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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

RMR Wealth Builders

Quarter ended Q3 2024 · Filed October 21, 2024 · Accession 0001420506-24-002151

Total Value
$943.7M
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363150,851$79.8M8.46%
2VANGUARD INDEX FDS922908736207,605$79.7M8.45%
3VANGUARD INDEX FDS922908744434,993$75.9M8.05%
4ISHARES TR4642875071,144,727$71.3M7.56%
5ISHARES TR464287614109,004$40.9M4.34%
6ISHARES TR46432F842487,574$38.1M4.03%
7VANGUARD SCOTTSDALE FDS92206C409456,941$36.3M3.85%
8NVIDIA CORPORATIONNVDA257,861$31.3M3.32%
9APPLE INCAAPL118,476$27.6M2.93%
10ISHARES TR464287598135,478$25.7M2.72%
11ISHARES TR464288158213,433$22.7M2.40%
12ISHARES TR464287804189,906$22.2M2.35%
13MICROSOFT CORPMSFT47,919$20.6M2.18%
14ISHARES TR464288414150,312$16.3M1.73%
15FIRST TR EXCHANGE-TRADED FD33739N108284,213$14.8M1.56%
16FIRST TR EXCH TRADED FD III33739P830706,121$14.1M1.50%
17AMAZON COM INCAMZN68,733$12.8M1.36%
18PIMCO ETF TR72201R783126,818$12.1M1.28%
19BROADCOM INCAVGO69,694$12.0M1.27%
20VANGUARD CHARLOTTE FDS92203J407230,774$11.6M1.23%
21SPDR S&P 500 ETF TRSPY16,944$9.7M1.03%
22ISHARES TR46428765539,124$8.6M0.92%
23SPDR S&P MIDCAP 400 ETF TRMDY14,026$8.0M0.85%
24JPMORGAN CHASE & CO.VYLD31,675$6.7M0.71%
25META PLATFORMS INCMETA11,274$6.5M0.68%
26INVESCO QQQ TRIVZ11,315$5.5M0.59%
27ISHARES TR46428746561,888$5.2M0.55%
28SCHWAB STRATEGIC TR80852486294,794$4.6M0.49%
29HOME DEPOT INCHD11,183$4.5M0.48%
30SELECT SECTOR SPDR TR81369Y80320,006$4.5M0.48%
31VISA INCV15,208$4.2M0.44%
32COSTCO WHSL CORP NEW22160K1054,708$4.2M0.44%
33ELI LILLY & COLLY4,579$4.1M0.43%
34BERKSHIRE HATHAWAY INC DELBRK-A8,126$3.7M0.40%
35ALPHABET INCGOOG22,232$3.7M0.39%
36ALPHABET INCGOOG22,184$3.7M0.39%
37EXXON MOBIL CORPXOM31,082$3.6M0.39%
38ADVANCED MICRO DEVICES INCAMD20,803$3.4M0.36%
39NETFLIX INCNFLX4,642$3.3M0.35%
40MERCK & CO INCMRK26,185$3.0M0.32%
41VERIZON COMMUNICATIONS INCVZ63,987$2.9M0.30%
42ARISTA NETWORKS INCANET7,086$2.7M0.29%
43INTUITIVE SURGICAL INCISRG5,463$2.7M0.28%
44COCA COLA COKO36,849$2.7M0.28%
45CONSTELLATION ENERGY CORPCEG10,128$2.6M0.28%
46CHEVRON CORP NEWCVX17,704$2.6M0.28%
47ISHARES TR46428745730,109$2.5M0.27%
48ADOBE INCADBE4,762$2.5M0.26%
49TESLA INCTSLA8,937$2.3M0.25%
50PHILLIPS EDISON & CO INCPECO61,253$2.3M0.25%
51SPDR DOW JONES INDL AVERAGE78467X1095,277$2.2M0.24%
52WALMART INCWMT27,618$2.2M0.24%
53MASTERCARD INCORPORATEDMA4,486$2.2M0.23%
54BANK AMERICA CORP06050510455,430$2.2M0.23%
55UNION PAC CORPUNP8,717$2.1M0.23%
56SALESFORCE INCCRM7,770$2.1M0.23%
57PROCTER AND GAMBLE CO74271810912,175$2.1M0.22%
58CROWDSTRIKE HLDGS INCCRWD7,467$2.1M0.22%
59ABBVIE INCABBV10,284$2.0M0.22%
60UNITEDHEALTH GROUP INCUNH3,387$2.0M0.21%
61AMERICAN EXPRESS COAXP7,139$1.9M0.21%
62MARSH & MCLENNAN COS INC5717481028,675$1.9M0.21%
63AMERICAN TOWER CORP NEW03027X1007,990$1.9M0.20%
