Director of Compliance & Operations

0001420506-23-000776.txt : 20230411 0001420506-23-000776.hdr.sgml : 20230411 20230411090543 ACCESSION NUMBER: 0001420506-23-000776 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230411 DATE AS OF CHANGE: 20230411 EFFECTIVENESS DATE: 20230411 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-20194 FILM NUMBER: 23812472 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 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001803848 XXXXXXXX 03-31-2023 03-31-2023 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 04-11-2023 0 212 525918831 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR RMR WEALTH BUILDERS (5968) ABBOTT LABS COM 002824100 1008328 9958 SH SOLE 0 0 9958 ABBVIE INC COM 00287Y109 1809178 11352 SH SOLE 0 0 11352 ADOBE SYSTEMS INCORPORATED COM 00724F101 1233955 3202 SH SOLE 0 0 3202 ALIGN TECHNOLOGY INC COM 016255101 381254 1141 SH SOLE 0 0 1141 ALPHABET INC CAP STK CL C 02079K107 2101216 20204 SH SOLE 0 0 20204 ALPHABET INC CAP STK CL A 02079K305 1451079 13989 SH SOLE 0 0 13989 ALTRIA GROUP INC COM 02209S103 200067 4484 SH SOLE 0 0 4484 AMAZON COM INC COM 023135106 6489882 62832 SH SOLE 0 0 62832 AMERICAN EXPRESS CO COM 025816109 325782 1975 SH SOLE 0 0 1975 AMERICAN TOWER CORP NEW COM 03027X100 362630 1775 SH SOLE 0 0 1775 APPLE INC COM 037833100 16667852 101079 SH SOLE 0 0 101079 APPLIED MATLS INC COM 038222105 231449 1884 SH SOLE 0 0 1884 ARISTA NETWORKS INC COM 040413106 640889 3818 SH SOLE 0 0 3818 ARK ETF TR FINTECH INNOVA 00214Q708 342559 18212 SH SOLE 0 0 18212 ASML HOLDING N V N Y REGISTRY SHS N07059210 1522725 2237 SH SOLE 0 0 2237 AT&T INC COM 00206R102 330818 17185 SH SOLE 0 0 17185 BANK AMERICA CORP COM 060505104 436550 15264 SH SOLE 0 0 15264 BECTON DICKINSON & CO COM 075887109 775319 3132 SH SOLE 0 0 3132 BERKSHIRE HATHAWAY INC DEL CL A 084670108 465600 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1364121 4418 SH SOLE 0 0 4418 BGC PARTNERS INC CL A 05541T101 53608 10250 SH SOLE 0 0 10250 BLACKROCK INC COM 09247X101 998996 1493 SH SOLE 0 0 1493 BLACKROCK MUNIHLDGS NJ QLTY COM 09254X101 130280 11341 SH SOLE 0 0 11341 BLACKSTONE INC COM 09260D107 1070704 12189 SH SOLE 0 0 12189 BOOKING HOLDINGS INC COM 09857L108 326246 123 SH SOLE 0 0 123 BORGWARNER INC COM 099724106 355016 7229 SH SOLE 0 0 7229 BOSTON SCIENTIFIC CORP COM 101137107 494196 9878 SH SOLE 0 0 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