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  Name: RMR Wealth Builders
  City: TEANECK
  State: NJ
  Zip: 07666
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $826,975,000
  Total Value Change : $115,197,000
  Securities Held Change : 27
   
All Securities Held : 259
  New Positions : 30
  Closed Positions : 7
  Increased Positions : 149
  Unchanged Positions : 32
  Decreased Positions : 48

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Holdings Found : 32     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (CSGP)1 Year Chart         CSGP CoStar Group Inc 78 - $87.78 $1,342,000 13,888 0.16% 128,000 0 0.003    Business Software & S...
   (MPWR)1 Year Chart         MPWR Monolithic Power Systems Inc 107 - $713.71 $882,000 1,302 0.11% 61,000 0 0.003    Semiconductor - Speci...
   (NRK)1 Year Chart         NRK Nuveen Insured New York Tax... 121 - $10.86 $725,000 66,383 0.09% 26,000 0 0.076    Closed - End Fund - Debt
   (TWLO)1 Year Chart         TWLO Twilio Inc 129 - $62.22 $635,000 10,391 0.08% -153,000 0 0.006    N/A
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 130 - $619,250.00 $634,000 1 0.08% 91,000 0 0    Property & Casualty I...
   (FAST)1 Year Chart         FAST Fastenal Co 132 - $67.23 $628,000 8,146 0.08% 100,000 0 0.001    Home Improvement Stores
   (COF)1 Year Chart         COF Capital One Financial Corp 139 - $143.08 $596,000 4,000 0.07% 72,000 0 0.001    Credit Services
   (EA)1 Year Chart         EA Electronic Arts Inc 149 - $126.59 $521,000 3,924 0.06% -16,000 0 0.005    Multimedia & Graphics...
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 150 - $114.64 $521,000 4,500 0.06% -6,000 0 0    Closed - End Fund - E...
   (GWRE)1 Year Chart         GWRE Guidewire Software, Inc. 151 - $119.09 $510,000 4,374 0.06% 33,000 0 0.005    Business Software & S...
   (MIDD)1 Year Chart         MIDD Middleby Corp 158 - $137.01 $461,000 2,867 0.06% 39,000 0 0.005    Diversified Machinery
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 161 - $3,772.85 $446,000 123 0.05% 10,000 0 0    Internet Software & S...
   (MKTX)1 Year Chart         MKTX MarketAxess Holdings Inc 165 - $204.42 $431,000 1,965 0.05% -144,000 0 0.005    Investment Brokerage ...
   (SNAP)1 Year Chart         SNAP Snap Inc 167 - $15.62 $426,000 37,070 0.05% -202,000 0 0    N/A
   (AOS)1 Year Chart         AOS AO Smith Corp 168 - $86.07 $418,000 4,671 0.05% 33,000 0 0.003    Electronic Equipment
   (ELAN)1 Year Chart         ELAN Elanco Animal Health Inc 177 - $17.07 $378,000 23,203 0.05% 32,000 0 0.005    N/A
   (TYL)1 Year Chart         TYL Tyler Technologies Inc 181 - $484.85 $376,000 884 0.05% 6,000 0 0    Information Technolog...
   (RPM)1 Year Chart         RPM RPM International Inc 189 - $113.65 $357,000 2,999 0.04% 22,000 0 0.002    General Building Mate...
   (IEX)1 Year Chart         IEX Idex Corp 190 - $224.66 $351,000 1,437 0.04% 39,000 0 0.002    Diversified Machinery
   (MAR)1 Year Chart         MAR Marriott International Inc 193 - $235.87 $348,000 1,378 0.04% 37,000 0 0    Lodging
   (IT)1 Year Chart         IT Gartner Inc 194 - $436.57 $346,000 726 0.04% 18,000 0 0.001    Management Services
   (SMG)1 Year Chart         SMG The Scotts Miracle-Gro Co 196 - $70.82 $343,000 4,601 0.04% 50,000 0 0.009    Agricultural & Fertil...
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 214 - $221.13 $296,000 1,390 0.04% 3,000 0 0.001    Communication Equipment
   (ALGN)1 Year Chart         ALGN Align Technology Inc 221 - $278.08 $268,000 818 0.03% 44,000 0 0    Medical Appliances & ...
   (BNY)1 Year Chart         BNY Blackrock New York Municipa... 232 - $10.71 $235,000 22,112 0.03% 2,000 0 0.173    Closed - End Fund - Debt
   (LH)1 Year Chart         LH Laboratory Corp of America 234 - $211.20 $235,000 1,076 0.03% -10,000 0 0    Medical Laboratories ...
   (DLTR)1 Year Chart         DLTR Dollar Tree Stores Inc 240 - $118.88 $230,000 1,727 0.03% -15,000 0 0    Discount, Variety Stores
   (TEL)1 Year Chart         TEL Te Connectivity Ltd 244 - $144.94 $221,000 1,525 0.03% 7,000 0 0.001    Diversified Electronics
   (UBS)1 Year Chart         UBS UBS AG (USA) 249 - $30.16 $214,000 6,980 0.03% -2,000 0 0    Foreign Money Center ...
   (BGC)1 Year Chart         BGC Bgc Group Ord Shs Class A 254 - $4.43 $157,000 20,250 0.02% 11,000 0 0.005    Investment Brokerage ...
   (MUJ)1 Year Chart         MUJ Blackrock Muniholdings New ... 255 - $11.28 $140,000 11,958 0.02% 4,000 0 0.04    Closed - End Fund - Debt
   (GNW)1 Year Chart         GNW Genworth Financial Inc 258 - $6.53 $68,000 10,500 0.01% -2,000 0 0.002    Life & Health Insurance

      32 Records Found
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