Wealth Management Resources, Inc. Portfolio Holdings

Wealth Management Resources, Inc.

  • $271 Million
  • Q4 2024

Wealth Management Resources, Inc. has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $271 Million distributed in 31 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 $33.7M, Fidelity Merrimack Str Tr Tota with a value of $27.3M, Ishares Barclays with a value of $26.6M, Spdr Portfolio with a value of $26.2M, and Schwab Strategic Tr Us Dividen with a value of $23.6M.

Examining the 13F form we can see an increase of $20.7M in the current position value, from $250M to 271M.

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

Portfolio value $271 Million
ETFs: $271 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 31
  • Current Value $271 Million
  • Prior Value $250 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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