Latest RMR Wealth Builders Stock Portfolio
RMR Wealth Builders Performance:
2025 Q2: 6.29%YTD: 2.39%2024: 3.36%
Performance for 2025 Q2 is 6.29%, and YTD is 2.39%, and 2024 is 3.36%.
About RMR Wealth Builders and 13F Hedge Fund Stock Holdings
RMR Wealth Builders is a hedge fund based in MONTCLAIR, NJ. On 29-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.1 Billions. In it's latest 13F Holdings report, RMR Wealth Builders reported an equity portfolio of $1.1 Billions as of 30 Jun, 2025.
The top stock holdings of RMR Wealth Builders are VB, VB, VB. The fund has invested 9% of it's portfolio in VANGUARD INDEX FDS and 8.9% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off S&P GLOBAL INC (SPGI), ISHARES TR (IJR) and EXCHANGE TRADED CONCEPTS TRU (BITQ) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), BRISTOL-MYERS SQUIBB CO (BMY) and J P MORGAN EXCHANGE TRADED F (BBAX). RMR Wealth Builders opened new stock positions in PHILLIPS 66 (PSX), ISHARES U S ETF TR (CCRV) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to CONOCOPHILLIPS (COP), ISHARES TR (IJR) and PALANTIR TECHNOLOGIES INC (PLTR).
The top stock holdings of RMR Wealth Builders are VB, VB, VB. The fund has invested 9% of it's portfolio in VANGUARD INDEX FDS and 8.9% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off S&P GLOBAL INC (SPGI), ISHARES TR (IJR) and EXCHANGE TRADED CONCEPTS TRU (BITQ) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), BRISTOL-MYERS SQUIBB CO (BMY) and J P MORGAN EXCHANGE TRADED F (BBAX). RMR Wealth Builders opened new stock positions in PHILLIPS 66 (PSX), ISHARES U S ETF TR (CCRV) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to CONOCOPHILLIPS (COP), ISHARES TR (IJR) and PALANTIR TECHNOLOGIES INC (PLTR).
RMR Wealth Builders Annual Return Estimates Vs S&P 500
Our best estimate is that RMR Wealth Builders made a return of 6.29% in the last quarter. In trailing 12 months, it's portfolio return was 5.72%.
New Buys
| Ticker | $ Bought |
|---|---|
| phillips 66 | 2,574,020 |
| ishares u s etf tr | 1,761,570 |
| j p morgan exchange traded f | 970,355 |
| ishares tr | 894,071 |
| ishares tr | 868,962 |
| first tr exchange-traded fd | 519,742 |
| ishares tr | 503,720 |
| american centy etf tr | 407,905 |
New stocks bought by RMR Wealth Builders
Additions
| Ticker | % Inc. |
|---|---|
| conocophillips | 442 |
| ishares tr | 172 |
| palantir technologies inc | 139 |
| fastenal co | 101 |
| wisdomtree tr | 72.04 |
| morgan stanley | 59.46 |
| berkshire hathaway inc del | 47.26 |
| schwab strategic tr | 45.64 |
Additions to existing portfolio by RMR Wealth Builders
Reductions
| Ticker | % Reduced |
|---|---|
| adobe inc | -56.94 |
| bristol-myers squibb co | -19.00 |
| j p morgan exchange traded f | -15.72 |
| caterpillar inc | -15.5 |
| texas instrs inc | -15.23 |
| vanguard index fds | -14.84 |
| the trade desk inc | -14.11 |
| advanced micro devices inc | -12.6 |
RMR Wealth Builders reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| exchange traded concepts tru | -223,631 |
| vaneck etf trust | -135,965 |
| global x fds | -176,144 |
| s&p global inc | -1,742,400 |
| ishares tr | -207,500 |
| ishares tr | -258,568 |
| prologis inc. | -214,380 |
RMR Wealth Builders got rid off the above stocks
Sector Distribution
RMR Wealth Builders has about 68.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 68.5 |
| Technology | 14 |
| Financial Services | 4 |
| Consumer Cyclical | 3.2 |
| Communication Services | 2.8 |
| Healthcare | 1.9 |
| Industrials | 1.5 |
| Consumer Defensive | 1.2 |
Market Cap. Distribution
RMR Wealth Builders has about 30.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 68.5 |
| MEGA-CAP | 19.5 |
| LARGE-CAP | 11.2 |
Stocks belong to which Index?
About 29.4% of the stocks held by RMR Wealth Builders either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 70.2 |
| S&P 500 | 29.4 |
RMR Wealth Builders Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of RMR Wealth Builders
RMR Wealth Builders has 284 stocks in it's portfolio. About 53.1% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for RMR Wealth Builders last quarter.
Last Reported on: 08 Jul, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.37 | 127,314 | 26,121,000 | added | 5.75 | ||
| AAXJ | ishares tr | 2.46 | 255,040 | 27,121,000 | added | 6.55 | ||
| AAXJ | ishares tr | 1.63 | 171,467 | 17,914,800 | added | 5.66 | ||
| AAXJ | ishares tr | 0.08 | 16,946 | 894,071 | new | |||
| AAXJ | ishares tr | 0.05 | 4,500 | 535,905 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.05 | 5,365 | 503,720 | new | |||
| AAXJ | ishares tr | 0.02 | 2,398 | 264,807 | reduced | -9.03 | ||
| AAXJ | ishares tr | 0.02 | 6,709 | 205,835 | added | 0.69 | ||
| ABBV | abbvie inc | 0.13 | 7,906 | 1,467,480 | reduced | -4.79 | ||
| ACN | accenture plc ireland | 0.17 | 6,281 | 1,877,240 | added | 7.28 | ||
| ACWF | ishares tr | 0.08 | 13,550 | 868,962 | new | |||
| ACWF | ishares tr | 0.03 | 5,212 | 354,155 | new | |||
| ACWF | ishares tr | 0.03 | 9,874 | 337,980 | new | |||
| ADBE | adobe inc | 0.07 | 2,033 | 786,503 | reduced | -56.94 | ||
| AEMB | american centy etf tr | 0.04 | 5,511 | 407,905 | new | |||
| AFK | vaneck etf trust | 0.08 | 38,594 | 871,796 | added | 0.19 | ||
| AFK | vaneck etf trust | 0.08 | 3,080 | 859,022 | reduced | -10.6 | ||
| AGNG | global x fds | 0.02 | 7,598 | 248,078 | new | |||
| AGNG | global x fds | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 0.03 | 6,808 | 341,194 | reduced | -0.71 | ||