Wealth Management Resources, Inc. Portfolio Holdings

Wealth Management Resources, Inc.

  • $250 Million
  • Q3 2024

Wealth Management Resources, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $250 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $29.5M, Schwab Strategic Tr Us Dividen with a value of $25.9M, Fidelity Merrimack Str Tr Tota with a value of $21M, Spdr Portfolio with a value of $19.2M, and Ishares Msci Usa Min Vol Facto with a value of $17M.

Examining the 13F form we can see an increase of $17.6M in the current position value, from $233M to 250M.

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

Portfolio value $250 Million
ETFs: $250 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $250 Million
  • Prior Value $233 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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