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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 Q1 2025 · Filed April 16, 2025 · Accession 0001420506-25-000775

Total Value
$950.1M
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363166,308$85.5M9.00%
2VANGUARD INDEX FDS922908736226,662$84.1M8.85%
3VANGUARD INDEX FDS922908744475,614$82.2M8.65%
4ISHARES TR4642875071,315,097$76.7M8.08%
5ISHARES TR46432F842546,585$41.3M4.35%
6ISHARES TR464287614104,060$37.6M3.95%
7NVIDIA CORPORATIONNVDA251,882$27.3M2.87%
8APPLE INCAAPL120,389$26.7M2.81%
9ISHARES TR464287598136,351$25.7M2.70%
10ISHARES TR464288158239,359$25.3M2.66%
11ISHARES TR464287804225,726$23.6M2.48%
12MICROSOFT CORPMSFT48,853$18.3M1.93%
13ISHARES TR464288414162,281$17.1M1.80%
14FIRST TR EXCH TRADED FD III33739N108328,008$16.5M1.74%
15FIRST TR EXCH TRADED FD III33739P830813,010$16.2M1.70%
16VANGUARD CHARLOTTE FDS92203J407288,164$14.1M1.48%
17PIMCO ETF TR72201R783148,784$13.9M1.47%
18AMAZON COM INCAMZN70,891$13.5M1.42%
19BROADCOM INCAVGO55,013$9.2M0.97%
20SPDR S&P 500 ETF TRSPY15,307$8.6M0.90%
21JPMORGAN CHASE & CO.VYLD33,660$8.3M0.87%
22SCHWAB STRATEGIC TR808524862337,364$8.2M0.86%
23SPDR S&P MIDCAP 400 ETF TRMDY14,363$7.7M0.81%
24ISHARES TR46428765536,604$7.3M0.77%
25META PLATFORMS INCMETA11,735$6.8M0.71%
26VISA INCV17,234$6.0M0.64%
27INVESCO QQQ TRIVZ10,854$5.1M0.54%
28ISHARES TR46428746560,942$5.0M0.52%
29NETFLIX INCNFLX5,162$4.8M0.51%
30COSTCO WHSL CORP NEW22160K1054,794$4.5M0.48%
31HOME DEPOT INCHD12,092$4.4M0.47%
32EXXON MOBIL CORPXOM36,946$4.4M0.46%
33SELECT SECTOR SPDR TR81369Y80320,321$4.2M0.44%
34BERKSHIRE HATHAWAY INC DELBRK-A7,827$4.2M0.44%
35ELI LILLY & COLLY4,917$4.1M0.43%
36ALPHABET INCGOOG22,709$3.5M0.37%
37SCHWAB STRATEGIC TR808524201154,826$3.4M0.36%
38CHEVRON CORP NEWCVX20,064$3.4M0.35%
39VERIZON COMMUNICATIONS INCVZ72,304$3.3M0.35%
40TESLA INCTSLA12,379$3.2M0.34%
41FEDERATED HERMES ETF TRUSTFHI121,108$3.0M0.32%
42CROWDSTRIKE HLDGS INCCRWD8,611$3.0M0.32%
43INTUITIVE SURGICAL INCISRG5,829$2.9M0.30%
44BLACKSTONE INCBX20,023$2.8M0.29%
45WALMART INCWMT30,994$2.7M0.29%
46ALPHABET INCGOOG17,023$2.6M0.28%
47SPDR SER TR78464A85439,609$2.6M0.28%
48ISHARES TR4642871019,084$2.5M0.26%
49PROCTER AND GAMBLE CO74271810914,430$2.5M0.26%
50MASTERCARD INCORPORATEDMA4,475$2.5M0.26%
51ISHARES TR46428745729,499$2.4M0.26%
52ARISTA NETWORKS INCANET30,642$2.4M0.25%
53SALESFORCE INCCRM8,833$2.4M0.25%
54VERTEX PHARMACEUTICALS INCVRTX4,835$2.3M0.25%
55MARSH & MCLENNAN COS INC5717481029,499$2.3M0.24%
56AMERICAN TOWER CORP NEW03027X10010,256$2.2M0.23%
57WASTE MGMT INC DEL94106L1099,609$2.2M0.23%
58CONSTELLATION ENERGY CORPCEG10,953$2.2M0.23%
59GOLDMAN SACHS GROUP INCGSCE4,033$2.2M0.23%
60AMERICAN EXPRESS COAXP8,015$2.2M0.23%
61SPDR DOW JONES INDL AVERAGE78467X1094,967$2.1M0.22%
62INTERNATIONAL BUSINESS MACHSINTR8,352$2.1M0.22%
63MCDONALDS CORPMCD6,583$2.1M0.22%
