$385 Million is the total value of RMR Wealth Builders's 799 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGRW | New | WISDOMTREE TRus qtly div grt | $414,000 | – | 7,247 | +100.0% | 0.11% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $416,000 | – | 3,443 | +100.0% | 0.11% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $404,000 | – | 6,904 | +100.0% | 0.10% | – |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $392,000 | – | 12,296 | +100.0% | 0.10% | – |
| IGSB | New | ISHARES TR | $278,000 | – | 5,082 | +100.0% | 0.07% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $278,000 | – | 5,665 | +100.0% | 0.07% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $272,000 | – | 2,484 | +100.0% | 0.07% | – |
| BLL | New | BALL CORP | $261,000 | – | 3,084 | +100.0% | 0.07% | – |
| LLY | New | LILLY ELI & CO | $253,000 | – | 1,353 | +100.0% | 0.07% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $252,000 | – | 3,743 | +100.0% | 0.06% | – |
| AGGY | New | WISDOMTREE TRyield enhancd us | $229,000 | – | 4,475 | +100.0% | 0.06% | – |
| EXC | New | EXELON CORP | $225,000 | – | 5,137 | +100.0% | 0.06% | – |
| DON | New | WISDOMTREE TRus midcap divid | $223,000 | – | 5,516 | +100.0% | 0.06% | – |
| ADSK | New | AUTODESK INC | $213,000 | – | 768 | +100.0% | 0.06% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $203,000 | – | 1,531 | +100.0% | 0.05% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $201,000 | – | 1,359 | +100.0% | 0.05% | – |
| DGRS | New | WISDOMTREE TRus s cap qty div | $199,000 | – | 4,333 | +100.0% | 0.05% | – |
| ARKF | New | ARK ETF TRfintech innova | $198,000 | – | 3,883 | +100.0% | 0.05% | – |
| USMF | New | WISDOMTREE TRus multifactor | $187,000 | – | 4,947 | +100.0% | 0.05% | – |
| SIGI | New | SELECTIVE INS GROUP INC | $178,000 | – | 2,449 | +100.0% | 0.05% | – |
| ES | New | EVERSOURCE ENERGY | $177,000 | – | 2,039 | +100.0% | 0.05% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $175,000 | – | 7,203 | +100.0% | 0.04% | – |
| FTNT | New | FORTINET INC | $175,000 | – | 947 | +100.0% | 0.04% | – |
| BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $158,000 | – | 4,924 | +100.0% | 0.04% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $154,000 | – | 2,257 | +100.0% | 0.04% | – |
| PFS | New | PROVIDENT FINL SVCS INC | $141,000 | – | 6,337 | +100.0% | 0.04% | – |
| ED | New | CONSOLIDATED EDISON INC | $144,000 | – | 1,927 | +100.0% | 0.04% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $140,000 | – | 1,522 | +100.0% | 0.04% | – |
| SIMS | New | SPDR SER TRs&p kensho intlg | $135,000 | – | 2,977 | +100.0% | 0.04% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $135,000 | – | 1,592 | +100.0% | 0.04% | – |
| EPS | New | WISDOMTREE TRus largecap fund | $129,000 | – | 2,974 | +100.0% | 0.03% | – |
| CHE | New | CHEMED CORP NEW | $126,000 | – | 275 | +100.0% | 0.03% | – |
| LRCX | New | LAM RESEARCH CORP | $126,000 | – | 212 | +100.0% | 0.03% | – |
| GTY | New | GETTY RLTY CORP NEW | $125,000 | – | 4,414 | +100.0% | 0.03% | – |
| IDXX | New | IDEXX LABS INC | $119,000 | – | 243 | +100.0% | 0.03% | – |
| PCAR | New | PACCAR INC | $120,000 | – | 1,295 | +100.0% | 0.03% | – |
