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Steven Sergio

@Rmr Wealth Builders

Latest period2024 - Q4ReportedManaged Assets$967.549MTotal holdings256
Assets growth rate2.53%Assets growth rate (2-Q avg)5.42%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Rmr Wealth Builders's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 256 positions.

Assets under management

The assets under management (AUM) of Rmr Wealth Builders over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 967.549M in assets, with a quarterly growth rate of 2.53% and a 2-quarter average growth rate of 5.42%. The portfolio is managed by Steven Sergio, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWFIshares Tr
Recent Activity
Decreased -1.65%
4.45%
$43.051M
107,204 shares@ $401.59 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.82%
3.55%
$34.343M
255,738 shares@ $134.3 avg price
MUBIshares Tr
Recent Activity
Decreased -5.2%
1.57%
$15.182M
142,485 shares@ $106.55 avg price
FMBFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased 0%
1.5%
$14.497M
284,204 shares@ $51.02 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.59%
1.01%
$9.772M
16,674 shares@ $586.07 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -2.85%
0.43%
$4.113M
21,597 shares@ $190.45 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -4.41%
0.37%
$3.521M
7,767 shares@ $453.28 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -23.57%
0.34%
$3.21M
16,955 shares@ $189.31 avg price
SHYIshares Tr
Recent Activity
Decreased -0.4%
0.26%
$2.458M
29,987 shares@ $81.99 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -8.08%
0.24%
$2.31M
19,122 shares@ $120.79 avg price