643M COMMM13,536$2.0M0.21%
65DUKE ENERGY CORP NEWDUKB16,288$2.0M0.21%
66BLACKROCK INCBLK2,087$2.0M0.21%
67LINDE PLCLIN4,204$2.0M0.21%
68TJX COS INC NEW87254010915,692$1.9M0.20%
69ACCENTURE PLC IRELANDACN5,855$1.8M0.19%
70ADOBE INCADBE4,721$1.8M0.19%
71INTUITINTU2,941$1.8M0.19%
72COMCAST CORP NEWCCZ48,053$1.8M0.19%
73ADVANCED MICRO DEVICES INCAMD17,075$1.8M0.18%
74PHILLIPS EDISON & CO INCPECO47,727$1.7M0.18%
75S&P GLOBAL INCSPGI3,429$1.7M0.18%
76ABBVIE INCABBV8,304$1.7M0.18%
77CME GROUP INCCME6,504$1.7M0.18%
78LOCKHEED MARTIN CORPLMT3,743$1.7M0.18%
79UBER TECHNOLOGIES INCUBER22,167$1.6M0.17%
80QUALCOMM INCQCOM10,465$1.6M0.17%
81MARTIN MARIETTA MATLS INC5732841063,358$1.6M0.17%
82FIDELITY NATL INFORMATION SV31620M10621,140$1.6M0.17%
83HONEYWELL INTL INC4385161067,371$1.6M0.16%
84COCA COLA COKO20,533$1.5M0.16%
85SELECT SECTOR SPDR TR81369Y2099,888$1.4M0.15%
86THERMO FISHER SCIENTIFIC INCTMO2,869$1.4M0.15%
87CORNING INCGLW30,805$1.4M0.15%
88GILEAD SCIENCES INCGILD12,490$1.4M0.15%
89PUBLIC SVC ENTERPRISE GRP IN74457310617,001$1.4M0.15%
90ASML HOLDING N VASMLF2,110$1.4M0.15%
91CHUBB LIMITEDCB4,532$1.4M0.14%
92REGENERON PHARMACEUTICALSREGN2,141$1.4M0.14%
93PIMCO ETF TR72201R58551,265$1.4M0.14%
94ORACLE CORPORCL-PD9,277$1.3M0.14%
95SELECT SECTOR SPDR TR81369Y60525,737$1.3M0.13%
96SERVICENOW INCNOW1,592$1.3M0.13%
97GENERAL MTRS CO37045V10025,145$1.2M0.12%
98MERCK & CO INCMRK12,402$1.1M0.12%
99COSTAR GROUP INCCSGP13,919$1.1M0.12%
100ISHARES TR46428749912,960$1.1M0.12%
101INTERCONTINENTAL EXCHANGE IN45866F1046,345$1.1M0.12%
102PNC FINL SVCS GROUP INC6934751056,080$1.1M0.11%
103TEXAS INSTRS INC8825081045,832$1.0M0.11%
104WISDOMTREE TRWT12,984$1.0M0.11%
105TWILIO INCTWLO10,395$1.0M0.11%
106SHOPIFY INCSHOP10,410$993,9470.10%
107CHIPOTLE MEXICAN GRILL INCCMG19,087$958,3580.10%
108TAIWAN SEMICONDUCTOR MFG LTD8740391005,754$955,0840.10%
109BANK AMERICA CORP06050510422,432$936,0950.10%
110SPDR SER TR78464A7636,720$911,8350.10%
111CVS HEALTH CORPCVS13,086$886,5480.09%
112BOSTON SCIENTIFIC CORPBSX8,631$870,6950.09%
113VANECK ETF TRUST92189F38738,521$866,3260.09%
114SCHWAB STRATEGIC TR80852450832,812$859,6810.09%
115PACCAR INCPCAR8,713$848,3520.09%
116GUIDEWIRE SOFTWARE INCGWRE4,374$819,5130.09%
117MAIN STR CAP CORP56035L10414,261$806,6020.08%
118JOHNSON & JOHNSONJNJ4,851$804,5690.08%
119BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.08%
120CITIGROUP INCC-PR11,205$795,4230.08%
121SELECT SECTOR SPDR TR81369Y5068,398$784,8080.08%
122TRUIST FINL CORP89832Q10918,892$777,4060.08%
123UNION PAC CORPUNP3,275$773,7830.08%
124CSX CORPCSX26,263$772,9200.08%
125DOCUSIGN INCDOCU9,108$741,3910.08%
126VANECK ETF TRUST92189F6763,445$728,4130.08%
127PALO ALTO NETWORKS INCPANW4,246$724,5600.08%
128CAPITAL ONE FINL CORP14040H1054,006$718,2760.08%
129MONOLITHIC PWR SYS INC6098391051,183$686,1160.07%
130SPDR SER TR78468R73914,359$683,4880.07%
