Wealth Management Resources, Inc. Portfolio Holdings

Wealth Management Resources, Inc.

  • $233 Million
  • Q2 2024

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.

Portfolio value $233 Million
ETFs: $233 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $233 Million
  • Prior Value $357 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Wealth Management Resources, Inc. Portfolio

Follow Wealth Management Resources, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Resources, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email