Wealth Management Resources, Inc. Portfolio Holdings

Wealth Management Resources, Inc.

  • $293 Million
  • Q2 2025

Wealth Management Resources, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $293 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 $36.9M, Fidelity Merrimack Str Tr Tota with a value of $31.5M, Spdr Portfolio with a value of $28.8M, Ishares Barclays with a value of $28M, and Schwab Strategic Tr Us Dividen with a value of $25M.

Examining the 13F form we can see an increase of $17.3M in the current position value, from $276M to 293M.

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

Portfolio value $293 Million
ETFs: $293 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $293 Million
  • Prior Value $276 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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