WM

WEALTH MANAGEMENT RESOURCES, INC.

13F
WEALTH MANAGEMENT RESOURCES, INC.
Last update 2025-04-24 33 Stocks (2 new)
Value $276.00 Mil Turnover 2 %
Countries:
Top Holdings: SPHQ(12.34%)FBND(10.51%)IEF(9.95%)SCHD(8.85%)SPYG(8.76%)
Summary Stock Picks Current Portfolio
WEALTH MANAGEMENT RESOURCES, I... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPHQ
Invesco S&P 500 Quality ETF
512,389
33,991.9
+2.00%
12.340
+0.24%
0.280
+13.69%
+8.72%
14,724.3
 
FBND
Fidelity Total Bond ETF
634,482
28,964.1
+4.10%
10.510
+0.41%
0.150
+2.36%
+3.87%
19,354.0
 
IEF
iShares 7-10 Year Treasury Bond ETF
287,546
27,423.3
+0.01%
9.950
0%
0.070
+1.32%
+4.35%
34,844.8
 
SCHD
Schwab US Dividend Equity ETF
872,406
24,392.5
+0.81%
8.850
+0.07%
0.030
+8.77%
+2.12%
71,498.8
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
300,392
24,142.6
+0.72%
8.760
+0.06%
0.080
+25.27%
+11.68%
39,068.8
 
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
364,385
15,814.3
+1.39%
5.740
+0.08%
0.580
+11.32%
+7.48%
2,506.3
 
ISTB
iShares Core 1-5 Year USD Bond ETF
311,929
15,081.8
+5.21%
5.470
+0.27%
0.330
+1.67%
+3.63%
4,423.2
 
SCHF
Schwab International Equity ETF
760,046
15,033.7
+1.35%
5.460
+0.07%
0.030
+13.75%
+23.46%
50,258.4
 
USMV
iShares MSCI USA Min Vol Factor ETF
140,246
13,135.5
+2.21%
4.770
+0.10%
0.060
+4.35%
+6.58%
23,840.5
 
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
iShares MSCI USA Small-Cap Min Vol Factor ETF
284,086
11,775.4
+0.26%
4.270
+0.01%
4.120
+5.01%
+3.25%
330.8
 

WEALTH MANAGEMENT RESOURCES, INC.'s Historical Top Holdings Breakdowns

WEALTH MANAGEMENT RESOURCES, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+0.41%
●
44.41 ($45.29) 45.98
$45.56
0.60%
Add 4.1%
634,482
24,998
ISTB
iShares Core 1-5 Year USD Bond ETF
2025-03-31
Add
Add
+0.27%
●
47.59 ($48.01) 48.35
$48.50
1.02%
Add 5.21%
311,929
15,452
SPHQ
Invesco S&P 500 Quality ETF
2025-03-31
Add
Add
+0.24%
●
65.27 ($68.5) 71.22
$72.48
5.81%
Add 2%
512,389
10,027
FLOT
iShares Floating Rate Bond ETF
2025-03-31
Add
Add
+0.24%
●
50.87 ($50.99) 51.09
$51.04
0.10%
Add 53.84%
36,884
12,909
SPGP
Invesco S&P 500 GARP ETF
2025-03-31
Reduce
Reduce
-0.23%
●
96.88 ($105.33) 111.25
$110.72
5.12%
Reduce -25.14%
17,752
-5,963
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Add
Add
+0.12%
●
64.88 ($69.16) 72.1
$74.59
7.85%
Add 6.11%
89,671
5,166
USMV
iShares MSCI USA Min Vol Factor ETF
2025-03-31
Add
Add
+0.10%
●
87.68 ($92.03) 94.57
$93.97
2.11%
Add 2.21%
140,246
3,039
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-0.09%
●
104.71 ($106.35) 107.68
$103.54
-2.64%
Reduce -3.69%
57,107
-2,189
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
New Buy
New Buy
+0.09%
●
57.44 ($58.5) 59.4
$59.32
1.40%
New holding
4,010
4,010
PREF
Principal Spectrum Preferred Securities Active ETF
Principal Spectrum Preferred Securities Active ETF
2025-03-31
New Buy
New Buy
+0.08%
●
18.55 ($18.7) 18.81
$18.89
1.02%
New holding
11,497
11,497

WEALTH MANAGEMENT RESOURCES, INC. Total Holding History ($B)

To

WEALTH MANAGEMENT RESOURCES, INC.'s Asset Allocation

To

WEALTH MANAGEMENT RESOURCES, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WEALTH MANAGEMENT RESOURCES, INC.'s Hypothetical Growth since 2025-03-31

WEALTH MANAGEMENT RESOURCES, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

WEALTH MANAGEMENT RESOURCES, INC.'s Holdings Heat Map

Size field:

WEALTH MANAGEMENT RESOURCES, INC.'s Holdings Bubble Chart

WEALTH MANAGEMENT RESOURCES, INC. News

  • 1

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