Wealth Management Resources

Wealth Management Resources as of June 30, 2025

Portfolio Holdings for Wealth Management Resources

Wealth Management Resources holds 32 positions in its portfolio as reported in the June 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) 12.6 $37M 518k 71.26
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 10.8 $32M 689k 45.75
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 9.8 $29M 302k 95.32
Ishares Tr 7-10 Yr Trsy Bd (IEF) 9.6 $28M 292k 95.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.5 $25M 944k 26.50
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 5.7 $17M 371k 45.05
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.6 $16M 743k 22.10
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.5 $16M 332k 48.65
Ishares Tr Msci Usa Min Vol (USMV) 4.4 $13M 136k 93.87
Ishares Tr Msci Usa Smcp Mn (SMMV) 4.2 $12M 289k 42.01
Wisdomtree Tr Em Ex St-owned (XSOE) 3.7 $11M 312k 34.48
Spdr Series Trust Portfolio S&p400 (SPMD) 3.4 $10M 186k 54.38
Schwab Strategic Tr Us Reit Etf (SCHH) 2.8 $8.3M 390k 21.16
Spdr Series Trust Portfolio S&p500 (SPYM) 2.4 $7.0M 97k 72.69
Ishares Tr National Mun Etf (MUB) 1.7 $5.0M 48k 104.48
Vanguard Index Fds Value Etf (VTV) 1.6 $4.6M 26k 176.74
Spdr Series Trust Portfolio S&p600 (SPSM) 1.3 $3.9M 91k 42.60
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.2 $3.5M 68k 51.02
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.8 $2.5M 191k 13.04
Spdr Series Trust Nuveen Ice High (HYMB) 0.8 $2.2M 90k 24.78
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.7 $2.1M 25k 83.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.8M 3.2k 568.14
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.5 $1.5M 30k 52.34
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.4 $1.2M 11k 107.70
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $795k 16k 49.03
Vanguard World Health Car Etf (VHT) 0.3 $766k 3.1k 248.35
Spdr Series Trust Nuveen Ice Short (SHM) 0.2 $599k 13k 47.83
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.2 $598k 7.2k 82.67
Ishares Tr Us Infrastruc (IFRA) 0.1 $375k 7.6k 49.19
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $270k 4.5k 59.81
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $265k 9.9k 26.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $205k 372.00 551.69