Wealth Management Resources, Inc. Portfolio Holdings by Sector
Wealth Management Resources, Inc.
- $357 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHD IEF SPYG USMV FBND DGRW SPGP IHDG 36 stocks |
$227,893
63.91% of portfolio
|
  22  
|
  13  
|
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$126,888
35.58% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,298
0.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$279
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$244
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|