Wealth Management Resources, Inc. Top Holdings and 13F Report (2025) About Wealth Management Resources, Inc.Investment ActivityWealth Management Resources, Inc. has $271.00 million in total holdings as of December 31, 2024.Wealth Management Resources, Inc. owns shares of 31 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 33.87% of the portfolio was purchased this quarter.About 16.55% of the portfolio was sold this quarter.This quarter, Wealth Management Resources, Inc. has purchased 31 new stocks and bought additional shares in 16 stocks.Wealth Management Resources, Inc. sold shares of 12 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco S&P 500 Quality ETF $33,673,292Fidelity Total Bond ETF $27,347,564iShares 7-10 Year Treasury Bond ETF $26,579,919SPDR Portfolio S&P 500 Growth ETF $26,215,253Schwab US Dividend Equity ETF $23,642,390 Largest New Holdings this Quarter SPDR Portfolio S&P 500 ETF $5,825,815 HoldingiShares Floating Rate Bond ETF $1,219,866 HoldingFirst Trust TCW Unconstrained Plus Bond ETF $210,896 Holding Largest Purchases this Quarter Invesco S&P 500 Quality ETF 286,391 shares (about $19.20M)Schwab US Dividend Equity ETF 558,995 shares (about $15.27M)Schwab International Equity ETF 600,674 shares (about $11.11M)Fidelity Total Bond ETF 160,861 shares (about $7.22M)WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 206,791 shares (about $6.30M) Largest Sales this Quarter Invesco S&P 500 GARP ETF 93,797 shares (about $9.84M)WisdomTree U.S. Quality Dividend Growth Fund 119,180 shares (about $9.65M)iShares U.S. Infrastructure ETF 151,567 shares (about $7.02M)Vanguard Health Care ETF 18,923 shares (about $4.80M)iShares MSCI USA Min Vol Factor ETF 49,069 shares (about $4.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Management Resources, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPHQInvesco S&P 500 Quality ETF$33,673,292$19,196,770 ▲132.6%502,36212.4%ETFFBNDFidelity Total Bond ETF$27,347,564$7,217,838 ▲35.9%609,48410.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$26,579,919$1,216,923 ▼-4.4%287,5059.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$26,215,253$5,888,871 ▲29.0%298,2399.7%ETFSCHDSchwab US Dividend Equity ETF$23,642,390$15,271,754 ▲182.4%865,3878.7%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$15,622,171$3,597,880 ▲29.9%359,3875.8%FinanceISTBiShares Core 1-5 Year USD Bond ETF$14,162,732$4,323,479 ▲43.9%296,4775.2%ManufacturingSCHFSchwab International Equity ETF$13,872,936$11,112,475 ▲402.6%749,8885.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$12,182,614$4,356,838 ▼-26.3%137,2074.5%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$11,747,717$2,160,320 ▼-15.5%283,3504.3%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$9,139,712$6,302,996 ▲222.2%299,8593.4%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$9,079,765$5,707,571 ▲169.3%166,0223.4%ETFSCHHSchwab U.S. REIT ETF$7,661,623$509,611 ▼-6.2%363,7992.8%ETFMUBiShares National Muni Bond ETF$6,318,022$514,106 ▼-7.5%59,2962.3%ETFSPLGSPDR Portfolio S&P 500 ETF$5,825,815$5,825,815 ▲New Holding84,5052.1%ETFVTVVanguard Value ETF$3,922,314$2,638,635 ▲205.6%23,1671.4%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,752,132$9,645,380 ▼-72.0%46,3621.4%ManufacturingSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,490,205$2,195,651 ▲169.6%77,6981.3%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,543,423$2,124,325 ▼-45.5%195,7980.9%ManufacturingSPGPInvesco S&P 500 GARP ETF$2,487,319$9,837,785 ▼-79.8%23,7150.9%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,281,097$541,733 ▲31.1%89,1750.8%ETFVOOVanguard S&P 500 ETF$2,220,102$183,751 ▲9.0%4,1200.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,467,580$256 ▲0.0%28,6970.5%ETFFLOTiShares Floating Rate Bond ETF$1,219,866$1,219,866 ▲New Holding23,9750.5%ETFVHTVanguard Health Care ETF$1,124,545$4,801,391 ▼-81.0%4,4320.4%ETFIFRAiShares U.S. Infrastructure ETF$935,058$7,016,036 ▼-88.2%20,2000.3%ETFVTEBVanguard Tax-Exempt Bond ETF$863,088$350,910 ▲68.5%17,2170.3%ETFCWBSPDR Bloomberg Convertible Securities ETF$731,904$1,269,927 ▼-63.4%9,3960.3%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$405,070$853 ▼-0.2%8,5470.1%FinanceSCHPSchwab U.S. TIPS ETF$272,669$155 ▲0.1%10,5560.1%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$210,896$210,896 ▲New Holding8,5550.1%ETFFMBFirst Trust Managed Municipal ETF$0$678,736 ▼-100.0%00.0%ManufacturingTFISPDR Nuveen Barclays Municipal Bond ETF$0$526,540 ▼-100.0%00.0%FinanceSCHVSchwab U.S. Large-Cap Value ETF$0$201,264 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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