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RM Financial Services, LLC

All holdings · as of Dec 31, 2025

76 positions

CompanyClassValueShares% of portfolio
ETF SER SOLUTIONS$461.3K4,2070.4%
Phillips 66$430.3K3,3350.4%
Meta Platforms Inc$429.1K6500.4%
T ROWE PRICE ETF INC$412.2K12,6740.4%
JOHNSON & JOHNSON$400.7K1,9360.4%
O REILLY AUTOMOTIVE INC$369.4K4,0500.3%
SCHWAB STRATEGIC TR$361.8K13,1900.3%
INVESCO EXCH TRADED FD TR II$329.8K1,3040.3%
CARDINAL HEALTH INC$299.0K1,4550.3%
SHOPIFY INC$294.4K1,8290.3%
VANECK ETF TRUST$293.3K3,4200.3%
FIDELITY COVINGTON TRUST$292.3K1,3010.3%
CHEVRON CORP$271.8K1,7840.2%
FIRST TR EXCHANGE-TRADED ALP$252.0K2,0000.2%
MCDONALD'S CORP$239.6K7840.2%
T ROWE PRICE ETF INC$238.1K4,7750.2%
Walmart Inc.$228.4K2,0500.2%
Eaton Corp plc$226.8K7120.2%
AT&T INC.$226.2K9,1070.2%
TEXAS INSTRUMENTS INC$225.7K1,3010.2%
AbbVie Inc.$216.8K9490.2%
REALTY INCOME CORP$210.5K3,7340.2%
GILEAD SCIENCES, INC.$208.7K1,7000.2%
Moody's Corp$204.3K4000.2%
SPDR S&P 500 ETF TR$201.8K2960.2%
COMPUGEN LTD$17.7K11,5800.0%
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