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RMR Wealth Builders

All holdings · as of Dec 31, 2025

275 positions

CompanyClassValueShares% of portfolio
FIBROBIOLOGICS INC$8.6K38,3600.0%
PIMCO HIGH INCOME FUNDPHKClosed-End Fund$61.5K12,6500.0%
Vale S.A.VALEADR$140.8K10,8030.0%
Johnson Controls International plc$201.4K1,6820.0%
VANGUARD INTL EQUITY INDEX F$201.6K2,4120.0%
WELLS FARGO & COMPANY/MN$202.2K2,1690.0%
PUTNAM ETF TRUST$204.1K17,6420.0%
GLOBAL X FDS$206.1K11,6620.0%
TRACTOR SUPPLY CO /DE$207.0K4,1390.0%
BLACKROCK N Y MUN INCOME TRU$223.0K21,9920.0%
ISHARES INC$223.1K3,0700.0%
WISDOMTREE TR$223.5K3,1550.0%
WISDOMTREE TR$223.9K4,3670.0%
GARTNER INC$224.0K8880.0%
Marathon Petroleum Corp$224.3K1,3790.0%
ISHARES TR$227.6K4,2810.0%
KKR & Co. Inc.$228.8K1,7950.0%
GLOBAL X FDS$231.5K6,3890.0%
STRYKER CORP$231.8K6600.0%
ISHARES TR$233.8K4,4360.0%
Valmont Industries Inc$236.6K5880.0%
SELECT SECTOR SPDR TR$236.6K1,9820.0%
AUTOZONE INC$240.8K710.0%
FIRST TR EXCHANGE-TRADED FD$241.6K4,8320.0%
INVESCO EXCH TRADED FD TR II$245.7K2,0590.0%
VANGUARD INDEX FDS$251.8K7510.0%
DEERE & CO$253.6K5450.0%
TE Connectivity PLC$255.3K1,1220.0%
ABBOTT LABORATORIES$257.9K2,0590.0%
IDEX CORP /DE$260.3K1,4630.0%
LOCKHEED MARTIN CORP$261.7K5410.0%
ISHARES TR$262.7K2,3850.0%
LyondellBasell Industries N.V.$267.6K6,1790.0%
SCOTTS MIRACLE-GRO CO$268.5K4,6010.0%
VANGUARD INDEX FDS$269.4K9280.0%
MICROCHIP TECHNOLOGY INC$271.5K4,2620.0%
Universal Display Corp$272.2K2,3310.0%
Ares Management Corporation$274.4K1,6980.0%
ISHARES TR$278.1K1,3120.0%
The Boeing Company$280.0K1,2890.0%
ISHARES TR$286.6K3,8270.0%
ALTRIA GROUP, INC.$288.2K4,9990.0%
ISHARES TR$292.4K7560.0%
Fortinet Inc$299.8K3,7750.0%
ISHARES INC$304.7K4,1380.0%
PayPal Holdings, Inc.$307.7K5,2700.0%
ROYAL BK CDA$310.5K1,8210.0%
APPLIED MATERIALS INC /DE$310.8K1,2090.0%
RPM International Inc$311.9K2,9990.0%
SMITH A O CORP$313.7K4,6910.0%
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