Wealth Management Resources, Inc. Purchases in Q3 2024

Wealth Management Resources, Inc.

$250 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held
SCHD Schwab Strategic Tr Us Dividen ETFs	16K + 5.49%	$77.02 - $85.06 $1.23M - $1.36M	306K $25.9M
FBND Fidelity Merrimack Str Tr Tota ETFs	38K + 9.26%	$44.65 - $47.21 $1.7M - $1.8M	449K $21M
IEF Ishares Barclays ETFs	11.9K + 4.1%	$92.67 - $99.14 $1.1M - $1.17M	301K $29.5M
SPYG Spdr Portfolio ETFs	11.7K + 5.33%	$73.38 - $84.1 $859K - $984K	231K $19.2M
USMV Ishares Msci Usa Min Vol Facto ETFs	1.52K + 0.82%	$83.76 - $91.82 $127K - $139K	186K $17M
SPHQ Invesco Exchange Traded Fd Tr ETFs	9.39K + 4.55%	$61.47 - $67.36 $577K - $633K	216K $14.5M
SMMV Ishares Msci Usa Small Cap Min ETFs	5.53K + 1.68%	$36.99 - $40.84 $205K - $226K	335K $13.7M
SCHH Schwab Strategic U.S. Reit ETF ETFs	7.07K + 1.86%	$19.78 - $23.53 $140K - $166K	388K $8.99M
SCHF Schwab Strategic Tr Intl Eqty ETFs	12.2K + 8.94%	$36.98 - $41.55 $453K - $509K	149K $6.14M
ISTB Ihares Core 1 5 Years Usd Bond ETFs	2.89K + 1.42%	$47.18 - $48.74 $136K - $141K	206K $10M
VOO Vanguard Index Fds S&P 500 ETF ETFs	576 + 17.98%	$475.2 - $527.7 $274K - $304K	3.78K $1.99M
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	3.16K + 3.51%	$29.23 - $33.51 $92.3K - $106K	93.1K $3.07M
IHDG Wisdomtree Tr ETFs	6.35K + 2.35%	$42.42 - $46.78 $269K - $297K	277K $12.6M
VTV Vanguard Value ETF ETFs	1.19K + 18.58%	$159.75 - $174.57 $190K - $207K	7.58K $1.32M
SCHV Schwab Strategic Tr Us Large C ETFs	2.5K New	$73.43 - $80.37 $184K - $201K	2.5K $201K
SPYV Spdr Portfolio S&P 500 Value E ETFs	1.14K + 4.12%	$48.51 - $52.86 $55.1K - $60K	28.7K $1.52M
CWB Spdr Bloomberg Convertible Sec ETFs	566 + 2.25%	$71.19 - $76.59 $40.3K - $43.3K	25.7K $1.97M
SPSM Spdr Portfolio S&P 600 Small C ETFs	508 + 1.79%	$41.02 - $46.01 $20.8K - $23.4K	28.8K $1.31M
SHM Spdr Nuveen Bloomberg Short Te ETFs	1.6K + 22.97%	$47.01 - $48.2 $75.2K - $77.1K	8.57K $412K
TFI Spdr Nuveen Bloomberg Municipa ETFs	6 + 0.05%	$45.6 - $46.83 $274 - $281	11.2K $526K

Activity Summary All Purchases 20 New Holdings 1 Increased Positions 19 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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Account

Wealth Management Resources, Inc. Purchases in Q3 2024

Wealth Management Resources, Inc.

16K

38K

11.9K

11.7K

1.52K

9.39K

5.53K

7.07K

12.2K

2.89K

576

3.16K

6.35K

1.19K

2.5K

1.14K

566

508

1.6K

6

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