64ACCENTURE PLC IRELANDACN5,234$1.9M0.20%
65SELECT SECTOR SPDR TR81369Y20911,830$1.8M0.19%
66VERTEX PHARMACEUTICALS INCVRTX3,888$1.8M0.19%
67GOLDMAN SACHS GROUP INCGSCE3,613$1.8M0.19%
68ASML HOLDING N VASMLF2,104$1.8M0.19%
69COMCAST CORP NEWCCZ41,413$1.7M0.18%
70LINDE PLCLIN3,520$1.7M0.18%
71DUKE ENERGY CORP NEWDUKB14,372$1.7M0.18%
72LOCKHEED MARTIN CORPLMT2,828$1.7M0.18%
73HONEYWELL INTL INC4385161067,871$1.6M0.17%
74WASTE MGMT INC DEL94106L1097,825$1.6M0.17%
75FEDERATED HERMES ETF TRUSTFHI62,542$1.6M0.17%
763M COMMM11,750$1.6M0.17%
77MCDONALDS CORPMCD5,076$1.5M0.16%
78BLACKSTONE INCBX9,900$1.5M0.16%
79PUBLIC SVC ENTERPRISE GRP IN74457310616,624$1.5M0.16%
80S&P GLOBAL INCSPGI2,871$1.5M0.16%
81INTUITINTU2,334$1.4M0.15%
82QUALCOMM INCQCOM8,514$1.4M0.15%
83CME GROUP INCCME6,492$1.4M0.15%
84ULTA BEAUTY INCULTA3,662$1.4M0.15%
85THERMO FISHER SCIENTIFIC INCTMO2,098$1.3M0.14%
86CHUBB LIMITEDCB4,373$1.3M0.13%
87TEXAS INSTRS INC8825081046,014$1.2M0.13%
88SPDR SER TR78464A85417,672$1.2M0.13%
89ISHARES TR46428749913,509$1.2M0.13%
90TAIWAN SEMICONDUCTOR MFG LTD8740391006,852$1.2M0.13%
91FIDELITY NATL INFORMATION SV31620M10614,031$1.2M0.12%
92CORNING INCGLW25,706$1.2M0.12%
93THE TRADE DESK INC88339J10510,524$1.2M0.12%
94MONOLITHIC PWR SYS INC6098391051,234$1.1M0.12%
95GENERAL MTRS CO37045V10025,368$1.1M0.12%
96CHIPOTLE MEXICAN GRILL INCCMG19,639$1.1M0.12%
97PNC FINL SVCS GROUP INC6934751056,073$1.1M0.12%
98WISDOMTREE TRWT12,925$1.1M0.11%
99NUCOR CORPNUE7,125$1.1M0.11%
100INTERCONTINENTAL EXCHANGE IN45866F1046,626$1.1M0.11%
101VANECK ETF TRUST92189F6764,333$1.1M0.11%
102COSTAR GROUP INCCSGP13,930$1.1M0.11%
103SELECT SECTOR SPDR TR81369Y60523,088$1.0M0.11%
104UBER TECHNOLOGIES INCUBER13,613$1.0M0.11%
105VANECK ETF TRUST92189F38742,818$972,8200.10%
106CVS HEALTH CORPCVS14,849$933,7120.10%
107ISHARES TR4642875499,614$922,4100.10%
108SELECT SECTOR SPDR TR81369Y50610,421$914,9810.10%
109CSX CORPCSX25,974$896,8820.10%
110DOW INCDOW16,290$889,9230.09%
111PACCAR INCPCAR8,889$877,1300.09%
112GILEAD SCIENCES INCGILD10,387$870,8120.09%
113NEXTERA ENERGY INCNEE-PW10,031$847,8980.09%
114PIMCO ETF TR72201R58531,791$847,2320.09%
115HILTON WORLDWIDE HLDGS INCHLT3,665$844,7830.09%
116SHOPIFY INCSHOP10,541$844,7560.09%
117JOHNSON & JOHNSONJNJ5,124$830,3740.09%
118TRUIST FINL CORP89832Q10918,841$805,8300.09%
119GUIDEWIRE SOFTWARE INCGWRE4,374$800,1800.08%
120BOSTON SCIENTIFIC CORPBSX8,839$740,7080.08%
121NUVEEN NEW YORK AMT QLT MUNINU64,583$727,9100.08%
122CITIGROUP INCC-PR11,592$725,6590.08%
123PALO ALTO NETWORKS INCPANW2,112$721,9040.08%
124BERKSHIRE HATHAWAY INC DELBRK-A1$691,1800.07%
125DISNEY WALT CO2546871067,141$686,8980.07%
126TWILIO INCTWLO10,391$677,7010.07%
127LOWES COS INC5486611072,479$671,4490.07%
128MAIN STR CAP CORP56035L10413,308$667,2690.07%
129INVESCO EXCH TRADED FD TR IIIVZ21,670$658,1270.07%
130HUMANA INCHUM2,076$657,6720.07%
