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| Name: |
RMR Wealth Builders |
| City: |
TEANECK |
| State: |
NJ |
| Zip: |
07666 |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
LMT |
Lockheed Martin Corp |
93 |
New |
$467.18 |
$1,082,000 |
2,365 |
0.13% |
1,082,000 |
2,365 |
0.001 |
Aerospace/Defense - M... |
|
|
UBER |
Uber Technologies, Inc |
101 |
New |
$65.32 |
$943,000 |
12,246 |
0.11% |
943,000 |
12,246 |
0.001 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
111 |
New |
$153.16 |
$842,000 |
4,663 |
0.1% |
842,000 |
4,663 |
0 |
Semiconductor- Broad... |
|
|
TJX |
TJX Companies Inc |
153 |
New |
$99.04 |
$504,000 |
4,972 |
0.06% |
504,000 |
4,972 |
0 |
Discount, Variety Stores |
|
|
ETN |
Eaton Corp |
160 |
New |
$330.45 |
$450,000 |
1,440 |
0.05% |
450,000 |
1,440 |
0 |
Diversified Machinery |
|
|
SPYG |
SPDR Dow Jones Wilshire Lar... |
166 |
New |
$73.89 |
$426,000 |
5,817 |
0.05% |
426,000 |
5,817 |
0.003 |
Closed - End Fund - E... |
|
|
LRCX |
Lam Research Corp |
175 |
New |
$912.54 |
$386,000 |
397 |
0.05% |
386,000 |
397 |
0 |
Semiconductor Equipme... |
|
|
IRM |
Iron Mountain Inc |
178 |
New |
$80.53 |
$377,000 |
4,686 |
0.05% |
377,000 |
4,686 |
0.002 |
Business Services |
|
|
FLRN |
Spdr Barclays Investment Gr... |
185 |
New |
$30.78 |
$366,000 |
11,871 |
0.04% |
366,000 |
11,871 |
0.015 |
N/A |
|
|
FISV |
Fiserv Inc |
186 |
New |
$153.68 |
$363,000 |
2,274 |
0.04% |
363,000 |
2,274 |
0 |
Business Software & S... |
|
|
ORCL |
Oracle Corp |
192 |
New |
$120.87 |
$349,000 |
2,782 |
0.04% |
349,000 |
2,782 |
0 |
Application Software |
|
|
OXY |
Occidental Petroleum Corp |
198 |
New |
$63.06 |
$342,000 |
5,262 |
0.04% |
342,000 |
5,262 |
0.001 |
Independent Oil & Gas |
|
|
VXF |
Vanguard Extended Market VI... |
199 |
New |
$172.45 |
$341,000 |
1,944 |
0.04% |
341,000 |
1,944 |
0.002 |
Closed - End Fund - E... |
|
|
ADI |
Analog Devices Inc |
202 |
New |
$211.94 |
$330,000 |
1,670 |
0.04% |
330,000 |
1,670 |
0 |
Semiconductor- Broad... |
|
|
DVY |
iShares Dow Select Div |
205 |
New |
$124.90 |
$317,000 |
2,573 |
0.04% |
317,000 |
2,573 |
0.002 |
Closed - End Fund - E... |
|
|
NVO |
Novo Nordisk A/S (ADR) |
211 |
New |
$132.92 |
$302,000 |
2,351 |
0.04% |
302,000 |
2,351 |
0 |
Drug Manufacturers - ... |
|
|
MLM |
Martin Marietta Materials Inc |
213 |
New |
$606.13 |
$300,000 |
488 |
0.04% |
300,000 |
488 |
0.001 |
General Building Mate... |
|
|
COIN |
Coinbase Global, Inc. |
223 |
New |
$203.05 |
$254,000 |
959 |
0.03% |
254,000 |
959 |
0.001 |
N/A |
|
|
BUD |
Anheuser-Busch InBev SA |
227 |
New |
$65.67 |
$248,000 |
4,077 |
0.03% |
248,000 |
4,077 |
0 |
Beverage - Brewers |
|
|
KLAC |
KLA-Tencor Corp |
228 |
New |
$729.92 |
$247,000 |
354 |
0.03% |
247,000 |
354 |
0 |
Semiconductor Equipme... |
|
|
TGT |
Target Corp |
229 |
New |
$158.96 |
$245,000 |
1,384 |
0.03% |
245,000 |
1,384 |
0 |
Discount, Variety Stores |
|
|
STZ |
Constellation Brands Inc |
231 |
New |
$253.99 |
$241,000 |
888 |
0.03% |
241,000 |
888 |
0.001 |
Beverage - Wineries &... |
|
|
AVY |
Avery Dennison Corporation |
233 |
New |
$225.74 |
$235,000 |
1,053 |
0.03% |
235,000 |
1,053 |
0 |
Paper & Paper Products |
|
|
OZ |
Belpointe Prep, Llc |
238 |
New |
$0.00 |
$233,000 |
3,823 |
0.03% |
233,000 |
3,823 |
0 |
N/A |
|
|
XLU |
SPDR Utilities Select |
236 |
New |
$71.46 |
$233,000 |
3,543 |
0.03% |
233,000 |
3,543 |
0 |
Closed - End Fund - E... |
|
|
XPO |
XPO Logistics Inc |
242 |
New |
$112.24 |
$225,000 |
1,847 |
0.03% |
225,000 |
1,847 |
0 |
AirDelivery & Freight... |
|
|
SQ |
Square Inc |
241 |
New |
$71.20 |
$225,000 |
2,655 |
0.03% |
225,000 |
2,655 |
0.004 |
N/A |
|
|
CE |
Celanese Corp |
245 |
New |
$159.71 |
$220,000 |
1,280 |
0.03% |
220,000 |
1,280 |
0.001 |
Synthetics |
|
|
VO |
Vanguard Mid Cap VIPERS |
250 |
New |
$246.21 |
$213,000 |
851 |
0.03% |
213,000 |
851 |
0 |
Closed - End Fund - E... |
|
|
RFG |
Invesco S&P MidCap 400 Pure... |
252 |
New |
$49.82 |
$202,000 |
3,985 |
0.02% |
202,000 |
3,985 |
0 |
Closed - End Fund - E... |
|
