WEALTH MANAGEMENT RESOURCES, INC.
Q1 2025 13F Holdings
- Locationsmithfield, RI
- Num holdings
33
- Value ($000)
$275,546
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001063516
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPHQ INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $33.99M | 12 % | 512,389 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $28.96M | 11 % | 634,482 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $27.42M | 10 % | 287,546 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $24.39M | 9 % | 872,406 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $24.14M | 9 % | 300,392 | ||
IHDG WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $15.81M | 6 % | 364,385 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $15.08M | 6 % | 311,929 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $15.03M | 6 % | 760,046 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $13.14M | 5 % | 140,246 | ||
SMMV ISHARES TR | MSCI USA SMCP MN | 46435G433 | $11.78M | 4 % | 284,086 |
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