Director of Compliance & Operations

0001420506-23-000724.txt : 20230215 0001420506-23-000724.hdr.sgml : 20230215 20230215134829 ACCESSION NUMBER: 0001420506-23-000724 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230215 EFFECTIVENESS DATE: 20230215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RMR Wealth Builders CENTRAL INDEX KEY: 0001803848 IRS NUMBER: 112812983 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-20194 FILM NUMBER: 23634839 BUSINESS ADDRESS: STREET 1: 111 GROVE STREET STREET 2: SUITE 203 CITY: MONTCLAIR STATE: NJ ZIP: 07042 BUSINESS PHONE: 2018362460 MAIL ADDRESS: STREET 1: 111 GROVE STREET STREET 2: SUITE 203 CITY: MONTCLAIR STATE: NJ ZIP: 07042 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false true false 0001803848 XXXXXXXX 12-31-2022 12-31-2022 true 1 RESTATEMENT false RMR Wealth Builders

111 Grove Street Suite 203 Montclair NJ 07042

13F HOLDINGS REPORT 028-20194 N Steven Sergio Director of Compliance & Operations 2018362460 Steven Sergio, Director of Compliance & Operations Montclair NJ 02-15-2023 0 192 441077005 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR RMR WEALTH BUILDERS (5950) ABBOTT LABS COM 002824100 1083770 9871 SH SOLE 0 0 9871 ABBVIE INC COM 00287Y109 1845466 11419 SH SOLE 0 0 11419 ADOBE SYSTEMS INCORPORATED COM 00724F101 680127 2021 SH SOLE 0 0 2021 ALIGN TECHNOLOGY INC COM 016255101 240637 1141 SH SOLE 0 0 1141 ALPHABET INC CAP STK CL A 02079K305 906299 10272 SH SOLE 0 0 10272 ALPHABET INC CAP STK CL C 02079K107 1769099 19938 SH SOLE 0 0 19938 AMAZON COM INC COM 023135106 4390271 52265 SH SOLE 0 0 52265 AMERICAN EXPRESS CO COM 025816109 298875 2023 SH SOLE 0 0 2023 AMERICAN TOWER CORP NEW COM 03027X100 373638 1764 SH SOLE 0 0 1764 APPLE INC COM 037833100 8440662 64963 SH SOLE 0 0 64963 ARISTA NETWORKS INC COM 040413106 417444 3440 SH SOLE 0 0 3440 ASML HOLDING N V N Y REGISTRY SHS N07059210 1222092 2237 SH SOLE 0 0 2237 AT&T INC COM 00206R102 354662 19265 SH SOLE 0 0 19265 BANK AMERICA CORP COM 060505104 550284 16615 SH SOLE 0 0 16615 BECTON DICKINSON & CO COM 075887109 775894 3051 SH SOLE 0 0 3051 BERKSHIRE HATHAWAY INC DEL CL A 084670108 468711 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 895785 2900 SH SOLE 0 0 2900 BGC PARTNERS INC CL A 05541T101 38643 10250 SH SOLE 0 0 10250 BLACKROCK INC COM 09247X101 1057985 1493 SH SOLE 0 0 1493 BLACKSTONE INC COM 09260D107 867133 11688 SH SOLE 0 0 11688 BOOKING HOLDINGS INC COM 09857L108 245864 122 SH SOLE 0 0 122 BORGWARNER INC COM 099724106 290967 7229 SH SOLE 0 0 7229 BOSTON SCIENTIFIC CORP COM 101137107 457055 9878 SH SOLE 0 0 9878 BRISTOL-MYERS SQUIBB CO COM 110122108 418231 5813 SH SOLE 0 0 5813 BROADCOM INC COM 11135F101 3270720 5850 SH SOLE 0 0 5850 CAPITAL ONE FINL CORP COM 14040H105 371840 4000 SH SOLE 0 0 4000 CATERPILLAR INC COM 149123101 524457 2189 SH SOLE 0 0 2189 CHEVRON 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9724 SH SOLE 0 0 9724 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3427528 25230 SH SOLE 0 0 25230 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1747837 51106 SH SOLE 0 0 51106 SELECTIVE INS GROUP INC COM 816300107 222155 2507 SH SOLE 0 0 2507 SHELL PLC SPON ADS 780259305 207191 3638 SH SOLE 0 0 3638 SHERWIN WILLIAMS CO COM 824348106 258344 1089 SH SOLE 0 0 1089 SHOPIFY INC CL A 82509L107 257305 7413 SH SOLE 0 0 7413 SIMON PPTY GROUP INC NEW COM 828806109 298470 2541 SH SOLE 0 0 2541 SMITH A O CORP COM 831865209 267368 4671 SH SOLE 0 0 4671 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 2906448 8772 SH SOLE 0 0 8772 SPDR S&P 500 ETF TR TR UNIT 78462F103 6224014 16275 SH SOLE 0 0 16275 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5429361 12262 SH SOLE 0 0 12262 SPDR SER TR S&P DIVID ETF 78464A763 282361 2257 SH SOLE 0 0 2257 STMICROELECTRONICS N V NY REGISTRY 861012102 247459 6957 SH SOLE 0 0 6957 T-MOBILE US INC COM 872590104 220640 1576 SH SOLE 0 0 1576 TAIWAN SEMICONDUCTOR MFG 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