| LYFT | New | LYFT INC | $116,000 | – | 1,829 | +100.0% | 0.03% | – |
| GLD | New | SPDR GOLD TR | $110,000 | – | 688 | +100.0% | 0.03% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $108,000 | – | 3,050 | +100.0% | 0.03% | – |
| ETR | New | ENTERGY CORP NEW | $108,000 | – | 1,081 | +100.0% | 0.03% | – |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $103,000 | – | 1,507 | +100.0% | 0.03% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $99,000 | – | 309 | +100.0% | 0.03% | – |
| VLUE | New | ISHARES TRmsci usa value | $99,000 | – | 966 | +100.0% | 0.03% | – |
| GPN | New | GLOBAL PMTS INC | $91,000 | – | 450 | +100.0% | 0.02% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $91,000 | – | 641 | +100.0% | 0.02% | – |
| ALL | New | ALLSTATE CORP | $90,000 | – | 779 | +100.0% | 0.02% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $89,000 | – | 631 | +100.0% | 0.02% | – |
| DGRE | New | WISDOMTREE TRem mkts qtly div | $85,000 | – | 2,867 | +100.0% | 0.02% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $84,000 | – | 873 | +100.0% | 0.02% | – |
| IHE | New | ISHARES TRu.s. pharma etf | $81,000 | – | 458 | +100.0% | 0.02% | – |
| DUK | New | DUKE ENERGY CORP NEW | $79,000 | – | 814 | +100.0% | 0.02% | – |
| IQDG | New | WISDOMTREE TRintl qulty div | $82,000 | – | 2,223 | +100.0% | 0.02% | – |
| WFIG | New | WISDOMTREE TRus corp bond fd | $81,000 | – | 1,550 | +100.0% | 0.02% | – |
| MBB | New | ISHARES TRmbs etf | $79,000 | – | 726 | +100.0% | 0.02% | – |
| SLG | New | SL GREEN RLTY CORP | $73,000 | – | 1,043 | +100.0% | 0.02% | – |
| TFC | New | TRUIST FINL CORP | $73,000 | – | 1,253 | +100.0% | 0.02% | – |
| WPC | New | WP CAREY INC | $75,000 | – | 1,062 | +100.0% | 0.02% | – |
| RWL | New | INVESCO EXCH TRADED FD TR IIs&p 500 revenue | $72,000 | – | 1,040 | +100.0% | 0.02% | – |
| DBP | New | INVESCO DB MULTI-SECTOR COMMprecious metal | $74,000 | – | 1,570 | +100.0% | 0.02% | – |
| XSOE | New | WISDOMTREE TRem ex st-owned | $72,000 | – | 1,763 | +100.0% | 0.02% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $68,000 | – | 986 | +100.0% | 0.02% | – |
| NUE | New | NUCOR CORP | $68,000 | – | 846 | +100.0% | 0.02% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $69,000 | – | 953 | +100.0% | 0.02% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $65,000 | – | 10,631 | +100.0% | 0.02% | – |
| IHDG | New | WISDOMTREE TRitl hdg qtly div | $63,000 | – | 1,535 | +100.0% | 0.02% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $60,000 | – | 1,917 | +100.0% | 0.02% | – |
| FRT | New | FEDERAL RLTY INVT TRsh ben int new | $61,000 | – | 604 | +100.0% | 0.02% | – |
| IYM | New | ISHARES TRu.s. bas mtl etf | $63,000 | – | 500 | +100.0% | 0.02% | – |
| TDG | New | TRANSDIGM GROUP INC | $58,000 | – | 99 | +100.0% | 0.02% | – |
| DGS | New | WISDOMTREE TRemg mkts smcap | $58,000 | – | 1,128 | +100.0% | 0.02% | – |
| BJK | New | VANECK VECTORS ETF TRgaming etf | $54,000 | – | 1,014 | +100.0% | 0.01% | – |
| HYZD | New | WISDOMTREE TRhedged hi yld bd | $52,000 | – | 2,331 | +100.0% | 0.01% | – |
| SNAP | New | SNAP INCcl a | $52,000 | – | 1,000 | +100.0% | 0.01% | – |
