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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
DNLWisdomtree Tr
Recent Activity
New Position
0.03%
$235,461
6,544 shares@ $35.99 avg price
LBTYKLiberty Global Ltd
Recent Activity
New Position
0.03%
$223,196
16,986 shares@ $13.14 avg price
SNOWSnowflake Inc
Recent Activity
New Position
0.03%
$216,411
1,402 shares@ $154.36 avg price
QYLDGlobal X Fds
Recent Activity
New Position
0.02%
$187,710
10,302 shares@ $18.23 avg price