Wealth Management Resources, Inc. Top Holdings and 13F Report (2025) About Wealth Management Resources, Inc.Investment ActivityWealth Management Resources, Inc. has $324.16 million in total holdings as of June 30, 2025.Wealth Management Resources, Inc. owns shares of 31 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.88% of the portfolio was purchased this quarter.About 4.41% of the portfolio was sold this quarter.This quarter, Wealth Management Resources, Inc. has purchased 28 new stocks and bought additional shares in 16 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 $43,157,017Fidelity Total Bond ETF $29,872,433Schwab US Dividend Equity ETF $29,827,757Schwab International Equity ETF $27,684,422iShares 7-10 Year Treasury Bond ETF $24,618,117 Largest New Holdings this Quarter 316188408 - Fidelity Low Duration Bond Factor ETF $15,242,009 Holding922907746 - Vanguard Tax-Exempt Bond ETF $395,099 Holding922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $229,350 Holding Largest Purchases this Quarter Fidelity Low Duration Bond Factor ETF 304,171 shares (about $15.24M)Invesco S&P 500 Quality ETF 40,552 shares (about $3.65M)Schwab US Dividend Equity ETF 69,460 shares (about $2.20M)iShares Core 1-5 Year USD Bond ETF 29,219 shares (about $1.41M)WisdomTree International Hedged Quality Dividend Growth Fund 12,937 shares (about $677.64K) Largest Sales this Quarter Schwab International Equity ETF 114,361 shares (about $3.17M)iShares 7-10 Year Treasury Bond ETF 32,742 shares (about $3.10M)WisdomTree Emerging Markets ex-State-Owned Enterprises Fund 58,999 shares (about $2.90M)SPDR Portfolio S&P 400 Mid Cap ETF 35,800 shares (about $2.42M)SPDR Portfolio S&P 500 Growth ETF 15,828 shares (about $1.88M) 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$43,157,017$3,653,737 â–²9.2%478,99013.3%ETFFBNDFidelity Total Bond ETF$29,872,433$282,493 â–¼-0.9%656,6819.2%ETFSCHDSchwab US Dividend Equity ETF$29,827,757$2,202,577 â–²8.0%940,6429.2%ETFSCHFSchwab International Equity ETF$27,684,422$3,167,798 â–¼-10.3%999,4388.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$24,618,117$3,096,415 â–¼-11.2%260,3167.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$23,581,868$1,883,370 â–¼-7.4%198,1847.3%ETFISTBiShares Core 1-5 Year USD Bond ETF$17,334,417$1,409,815 â–²8.9%359,2635.3%ManufacturingIHDGWisdomTree International Hedged Quality Dividend Growth Fund$17,242,370$677,639 â–²4.1%329,1795.3%FinanceFLDRFidelity Low Duration Bond Factor ETF$15,242,009$15,242,009 â–²New Holding304,1714.7%ETFSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$13,095,501$214,731 â–²1.7%284,4374.0%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$12,661,861$2,901,566 â–¼-18.6%257,4603.9%FinanceUSMViShares MSCI USA Min Vol Factor ETF$12,514,335$377,641 â–²3.1%129,7363.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$10,341,373$2,418,655 â–¼-19.0%153,0693.2%ETFSCHHSchwab U.S. REIT ETF$9,643,336$8,193 â–²0.1%407,2353.0%ETFSPLGSPDR Portfolio S&P 500 ETF$8,744,761$544,241 â–²6.6%99,5082.7%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$5,480,379$128,546 â–²2.4%95,0301.7%ETFVTVVanguard Value ETF$5,038,478$281,998 â–²5.9%23,1201.6%ETFMUBiShares National Muni Bond ETF$4,180,592$81,683 â–²2.0%38,8461.3%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$2,838,792$46,512 â–¼-1.6%83,1270.9%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$2,112,669$17,808 â–²0.9%83,0450.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$1,745,131$3,343 â–¼-0.2%28,7080.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,510,715$370,531 â–¼-19.7%15,7990.5%ManufacturingFLOTiShares Floating Rate Bond ETF$1,297,991$137,324 â–¼-9.6%25,4260.4%ETFSPGPInvesco S&P 500 GARP ETF$1,270,165$2,446 â–²0.2%10,3870.4%ETFVHTVanguard Health Care ETF$830,494$2,692 â–²0.3%2,7770.3%ETFCWBSPDR Bloomberg Convertible Securities ETF$577,591$216 â–²0.0%5,3570.2%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$511,6710.0%10,6680.2%FinanceVTEBVanguard Tax-Exempt Bond ETF$395,099$395,099 â–²New Holding7,8110.1%ETFQQQInvesco QQQ$373,548$79,572 â–²27.1%5070.1%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$229,350$229,350 â–²New Holding4,5660.1%ManufacturingSCHPSchwab U.S. TIPS ETF$209,2020.0%7,8940.1%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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