131HILTON WORLDWIDE HLDGS INCHLT2,934$667,6320.07%
132NUVEEN NEW YORK AMT QLT MUNINU63,983$663,4400.07%
133LOWES COS INC5486611072,796$652,0190.07%
134ICICI BANK LIMITEDIBN20,655$651,0570.07%
135FASTENAL COFAST8,176$634,0490.07%
136ISHARES U S ETF TR46431W6488,427$631,5250.07%
137DISNEY WALT CO2546871066,105$602,5950.06%
138SCHWAB CHARLES CORPSCHW-PJ7,493$586,5520.06%
139THE TRADE DESK INC88339J10510,705$585,7510.06%
140DOW INCDOW16,553$578,0360.06%
141UNITEDHEALTH GROUP INCUNH1,097$574,2920.06%
142BOOKING HOLDINGS INCBKNG124$571,2570.06%
143NEXTERA ENERGY INCNEE-PW8,056$571,0560.06%
144ELECTRONIC ARTS INCEA3,892$562,4720.06%
145SCHWAB STRATEGIC TR80852480528,232$558,4310.06%
146PALANTIR TECHNOLOGIES INCPLTR6,446$544,0420.06%
147HUMANA INCHUM2,048$542,0010.06%
148INVESCO EXCH TRADED FD TR IIIVZ18,631$540,4770.06%
149SPDR INDEX SHS FDS78463X88914,719$535,9140.06%
150ISHARES TR4642886614,500$531,6080.06%
151NUVEEN NEW JERSEY QULT MUN FNU43,290$512,9260.05%
152ENBRIDGE INCENNPF11,465$508,0140.05%
153TYLER TECHNOLOGIES INCTYL873$507,5530.05%
154CATERPILLAR INCCAT1,529$504,3190.05%
155VANGUARD SCOTTSDALE FDS92206C7145,962$492,1210.05%
156TRANSUNIONTRU5,895$489,2260.05%
157ROYAL GOLD INCRGLD2,977$486,7660.05%
158MORGAN STANLEYMS-PQ3,843$448,4090.05%
159VANGUARD MUN BD FDS9229077469,013$447,2250.05%
160LYONDELLBASELL INDUSTRIES NLYB6,340$446,3360.05%
161SCHWAB STRATEGIC TR80852479715,766$440,8140.05%
162VANGUARD SCOTTSDALE FDS92206C4095,576$440,2070.05%
163PHILIP MORRIS INTL INC7181721092,766$439,0070.05%
164MIDDLEBY CORPMIDD2,867$435,7270.05%
165MARVELL TECHNOLOGY INCMRVL7,003$431,1930.05%
166MERCADOLIBRE INCMELI219$428,1790.05%
167ISHARES TR464287200761$427,8770.05%
168MARKETAXESS HLDGS INCMKTX1,957$423,3970.04%
169T-MOBILE US INCTMUSZ1,561$416,3340.04%
170EATON CORP PLCETN1,527$415,0840.04%
171CONSOLIDATED EDISON INCED3,721$411,5290.04%
172FISERV INCFISV1,829$403,8980.04%
173SHERWIN WILLIAMS COSHW1,100$384,2320.04%
174SPDR SER TR78468R8539,392$382,8380.04%
175SELECT SECTOR SPDR TR81369Y7042,916$382,2070.04%
176KEYSIGHT TECHNOLOGIES INCKEYS2,546$381,3140.04%
177VANGUARD WORLD FD92204A5041,409$372,9430.04%
178HERCULES CAPITAL INCHCXY19,232$369,4510.04%
179FORTINET INCFTNT3,830$368,6760.04%
180DEXCOM INCDXCM5,325$363,6440.04%
181AT&T INCT-PC12,641$357,4770.04%
182ULTA BEAUTY INCULTA970$355,5440.04%
183CISCO SYS INCCSCO5,729$353,5670.04%
184RPM INTL INC7496851032,999$346,9240.04%
185PAYPAL HLDGS INCPYPL5,304$346,0860.04%
186TERADYNE INCTER4,169$344,3590.04%
187SPDR SER TR78464A5992,153$344,2080.04%
188WISDOMTREE TRWT6,857$339,5740.04%
189SELECT SECTOR SPDR TR81369Y4071,688$333,2920.04%
190MONDELEZ INTL INC6092071054,903$332,6540.04%
191OLD DOMINION FREIGHT LINE INODFL1,998$330,5110.03%
192BRISTOL-MYERS SQUIBB COCELG-RI5,347$326,1270.03%
193UNIVERSAL DISPLAY CORPOLED2,331$325,1280.03%
194SMITH A O CORPAOS4,898$320,1330.03%
