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

Currently, WEALTH MANAGEMENT RESOURCES, INC. holds 28 types of securities in its portfolio with a total value $287.3M. In the most recent quarter, they have increased their positions in BCD (+84.5K shares, valued at $3.0M), FBND (+5.8K shares, valued at $264.0K), N/A (+399 shares, valued at $230.4K); decreased their positions in MUB (-5.4K shares, valued at $570.8K), DGRW (-3.3K shares, valued at $293.5K), CWB (-1.7K shares, valued at $155.1K); initiated new positions in BCD (+84.5K shares, valued at $3.0M), N/A (+399 shares, valued at $230.4K).

1M P&L

+9.8M+3.25%

3M P&L

+8.5M+2.80%

HY P&L

+23.9M+8.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A287.0M

100.0%

Top Industries by Stock Count

1N/A27 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPHQ INVESCO EXCHANGE TRADED FD T438.4K shares-0.09%2026-03-312026-04-28

FBND FIDELITY MERRIMACK STR TR662.9K shares0.88%2026-03-312026-04-28

IEF ISHARES TR293.1K shares0.35%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR1.1M shares0.17%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR871.2K shares-0.20%2026-03-312026-04-28

SPYG SPDR SERIES TRUST214.0K shares-0.17%2026-03-312026-04-28

ISTB ISHARES TR330.0K shares0.35%2026-03-312026-04-28

IHDG WISDOMTREE TR316.2K shares0.24%2026-03-312026-04-28

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XSOE WISDOMTREE TR316.5K shares-0.10%2026-03-312026-04-28

SMMV ISHARES TR279.8K shares-0.37%2026-03-312026-04-28

USMV ISHARES TR125.8K shares0.03%2026-03-312026-04-28

SPMD SPDR SERIES TRUST188.9K shares1.26%2026-03-312026-04-28

SCHH SCHWAB STRATEGIC TR406.9K shares1.07%2026-03-312026-04-28

SPYM SPDR SERIES TRUST93.3K shares-1.27%2026-03-312026-04-28

SPSM SPDR SERIES TRUST92.8K shares-1.40%2026-03-312026-04-28

VTV VANGUARD INDEX FDS21.8K shares-2.44%2026-03-312026-04-28

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MUB ISHARES TR38.1K shares-12.37%2026-03-312026-04-28

BCD ABRDN ETFS84.5K sharesnew addition2026-03-312026-04-28

HYMB SPDR SERIES TRUST82.3K shares-6.02%2026-03-312026-04-28

DGRW WISDOMTREE TR19.7K shares-14.52%2026-03-312026-04-28

SPYV SPDR SERIES TRUST28.8K shares-0.25%2026-03-312026-04-28

FLOT ISHARES TR28.1K shares-8.57%2026-03-312026-04-28

SPGP INVESCO EXCHANGE TRADED FD T10.4K shares-0.14%2026-03-312026-04-28

VHT VANGUARD WORLD FD2.8K shares0.36%2026-03-312026-04-28

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SHM SPDR SERIES TRUST10.7K shares0.00%2026-03-312026-04-28

CWB SPDR SERIES TRUST5.4K shares-24.04%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR399 sharesnew addition2026-03-312026-04-28

SCHP SCHWAB STRATEGIC TR7.9K shares0.00%2026-03-312026-04-28

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.09%

Shares438.4K

Event2026-03-31

Filed2026-04-28

FBND

FIDELITY MERRIMACK STR TR

0.88%

Shares662.9K

Event2026-03-31

Filed2026-04-28

IEF

ISHARES TR

0.35%

Shares293.1K

Event2026-03-31

Filed2026-04-28

SCHF

SCHWAB STRATEGIC TR

0.17%

Shares1.1M

Event2026-03-31

Filed2026-04-28

SCHD

SCHWAB STRATEGIC TR

-0.20%

Shares871.2K

Event2026-03-31

Filed2026-04-28

SPYG

SPDR SERIES TRUST

-0.17%

Shares214.0K

Event2026-03-31

Filed2026-04-28

ISTB

ISHARES TR

0.35%

Shares330.0K

Event2026-03-31

Filed2026-04-28

IHDG

WISDOMTREE TR

0.24%

Shares316.2K

Event2026-03-31

Filed2026-04-28

XSOE

WISDOMTREE TR

-0.10%

Shares316.5K

Event2026-03-31

Filed2026-04-28

SMMV

ISHARES TR

-0.37%

Shares279.8K

Event2026-03-31

Filed2026-04-28

USMV

ISHARES TR

0.03%

Shares125.8K

Event2026-03-31

Filed2026-04-28

SPMD

SPDR SERIES TRUST

1.26%

Shares188.9K

Event2026-03-31

Filed2026-04-28

SCHH

SCHWAB STRATEGIC TR

1.07%

Shares406.9K

Event2026-03-31

Filed2026-04-28

SPYM

SPDR SERIES TRUST

-1.27%

Shares93.3K

Event2026-03-31

Filed2026-04-28

SPSM

SPDR SERIES TRUST

-1.40%

Shares92.8K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

-2.44%

Shares21.8K

Event2026-03-31

Filed2026-04-28

MUB

ISHARES TR

-12.37%

Shares38.1K

Event2026-03-31

Filed2026-04-28

BCD

ABRDN ETFS

New

Shares84.5K

Event2026-03-31

Filed2026-04-28

HYMB

SPDR SERIES TRUST

-6.02%

Shares82.3K

Event2026-03-31

Filed2026-04-28

DGRW

WISDOMTREE TR

-14.52%

Shares19.7K

Event2026-03-31

Filed2026-04-28

SPYV

SPDR SERIES TRUST

-0.25%

Shares28.8K

Event2026-03-31

Filed2026-04-28

FLOT

ISHARES TR

-8.57%

Shares28.1K

Event2026-03-31

Filed2026-04-28

SPGP

INVESCO EXCHANGE TRADED FD T

-0.14%

Shares10.4K

Event2026-03-31

Filed2026-04-28

VHT

VANGUARD WORLD FD

0.36%

Shares2.8K

Event2026-03-31

Filed2026-04-28

SHM

SPDR SERIES TRUST

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-28

CWB

SPDR SERIES TRUST

-24.04%

Shares5.4K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

New

Shares399

Event2026-03-31

Filed2026-04-28

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available