| WFHY | New | WISDOMTREE TRus hgh yld corp | $55,000 | – | 1,053 | +100.0% | 0.01% | – |
| EBAY | New | EBAY INC. | $51,000 | – | 837 | +100.0% | 0.01% | – |
| JETS | New | ETF SER SOLUTIONSus glb jets | $51,000 | – | 1,891 | +100.0% | 0.01% | – |
| VNO | New | VORNADO RLTY TRsh ben int | $47,000 | – | 1,026 | +100.0% | 0.01% | – |
| PBJ | New | INVESCO EXCHANGE TRADED FD Tdynmc food bev | $48,000 | – | 1,202 | +100.0% | 0.01% | – |
| ROCK | New | GIBRALTAR INDS INC | $46,000 | – | 500 | +100.0% | 0.01% | – |
| MSEX | New | MIDDLESEX WTR CO | $47,000 | – | 600 | +100.0% | 0.01% | – |
| XRT | New | SPDR SER TRs&p retail etf | $48,000 | – | 542 | +100.0% | 0.01% | – |
| HELE | New | HELEN OF TROY LTD | $42,000 | – | 200 | +100.0% | 0.01% | – |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $41,000 | – | 545 | +100.0% | 0.01% | – |
| AAWW | New | ATLAS AIR WORLDWIDE HLDGS IN | $42,000 | – | 700 | +100.0% | 0.01% | – |
| WKHS | New | WORKHORSE GROUP INC | $39,000 | – | 2,843 | +100.0% | 0.01% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $37,000 | – | 200 | +100.0% | 0.01% | – |
| DLS | New | WISDOMTREE TRintl smcap div | $39,000 | – | 538 | +100.0% | 0.01% | – |
| TRV | New | TRAVELERS COMPANIES INC | $38,000 | – | 250 | +100.0% | 0.01% | – |
| DAL | New | DELTA AIR LINES INC DEL | $39,000 | – | 800 | +100.0% | 0.01% | – |
| DRIV | New | GLOBAL X FDSautonmous ev etf | $37,000 | – | 1,394 | +100.0% | 0.01% | – |
| BGCP | New | BGC PARTNERS INCcl a | $35,000 | – | 7,250 | +100.0% | 0.01% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $36,000 | – | 159 | +100.0% | 0.01% | – |
| DWMF | New | WISDOMTREE TRintk mltifactr | $34,000 | – | 1,324 | +100.0% | 0.01% | – |
| XBUY | New | AMPLIFY ETF TRintl online | $36,000 | – | 681 | +100.0% | 0.01% | – |
| OEC | New | ORION ENGINEERED CARBONS S A | $35,000 | – | 1,800 | +100.0% | 0.01% | – |
| NVG | New | NUVEEN AMT FREE MUN CR INC F | $35,000 | – | 2,055 | +100.0% | 0.01% | – |
| IWB | New | ISHARES TRrus 1000 etf | $34,000 | – | 153 | +100.0% | 0.01% | – |
| PRNT | New | ARK ETF TR3d printing etf | $30,000 | – | 765 | +100.0% | 0.01% | – |
| CRSP | New | CRISPR THERAPEUTICS AGnamen akt | $29,000 | – | 237 | +100.0% | 0.01% | – |
| DISCK | New | DISCOVERY INC | $30,000 | – | 800 | +100.0% | 0.01% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $32,000 | – | 590 | +100.0% | 0.01% | – |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $30,000 | – | 506 | +100.0% | 0.01% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $29,000 | – | 458 | +100.0% | 0.01% | – |
| HAS | New | HASBRO INC | $31,000 | – | 325 | +100.0% | 0.01% | – |
| NAD | New | NUVEEN QUALITY MUNCP INCOME | $32,000 | – | 2,142 | +100.0% | 0.01% | – |
| FVRR | New | FIVERR INTL LTD | $29,000 | – | 135 | +100.0% | 0.01% | – |
| BCE | New | BCE INC | $31,000 | – | 684 | +100.0% | 0.01% | – |
| GOLD | New | BARRICK GOLD CORP | $32,000 | – | 1,605 | +100.0% | 0.01% | – |
| EXAS | New | EXACT SCIENCES CORP | $30,000 | – | 231 | +100.0% | 0.01% | – |
| IYT | New | ISHARES TRtrans avg etf | $32,000 | – | 125 | +100.0% | 0.01% | – |
| FIVE | New | FIVE BELOW INC | $29,000 | – | 150 | +100.0% | 0.01% | – |
