- New Purchases: VYM, VBR, RWO, XLK, RWR, JPST, ED, SFIX, NRK, SDY, IJJ, EXPD, IAU, GLTR, SLYV, DBA, CHGG, EFAV, NVG, BDX, RGLD, SPYD, VTV, HLT, XLY, MUJ, DGRW, LSI, VGIT, ZM, BOND, IGSB, BLL, IWN, FDM, ES, DUK, BNY, SCHD, LLY, SPDW, IJS, CDMO, VUG, SRNE, NLY, BGCP, FRO, GNW, SIRI,
- Added Positions: IWF, IWD, EFA, IJH, IWM, AAPL, SHV, MSFT, AGG, SPY, AMZN, QQQ, MDY, PEG, BNDX, MRK, VWO, VZ, T, NVDA, XLV, PYPL, XOM, DIA, JNJ, V, JPM, DIS, MUB, NXJ, FB, IWR, PFF, ABBV, NEE, ADBE, TSLA, HD, MAIN, GOOGL, BRK.B, PG, BSV, BMY, BAB, PFE, GOOG, TLT, LQD, MA, VNQ, IJR, NFLX, ABT, XLF, COST, MCD, CRM, OLED, MO, BRK.A, INTC, IBM, IEF, SHY, LOW, PEP, BX, INTU, TIP, WMT, BAC, DOCU, SPLV, ORCL, O, BABA, BA, CSCO, CMCSA, D, ISRG, DVY, KMB, MDT, JNK, UNP, MMM, AXP, AMT, AVGO, CAT, CVX, MDLZ, GLD, SBUX, ZTS, KO, SRE, FAST, HON, NSC, SPG, TSM, ABMD, ASML, CB, C, DOW, GE, MELI, NKE, PM, PNC, CWB, TXN, BSX, CI, CSX, EW, WATT, FIS, HUM, ICE, JCI, LJPC, SHW, SQ, ACN, AMD, AIKI, APD, COF, CGNX, CNOB, CSGP, DNKN, LH, MMC, RDS.B, SCHW, TWLO,
- Sold Out: ENB, SHOP, ANTM, KEYS, SLB, ULTA, RPM, VMC, PANW, AOS, TER, BWA, MSI, LIN, SMG, UN, DG, AXTA, ADI, CTSH, COP, MS, SNE, WEC, ANET, AVLR, IVV, PLD, DD, MIDD, PKG, AIG, IFF, SIVB, WFC, PSX, PDI, CONE, CVS, IT, TT, NOC, PPL, ATVI, CERN, CL, STZ, FE, HSY, LOGI, STM, TJX, WAB, GLPG, IR, LDUR, AJG, EQIX, F, MET, PHG, PRU, ROST, ALC, AVB, AVY, GIB, DLTR, SAP, UCTT, WMB, TMUS, GM, MPC, ICLR, QURE, CTVA, IVW, DOX, APH, ADP, BP, BIO, CHKP, CBSH, FDX, GIS, MTD, RELX, TOT, BUD, LYB, NXPI, BKR, UBER, IVE, MINT, XBI, GOLD, CAG, CCI, EIX, GILD, INFY, IHG, MCK, MU, DGX, RDS.A, EQNR, USB, UL, RTX, DNP, PHK, KMI, GRFS, APTV, CLLS, FOXA, NOBL, PEY, PSK, ABB, ADC, ALL, AMAT, BHP, CHD, ERIC, FNF, LVS, NYCB, NOK, TLK, PSEC, RJF, RIO, TD, UPS, VOD, WLTW, HQH, AER, BIP, TAL, HII, PNR, IQV, CDW, GNL, GBT, LN, GDS, AFIN, EQH, IYH, PGX, ALB, ALKS, AMGN, BIDU, CRH, CHA, CTO, LIVN, DMLP, EOG, GD, HSBC, HMC, IBN, K, LAZ, MANT, MRO, NEM, NVS, OTEX, IX, PTC, PSO, PETS, QCOM, RF, SIMO, SNN, WYNN, HTGC, LDOS, SQM, APPS, KKR, YNDX, SLCA, QIWI, GWPH, ARES, JD, TDOC, KHC, RACE, MCBS, JNCE, NIO, AMCR, BOTZ, FXI, KWEB, VB, VNM, VOE, XLE, ALSK, AMRN, SAN, BLDR, VIAC, CSL, CCL, COO, GLW, DRI, EPD, EVC, FLIR, FLS, FCX, GT, HOG, HP, VIAV, KEP, LKQ, LB, MPW, NGG, NKTR, NEBLQ, SAVA, PBR, PNW, PAA, SBR, SPPI, TGT, TMO, ZIOP, MLCO, VET, ADXS, ORMP, KL, CLNY, CIT, COOP, ARCT, AAL, CARA, LE, CGC, ACB, CRBP, VRAY, SLRX, AJX, BVXV, LITE, CERC, ADNT, BRY, DBX, IQ, BIPC, FUSN, IGIB, EEM, IPAY, MJ,
For the details of RMR Wealth Builders's stock buys and sells, go to https://www.gurufocus.com/guru/rmr+wealth+builders/current-portfolio/portfolio
These are the top 5 holdings of RMR Wealth Builders- ISHARES TRUST (IWF) - 219,551 shares, 12.55% of the total portfolio. Shares added by 754.85%
- ISHARES TRUST (IWD) - 244,474 shares, 7.61% of the total portfolio. Shares added by 770.82%
- ISHARES TRUST (EFA) - 388,849 shares, 6.52% of the total portfolio. Shares added by 908.64%
- ISHARES TRUST (IJH) - 104,871 shares, 5.12% of the total portfolio. Shares added by 692.62%
- ISHARES TRUST (IWM) - 101,416 shares, 4.00% of the total portfolio. Shares added by 795.27%
RMR Wealth Builders initiated holding in VANGUARD WHITEHALL. The purchase prices were between $77.57 and $85.18, with an estimated average price of $81.89. The stock is now traded at around $89.40. The impact to a portfolio due to this purchase was 2.45%. The holding were 115,025 shares as of .