131SCHWAB STRATEGIC TR8085242019,382$636,5390.07%
132ICICI BANK LIMITEDIBN21,196$632,7120.07%
133TRANSUNIONTRU5,895$617,2070.07%
134SPDR SER TR78468R73912,684$610,6080.06%
135INTEL CORPINTC25,912$607,8890.06%
136TERADYNE INCTER4,536$607,5060.06%
137LYONDELLBASELL INDUSTRIES NLYB6,314$605,5130.06%
138CAPITAL ONE FINL CORP14040H1054,000$598,9200.06%
139SCHWAB STRATEGIC TR80852480514,504$596,4040.06%
140FASTENAL COFAST8,146$581,7870.06%
141NUVEEN NEW JERSEY QULT MUN FNU43,778$574,3060.06%
142EATON CORP PLCETN1,708$566,1000.06%
143DOCUSIGN INCDOCU9,108$565,5160.06%
144BECTON DICKINSON & COBDX2,332$562,1570.06%
145ELECTRONIC ARTS INCEA3,876$555,9730.06%
146MICROCHIP TECHNOLOGY INC.MCHPP6,908$554,6660.06%
147CATERPILLAR INCCAT1,415$553,4350.06%
148ISHARES TR4642886614,500$538,2230.06%
149INTERNATIONAL BUSINESS MACHSINTR2,426$536,2500.06%
150MARVELL TECHNOLOGY INCMRVL7,333$528,8610.06%
151BOOKING HOLDINGS INCBKNG124$522,3030.06%
152APPLIED MATLS INC0382221052,574$520,1280.06%
153TYLER TECHNOLOGIES INCTYL875$510,7550.05%
154MARKETAXESS HLDGS INCMKTX1,958$501,6400.05%
155UNIVERSAL DISPLAY CORPOLED2,331$489,2770.05%
156SCHWAB CHARLES CORPSCHW-PJ7,408$480,1120.05%
157TJX COS INC NEW8725401094,075$479,0150.05%
158ISHARES TR464287200820$472,8550.05%
159ENBRIDGE INCENNPF11,465$465,5940.05%
160IRON MTN INC DEL46284V1013,891$465,1820.05%
161VANGUARD SCOTTSDALE FDS92206C7145,530$460,7740.05%
162VANGUARD MUN BD FDS9229077469,013$460,7450.05%
163SPDR SER TR78468R20014,779$455,9320.05%
164MERCADOLIBRE INCMELI220$452,4180.05%
165ARK ETF TR00214Q70815,085$449,8310.05%
166SCHWAB STRATEGIC TR8085245085,341$443,8020.05%
167PAYPAL HLDGS INCPYPL5,681$443,2880.05%
168ISHARES TR4642887943,386$435,3590.05%
169ROYAL GOLD INCRGLD3,088$433,1950.05%
170MORGAN STANLEYMS-PQ4,110$428,4120.05%
171SMITH A O CORPAOS4,671$419,5960.04%
172ISHARES TR4642886793,792$419,4720.04%
173SHERWIN WILLIAMS COSHW1,086$414,4860.04%
174SPDR SER TR78464A4094,947$410,3360.04%
175SPDR INDEX SHS FDS78463X88910,915$409,9540.04%
176ISHARES TR4642876221,296$407,5660.04%
177GLOBAL X FDS37954Y8559,308$405,7380.04%
178KEYSIGHT TECHNOLOGIES INCKEYS2,523$400,9800.04%
179SCOTTS MIRACLE-GRO COSMG4,601$398,9070.04%
180MIDDLEBY CORPMIDD2,867$398,8860.04%
181SNAP INCSNAP37,070$396,6490.04%
182SELECT SECTOR SPDR TR81369Y4071,967$394,2050.04%
183SELECT SECTOR SPDR TR81369Y7042,892$391,7560.04%
184NOVO-NORDISK A SNONOF3,274$389,8420.04%
185FRONTLINE PLCFRO16,493$387,0820.04%
186OLD DOMINION FREIGHT LINE INODFL1,941$385,5260.04%
187CISCO SYS INCCSCO7,014$373,2640.04%
188SPDR SER TR78464A7632,619$372,0470.04%
189GARTNER INCIT725$367,4010.04%
190HERCULES CAPITAL INCHCXY18,699$367,2470.04%
191RPM INTL INC7496851032,999$362,8790.04%
192DEXCOM INCDXCM5,326$357,0550.04%
193SCHWAB STRATEGIC TR8085247974,174$352,7920.04%
194TREX CO INCTREX5,266$350,6100.04%
195WISDOMTREE TRWT6,845$349,9910.04%
