RMR Wealth Builders
Top Portfolio Positions
190 positions ·
$435,382,937 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
249,419 | $43,498,673 | 9.99% |
| AAPL |
Apple Inc.
Technology
|
154,071 | $39,101,679 | 8.98% |
| MSFT |
Microsoft Corp
Technology
|
53,629 | $19,851,846 | 4.56% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
76,292 | $15,889,334 | 3.65% |
| AVGO |
Broadcom Inc.
Technology
|
45,577 | $14,106,537 | 3.24% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
38,941 | $11,454,884 | 2.63% |
| SPY |
Spdr S&P 500 Etf Trust
|
17,486 | $11,371,845 | 2.61% |
| MDY |
Spdr S&P Midcap 400 Etf Trust
|
13,966 | $8,613,670 | 1.98% |
| META |
Meta Platforms, Inc.
Communication Services
|
14,054 | $8,040,715 | 1.85% |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,279 | $7,087,193 | 1.63% |
Portfolio Trend
Holdings in PHK
Shares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,763 | 11,612 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $61,479 | 12,650 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $61,666 | 12,358 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $57,950 | 12,073 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $57,667 | 11,793 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $56,030 | 11,529 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $56,380 | 11,276 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $53,121 | 11,021 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $53,228 | 10,775 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $52,599 | 10,541 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $49,115 | 11,112 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $54,345 | 10,869 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $50,676 | 10,624 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $49,182 | 10,398 | Shares | Sole | 2023-02-15 | |
| 2021-03-31 | $54,728 | 8,120 | Shares | Sole | 2021-05-13 | |
| 2020-06-30 | $31,007 | 5,785 | Shares | Sole | 2020-08-19 | |
| No quarters match your search. | ||||||