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Wealth Management Resources

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

Top 5 stock holdings are IEF, SCHD, FBND, SPYG, USMV, and represent 44.93% of Wealth Management Resources's stock portfolio.
Added to shares of these 10 stocks: FBND, SCHD, IEF, SPYG, SPHQ, SCHF, VOO, IHDG, SMMV, VTV.
Started 1 new stock position in SCHV.
Reduced shares in these 10 stocks: SCHP, IQLT, SPGP, MUB, DGRO, SCHG, HYMB, PDBC, IFRA, SPMD.
Sold out of its positions in IQLT, DGRO, SCHG.
Wealth Management Resources was a net buyer of stock by $4.5M.
Wealth Management Resources has $250M in assets under management (AUM), dropping by 7.17%.
Central Index Key (CIK): 0001063516

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Portfolio Holdings for Wealth Management Resources

Wealth Management Resources holds 31 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 7-10 Yr Trsy Bd (IEF)	11.8	$29M	+4%	301k	97.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	10.2	$26M	+5%	306k	83.32	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	8.4	$21M	+9%	449k	46.74	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	7.7	$19M	+5%	231k	82.95	View chart
Ishares Tr Msci Usa Min Vol (USMV)	6.8	$17M		186k	91.31	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	5.7	$14M	+4%	216k	66.02	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	5.5	$14M		166k	83.21	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	5.5	$14M		336k	40.80	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	5.1	$13M	+2%	277k	45.69	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	4.9	$12M	-4%	118k	104.68	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	4.0	$10M		206k	48.68	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.6	$9.0M		388k	23.17	View chart
Ishares Tr Us Infrastruc (IFRA)	3.2	$8.1M		172k	46.97	View chart
Ishares Tr National Mun Etf (MUB)	2.8	$7.0M	-6%	64k	108.70	View chart
Vanguard World Health Car Etf (VHT)	2.6	$6.6M		23k	282.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.4	$6.0M	+8%	149k	40.34	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.9	$4.8M	-3%	359k	13.43	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.4	$3.4M	-2%	62k	54.69	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.2	$3.1M	+3%	93k	33.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.0M	+17%	3.8k	527.68	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.8	$2.0M	+2%	26k	76.61	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.7	$1.8M	-11%	68k	26.27	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.6	$1.5M	+4%	29k	52.86	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.3M	+18%	7.6k	174.59	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.5	$1.3M		29k	45.51	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.3	$679k	-11%	13k	51.96	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$566k	-52%	11k	53.63	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.2	$527k		11k	46.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$522k	-13%	10k	51.12	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$412k	+22%	8.6k	48.14	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$201k	NEW	2.5k	80.38	View chart

Past Filings by Wealth Management Resources

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

Wealth Management Resources 2024 Q3 filed Oct. 31, 2024
Wealth Management Resources 2024 Q2 filed July 17, 2024
Wealth Management Resources 2024 Q1 filed April 19, 2024
Wealth Management Resources 2023 Q4 filed Jan. 19, 2024
Wealth Management Resources 2023 Q3 filed Oct. 25, 2023
Wealth Management Resources 2023 Q2 filed July 12, 2023
Wealth Management Resources 2023 Q1 filed April 11, 2023
Wealth Management Resources 2022 Q4 filed Jan. 18, 2023
Wealth Management Resources 2022 Q3 filed Oct. 14, 2022
Wealth Management Resources 2022 Q2 filed July 22, 2022
Wealth Management Resources 2022 Q1 filed April 20, 2022
Wealth Management Resources 2021 Q4 filed Feb. 10, 2022

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