Wealth Management Resources, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $233 Million distributed in 33 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $27M, Schwab Strategic Tr Us Dividen with a value of $22.6M, Fidelity Merrimack Str Tr Tota with a value of $18.4M, Spdr Portfolio with a value of $17.6M, and Ishares Msci Usa Min Vol Facto with a value of $15.5M.
Examining the 13F form we can see an decrease of $124M in the current position value, from $357M to 233M.
Below you can find more details about Wealth Management Resources, Inc. portfolio as well as his latest detailed transactions.