RMR Wealth Builders
CIK
1803848
City
Montclair
State / Country
NJ
Top Portfolio Positions
191 positions ·
$442,022,253 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
249,419 | $43,498,673 | 9.84% | |
| AAPL |
Apple Inc.
Technology
|
154,071 | $39,101,679 | 8.85% | |
| MSFT |
Microsoft Corp
Technology
|
53,629 | $19,851,846 | 4.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,292 | $15,889,334 | 3.59% | |
| AVGO |
Broadcom Inc.
Technology
|
45,577 | $14,106,537 | 3.19% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
38,941 | $11,454,884 | 2.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
17,486 | $11,371,845 | 2.57% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
13,966 | $8,613,670 | 1.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
14,054 | $8,040,715 | 1.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,279 | $7,087,193 | 1.60% |
Portfolio Trend
24 quarters · across all stocks
Holdings in NXJ
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $469,564 | 38,176 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $485,097 | 38,378 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $504,962 | 40,690 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $464,101 | 40,890 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $509,523 | 43,290 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $526,839 | 43,290 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $570,865 | 43,778 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $603,430 | 49,421 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $608,385 | 50,363 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $593,252 | 50,361 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $565,511 | 53,451 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $638,856 | 55,698 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $639,120 | 54,579 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $203,004 | 17,965 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $203,629 | 18,495 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $232,423 | 18,461 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $214,441 | 16,027 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $247,295 | 16,079 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $247,543 | 16,043 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $230,466 | 14,783 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $215,679 | 14,895 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $199,929 | 13,913 | Shares | Sole | 2021-02-26 | |
| 2020-09-30 | $1,314,655 | 97,166 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $152,573 | 11,515 | Shares | Sole | 2020-08-19 | |
| No 13F history on record for this holder in this stock. | ||||||