New Purchase: VANGUARD INDEX FDS (VBR)RMR Wealth Builders initiated holding in VANGUARD INDEX FDS. The purchase prices were between $102.46 and $117.9, with an estimated average price of $112.05. The stock is now traded at around $133.00. The impact to a portfolio due to this purchase was 1.35%. The holding were 46,320 shares as of .
New Purchase: SPDR INDEX SHS FDS (RWO)RMR Wealth Builders initiated holding in SPDR INDEX SHS FDS. The purchase prices were between $38.16 and $41.66, with an estimated average price of $40. The stock is now traded at around $44.03. The impact to a portfolio due to this purchase was 1.01%. The holding were 96,549 shares as of .
New Purchase: SELECT SECTOR SPDR (XLK)RMR Wealth Builders initiated holding in SELECT SECTOR SPDR. The purchase prices were between $104.66 and $127.03, with an estimated average price of $112.96. The stock is now traded at around $122.37. The impact to a portfolio due to this purchase was 0.53%. The holding were 17,292 shares as of .
New Purchase: SPDR SERIES TRUST (RWR)RMR Wealth Builders initiated holding in SPDR SERIES TRUST. The purchase prices were between $74.96 and $83.02, with an estimated average price of $79.58. The stock is now traded at around $88.10. The impact to a portfolio due to this purchase was 0.43%. The holding were 21,096 shares as of .
New Purchase: JP MORGAN ETF TRUS (JPST)RMR Wealth Builders initiated holding in JP MORGAN ETF TRUS. The purchase prices were between $50.71 and $50.88, with an estimated average price of $50.81. The stock is now traded at around $50.77. The impact to a portfolio due to this purchase was 0.38%. The holding were 28,299 shares as of .
Added: ISHARES TRUST (IWF)RMR Wealth Builders added to a holding in ISHARES TRUST by 754.85%. The purchase prices were between $194.24 and $233.36, with an estimated average price of $210.34. The stock is now traded at around $227.70. The impact to a portfolio due to this purchase was 11.08%. The holding were 219,551 shares as of .
Added: ISHARES TRUST (IWD)RMR Wealth Builders added to a holding in ISHARES TRUST by 770.82%. The purchase prices were between $110.59 and $123.5, with an estimated average price of $117.94. The stock is now traded at around $132.46. The impact to a portfolio due to this purchase was 6.74%. The holding were 244,474 shares as of .
Added: ISHARES TRUST (EFA)RMR Wealth Builders added to a holding in ISHARES TRUST by 908.64%. The purchase prices were between $61.1 and $65.92, with an estimated average price of $63.99. The stock is now traded at around $70.09. The impact to a portfolio due to this purchase was 5.87%. The holding were 388,849 shares as of .
Added: ISHARES TRUST (IJH)RMR Wealth Builders added to a holding in ISHARES TRUST by 692.62%. The purchase prices were between $173.64 and $195.6, with an estimated average price of $186.16. The stock is now traded at around $215.15. The impact to a portfolio due to this purchase was 4.47%. The holding were 104,871 shares as of .
Added: ISHARES TRUST (IWM)RMR Wealth Builders added to a holding in ISHARES TRUST by 795.27%. The purchase prices were between $138.54 and $157.86, with an estimated average price of $149.92. The stock is now traded at around $177.63. The impact to a portfolio due to this purchase was 3.55%. The holding were 101,416 shares as of .
Added: Apple Inc (AAPL)RMR Wealth Builders added to a holding in Apple Inc by 506.76%. The purchase prices were between $91.03 and $134.18, with an estimated average price of $109.02. The stock is now traded at around $120.30. The impact to a portfolio due to this purchase was 3.05%. The holding were 119,604 shares as of .
Sold Out: Enbridge Inc (ENB)RMR Wealth Builders sold out a holding in Enbridge Inc. The sale prices were between $29.2 and $33.98, with an estimated average price of $31.46.
Sold Out: Shopify Inc (SHOP)RMR Wealth Builders sold out a holding in Shopify Inc. The sale prices were between $870.76 and $1134.32, with an estimated average price of $994.38.
Sold Out: Keysight Technologies Inc (KEYS)RMR Wealth Builders sold out a holding in Keysight Technologies Inc. The sale prices were between $90.69 and $104, with an estimated average price of $98.21.
Sold Out: Anthem Inc (ANTM)RMR Wealth Builders sold out a holding in Anthem Inc. The sale prices were between $245.73 and $284.63, with an estimated average price of $269.15.
Sold Out: Schlumberger Ltd (SLB)RMR Wealth Builders sold out a holding in Schlumberger Ltd. The sale prices were between $15.56 and $20.36, with an estimated average price of $18.6.
Sold Out: Ulta Beauty Inc (ULTA)RMR Wealth Builders sold out a holding in Ulta Beauty Inc. The sale prices were between $191.29 and $240.51, with an estimated average price of $215.37.
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