Wealth Management Resources, Inc. Portfolio Holdings

Wealth Management Resources, Inc.

  • $276 Million
  • Q1 2025

Wealth Management Resources, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $276 Million distributed in 33 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 $34M, Fidelity Merrimack Str Tr Tota with a value of $29M, Ishares Barclays with a value of $27.4M, Schwab Strategic Tr Us Dividen with a value of $24.4M, and Spdr Portfolio with a value of $24.1M.

Examining the 13F form we can see an increase of $4.55M in the current position value, from $271M to 276M.

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

Portfolio value $276 Million
ETFs: $276 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 $276 Million
  • Prior Value $271 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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