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CIK: 0001063516
Total reported value
$324.2M
$324.2M
31 檔
42.4%
The Q4 2024 SEC filing reveals that Wealth Management Resources, Inc. held a total portfolio value of $324.2M, covering 31 public equity positions.
Wealth Management Resources, Inc. executed strategic sector rebalancing during Q4 2024, establishing 3 new positions while fully exiting 3 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 12.43% | +1.83% | +132.61% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 10.09% | -1.31% | +35.86% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 9.81% | -2.15% | -4.38% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.67% | -0.02% | +28.97% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.72% | -0.10% | +182.44% | |
| 6 | IHDG | Wisdomtree International Hed | ETF-Other | 5.76% | +0.02% | +29.92% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.23% | -0.22% | +43.94% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.12% | -1.06% | +402.56% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.50% | -0.20% | -26.34% | |
| 10 | SMMV | Ishares Msci USA Small-cap M | ETF-Other | 4.33% | -0.21% | -15.53% | |
| 11 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 3.37% | -0.51% | +222.19% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.35% | -0.70% | +169.25% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-Other | 2.83% | -0.07% | -6.24% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.33% | -0.12% | -7.52% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.15% | +0.21% | — | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.45% | +0.06% | +205.55% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.38% | -0.13% | -71.99% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.29% | +0.13% | +169.61% | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.94% | — | -45.51% | |
| 20 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.92% | — | -79.82% | |
| 21 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.84% | -0.06% | +31.15% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | — | +9.02% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.03% | +0.02% | |
| 24 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.45% | -0.10% | — | |
| 25 | VHT | Vanguard Health Care ETF | ETF-Other | 0.41% | — | -81.02% | |
| 26 | IFRA | Ishares US Infrastructure | ETF-Other | 0.35% | — | -88.24% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.32% | +0.12% | NEW | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.27% | +0.01% | -63.44% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.15% | -0.02% | -0.21% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.10% | -0.01% | +0.06% | |
| 31 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | +6.7% | +132.61% | Add |
| 2 | SCHF | Schwab Intl Equity ETF | +2.7% | +402.56% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2.2% | NEW | New buy |
| 4 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | +2.1% | +222.19% | Add |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +2% | +169.25% | Add |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +2% | +28.97% | Add |
| 7 | FBND | Fidelity Total Bond ETF | +1.7% | +35.86% | Add |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | +1.2% | +43.94% | Add |
| 9 | VTV | Vanguard Value ETF | +0.9% | +205.55% | Add |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.8% | +169.61% | Add |
| 11 | IHDG | Wisdomtree International Hed | +0.7% | +29.92% | Add |
| 12 | FLOT | Ishares Floating Rate Bond E | +0.5% | NEW | New buy |
| 13 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.1% | +31.15% | Add |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +68.51% | Add |
| 15 | UCON | First Trust Smith Unconstrai | +0.1% | NEW | New buy |
| 16 | VOO | Vanguard S&p 500 ETF | 0% | +9.02% | Add |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | 0% | -0.21% | Trim |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | +0.02% | Add |
| 19 | SCHV | Schwab US Large-cap Value | -0.1% | EXIT | Sold out |
| 20 | SCHP | Schwab U.s. Tips ETF | -0.1% | +0.06% | Add |
| 21 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.2% | EXIT | Sold out |
| 22 | FMB | First Trust Managed Municipa | -0.3% | EXIT | Sold out |
| 23 | MUB | Ishares National Muni Bond E | -0.5% | -7.52% | Trim |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | -0.5% | -63.44% | Trim |
| 25 | SCHH | Schwab US Reit ETF | -0.8% | -6.24% | Trim |
| 26 | PDBC | Invesco Optimum Yield Divers | -1% | -45.51% | Trim |
| 27 | SMMV | Ishares Msci USA Small-cap M | -1.2% | -15.53% | Trim |
| 28 | SCHD | Schwab US Dvd Equity ETF | -1.5% | +182.44% | Add |
| 29 | IEF | Ishares 7-10 Year Treasury B | -2% | -4.38% | Trim |
| 30 | VHT | Vanguard Health Care ETF | -2.2% | -81.02% | Trim |
| 31 | USMV | Ishares Msci USA Min Vol Fac | -2.3% | -26.34% | Trim |
| 32 | IFRA | Ishares US Infrastructure | -2.9% | -88.24% | Trim |
| 33 | SPGP | Invesco S&p 500 Garp ETF | -4% | -79.82% | Trim |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | -4.1% | -71.99% | Trim |
According to official SEC Form 13F filings, Wealth Management Resources, Inc. reported a total U.S. public equity portfolio value of $324.2M across 31 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPHQ, FBND, IEF) accounted for 42.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPYM
市值: $5.8M
Top Position Liquidated / Trimmed
FMB
前期市值: $678.7K
During Q4 2024, Wealth Management Resources, Inc.'s top holdings by market value included SPHQ (12.4%)、FBND (10.1%)、IEF (9.8%). The largest single position, SPHQ, represented 12.4% of total portfolio value.
In Q4 2024, Wealth Management Resources, Inc. made 34 total portfolio adjustments, initiating 3 new buys, adding to 16 positions, trimming 12 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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