Wealth Management Resources, Inc. Top Holdings and 13F Report (2025) About Wealth Management Resources, Inc.Investment ActivityWealth Management Resources, Inc. has $287.25 million in total holdings as of June 30, 2025.Wealth Management Resources, Inc. owns shares of 28 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.39% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Wealth Management Resources, Inc. has purchased 28 new stocks and bought additional shares in 9 stocks.Wealth Management Resources, Inc. sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Invesco S&P 500 Quality ETF $32,966,118Fidelity Total Bond ETF $30,241,067iShares 7-10 Year Treasury Bond ETF $27,969,486Schwab International Equity ETF $27,566,536Schwab US Dividend Equity ETF $26,727,879 Largest New Holdings this Quarter 003261203 - abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF $3,023,022 Holding46090E103 - Invesco QQQ $230,406 Holding Largest Purchases this Quarter abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 84,489 shares (about $3.02M)Fidelity Total Bond ETF 5,787 shares (about $264.00K)Invesco QQQ 399 shares (about $230.41K)SPDR Portfolio S&P 400 Mid Cap ETF 2,351 shares (about $139.23K)iShares 7-10 Year Treasury Bond ETF 1,010 shares (about $96.39K) Largest Sales this Quarter iShares National Muni Bond ETF 5,377 shares (about $570.77K)WisdomTree U.S. Quality Dividend Growth Fund 3,341 shares (about $293.47K)SPDR Bloomberg Convertible Securities ETF 1,695 shares (about $155.12K)iShares Floating Rate Bond ETF 2,637 shares (about $134.36K)SPDR Nuveen ICE High Yield Municipal Bond ETF 5,274 shares (about $130.80K) 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$32,966,118$30,302 ▼-0.1%438,43811.5%ETFFBNDFidelity Total Bond ETF$30,241,067$264,003 ▲0.9%662,89110.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$27,969,486$96,395 ▲0.3%293,0589.7%ETFSCHFSchwab International Equity ETF$27,566,536$46,679 ▲0.2%1,113,7999.6%ETFSCHDSchwab US Dividend Equity ETF$26,727,879$53,138 ▼-0.2%871,1829.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$20,953,929$34,856 ▼-0.2%214,0127.3%ETFISTBiShares Core 1-5 Year USD Bond ETF$15,993,917$56,117 ▲0.4%330,0445.6%ManufacturingIHDGWisdomTree International Hedged Quality Dividend Growth Fund$15,227,053$36,979 ▲0.2%316,2425.3%FinanceXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$12,690,020$12,070 ▼-0.1%316,4594.4%FinanceSMMViShares MSCI USA Small-Cap Min Vol Factor ETF$12,202,902$44,751 ▼-0.4%279,7734.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$11,668,651$3,246 ▲0.0%125,8214.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$11,184,812$139,226 ▲1.3%188,8693.9%ETFSCHHSchwab U.S. REIT ETF$8,744,055$92,300 ▲1.1%406,8893.0%ETFSPLGSPDR Portfolio S&P 500 ETF$7,142,295$92,001 ▼-1.3%93,3152.5%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$4,484,138$63,589 ▼-1.4%92,8011.6%ETFVTVVanguard Value ETF$4,282,320$107,323 ▼-2.4%21,8261.5%ETFMUBiShares National Muni Bond ETF$4,042,933$570,768 ▼-12.4%38,0871.4%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$3,023,022$3,023,022 ▲New Holding84,4891.1%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$2,042,165$130,796 ▼-6.0%82,3450.7%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,728,144$293,470 ▼-14.5%19,6740.6%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$1,627,422$4,130 ▼-0.3%28,7630.6%ETFFLOTiShares Floating Rate Bond ETF$1,432,529$134,357 ▼-8.6%28,1160.5%ETFSPGPInvesco S&P 500 GARP ETF$1,115,740$1,614 ▼-0.1%10,3670.4%ETFVHTVanguard Health Care ETF$753,905$2,724 ▲0.4%2,7680.3%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$510,2310.0%10,6680.2%FinanceCWBSPDR Bloomberg Convertible Securities ETF$490,068$155,120 ▼-24.0%5,3550.2%ETFQQQInvesco QQQ$230,406$230,406 ▲New Holding3990.1%FinanceSCHPSchwab U.S. TIPS ETF$210,0700.0%7,8940.1%ETFVTEBVanguard Tax-Exempt Bond ETF$0$392,262 ▼-100.0%00.0%ETFIFRAiShares U.S. Infrastructure ETF$0$224,635 ▼-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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