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