Portfolio (Quarterly)
Guide ↗
RMR Wealth Builders
· CIK 0001803848| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 39,785 | $4.8M | 0.38% | SOLD |
| 2 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 4,527 | $2.6M | 0.21% | SOLD |
| 3 | QCOM | QUALCOMM INC | Technology | 13,343 | $2.3M | 0.18% | SOLD |
| 4 | NOW | SERVICENOW INC | Technology | 10,226 | $1.6M | 0.12% | SOLD |
| 5 | HON | HONEYWELL INTL INC | Industrials | 7,561 | $1.5M | 0.12% | SOLD |
| 6 | NEAR | ISHARES U S ETF TR | — | 15,550 | $795K | 0.06% | SOLD |
| 7 | VONV | VANGUARD SCOTTSDALE FDS | — | 5,753 | $531K | 0.04% | SOLD |
| 8 | ACN | ACCENTURE PLC IRELAND | Technology | 1,814 | $487K | 0.04% | SOLD |
| 9 | — | NUVEEN NEW JERSEY QULT MUN F | — | 38,378 | $485K | 0.04% | SOLD |
| 10 | FLRN | SPDR SERIES TRUST | — | 11,273 | $346K | 0.03% | SOLD |
| 11 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 996 | $329K | 0.03% | SOLD |
| 12 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 1,698 | $274K | 0.02% | SOLD |
| 13 | ABT | ABBOTT LABS | Healthcare | 2,059 | $258K | 0.02% | SOLD |
| 14 | SPMO | INVESCO EXCH TRADED FD TR II | — | 2,059 | $246K | 0.02% | SOLD |
| 15 | AZO | AUTOZONE INC | Consumer Cyclical | 71 | $241K | 0.02% | SOLD |
| 16 | XLY | SELECT SECTOR SPDR TR | — | 1,982 | $237K | 0.02% | SOLD |
| 17 | SYK | STRYKER CORPORATION | Healthcare | 660 | $232K | 0.02% | SOLD |
| 18 | KKR | KKR & CO INC | — | 1,795 | $229K | 0.02% | SOLD |
| 19 | IT | GARTNER INC | Technology | 888 | $224K | 0.02% | SOLD |
| 20 | — | BLACKROCK N Y MUN INCOME TRU | — | 21,992 | $223K | 0.02% | SOLD |
Sector Allocation
Technology
46.9%
Financial Services
17.4%
Consumer Cyclical
8.8%
Healthcare
6.4%
Communication Services
5.6%
Industrials
5.0%
Consumer Defensive
3.7%
Utilities
2.2%
Energy
1.6%
Basic Materials
1.2%