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CIK: 0001063516
Total reported value
$324.2M
$324.2M
33 檔
42.9%
In Q1 2025, Wealth Management Resources, Inc.'s U.S. equity holdings reached a combined market value of $324.2M, distributed across 33 disclosed stock positions.
In Q1 2025, Wealth Management Resources, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 12.34% | +1.83% | +2.00% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 10.51% | -1.31% | +4.10% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 9.95% | -2.15% | +0.01% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.85% | -0.10% | +0.81% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.76% | -0.02% | +0.72% | |
| 6 | IHDG | Wisdomtree International Hed | ETF-Other | 5.74% | +0.02% | +1.39% | |
| 7 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.47% | -0.22% | +5.21% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.46% | -1.06% | +1.35% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.77% | -0.20% | +2.21% | |
| 10 | SMMV | Ishares Msci USA Small-cap M | ETF-Other | 4.27% | -0.21% | +0.26% | |
| 11 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 3.37% | -0.51% | +0.38% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.10% | -0.70% | +0.52% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-Other | 2.86% | -0.07% | +0.75% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.19% | -0.12% | -3.69% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.21% | +6.11% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.53% | +0.06% | +5.17% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.27% | -0.13% | -5.82% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.20% | +0.13% | +4.30% | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.99% | — | +1.93% | |
| 20 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.84% | -0.06% | +3.23% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | — | — | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.68% | -0.10% | +53.84% | |
| 23 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.64% | — | -25.14% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | -0.03% | +0.12% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-Other | 0.41% | — | -3.66% | |
| 26 | IFRA | Ishares US Infrastructure | ETF-Other | 0.31% | — | -5.82% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.29% | +0.12% | NEW | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.22% | +0.01% | -17.32% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.19% | -0.02% | +28.55% | |
| 30 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.10% | -0.01% | — | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.09% | — | — | |
| 32 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.08% | — | +6.24% | |
| 33 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Wealth Management Resources, Inc. reported a total U.S. public equity portfolio value of $324.2M across 33 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPHQ, FBND, IEF) accounted for 42.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGIT
市值: $238.2K
Top Position Liquidated / Trimmed
MUB
前期市值: $6.3M
During Q1 2025, Wealth Management Resources, Inc.'s top holdings by market value included SPHQ (12.3%)、FBND (10.5%)、IEF (9.9%). The largest single position, SPHQ, represented 12.3% of total portfolio value.
In Q1 2025, Wealth Management Resources, Inc. made 31 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 7 holdings, and fully liquidating 0 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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