| DLR | New | DIGITAL RLTY TR INC | $27,000 | – | 193 | +100.0% | 0.01% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $27,000 | – | 300 | +100.0% | 0.01% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $26,000 | – | 331 | +100.0% | 0.01% | – |
| BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $28,000 | – | 528 | +100.0% | 0.01% | – |
| APPN | New | APPIAN CORPcl a | $27,000 | – | 200 | +100.0% | 0.01% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $27,000 | – | 320 | +100.0% | 0.01% | – |
| BKNG | New | BOOKING HOLDINGS INC | $26,000 | – | 11 | +100.0% | 0.01% | – |
| MGYR | New | MAGYAR BANCORP INC | $28,000 | – | 2,000 | +100.0% | 0.01% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $24,000 | – | 796 | +100.0% | 0.01% | – |
| YOLO | New | ADVISORSHARES TRpure cannabis | $22,000 | – | 929 | +100.0% | 0.01% | – |
| AMRX | New | AMNEAL PHARMACEUTICALS INC | $24,000 | – | 3,500 | +100.0% | 0.01% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $25,000 | – | 166 | +100.0% | 0.01% | – |
| CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $25,000 | – | 1,085 | +100.0% | 0.01% | – |
| COUP | New | COUPA SOFTWARE INC | $22,000 | – | 85 | +100.0% | 0.01% | – |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $25,000 | – | 191 | +100.0% | 0.01% | – |
| KBNT | New | KUBIENT INC | $22,000 | – | 3,000 | +100.0% | 0.01% | – |
| MET | New | METLIFE INC | $22,000 | – | 354 | +100.0% | 0.01% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $23,000 | – | 175 | +100.0% | 0.01% | – |
| SHAK | New | SHAKE SHACK INCcl a | $23,000 | – | 200 | +100.0% | 0.01% | – |
| USFR | New | WISDOMTREE TRfloatng rat trea | $22,000 | – | 884 | +100.0% | 0.01% | – |
| CPRI | New | CAPRI HOLDINGS LIMITED | $24,000 | – | 473 | +100.0% | 0.01% | – |
| PNR | New | PENTAIR PLC | $22,000 | – | 350 | +100.0% | 0.01% | – |
| PAYX | New | PAYCHEX INC | $19,000 | – | 198 | +100.0% | 0.01% | – |
| SOXX | New | ISHARES TRphlx semicnd etf | $18,000 | – | 42 | +100.0% | 0.01% | – |
| CAG | New | CONAGRA BRANDS INC | $19,000 | – | 503 | +100.0% | 0.01% | – |
| MAC | New | MACERICH CO | $18,000 | – | 1,567 | +100.0% | 0.01% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $18,000 | – | 84 | +100.0% | 0.01% | – |
| XITK | New | SPDR SER TRfactst inv etf | $21,000 | – | 100 | +100.0% | 0.01% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $21,000 | – | 244 | +100.0% | 0.01% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $18,000 | – | 478 | +100.0% | 0.01% | – |
| APLE | New | APPLE HOSPITALITY REIT INC | $21,000 | – | 1,466 | +100.0% | 0.01% | – |
| DIVZ | New | LISTED FD TRtrueshares lw vo | $20,000 | – | 712 | +100.0% | 0.01% | – |
| SLACU | New | SOCIAL LEVERAGE ACQUISN CORPunit 99/99/9999 | $20,000 | – | 2,000 | +100.0% | 0.01% | – |
| ELD | New | WISDOMTREE TRem lcl debt fd | $19,000 | – | 582 | +100.0% | 0.01% | – |
| FEMB | New | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $18,000 | – | 537 | +100.0% | 0.01% | – |
| PTH | New | INVESCO EXCHANGE TRADED FD Tdwa healthcare | $16,000 | – | 101 | +100.0% | 0.00% | – |
| SNBR | New | SLEEP NUMBER CORP | $14,000 | – | 100 | +100.0% | 0.00% | – |