196ISHARES TR4642871682,539$343,0010.04%
197CONSOLIDATED EDISON INCED3,289$342,5050.04%
198L3HARRIS TECHNOLOGIES INCLHX1,390$330,6390.04%
199FISERV INCFISV1,807$324,6280.03%
200T-MOBILE US INCTMUSZ1,561$322,1280.03%
201WISDOMTREE TRWT6,194$319,1630.03%
202BORGWARNER INCBWA8,776$318,4810.03%
203PHILIP MORRIS INTL INC7181721092,602$315,8740.03%
204IDEX CORP45167R1041,437$308,2370.03%
205DRAFTKINGS INC NEWDKNG7,774$304,7410.03%
206FORTINET INCFTNT3,892$301,8250.03%
207ISHARES TR46435U8616,103$295,6900.03%
208VANGUARD INDEX FDS9229086521,617$295,0650.03%
209BRISTOL-MYERS SQUIBB COCELG-RI5,648$292,2180.03%
210MICRON TECHNOLOGY INCMU2,810$291,4490.03%
211ELANCO ANIMAL HEALTH INCELAN19,773$290,4650.03%
212MARRIOTT INTL INC NEW5719032021,161$288,7090.03%
213AT&T INCT-PC12,981$285,5800.03%
214MONDELEZ INTL INC6092071053,872$285,2840.03%
215GE AEROSPACE3696043011,493$281,6090.03%
216CONOCOPHILLIPSCOP2,667$280,7320.03%
217MARATHON PETE CORPMARA1,723$280,6940.03%
218EDWARDS LIFESCIENCES CORPEW4,194$276,7620.03%
219NIKE INCNKE3,092$274,4770.03%
220PROLOGIS INC.PLDGP2,146$271,0590.03%
221ISHARES TR4642886878,152$270,8800.03%
222ISHARES TR4642875561,808$263,2260.03%
223PALANTIR TECHNOLOGIES INCPLTR7,034$261,6650.03%
224COINBASE GLOBAL INCCOIN1,447$257,8840.03%
225ORACLE CORPORCL-PD1,480$252,1960.03%
226RTX CORPORATIONRTX2,075$251,3620.03%
227ISHARES TR464287689752$245,6380.03%
228BLACKROCK N Y MUN INCOME TRUBLK22,112$244,1830.03%
229MARTIN MARIETTA MATLS INC573284106450$242,2130.03%
230BLOCK INCBSQKZ3,596$241,3990.03%
231SELECTIVE INS GROUP INC8163001072,566$239,4360.03%
232ARES MANAGEMENT CORPORATIONARES-PB1,504$234,4510.02%
233MCKESSON CORPMCK471$233,0360.02%
234FIDELITY COVINGTON TRUST3160928243,791$232,5950.02%
235VANGUARD INDEX FDS922908629874$230,4960.02%
236SELECT SECTOR SPDR TR81369Y8522,541$229,7320.02%
237ALIBABA GROUP HLDG LTDBBAAY2,163$229,5380.02%
238AVERY DENNISON CORPAVY1,038$229,2560.02%
239ROYAL BK CDA7800871021,821$227,1330.02%
240WISDOMTREE TRWT4,647$227,1200.02%
241GLOBAL X FDS37954Y7157,000$225,0520.02%
242ALIGN TECHNOLOGY INCALGN851$216,4260.02%
243UBS GROUP AGUBS6,980$215,7520.02%
244KLA CORPKLAC273$211,4140.02%
245TE CONNECTIVITY PLCTEL1,385$209,1210.02%
246VANECK ETF TRUST92189F6922,189$208,0210.02%
247CONSTELLATION BRANDS INCSTZ797$205,2740.02%
248FERRARI N VRACE435$204,4400.02%
249ON SEMICONDUCTOR CORPON2,801$203,3810.02%
250ANHEUSER BUSCH INBEV SA/NVBUDFF3,052$202,3430.02%
251ZIMMER BIOMET HOLDINGS INCZBH1,871$201,9650.02%
252BGC GROUP INCBGC21,967$201,6570.02%
253PUBLIC STORAGE OPER COPSA-PS554$201,5710.02%
254SONY GROUP CORPSNEJF2,075$200,4100.02%
255BCB BANCORP INCBCBP13,294$164,0520.02%
256VALE S AVALE10,803$126,1790.01%
257FIBROBIOLOGICS INCFBLG38,260$118,2230.01%
258GENWORTH FINL INC37247D10610,761$73,7100.01%
259PIMCO HIGH INCOME FD72201410711,276$56,5190.01%
260PATHWARD FINANCIAL INCCASH21,459$39,9870.00%