WEALTH MANAGEMENT RESOURCES, INC.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsmithfield, RI
- CIK0001063516
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
31 | $271.00M | SPHQ, FBND, IEF, KRE | 13F-HR | Jan 21, 2025 | 000108514625000357 | ||
31 | $249.50M | IEF, SCHD, FBND, KRE | 13F-HR | Oct 31, 2024 | 000108514624005251 | ||
33 | $232.81M | IEF, SCHD, FBND, KRE | 13F-HR | Jul 17, 2024 | 000108514624003076 | ||
40 | $231.43M | SCHD, IEF, KRE, USMV | 13F-HR | Apr 19, 2024 | 000108514624001942 | ||
38 | $212.74M | SCHD, IEF, FBND, KRE | 13F-HR | Jan 19, 2024 | 000108514624000343 | ||
40 | $206.96M | SCHF, SCHD, IEF, FBND | 13F-HR | Oct 25, 2023 | 000108514623003912 | ||
37 | $171.94M | SCHD, KRE, IEF, SPHQ | 13F-HR | Jul 12, 2023 | 000108514623002638 | ||
44 | $162.53M | SCHD, USFR, DGRW, KRE | 13F-HR | Apr 11, 2023 | 000108514623001602 | ||
43 | $154.17M | SCHD, USFR, DGRW, KRE | 13F-HR | Jan 18, 2023 | 000108514623000164 | ||
40 | $150.32M | USFR, SCHD, DGRW, KRE | 13F-HR | Oct 14, 2022 | 000108514622003394 | ||
40 | $162.58M | USFR, SCHD, DGRW, KRE | 13F-HR | Jul 22, 2022 | 000108514622002542 | ||
43 | $144.72M | SCHD, KRE, USMV, IHDG | 13F-HR | Apr 20, 2022 | 000108514622001461 | ||
48 | $155.30M | SCHD, KRE, USMV, IHDG | 13F-HR | Feb 10, 2022 | 000108514622000791 |