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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
XOMExxon Mobil Corp
Recent Activity
Increased 3.09%
0.36%
$3.447M
32,042 shares@ $107.58 avg price
BXBlackstone Inc
Recent Activity
Increased 84.56%
0.33%
$3.15M
18,271 shares@ $172.43 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 4.32%
0.31%
$2.975M
5,699 shares@ $521.96 avg price
VZVerizon Communications Inc
Recent Activity
Increased 8.09%
0.29%
$2.766M
69,163 shares@ $39.99 avg price
FTRBFederated Hermes Etf Trust
Recent Activity
Increased 79.03%
0.29%
$2.763M
111,964 shares@ $24.69 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 125.41%
0.29%
$2.746M
39,833 shares@ $68.94 avg price
CRMSalesforce Inc
Recent Activity
Increased 5.67%
0.29%
$2.745M
8,210 shares@ $334.34 avg price
WMTWalmart Inc
Recent Activity
Increased 8.03%
0.28%
$2.695M
29,833 shares@ $90.35 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 4.13%
0.28%
$2.66M
7,775 shares@ $342.15 avg price
MRKMerck & Co Inc
Recent Activity
Increased 1.73%
0.28%
$2.65M
26,636 shares@ $99.48 avg price