Wealth Management Resources, Inc. Top Holdings and 13F Report (2025) About Wealth Management Resources, Inc.Investment ActivityWealth Management Resources, Inc. has $275.55 million in total holdings as of March 31, 2025.Wealth Management Resources, Inc. owns shares of 33 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.12% of the portfolio was purchased this quarter.About 0.48% of the portfolio was sold this quarter.This quarter, Wealth Management Resources, Inc. has purchased 31 new stocks and bought additional shares in 22 stocks.Wealth Management Resources, Inc. sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Invesco S&P 500 Quality ETF $33,991,927Fidelity Total Bond ETF $28,964,103iShares 7-10 Year Treasury Bond ETF $27,423,346Schwab US Dividend Equity ETF $24,392,494SPDR Portfolio S&P 500 Growth ETF $24,142,573 Largest New Holdings this Quarter 92206C706 - Vanguard Intermediate-Term Treasury Index ETF $238,194 Holding74255Y888 - Principal Spectrum Preferred Securities Active ETF $214,999 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 24,998 shares (about $1.14M)iShares Core 1-5 Year USD Bond ETF 15,452 shares (about $747.11K)Invesco S&P 500 Quality ETF 10,027 shares (about $665.19K)iShares Floating Rate Bond ETF 12,909 shares (about $659.02K)SPDR Portfolio S&P 500 ETF 5,166 shares (about $339.72K) Largest Sales this Quarter Invesco S&P 500 GARP ETF 5,963 shares (about $595.61K)iShares National Muni Bond ETF 2,189 shares (about $230.81K)WisdomTree U.S. Quality Dividend Growth Fund 2,696 shares (about $215.30K)SPDR Bloomberg Convertible Securities ETF 1,627 shares (about $124.68K)iShares U.S. Infrastructure ETF 1,176 shares (about $53.00K) 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$33,991,927$665,192 ▲2.0%512,38912.3%ETFFBNDFidelity Total Bond ETF$28,964,103$1,141,159 ▲4.1%634,48210.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$27,423,346$3,910 ▲0.0%287,54610.0%ETFSCHDSchwab US Dividend Equity ETF$24,392,494$196,251 ▲0.8%872,4068.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$24,142,573$173,037 ▲0.7%300,3928.8%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$15,814,331$216,914 ▲1.4%364,3855.7%FinanceISTBiShares Core 1-5 Year USD Bond ETF$15,081,791$747,105 ▲5.2%311,9295.5%ManufacturingSCHFSchwab International Equity ETF$15,033,718$200,925 ▲1.4%760,0465.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$13,135,525$284,635 ▲2.2%140,2464.8%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$11,775,389$30,507 ▲0.3%284,0864.3%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$9,292,281$35,624 ▲0.4%301,0133.4%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$8,541,509$44,476 ▲0.5%166,8913.1%ETFSCHHSchwab U.S. REIT ETF$7,883,740$58,421 ▲0.7%366,5152.9%ETFMUBiShares National Muni Bond ETF$6,021,451$230,812 ▼-3.7%57,1072.2%ETFSPLGSPDR Portfolio S&P 500 ETF$5,896,767$339,716 ▲6.1%89,6712.1%ETFVTVVanguard Value ETF$4,208,940$206,949 ▲5.2%24,3651.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$3,487,205$215,305 ▼-5.8%43,6661.3%ManufacturingSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,303,149$136,179 ▲4.3%81,0391.2%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,720,345$51,617 ▲1.9%199,5851.0%ManufacturingHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,321,671$72,659 ▲3.2%92,0560.8%ETFVOOVanguard S&P 500 ETF$2,117,6150.0%4,1200.8%ETFFLOTiShares Floating Rate Bond ETF$1,882,969$659,019 ▲53.8%36,8840.7%ETFSPGPInvesco S&P 500 GARP ETF$1,773,137$595,607 ▼-25.1%17,7520.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,467,248$1,685 ▲0.1%28,7300.5%ETFVHTVanguard Health Care ETF$1,130,395$42,886 ▼-3.7%4,2700.4%ETFIFRAiShares U.S. Infrastructure ETF$857,440$53,004 ▼-5.8%19,0240.3%ETFVTEBVanguard Tax-Exempt Bond ETF$804,687$49,620 ▼-5.8%16,2170.3%ETFCWBSPDR Bloomberg Convertible Securities ETF$595,332$124,676 ▼-17.3%7,7690.2%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$523,009$116,150 ▲28.5%10,9870.2%FinanceSCHPSchwab U.S. TIPS ETF$283,8610.0%10,5560.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$238,194$238,194 ▲New Holding4,0100.1%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$224,957$13,217 ▲6.2%9,0890.1%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$214,999$214,999 ▲New Holding11,4970.1%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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