Wealth Management Resources, Inc. Top Holdings and 13F Report (2025) About Wealth Management Resources, Inc.Investment ActivityWealth Management Resources, Inc. has $309.03 million in total holdings as of June 30, 2025.Wealth Management Resources, Inc. owns shares of 32 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 2.00% of the portfolio was purchased this quarter.About 0.19% of the portfolio was sold this quarter.This quarter, Wealth Management Resources, Inc. has purchased 32 new stocks and bought additional shares in 21 stocks.Wealth Management Resources, Inc. sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco S&P 500 Quality ETF $38,719,460Fidelity Total Bond ETF $32,997,318SPDR Portfolio S&P 500 Growth ETF $31,991,951iShares 7-10 Year Treasury Bond ETF $28,754,332Schwab US Dividend Equity ETF $25,967,615 Largest Purchases this Quarter Fidelity Total Bond ETF 24,401 shares (about $1.13M)Invesco S&P 500 Quality ETF 10,006 shares (about $733.34K)iShares Core 1-5 Year USD Bond ETF 12,301 shares (about $600.78K)iShares 7-10 Year Treasury Bond ETF 5,930 shares (about $572.01K)SPDR Portfolio S&P 500 ETF 5,829 shares (about $456.64K) Largest Sales this Quarter iShares National Muni Bond ETF 2,374 shares (about $252.81K)Vanguard Health Care ETF 231 shares (about $59.96K)iShares U.S. Infrastructure ETF 973 shares (about $51.39K)Invesco S&P 500 GARP ETF 444 shares (about $50.45K)Schwab U.S. TIPS ETF 1,574 shares (about $42.42K) 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$38,719,460$733,339 ▲1.9%528,30512.5%ETFFBNDFidelity Total Bond ETF$32,997,318$1,128,302 ▲3.5%713,61010.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$31,991,951$392,435 ▲1.2%306,11410.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$28,754,332$572,008 ▲2.0%298,0969.3%ETFSCHDSchwab US Dividend Equity ETF$25,967,615$189,626 ▲0.7%951,1948.4%ETFSCHFSchwab International Equity ETF$17,620,637$320,077 ▲1.9%756,9005.7%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$17,439,261$326,523 ▲1.9%378,4565.6%FinanceISTBiShares Core 1-5 Year USD Bond ETF$16,819,490$600,782 ▲3.7%344,3795.4%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$13,014,276$66,503 ▲0.5%136,7914.2%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$12,564,040$103,664 ▲0.8%291,8484.1%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$12,146,849$305,987 ▲2.6%320,1593.9%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$10,812,153$188,670 ▲1.8%189,0573.5%ETFSCHHSchwab U.S. REIT ETF$8,586,523$167,664 ▲2.0%398,0772.8%ETFSPLGSPDR Portfolio S&P 500 ETF$8,016,209$456,643 ▲6.0%102,3262.6%ETFVTVVanguard Value ETF$4,999,713$190,403 ▲4.0%26,8101.6%ETFMUBiShares National Muni Bond ETF$4,859,590$252,809 ▼-4.9%45,6341.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,413,360$181,342 ▲4.3%95,2801.4%ETFFLOTiShares Floating Rate Bond ETF$3,541,470$74,891 ▲2.2%69,3251.1%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,538,638$20,481 ▼-0.8%189,0270.8%ManufacturingHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$2,262,960$18,598 ▲0.8%90,7730.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,193,580$13,433 ▼-0.6%24,6580.7%ManufacturingVOOVanguard S&P 500 ETF$2,080,630$121,237 ▲6.2%3,3980.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,595,158$40,446 ▼-2.5%28,8300.5%ETFSPGPInvesco S&P 500 GARP ETF$1,245,116$50,445 ▼-3.9%10,9590.4%ETFVTEBVanguard Tax-Exempt Bond ETF$786,449$25,536 ▼-3.1%15,7070.3%ETFVHTVanguard Health Care ETF$740,805$59,960 ▼-7.5%2,8540.2%ETFCWBSPDR Bloomberg Convertible Securities ETF$612,518$42,264 ▼-6.5%6,7680.2%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$603,950$434 ▲0.1%12,5250.2%FinanceIFRAiShares U.S. Infrastructure ETF$351,576$51,395 ▼-12.8%6,6560.1%ETFVGITVanguard Intermediate-Term Treasury ETF$302,551$31,816 ▲11.8%5,0400.1%ETFSCHPSchwab U.S. TIPS ETF$224,943$42,418 ▼-15.9%8,3470.1%ETFQQQInvesco QQQ$223,5120.0%3720.1%FinanceShowing 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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