The Analysis of WEALTH MANAGEMENT RESOURCES, INC.'s Holdings


Currently, WEALTH MANAGEMENT RESOURCES, INC. holds 32 types of securities in its portfolio with a total value $309.0M. In the most recent quarter, they have increased their positions in FBND (+24.4K shares, valued at $1.1M), SPHQ (+10.0K shares, valued at $733.3K), ISTB (+12.3K shares, valued at $600.8K); decreased their positions in MUB (-2.4K shares, valued at $252.8K), VHT (-231 shares, valued at $60.0K), IFRA (-973 shares, valued at $51.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPHQ INVESCO EXCHANGE TRADED FD T528.3K shares1.93%2025-09-302025-10-16history
FBND FIDELITY MERRIMACK STR TR713.6K shares3.54%2025-09-302025-10-16history
SPYG SPDR SERIES TRUST306.1K shares1.24%2025-09-302025-10-16history
IEF ISHARES TR298.1K shares2.03%2025-09-302025-10-16history
SCHD SCHWAB STRATEGIC TR951.2K shares0.74%2025-09-302025-10-16history
SCHF SCHWAB STRATEGIC TR756.9K shares1.85%2025-09-302025-10-16history
IHDG WISDOMTREE TR378.5K shares1.91%2025-09-302025-10-16history
ISTB ISHARES TR344.4K shares3.70%2025-09-302025-10-16history
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USMV ISHARES TR136.8K shares0.51%2025-09-302025-10-16history
SMMV ISHARES TR291.8K shares0.83%2025-09-302025-10-16history
XSOE WISDOMTREE TR320.2K shares2.58%2025-09-302025-10-16history
SPMD SPDR SERIES TRUST189.1K shares1.78%2025-09-302025-10-16history
SCHH SCHWAB STRATEGIC TR398.1K shares1.99%2025-09-302025-10-16history
SPYM SPDR SERIES TRUST102.3K shares6.04%2025-09-302025-10-16history
VTV VANGUARD INDEX FDS26.8K shares3.96%2025-09-302025-10-16history
MUB ISHARES TR45.6K shares-4.95%2025-09-302025-10-16history
Sponsored
SPSM SPDR SERIES TRUST95.3K shares4.29%2025-09-302025-10-16history
FLOT ISHARES TR69.3K shares2.16%2025-09-302025-10-16history
PDBC INVESCO ACTVELY MNGD ETC FD189.0K shares-0.80%2025-09-302025-10-16history
HYMB SPDR SERIES TRUST90.8K shares0.83%2025-09-302025-10-16history
DGRW WISDOMTREE TR24.7K shares-0.61%2025-09-302025-10-16history
VOO VANGUARD INDEX FDS3.4K shares6.19%2025-09-302025-10-16history
SPYV SPDR SERIES TRUST28.8K shares-2.47%2025-09-302025-10-16history
SPGP INVESCO EXCHANGE TRADED FD T11.0K shares-3.89%2025-09-302025-10-16history
Sponsored
VTEB VANGUARD MUN BD FDS15.7K shares-3.14%2025-09-302025-10-16history
VHT VANGUARD WORLD FD2.9K shares-7.49%2025-09-302025-10-16history
CWB SPDR SERIES TRUST6.8K shares-6.45%2025-09-302025-10-16history
SHM SPDR SERIES TRUST12.5K shares0.07%2025-09-302025-10-16history
IFRA ISHARES TR6.7K shares-12.75%2025-09-302025-10-16history
VGIT VANGUARD SCOTTSDALE FDS5.0K shares11.75%2025-09-302025-10-16history
SCHP SCHWAB STRATEGIC TR8.3K shares-15.87%2025-09-302025-10-16history
QQQ INVESCO QQQ TR372 shares0.00%2025-09-302025-10-16history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available