| ARCC | New | ARES CAPITAL CORP | $17,000 | – | 900 | +100.0% | 0.00% | – |
| STOT | New | SSGA ACTIVE TRspdr dbleln shrt | $14,000 | – | 286 | +100.0% | 0.00% | – |
| ITB | New | ISHARES TRus home cons etf | $14,000 | – | 200 | +100.0% | 0.00% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $17,000 | – | 372 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $17,000 | – | 103 | +100.0% | 0.00% | – |
| MTGP | New | WISDOMTREE TRmortgage plus bd | $14,000 | – | 266 | +100.0% | 0.00% | – |
| SFIG | New | WISDOMTREE TRus sht trm corp | $15,000 | – | 292 | +100.0% | 0.00% | – |
| CLDR | New | CLOUDERA INC | $17,000 | – | 1,390 | +100.0% | 0.00% | – |
| EVN | New | EATON VANCE MUNI INCOME TRUSsh ben int | $16,000 | – | 1,182 | +100.0% | 0.00% | – |
| UNTY | New | UNITY BANCORP INC | $17,000 | – | 791 | +100.0% | 0.00% | – |
| IFV | New | FIRST TR EXCHANGE-TRADED FDdorsey wright | $14,000 | – | 627 | +100.0% | 0.00% | – |
| WIX | New | WIX COM LTD | $14,000 | – | 50 | +100.0% | 0.00% | – |
| GEVO | New | GEVO INC | $15,000 | – | 1,500 | +100.0% | 0.00% | – |
| EDOC | New | GLOBAL X FDStelmdc&dig etf | $16,000 | – | 829 | +100.0% | 0.00% | – |
| HES | New | HESS CORP | $14,000 | – | 200 | +100.0% | 0.00% | – |
| TCHP | New | T ROWE PRICE ETF INCprice blue chip | $16,000 | – | 585 | +100.0% | 0.00% | – |
| SNPS | New | SYNOPSYS INC | $15,000 | – | 59 | +100.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC | $10,000 | – | 100 | +100.0% | 0.00% | – |
| PCN | New | PIMCO CORPORATE & INCM STRG | $12,000 | – | 700 | +100.0% | 0.00% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $13,000 | – | 187 | +100.0% | 0.00% | – |
| OKTA | New | OKTA INCcl a | $11,000 | – | 50 | +100.0% | 0.00% | – |
| MCK | New | MCKESSON CORP | $13,000 | – | 65 | +100.0% | 0.00% | – |
| CBLS | New | LISTED FD TRchangebridge lng | $13,000 | – | 500 | +100.0% | 0.00% | – |
| KSU | New | KANSAS CITY SOUTHERN | $12,000 | – | 46 | +100.0% | 0.00% | – |
| IWY | New | ISHARES TRrus tp200 gr etf | $11,000 | – | 81 | +100.0% | 0.00% | – |
| PRN | New | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $10,000 | – | 93 | +100.0% | 0.00% | – |
| INSG | New | INSEEGO CORP | $10,000 | – | 1,000 | +100.0% | 0.00% | – |
| TPR | New | TAPESTRY INC | $10,000 | – | 252 | +100.0% | 0.00% | – |
| HPQ | New | HP INC | $10,000 | – | 306 | +100.0% | 0.00% | – |
| GXTG | New | GLOBAL X FDSthmatc gwt etf | $12,000 | – | 241 | +100.0% | 0.00% | – |
| DISCA | New | DISCOVERY INC | $12,000 | – | 267 | +100.0% | 0.00% | – |
| DAN | New | DANA INC | $12,000 | – | 502 | +100.0% | 0.00% | – |
| BIPC | New | BROOKFIELD INFRASTRUCTURE CO | $11,000 | – | 141 | +100.0% | 0.00% | – |
| SHAG | New | WISDOMTREE TRyield enhanced | $13,000 | – | 251 | +100.0% | 0.00% | – |
| FNGS | New | BANK MONTREAL QUEnt lkd 38 | $11,000 | – | 400 | +100.0% | 0.00% | – |
| NVT | New | NVENT ELECTRIC PLC | $10,000 | – | 350 | +100.0% | 0.00% | – |
| SSPK | New | SILVER SPIKE ACQUISITION COR | $11,000 | – | 600 | +100.0% | 0.00% | – |
| ABEV | New | AMBEV SAsponsored adr | $12,000 | – | 4,425 | +100.0% | 0.00% | – |
