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 Under $50 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
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