CIK 1803848
RMR Wealth Builders
Institutional 13F holdings & portfolio
Holdings
275
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 275
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | 8K | $500K+ | SH |
| HUM | HUMANA INC | 2K | $500K+ | SH |
| ULTA | ULTA BEAUTY INC | 1K | $500K+ | SH |
| DOCU | DOCUSIGN INC | 9K | $500K+ | SH |
| SPYG | SPDR SERIES TRUST | 6K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 6K | $500K+ | SH |
| ENB | ENBRIDGE INC | 12K | $500K+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 28K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 12K | $500K+ | SH |
| IEI | ISHARES TR | 5K | $500K+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 36K | $500K+ | SH |
| INTC | INTEL CORP | 15K | $500K+ | SH |
| IVV | ISHARES TR | 780 | $500K+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 1K | $500K+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 6K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 3K | $500K+ | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 3K | $500K+ | SH |
| TRU | TRANSUNION | 6K | $500K+ | SH |
| MLM | MARTIN MARIETTA MATLS INC | 812 | $500K+ | SH |
| PSX | PHILLIPS 66 | 4K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 881 | $500K+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| QQQJ | INVESCO EXCH TRADED FD TR II | 13K | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $100K–$500K | SH |
| NXJ | NUVEEN NEW JERSEY QULT MUN F | 38K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 5K | $100K–$500K | SH |
| IBN | ICICI BANK LIMITED | 15K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 1K | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 688 | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| ELAN | ELANCO ANIMAL HEALTH INC | 20K | $100K–$500K | SH |
| B | BARRICK MNG CORP | 10K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 9K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| MIDD | MIDDLEBY CORP | 3K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 8K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 1K | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 2K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 3K | $100K–$500K | SH |
| IGSB | ISHARES TR | 8K | $100K–$500K | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 20K | $100K–$500K | SH |
| FRO | FRONTLINE PLC | 18K | $100K–$500K | SH |