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RM Financial Services, LLC

All holdings · as of Dec 31, 2025

76 positions

CompanyClassValueShares% of portfolio
COMPUGEN LTD$17.7K11,5800.0%
SPDR S&P 500 ETF TR$201.8K2960.2%
Moody's Corp$204.3K4000.2%
GILEAD SCIENCES, INC.$208.7K1,7000.2%
REALTY INCOME CORP$210.5K3,7340.2%
AbbVie Inc.$216.8K9490.2%
TEXAS INSTRUMENTS INC$225.7K1,3010.2%
AT&T INC.$226.2K9,1070.2%
Eaton Corp plc$226.8K7120.2%
Walmart Inc.$228.4K2,0500.2%
T ROWE PRICE ETF INC$238.1K4,7750.2%
MCDONALD'S CORP$239.6K7840.2%
FIRST TR EXCHANGE-TRADED ALP$252.0K2,0000.2%
CHEVRON CORP$271.8K1,7840.2%
FIDELITY COVINGTON TRUST$292.3K1,3010.3%
VANECK ETF TRUST$293.3K3,4200.3%
SHOPIFY INC$294.4K1,8290.3%
CARDINAL HEALTH INC$299.0K1,4550.3%
INVESCO EXCH TRADED FD TR II$329.8K1,3040.3%
SCHWAB STRATEGIC TR$361.8K13,1900.3%
O REILLY AUTOMOTIVE INC$369.4K4,0500.3%
JOHNSON & JOHNSON$400.7K1,9360.4%
T ROWE PRICE ETF INC$412.2K12,6740.4%
Meta Platforms Inc$429.1K6500.4%
Phillips 66$430.3K3,3350.4%
ETF SER SOLUTIONS$461.3K4,2070.4%
GENWORTH FINANCIAL INC$485.4K53,7500.4%
VANECK ETF TRUST$522.5K4,2070.5%
JPMORGAN CHASE & CO$551.3K1,7110.5%
HOME DEPOT, INC.$559.5K1,6260.5%
CAPITAL GROUP INTERNATIONAL$589.3K16,9230.5%
IDEXX LABORATORIES INC /DE$625.8K9250.6%
CUMMINS INC$639.1K1,2520.6%
Tapestry Inc$653.8K5,1170.6%
INVESCO GALAXY BITCOIN ETF$678.4K7,7820.6%
CISCO SYSTEMS, INC.$681.4K8,8460.6%
Alphabet Inc.$693.5K2,2100.6%
The Boeing Company$710.2K3,2710.6%
PEPSICO INC$741.0K5,1630.7%
T ROWE PRICE ETF INC$748.2K19,5770.7%
Amazon.com Inc$803.0K3,4790.7%
Mastercard Inc$805.5K1,4110.7%
Polaris Inc.$893.1K14,1200.8%
EXXON MOBIL CORP$911.5K7,5740.8%
MICROSOFT CORP$939.3K1,9420.8%
INTERNATIONAL BUSINESS MACHINES CORP$967.1K3,2650.9%
J P MORGAN EXCHANGE TRADED F$1.08M21,4281.0%
Arista Networks, Inc.ANETCommon Stock$1.11M8,4561.0%
PROCTER & GAMBLE Co$1.12M7,8271.0%
VANGUARD SPECIALIZED FUNDS$1.20M5,4381.1%
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