Wealth Management Solutions, LLC
13F Portfolio Filings
- Most recent 13FQ3 2023
- Locationexton, PA
- CIK0001905979
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
82 | $145.84M | SCHD, MTUM, SPDR SER TR, VANGUARD WORLD FDS | 13F-HR | Oct 25, 2023 | 000190597923000005 | ||
84 | $153.36M | SCHD, MTUM, SPDR SER TR, VANGUARD WORLD FDS | 13F-HR | Aug 3, 2023 | 000190597923000004 | ||
90 | $173.71M | SCHD, MTUM, SPDR SER TR, QUAL | 13F-HR | May 5, 2023 | 000190597923000003 | ||
89 | $191.00K | SCHD, MTUM, SPDR SER TR, SCHP | 13F-HR | Feb 9, 2023 | 000190597923000001 | ||
83 | $171.59M | SCHD, MTUM, SPDR SER TR, SCHP | 13F-HR | Nov 7, 2022 | 000190597922000007 | ||
95 | $177.63M | MTUM, IEF, SCHD, SCHP | 13F-HR | Aug 1, 2022 | 000190597922000004 | ||
112 | $192.41M | SPDR SER TR, MTUM, IEF, SCHD | 13F-HR | May 6, 2022 | 000190597922000003 | ||
122 | $194.40M | ESGU, ITOT, SPDR SER TR, EFV | 13F-HR | Feb 3, 2022 | 000190597922000002 |