| 147 | RGLDROYAL GOLD INC | 2,999 | $666K | 0.05% | |
| 148 | FASTFASTENAL CO | 16,544 | $663K | 0.05% | |
| 149 | NRKNUVEEN NEW YORK AMT QLT MUNI | 65,652 | $662K | 0.05% | |
| 150 | RTXRTX CORPORATION | 3,549 | $650K | 0.05% | |
| 151 | NEENEXTERA ENERGY INC | 8,091 | $649K | 0.05% | |
| 152 | HUMHUMANA INC | 2,452 | $628K | 0.05% | |
| 153 | ULTAULTA BEAUTY INC | 1,036 | $626K | 0.05% | |
| 154 | DOCUDOCUSIGN INC | 9,142 | $625K | 0.05% | |
| 155 | SPYGSPDR SERIES TRUST | 5,860 | $625K | 0.05% | |
| 156 | SCHWSCHWAB CHARLES CORP | 6,107 | $610K | 0.05% | |
| 157 | ENBENBRIDGE INC | 11,820 | $565K | 0.05% | |
| 158 | BSCQINVESCO EXCH TRD SLF IDX FD | 28,184 | $551K | 0.04% | |
| 159 | CSCOCISCO SYS INC | 7,052 | $543K | 0.04% | |
| 160 | XLESELECT SECTOR SPDR TR | 12,073 | $539K | 0.04% | |
| 161 | IEIISHARES TR | 4,500 | $537K | 0.04% | |
| 162 | BPREBLUEROCK PVT REAL ESTATE FD | 35,735 | $536K | 0.04% | |
| 163 | INTCINTEL CORP | 14,524 | $535K | 0.04% | |
| 164 | IVVISHARES TR | 780 | $534K | 0.04% | |
| 165 | SMHVANECK ETF TRUST | 1,473 | $530K | 0.04% | |
| 166 | VONVVANGUARD SCOTTSDALE FDS | 5,753 | $530K | 0.04% | |
| 167 | MRVLMARVELL TECHNOLOGY INC | 6,179 | $525K | 0.04% | |
| 168 | 4I1PHILIP MORRIS INTL INC | 3,234 | $518K | 0.04% | |
| 169 | KEYSKEYSIGHT TECHNOLOGIES INC | 2,517 | $511K | 0.04% | |
| 170 | TRUTRANSUNION | 5,928 | $508K | 0.04% | |
| 171 | MLMMARTIN MARIETTA MATLS INC | 812 | $505K | 0.04% | |
| 172 | PSXPHILLIPS 66 | 3,913 | $504K | 0.04% | |
| 173 | AXONAXON ENTERPRISE INC | 881 | $500K | 0.04% | |
| 174 | QQQMINVESCO EXCH TRADED FD TR II | 1,948 | $492K | 0.04% | |
| 175 | QQQJINVESCO EXCH TRADED FD TR II | 13,318 | $490K | 0.04% | |
| 176 | ADBEADOBE INC | 1,395 | $488K | 0.04% | |
| 177 | ACNACCENTURE PLC IRELAND | 1,814 | $486K | 0.04% | |
| 178 | NXJNUVEEN NEW JERSEY QULT MUN F | 38,378 | $485K | 0.04% | |
| 179 | EDCONSOLIDATED EDISON INC | 4,874 | $484K | 0.04% | |
| 180 | LOWLOWES COS INC | 2,007 | $484K | 0.04% | |
| 181 | IBNICICI BANK LIMITED | 15,362 | $457K | 0.04% | |
| 182 | LPLALPL FINL HLDGS INC | 1,276 | $455K | 0.04% | |
| 183 | AVDEAMERICAN CENTY ETF TR | 5,513 | $453K | 0.04% | |
| 184 | GEVGE VERNOVA INC | 688 | $449K | 0.04% | |
| 185 | ETNEATON CORP PLC | 1,406 | $447K | 0.04% | |
| 186 | ELANELANCO ANIMAL HEALTH INC | 19,773 | $447K | 0.04% | |
| 187 | BBARRICK MNG CORP | 10,162 | $442K | 0.04% | |
| 188 | RSPINVESCO EXCHANGE TRADED FD T | 2,293 | $439K | 0.04% | |
| 189 | VTEBVANGUARD MUN BD FDS | 8,611 | $433K | 0.03% | |
| 190 | LHXL3HARRIS TECHNOLOGIES INC | 1,470 | $431K | 0.03% | |
| 191 | VCSHVANGUARD SCOTTSDALE FDS | 5,398 | $430K | 0.03% | |
| 192 | MIDDMIDDLEBY CORP | 2,867 | $426K | 0.03% | |
| 193 | TMUST-MOBILE US INC | 2,097 | $425K | 0.03% | |
| 194 | IBITISHARES BITCOIN TRUST ETF | 8,306 | $412K | 0.03% | |
| 195 | SHWSHERWIN WILLIAMS CO | 1,271 | $411K | 0.03% | |
| 196 | COINCOINBASE GLOBAL INC | 1,811 | $409K | 0.03% | |
| 197 | APOAPOLLO GLOBAL MGMT INC | 2,804 | $405K | 0.03% | |
| 198 | IGSBISHARES TR | 7,629 | $403K | 0.03% | |
| 199 | BSCRINVESCO EXCH TRD SLF IDX FD | 20,363 | $401K | 0.03% | |
| 200 | FROFRONTLINE PLC | 18,167 | $396K | 0.03% |