| ARKX | New | ARK ETF TRark space expl | $10,000 | – | 500 | +100.0% | 0.00% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $7,000 | – | 76 | +100.0% | 0.00% | – |
| DFS | New | DISCOVER FINL SVCS | $8,000 | – | 89 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $9,000 | – | 121 | +100.0% | 0.00% | – |
| SUBZ | New | LISTED FD TRroundhill stream | $6,000 | – | 500 | +100.0% | 0.00% | – |
| CPNG | New | COUPANG INCcl a | $7,000 | – | 135 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP | $6,000 | – | 187 | +100.0% | 0.00% | – |
| QTRX | New | QUANTERIX CORP | $6,000 | – | 100 | +100.0% | 0.00% | – |
| CPRT | New | COPART INC | $6,000 | – | 58 | +100.0% | 0.00% | – |
| MCI | New | BARINGS CORPORATE INVS | $6,000 | – | 400 | +100.0% | 0.00% | – |
| AFRM | New | AFFIRM HLDGS INC | $7,000 | – | 95 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTERNATIONAL | $8,000 | – | 200 | +100.0% | 0.00% | – |
| TRN | New | TRINITY INDS INC | $6,000 | – | 200 | +100.0% | 0.00% | – |
| IGV | New | ISHARES TRexpanded tech | $7,000 | – | 20 | +100.0% | 0.00% | – |
| ATO | New | ATMOS ENERGY CORP | $7,000 | – | 69 | +100.0% | 0.00% | – |
| LUV | New | SOUTHWEST AIRLS CO | $7,000 | – | 110 | +100.0% | 0.00% | – |
| IEFA | New | ISHARES TRcore msci eafe | $6,000 | – | 81 | +100.0% | 0.00% | – |
| CG | New | CARLYLE GROUP INC | $6,000 | – | 156 | +100.0% | 0.00% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $8,000 | – | 100 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A Sadr | $6,000 | – | 85 | +100.0% | 0.00% | – |
| SPTL | New | SPDR SER TRportfolio ln tsr | $6,000 | – | 147 | +100.0% | 0.00% | – |
| CLI | New | MACK CALI RLTY CORP | $8,000 | – | 500 | +100.0% | 0.00% | – |
| DDWM | New | WISDOMTREE TRcurrncy int eq | $8,000 | – | 283 | +100.0% | 0.00% | – |
| LSXMA | New | LIBERTY MEDIA CORP DEL | $6,000 | – | 140 | +100.0% | 0.00% | – |
| SLV | New | ISHARES SILVER TRishares | $7,000 | – | 292 | +100.0% | 0.00% | – |
| ANIP | New | ANI PHARMACEUTICALS INC | $6,000 | – | 166 | +100.0% | 0.00% | – |
| GPC | New | GENUINE PARTS CO | $6,000 | – | 51 | +100.0% | 0.00% | – |
| XAR | New | SPDR SER TRaerospace def | $7,000 | – | 55 | +100.0% | 0.00% | – |
| RH | New | RH | $7,000 | – | 12 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $8,000 | – | 310 | +100.0% | 0.00% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $7,000 | – | 15 | +100.0% | 0.00% | – |
| TFI | New | SPDR SER TRnuveen brc munic | $5,000 | – | 98 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $3,000 | – | 15 | +100.0% | 0.00% | – |
| BVN | New | COMPANIA DE MINAS BUENAVENTUsponsored adr | $2,000 | – | 167 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC | $5,000 | – | 75 | +100.0% | 0.00% | – |
| SGMO | New | SANGAMO THERAPEUTICS INC | $4,000 | – | 308 | +100.0% | 0.00% | – |
| CC | New | CHEMOURS CO | $3,000 | – | 101 | +100.0% | 0.00% | – |
| DLN | New | WISDOMTREE TRus largecap divd | $5,000 | – | 47 | +100.0% | 0.00% | – |
| LMND | New | LEMONADE INC | $5,000 | – | 50 | +100.0% | 0.00% | – |
| CVNA | New | CARVANA COcl a | $4,000 | – | 15 | +100.0% | 0.00% | – |
| EES | New | WISDOMTREE TRus smallcap fund | $3,000 | – | 56 | +100.0% | 0.00% | – |
