Wealth Management Resources, Inc. Purchases in Q1 2025

Wealth Management Resources, Inc.

  • $276 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
25K
+ 4.1%
$44.41 - $45.98 $1.11M - $1.15M
634K $29M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.2K
+ 1.35%
$18.36 - $20.51 $187K - $208K
760K $15M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.04K
+ 2.21%
$87.68 - $94.52 $266K - $287K
140K $13.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
15.5K
+ 5.21%
$47.59 - $48.35 $735K - $747K
312K $15.1M
IEF
Ishares Barclays

ETFs
41
+ 0.01%
$91.17 - $95.39 $3.74K - $3.91K
288K $27.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.02K
+ 0.81%
$27.01 - $28.54 $190K - $200K
872K $24.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.9K
+ 53.84%
$50.87 - $51.09 $657K - $660K
36.9K $1.88M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10K
+ 2.0%
$65.27 - $71.18 $654K - $714K
512K $34M
VTV
Vanguard Value ETF

ETFs
1.2K
+ 5.17%
$167.73 - $179.21 $201K - $215K
24.4K $4.21M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.01K
New
$57.44 - $59.4 $230K - $238K
4.01K $238K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
11.5K
New
$18.55 - $18.81 $213K - $216K
11.5K $214K
IHDG
Wisdomtree Tr

ETFs
5K
+ 1.39%
$43.4 - $47.51 $217K - $237K
364K $15.8M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
3.79K
+ 1.93%
$13.05 - $13.97 $49.4K - $52.9K
200K $2.72M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.15K
+ 0.38%
$29.72 - $31.94 $34.3K - $36.9K
301K $9.29M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2.44K
+ 28.55%
$47.33 - $47.92 $115K - $117K
11K $522K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.17K
+ 6.11%
$64.88 - $72.1 $335K - $372K
89.7K $5.9M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.88K
+ 3.23%
$25.12 - $26.05 $72.4K - $75.1K
92.1K $2.32M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
736
+ 0.26%
$40.38 - $42.65 $29.7K - $31.4K
284K $11.8M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
534
+ 6.24%
$24.5 - $24.95 $13.1K - $13.3K
9.09K $224K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
33
+ 0.11%
$49.78 - $53.19 $1.64K - $1.76K
28.7K $1.47M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3.34K
+ 4.3%
$40.03 - $46.81 $134K - $156K
81K $3.3M
SPMD
Spdr Portfolio

ETFs
869
+ 0.52%
$50.21 - $57.73 $43.6K - $50.2K
167K $8.54M
SPYG
Spdr Portfolio

ETFs
2.15K
+ 0.72%
$80.05 - $92.39 $172K - $199K
300K $24.1M
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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