Wealth Management Resources, Inc. Portfolio Holdings

Wealth Management Resources, Inc.

  • $309 Million
  • Q3 2025

Wealth Management Resources, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $309 Million distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $38.7M, Fidelity Merrimack Str Tr Tota with a value of $33M, Spdr Portfolio with a value of $32M, Ishares Barclays with a value of $28.8M, and Schwab Strategic Tr Us Dividen with a value of $26M.

Examining the 13F form we can see an increase of $16.2M in the current position value, from $293M to 309M.

Below you can find more details about Wealth Management Resources, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $309 Million
ETFs: $309 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.7 Million 12.53% of portfolio
528,305
Q3 2025 Added 1.93%
$0
$33 Million 10.68% of portfolio
713,610
Q3 2025 Added 3.54%
$0
$32 Million 10.35% of portfolio
306,114
Q3 2025 Added 1.24%
$0
$28.8 Million 9.31% of portfolio
298,096
Q3 2025 Added 2.03%
$0
$26 Million 8.4% of portfolio
951,194
Q3 2025 Added 0.74%
$0
$17.6 Million 5.7% of portfolio
756,900
Q3 2025 Added 1.85%
$0
$17.4 Million 5.64% of portfolio
378,456
Q3 2025 Added 1.91%
$0
$16.8 Million 5.44% of portfolio
344,379
Q3 2025 Added 3.7%
$0
$13 Million 4.21% of portfolio
136,791
Q3 2025 Added 0.51%
$0
$12.6 Million 4.07% of portfolio
291,848
Q3 2025 Added 0.83%
$0
$12.1 Million 3.93% of portfolio
320,159
Q3 2025 Added 2.58%
$0
$10.8 Million 3.5% of portfolio
189,057
Q3 2025 Added 1.78%
$0
$8.59 Million 2.78% of portfolio
398,077
Q3 2025 Added 1.99%
$0
$8.02 Million 2.59% of portfolio
102,326
Q3 2025 Added 6.04%
$0
$5 Million 1.62% of portfolio
26,810
Q3 2025 Added 3.96%
$0
$4.86 Million 1.57% of portfolio
45,634
Q3 2025 Reduced 4.95%
$0
$3.54 Million 1.15% of portfolio
69,325
Q3 2025 Added 2.16%
$0
$2.54 Million 0.82% of portfolio
189,027
Q3 2025 Reduced 0.8%
$0
$2.26 Million 0.73% of portfolio
90,773
Q3 2025 Added 0.83%
$0
$2.19 Million 0.71% of portfolio
24,658
Q3 2025 Reduced 0.61%
$0
$2.08 Million 0.67% of portfolio
3,398
Q3 2025 Added 6.19%
$0
$1.6 Million 0.52% of portfolio
28,830
Q3 2025 Reduced 2.47%
$0
$1.25 Million 0.4% of portfolio
10,959
Q3 2025 Reduced 3.89%
$0
$786,000 0.25% of portfolio
15,707
Q3 2025 Reduced 3.14%
$0
$740,000 0.24% of portfolio
2,854
Q3 2025 Reduced 7.49%
$0
$603,000 0.2% of portfolio
12,525
Q3 2025 Added 0.07%
$0
$612,000 0.2% of portfolio
6,768
Q3 2025 Reduced 6.45%
$0
$351,000 0.11% of portfolio
6,656
Q3 2025 Reduced 12.75%
$0
$302,000 0.1% of portfolio
5,040
Q3 2025 Added 11.75%
$0
$223,000 0.07% of portfolio
372
Q2 2025 New
$0
$224,000 0.07% of portfolio
8,347
Q3 2025 Reduced 15.87%

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $309 Million
  • Prior Value $293 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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