Steven Sergio

@Rmr Wealth Builders

Latest period2024 - Q4

Reported4d ago

Managed Assets$967.549M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ANETArista Networks Inc Recent Activity Exited	0%	$2.72M 7,086 shares@ $383.83 avg price	Exited
NUENucor Corp Recent Activity Exited	0%	$1.071M 7,125 shares@ $150.34 avg price	Exited
ARKFArk Etf Tr Recent Activity Exited	0%	$449,831 15,085 shares@ $29.82 avg price	Exited
LITGlobal X Fds Recent Activity Exited	0%	$405,738 9,308 shares@ $43.6 avg price	Exited
NKENike Inc Recent Activity Exited	0%	$274,477 3,092 shares@ $88.78 avg price	Exited
BABAAlibaba Group Hldg Ltd Recent Activity Exited	0%	$229,538 2,163 shares@ $106.13 avg price	Exited
ALGNAlign Technology Inc Recent Activity Exited	0%	$216,426 851 shares@ $254.32 avg price	Exited
KLACKla Corp Recent Activity Exited	0%	$211,414 273 shares@ $774.42 avg price	Exited
TELTe Connectivity Plc Recent Activity Exited	0%	$209,121 1,385 shares@ $150.99 avg price	Exited
PPHVaneck Etf Trust Recent Activity Exited	0%	$208,021 2,189 shares@ $95.04 avg price	Exited