Wealth Management Resources

Latest statistics and disclosures from Wealth Management Resources's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPHQ, FBND, IEF, SCHD, SPYG, and represent 50.41% of Wealth Management Resources's stock portfolio.
  • Added to shares of these 10 stocks: FBND, ISTB, SPHQ, FLOT, SPLG, USMV, VGIT, IHDG, PREF, VTV.
  • Started 2 new stock positions in PREF, VGIT.
  • Reduced shares in these 7 stocks: SPGP, MUB, DGRW, CWB, IFRA, VTEB, VHT.
  • Wealth Management Resources was a net buyer of stock by $4.5M.
  • Wealth Management Resources has $276M in assets under management (AUM), dropping by 1.68%.
  • Central Index Key (CIK): 0001063516

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Portfolio Holdings for Wealth Management Resources

Wealth Management Resources holds 33 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 12.3 $34M 512k 66.34
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 10.5 $29M +4% 635k 45.65
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 10.0 $27M 288k 95.37
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Schwab Strategic Tr Us Dividend Eq (SCHD) 8.9 $24M 872k 27.96
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 8.8 $24M 300k 80.37
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 5.7 $16M 364k 43.40
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Ishares Tr Core 1 5 Yr Usd (ISTB) 5.5 $15M +5% 312k 48.35
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.5 $15M 760k 19.78
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Ishares Tr Msci Usa Min Vol (USMV) 4.8 $13M +2% 140k 93.66
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Ishares Tr Msci Usa Smcp Mn (SMMV) 4.3 $12M 284k 41.45
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Wisdomtree Tr Em Ex St-owned (XSOE) 3.4 $9.3M 301k 30.87
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Spdr Ser Tr Portfolio S&p400 (SPMD) 3.1 $8.5M 167k 51.18
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Schwab Strategic Tr Us Reit Etf (SCHH) 2.9 $7.9M 367k 21.51
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Ishares Tr National Mun Etf (MUB) 2.2 $6.0M -3% 57k 105.44
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Spdr Ser Tr Portfolio S&p500 (SPLG) 2.1 $5.9M +6% 90k 65.76
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Vanguard Index Fds Value Etf (VTV) 1.5 $4.2M +5% 24k 172.75
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.3 $3.5M -5% 44k 79.86
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Spdr Ser Tr Portfolio S&p600 (SPSM) 1.2 $3.3M +4% 81k 40.76
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.0 $2.7M 200k 13.63
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.8 $2.3M +3% 92k 25.22
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $2.1M 4.1k 513.98
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.7 $1.9M +53% 37k 51.05
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.6 $1.8M -25% 18k 99.88
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.5 $1.5M 29k 51.07
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Vanguard World Health Car Etf (VHT) 0.4 $1.1M -3% 4.3k 264.73
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Ishares Tr Us Infrastruc (IFRA) 0.3 $857k -5% 19k 45.07
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $805k -5% 16k 49.62
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $595k -17% 7.8k 76.63
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $523k +28% 11k 47.60
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $284k 11k 26.89
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $238k NEW 4.0k 59.40
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $225k +6% 9.1k 24.75
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Principal Exchange Traded Spectrum Pfd (PREF) 0.1 $215k NEW 12k 18.70
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Past Filings by Wealth Management Resources

SEC 13F filings are viewable for Wealth Management Resources going back to 2021