195SELECT SECTOR SPDR TR81369Y8523,309$319,1710.03%
196SNAP INCSNAP36,458$317,5490.03%
197IRON MTN INC DEL46284V1013,650$317,0340.03%
198SPDR SER TR78464A4093,902$313,6320.03%
199ISHARES TR4642876221,007$308,8870.03%
200TREX CO INCTREX5,266$305,9550.03%
201EDWARDS LIFESCIENCES CORPEW4,206$304,8510.03%
202MCKESSON CORPMCK452$304,4050.03%
203SPDR GOLD TRGLD1,041$300,0500.03%
204GARTNER INCIT710$298,0150.03%
205BOEING COBA-PA1,722$293,6870.03%
206J P MORGAN EXCHANGE TRADED F46641Q3325,127$292,9370.03%
207CHECK POINT SOFTWARE TECH LTM224651041,285$292,8770.03%
208L3HARRIS TECHNOLOGIES INCLHX1,396$292,1970.03%
209WISDOMTREE TRWT6,277$291,8620.03%
210ISHARES TR4642886792,636$291,2190.03%
211ALIBABA GROUP HLDG LTDBBAAY2,173$287,3360.03%
212LAM RESEARCH CORPLRCX3,837$278,9510.03%
213COINBASE GLOBAL INCCOIN1,619$278,9100.03%
214VANGUARD INDEX FDS9229086521,617$278,5440.03%
215ISHARES TR46435U8615,738$278,4290.03%
216IDEX CORP45167R1041,511$273,4460.03%
217APOLLO GLOBAL MGMT INC03769M1061,997$273,4350.03%
218INTEL CORPINTC11,885$269,8970.03%
219SAP SESAPGF1,000$268,4400.03%
220MARRIOTT INTL INC NEW5719032021,110$264,4180.03%
221SONY GROUP CORPSNEJF10,377$263,4720.03%
222MICROCHIP TECHNOLOGY INC.MCHPP5,415$262,1510.03%
223FRONTLINE PLCFRO17,325$260,7380.03%
224RTX CORPORATIONRTX1,966$260,4300.03%
225ISHARES TR4642871681,925$258,5680.03%
226SCOTTS MIRACLE-GRO COSMG4,601$252,5490.03%
227SPDR SER TR78468R2008,125$250,4130.03%
228GE AEROSPACE3696043011,245$249,1250.03%
229CAVA GROUP INCCAVA2,878$248,6550.03%
230APPLIED MATLS INC0382221051,701$246,8860.03%
231ISHARES TR464287689753$239,3290.03%
232MICRON TECHNOLOGY INCMU2,744$238,4620.03%
233MARATHON PETE CORPMARA1,587$231,2100.02%
234FIDELITY COVINGTON TRUST3160928243,806$230,6910.02%
235WISDOMTREE TRWT6,347$226,4070.02%
236BLACKROCK N Y MUN INCOME TRUBLK22,112$226,0070.02%
237EXCHANGE TRADED CONCEPTS TRU30150562418,421$223,6310.02%
238SUNRISE COMMUNICATIONS AGSNNRF4,628$223,4860.02%
239ALTRIA GROUP INCMO3,718$223,1690.02%
240ARES MANAGEMENT CORPORATIONARES-PB1,520$222,8490.02%
241BORGWARNER INCBWA7,752$222,0950.02%
242WISDOMTREE TRWT4,432$219,9280.02%
243BLOCK INCBSQKZ4,020$218,4070.02%
244CONOCOPHILLIPSCOP2,076$218,0220.02%
245PROLOGIS INC.PLDGP1,918$214,3800.02%
246UBS GROUP AGUBS6,980$213,7970.02%
247SELECTIVE INS GROUP INC8163001072,329$213,2100.02%
248VANGUARD INDEX FDS922908629807$208,7240.02%
249ELANCO ANIMAL HEALTH INCELAN19,773$207,6170.02%
250ISHARES TR4642872262,098$207,5000.02%
251ROYAL BK CDA7800871021,821$205,2630.02%
252ISHARES TR4642886876,663$204,7500.02%
253LIBERTY GLOBAL LTDLBTYK16,986$203,3220.02%
254GLOBAL X FDS37954Y48310,592$176,1440.02%
255VANECK ETF TRUST92189H82115,057$135,9650.01%
256BCB BANCORP INCBCBP13,668$134,7680.01%
257VALE S AVALE10,803$107,8140.01%
258PIMCO HIGH INCOME FD72201410711,793$58,2350.01%
259FIBROBIOLOGICS INCFBLG38,360$34,5240.00%