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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
WMWaste Mgmt Inc Del
Recent Activity
Increased 12.58%
0.19%
$1.778M
8,809 shares@ $201.8 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Increased 9.03%
0.18%
$1.707M
4,239 shares@ $402.72 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 8.51%
0.18%
$1.68M
15,594 shares@ $107.74 avg price
MMM3m Co
Recent Activity
Increased 10.49%
0.18%
$1.676M
12,982 shares@ $129.09 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 12.62%
0.18%
$1.65M
8,998 shares@ $183.41 avg price
MCDMcdonalds Corp
Recent Activity
Increased 10.54%
0.17%
$1.626M
5,611 shares@ $289.88 avg price
LINLinde Plc
Recent Activity
Increased 8.16%
0.17%
$1.594M
3,807 shares@ $418.67 avg price
INTUIntuit
Recent Activity
Increased 7.59%
0.17%
$1.578M
2,511 shares@ $628.56 avg price
SPGIS&p Global Inc
Recent Activity
Increased 6.59%
0.16%
$1.524M
3,060 shares@ $498.11 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 10.47%
0.16%
$1.518M
3,124 shares@ $485.9 avg price