| CAN | New | CANAAN INCsponsored ads | $2,000 | – | 100 | +100.0% | 0.00% | – |
| BMBL | New | BUMBLE INC | $4,000 | – | 68 | +100.0% | 0.00% | – |
| New | TEVA PHARMACEUTICAL FIN LLCdbcv 0.250% 2/0 | $5,000 | – | 5,000 | +100.0% | 0.00% | – | |
| NULG | New | NUSHARES ETF TRnuveen esg lrgcp | $2,000 | – | 32 | +100.0% | 0.00% | – |
| HOG | New | HARLEY DAVIDSON INC | $5,000 | – | 115 | +100.0% | 0.00% | – |
| LCI | New | LANNET INC | $3,000 | – | 550 | +100.0% | 0.00% | – |
| WDAY | New | WORKDAY INCcl a | $5,000 | – | 20 | +100.0% | 0.00% | – |
| MPV | New | BARINGS PARTN INVSsh ben int | $4,000 | – | 334 | +100.0% | 0.00% | – |
| XYL | New | XYLEM INC | $4,000 | – | 42 | +100.0% | 0.00% | – |
| IAU | New | ISHARES GOLD TRishares | $5,000 | – | 325 | +100.0% | 0.00% | – |
| ZUO | New | ZUORA INC | $2,000 | – | 120 | +100.0% | 0.00% | – |
| GER | New | GOLDMAN SACHS MLP ENERGY REN | $3,000 | – | 347 | +100.0% | 0.00% | – |
| GOEX | New | GLOBAL X FDSglobal x gold ex | $2,000 | – | 81 | +100.0% | 0.00% | – |
| AVGR | New | AVINGER INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $2,000 | – | 166 | +100.0% | 0.00% | – |
| SRNE | New | SORRENTO THERAPEUTICS INC | $2,000 | – | 300 | +100.0% | 0.00% | – |
| ASXC | New | ASENSUS SURGICAL INC | $5,000 | – | 1,585 | +100.0% | 0.00% | – |
| SJI | New | SOUTH JERSEY INDS INC | $3,000 | – | 134 | +100.0% | 0.00% | – |
| APA | New | APA CORPORATION | $3,000 | – | 148 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $3,000 | – | 120 | +100.0% | 0.00% | – |
| AVXL | New | ANAVEX LIFE SCIENCES CORP | $4,000 | – | 250 | +100.0% | 0.00% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $2,000 | – | 25 | +100.0% | 0.00% | – |
| MTCH | New | MATCH GROUP INC NEW | $4,000 | – | 29 | +100.0% | 0.00% | – |
| PKI | New | PERKINELMER INC | $4,000 | – | 30 | +100.0% | 0.00% | – |
| NNOX | New | NANO X IMAGING LTD | $2,000 | – | 40 | +100.0% | 0.00% | – |
| PEI | New | PENNSYLVANIA REAL ESTATE INVsh ben int | $2,000 | – | 950 | +100.0% | 0.00% | – |
| ACES | New | ALPS ETF TRclean energy | $4,000 | – | 54 | +100.0% | 0.00% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $4,000 | – | 45 | +100.0% | 0.00% | – |
| KEY | New | KEYCORP | $2,000 | – | 78 | +100.0% | 0.00% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $5,000 | – | 355 | +100.0% | 0.00% | – |
| ISBC | New | INVESTORS BANCORP INC NEW | $2,000 | – | 123 | +100.0% | 0.00% | – |
| FITB | New | FIFTH THIRD BANCORP | $3,000 | – | 84 | +100.0% | 0.00% | – |
| LRNZ | New | LISTED FD TR | $4,000 | – | 100 | +100.0% | 0.00% | – |
| SFIX | New | STITCH FIX INC | $3,000 | – | 60 | +100.0% | 0.00% | – |
| SI | New | SILVERGATE CAP CORPcl a | $3,000 | – | 20 | +100.0% | 0.00% | – |
| ENR | New | ENERGIZER HLDGS INC NEW | $5,000 | – | 103 | +100.0% | 0.00% | – |
| ECL | New | ECOLAB INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $4,000 | – | 111 | +100.0% | 0.00% | – |
| ELF | New | E L F BEAUTY INC | $5,000 | – | 175 | +100.0% | 0.00% | – |
| EFIV | New | SPDR SER TRs&p 500 esg etf | $3,000 | – | 78 | +100.0% | 0.00% | – |
| DE | New | DEERE & CO | $3,000 | – | 7 | +100.0% | 0.00% | – |
| CASI | New | CASI PHARMACEUTICALS INC | $0 | – | 18 | +100.0% | 0.00% | – |
