Wealth Management Resources, Inc. Portfolio Holdings

Wealth Management Resources, Inc.

  • $276 Million
  • Q1 2025

Wealth Management Resources, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $276 Million distributed in 33 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 $34M, Fidelity Merrimack Str Tr Tota with a value of $29M, Ishares Barclays with a value of $27.4M, Schwab Strategic Tr Us Dividen with a value of $24.4M, and Spdr Portfolio with a value of $24.1M.

Examining the 13F form we can see an increase of $4.55M in the current position value, from $271M to 276M.

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

Portfolio value $276 Million
ETFs: $276 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34 Million 12.34% of portfolio
512,389
Q1 2025 Added 2.0%
$0
$29 Million 10.51% of portfolio
634,482
Q1 2025 Added 4.1%
$0
$27.4 Million 9.95% of portfolio
287,546
Q1 2025 Added 0.01%
$0
$24.4 Million 8.85% of portfolio
872,406
Q1 2025 Added 0.81%
$0
$24.1 Million 8.76% of portfolio
300,392
Q1 2025 Added 0.72%
$0
$15.8 Million 5.74% of portfolio
364,385
Q1 2025 Added 1.39%
$0
$15.1 Million 5.47% of portfolio
311,929
Q1 2025 Added 5.21%
$0
$15 Million 5.46% of portfolio
760,046
Q1 2025 Added 1.35%
$0
$13.1 Million 4.77% of portfolio
140,246
Q1 2025 Added 2.21%
$0
$11.8 Million 4.27% of portfolio
284,086
Q1 2025 Added 0.26%
$0
$9.29 Million 3.37% of portfolio
301,013
Q1 2025 Added 0.38%
$0
$8.54 Million 3.1% of portfolio
166,891
Q1 2025 Added 0.52%
$0
$7.88 Million 2.86% of portfolio
366,515
Q1 2025 Added 0.75%
$0
$6.02 Million 2.19% of portfolio
57,107
Q1 2025 Reduced 3.69%
$0
$5.9 Million 2.14% of portfolio
89,671
Q1 2025 Added 6.11%
$0
$4.21 Million 1.53% of portfolio
24,365
Q1 2025 Added 5.17%
$0
$3.3 Million 1.2% of portfolio
81,039
Q1 2025 Added 4.3%
$0
$2.72 Million 0.99% of portfolio
199,585
Q1 2025 Added 1.93%
$0
$2.32 Million 0.84% of portfolio
92,056
Q1 2025 Added 3.23%
$0
$2.12 Million 0.77% of portfolio
4,120
Q4 2024 Added 9.02%
$0
$1.88 Million 0.68% of portfolio
36,884
Q1 2025 Added 53.84%
$0
$1.77 Million 0.64% of portfolio
17,752
Q1 2025 Reduced 25.14%
$0
$1.47 Million 0.53% of portfolio
28,730
Q1 2025 Added 0.11%
$0
$1.13 Million 0.41% of portfolio
4,270
Q1 2025 Reduced 3.66%
$0
$857,000 0.31% of portfolio
19,024
Q1 2025 Reduced 5.82%
$0
$804,000 0.29% of portfolio
16,217
Q1 2025 Reduced 5.81%
$0
$595,000 0.22% of portfolio
7,769
Q1 2025 Reduced 17.32%
$0
$522,000 0.19% of portfolio
10,987
Q1 2025 Added 28.55%
$0
$283,000 0.1% of portfolio
10,556
Q4 2024 Added 0.06%
$0
$238,000 0.09% of portfolio
4,010
Q1 2025 New
$0
$214,000 0.08% of portfolio
11,497
Q1 2025 New
$0
$224,000 0.08% of portfolio
9,089
Q1 2025 Added 6.24%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $276 Million
  • Prior Value $271 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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