Wealth Management Resources, Inc. Top Holdings and 13F Report (2025) About Wealth Management Resources, Inc.Investment ActivityWealth Management Resources, Inc. has $292.86 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 4.10% of the portfolio was purchased this quarter.About 2.06% of the portfolio was sold this quarter.This quarter, Wealth Management Resources, Inc. has purchased 33 new stocks and bought additional shares in 18 stocks.Wealth Management Resources, Inc. sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco S&P 500 Quality ETF $36,934,044Fidelity Total Bond ETF $31,531,318SPDR Portfolio S&P 500 Growth ETF $28,820,868iShares 7-10 Year Treasury Bond ETF $27,980,777Schwab US Dividend Equity ETF $25,022,579 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $205,230 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 54,727 shares (about $2.50M)Schwab US Dividend Equity ETF 71,842 shares (about $1.90M)iShares Floating Rate Bond ETF 30,975 shares (about $1.58M)SPDR Portfolio S&P 400 Mid Cap ETF 18,867 shares (about $1.03M)iShares Core 1-5 Year USD Bond ETF 20,149 shares (about $980.25K) Largest Sales this Quarter WisdomTree U.S. Quality Dividend Growth Fund 18,857 shares (about $1.58M)iShares National Muni Bond ETF 9,099 shares (about $950.68K)Invesco S&P 500 GARP ETF 6,349 shares (about $683.81K)iShares U.S. Infrastructure ETF 11,395 shares (about $560.56K)Vanguard S&P 500 ETF 920 shares (about $522.68K) 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$36,934,044$421,147 ▲1.2%518,29912.6%ETFFBNDFidelity Total Bond ETF$31,531,318$2,503,761 ▲8.6%689,20910.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$28,820,868$187,494 ▲0.7%302,3599.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$27,980,777$442,458 ▲1.6%292,1669.6%ETFSCHDSchwab US Dividend Equity ETF$25,022,579$1,903,814 ▲8.2%944,2488.5%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$16,730,261$314,675 ▲1.9%371,3705.7%FinanceSCHFSchwab International Equity ETF$16,423,656$373,380 ▼-2.2%743,1515.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$16,155,605$980,249 ▲6.5%332,0785.5%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$12,775,036$389,938 ▼-3.0%136,0924.4%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$12,159,411$224,922 ▲1.9%289,4404.2%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$10,761,011$382,073 ▲3.7%312,0943.7%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$10,101,552$1,025,991 ▲11.3%185,7583.4%ETFSCHHSchwab U.S. REIT ETF$8,258,837$503,376 ▲6.5%390,3042.8%ETFSPLGSPDR Portfolio S&P 500 ETF$7,014,435$496,187 ▲7.6%96,4972.4%ETFMUBiShares National Muni Bond ETF$5,015,948$950,677 ▼-15.9%48,0081.7%ETFVTVVanguard Value ETF$4,557,999$251,681 ▲5.8%25,7891.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,892,179$439,891 ▲12.7%91,3651.3%ETFFLOTiShares Floating Rate Bond ETF$3,462,187$1,580,354 ▲84.0%67,8591.2%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,484,777$117,789 ▼-4.5%190,5520.8%ManufacturingHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$2,230,888$50,279 ▼-2.2%90,0270.8%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,077,505$1,579,085 ▼-43.2%24,8090.7%ManufacturingVOOVanguard S&P 500 ETF$1,818,034$522,685 ▼-22.3%3,2000.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,547,224$43,495 ▲2.9%29,5610.5%ETFSPGPInvesco S&P 500 GARP ETF$1,228,144$683,810 ▼-35.8%11,4030.4%ETFVTEBVanguard Tax-Exempt Bond ETF$795,1190.0%16,2170.3%ETFVHTVanguard Health Care ETF$766,147$294,290 ▼-27.8%3,0850.3%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$598,651$73,133 ▲13.9%12,5160.2%FinanceCWBSPDR Bloomberg Convertible Securities ETF$598,120$44,146 ▼-6.9%7,2350.2%ETFIFRAiShares U.S. Infrastructure ETF$375,300$560,564 ▼-59.9%7,6290.1%ETFVGITVanguard Intermediate-Term Treasury ETF$269,743$29,905 ▲12.5%4,5100.1%ETFSCHPSchwab U.S. TIPS ETF$264,709$16,943 ▼-6.0%9,9210.1%ETFQQQInvesco QQQ$205,230$205,230 ▲New Holding3720.1%FinanceUCONFirst Trust TCW Unconstrained Plus Bond ETF$0$224,957 ▼-100.0%00.0%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$0$214,999 ▼-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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