Wealth Management Resources, Inc. Top Holdings and 13F Report (2024) → Urgent Nvidia Warning (From Altimetry) (Ad) About Wealth Management Resources, Inc.Investment ActivityWealth Management Resources, Inc. has $231.43 million in total holdings as of March 31, 2024.Wealth Management Resources, Inc. owns shares of 40 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.03% of the portfolio was purchased this quarter.About 1.57% of the portfolio was sold this quarter.This quarter, Wealth Management Resources, Inc. has purchased 38 new stocks and bought additional shares in 22 stocks.Wealth Management Resources, Inc. sold shares of 13 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Dividend Equity ETF $23,364,723iShares 7-10 Year Treasury Bond ETF $18,331,175SPDR Portfolio S&P 500 Growth ETF $16,498,829iShares MSCI USA Min Vol Factor ETF $15,503,765Fidelity Total Bond ETF $15,236,920 Largest New Holdings this Quarter Vanguard Tax-Exempt Bond ETF $809,600 HoldingNetflix $244,146 HoldingiShares MSCI Emerging Markets Min Vol Factor ETF $201,901 Holding Largest Purchases this Quarter Invesco S&P 500 Quality ETF 22,960 shares (about $1.39M)Schwab US Dividend Equity ETF 13,176 shares (about $1.06M)iShares 7-10 Year Treasury Bond ETF 10,129 shares (about $958.82K)Fidelity Total Bond ETF 20,588 shares (about $932.84K)Vanguard Tax-Exempt Bond ETF 16,000 shares (about $809.60K) Largest Sales this Quarter First Trust Managed Municipal ETF 37,022 shares (about $1.90M)Vanguard S&P 500 ETF 504 shares (about $355.57K)iShares MSCI Intl Quality Factor ETF 6,427 shares (about $254.90K)iShares U.S. Infrastructure ETF 5,724 shares (about $248.19K)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 17,189 shares (about $235.46K) 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 PortfolioSectorSCHDSchwab US Dividend Equity ETF$23,364,723$1,062,381 ▲4.8%289,77710.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$18,331,175$958,815 ▲5.5%193,6527.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$16,498,829$449,874 ▲2.8%225,5477.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$15,503,765$234,358 ▲1.5%185,4966.7%ETFFBNDFidelity Total Bond ETF$15,236,920$932,844 ▲6.5%336,2816.6%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$13,589,912$160,762 ▼-1.2%178,3685.9%ManufacturingSPGPInvesco S&P 500 GARP ETF$13,078,441$533,625 ▲4.3%122,8135.7%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$12,386,050$572,735 ▲4.8%269,6135.4%FinanceSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$12,287,291$409,142 ▲3.4%328,0985.3%ETFSCHPSchwab U.S. TIPS ETF$11,816,781$232,113 ▲2.0%226,5485.1%ETFSPHQInvesco S&P 500 Quality ETF$10,664,753$1,387,246 ▲15.0%176,5104.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$8,462,384$481,803 ▲6.0%178,3803.7%ManufacturingIFRAiShares U.S. Infrastructure ETF$7,874,368$248,193 ▼-3.1%181,6043.4%ETFSCHHSchwab U.S. REIT ETF$7,445,958$241,265 ▲3.3%366,7963.2%ETFVHTVanguard Health Care ETF$6,584,096$46,260 ▼-0.7%24,3382.8%ETFMUBiShares National Muni Bond ETF$4,973,213$745,030 ▲17.6%46,2192.1%ETFSCHFSchwab International Equity ETF$4,809,618$757,731 ▲18.7%123,2602.1%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$4,783,663$235,459 ▼-4.7%349,2182.1%ManufacturingSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,251,502$406,451 ▲14.3%60,9581.4%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$2,372,157$348,513 ▲17.2%80,5211.0%FinanceFMBFirst Trust Managed Municipal ETF$2,264,927$1,901,452 ▼-45.6%44,0991.0%ManufacturingHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,803,856$49,916 ▲2.8%70,2160.8%ETFCWBSPDR Bloomberg Convertible Securities ETF$1,632,414$58,507 ▼-3.5%22,3490.7%ETFVOOVanguard S&P 500 ETF$1,509,770$355,572 ▼-19.1%2,1400.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,324,927$176,757 ▲15.4%26,4450.6%ETFAAPLApple$1,299,064$3,087 ▲0.2%7,5750.6%Computer and TechnologyBRK.ABerkshire Hathaway$1,268,8800.0%2000.5%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,226,865$168,761 ▲15.9%28,5050.5%ETFVTVVanguard Value ETF$1,002,336$214,507 ▲27.2%6,1540.4%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$840,794$2,324 ▼-0.3%18,0890.4%FinanceVTEBVanguard Tax-Exempt Bond ETF$809,600$809,600 ▲New Holding16,0000.3%ETFIQLTiShares MSCI Intl Quality Factor ETF$728,700$254,904 ▼-25.9%18,3730.3%ETFSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$438,823$12,240 ▼-2.7%9,2500.2%FinanceDGROiShares Core Dividend Growth ETF$378,5280.0%6,5190.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$339,471$12,054 ▼-3.4%3,6610.1%ETFFLTBFidelity Limited Term Bond ETF$290,984$29,917 ▼-9.3%5,9330.1%ETFXOMExxon Mobil$279,890$9,535 ▲3.5%2,4070.1%Oils/EnergyNFLXNetflix$244,146$244,146 ▲New Holding4020.1%Consumer DiscretionarySCHVSchwab U.S. Large-Cap Value ETF$227,153$29,563 ▼-11.5%2,9890.1%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$201,901$201,901 ▲New Holding3,5670.1%ETFFITESPDR Kensho Future Security ETF$0$275,178 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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