| SYK | New | STRYKER CORPORATION | $1,000 | – | 6 | +100.0% | 0.00% | – |
| RAMP | New | LIVERAMP HLDGS INC | $0 | – | 1 | +100.0% | 0.00% | – |
| RHP | New | RYMAN HOSPITALITY PPTYS INC | $0 | – | 4 | +100.0% | 0.00% | – |
| MLPA | New | GLOBAL X FDSglbl x mlp etf | $0 | – | 0 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA | $1,000 | – | 15 | +100.0% | 0.00% | – |
| MAT | New | MATTEL INC | $1,000 | – | 53 | +100.0% | 0.00% | – |
| FORM | New | FORMFACTOR INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| MESO | New | MESOBLAST LTDspons adr | $1,000 | – | 150 | +100.0% | 0.00% | – |
| NCR | New | NCR CORP NEW | $0 | – | 4 | +100.0% | 0.00% | – |
| FSLY | New | FASTLY INCcl a | $1,000 | – | 20 | +100.0% | 0.00% | – |
| VFC | New | V F CORP | $1,000 | – | 11 | +100.0% | 0.00% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $1,000 | – | 15 | +100.0% | 0.00% | – |
| RXT | New | RACKSPACE TECHNOLOGY INC | $0 | – | 5 | +100.0% | 0.00% | – |
| DEO | New | DIAGEO PLCspon adr new | $1,000 | – | 7 | +100.0% | 0.00% | – |
| NKLA | New | NIKOLA CORP | $0 | – | 3 | +100.0% | 0.00% | – |
| STIC | New | NORTHERN STAR ACQUISITION CO | $1,000 | – | 130 | +100.0% | 0.00% | – |
| CPB | New | CAMPBELL SOUP CO | $1,000 | – | 20 | +100.0% | 0.00% | – |
| BFLY | New | BUTTERFLY NETWORK INC | $1,000 | – | 55 | +100.0% | 0.00% | – |
| BHF | New | BRIGHTHOUSE FINL INC | $1,000 | – | 22 | +100.0% | 0.00% | – |
| BIIB | New | BIOGEN INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| BLI | New | BERKELEY LTS INC | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ZOM | New | ZOMEDICA PHARMACEUTICALS COR | $1,000 | – | 350 | +100.0% | 0.00% | – |
| OCGN | New | OCUGEN INC | $0 | – | 54 | +100.0% | 0.00% | – |
| AWRE | New | AWARE INC MASS | $0 | – | 50 | +100.0% | 0.00% | – |
| ASPL | New | ASPIRATIONAL CONSUMER LIFEST | $1,000 | – | 90 | +100.0% | 0.00% | – |
| SFL | New | SFL CORPORATION LTD | $0 | – | 25 | +100.0% | 0.00% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $0 | – | 58 | +100.0% | 0.00% | – |
| IPOE | New | SOCIAL CAPITAL HEDOSOPHA HLD | $1,000 | – | 65 | +100.0% | 0.00% | – |
| VGAC | New | VG ACQUISITION CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| AGRX | New | AGILE THERAPEUTICS INC | $0 | – | 215 | +100.0% | 0.00% | – |
| USHY | New | ISHARES TRbroad usd high | $1,000 | – | 29 | +100.0% | 0.00% | – |
| EAGG | New | ISHARES TResg awr us agrgt | $1,000 | – | 15 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q3 2023 | 14.3% |
| ISHARES TR | 15 | Q3 2023 | 8.8% |
| ISHARES TR | 15 | Q3 2023 | 9.4% |
| MICROSOFT CORP COM | 15 | Q3 2023 | 6.5% |
| ISHARES TR | 15 | Q3 2023 | 7.3% |
| ISHARES TR | 15 | Q3 2023 | 5.7% |
| APPLE INC COM USD0.00001 | 15 | Q3 2023 | 3.6% |
| AMAZON COM INC COM | 15 | Q3 2023 | 5.5% |
| ISHARES TR SHORT TREAS BD | 15 | Q3 2023 | 3.5% |
| ISHARES TR | 15 | Q3 2023 | 3.4% |
View RMR Wealth Builders's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-11 |
| 13F-HR/A | 2023-02-15 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-13 |
View RMR Wealth Builders's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.