WEALTH MANAGEMENT RESOURCES, INC. Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$275.5B
Holdings
33
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPHQINVESCO EXCHANGE TRADED FD T | 512,389 | $34.0B | 12.34% | |
| 2 | FBNDFIDELITY MERRIMACK STR TR | 634,482 | $29.0B | 10.51% | |
| 3 | IEFISHARES TR | 287,546 | $27.4B | 9.95% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 872,406 | $24.4B | 8.85% | |
| 5 | SPYGSPDR SER TR | 300,392 | $24.1B | 8.76% | |
| 6 | IHDGWISDOMTREE TR | 364,385 | $15.8B | 5.74% | |
| 7 | ISTBISHARES TR | 311,929 | $15.1B | 5.47% | |
| 8 | SCHFSCHWAB STRATEGIC TR | 760,046 | $15.0B | 5.46% | |
| 9 | USMVISHARES TR | 140,246 | $13.1B | 4.77% | |
| 10 | SMMVISHARES TR | 284,086 | $11.8B | 4.27% | |
| 11 | XSOEWISDOMTREE TR | 301,013 | $9.3B | 3.37% | |
| 12 | SPMDSPDR SER TR | 166,891 | $8.5B | 3.10% | |
| 13 | SCHHSCHWAB STRATEGIC TR | 366,515 | $7.9B | 2.86% | |
| 14 | MUBISHARES TR | 57,107 | $6.0B | 2.19% | |
| 15 | SPYMSPDR SER TR | 89,671 | $5.9B | 2.14% | |
| 16 | VTVVANGUARD INDEX FDS | 24,365 | $4.2B | 1.53% | |
| 17 | DGRWWISDOMTREE TR | 43,666 | $3.5B | 1.27% | |
| 18 | SPSMSPDR SER TR | 81,039 | $3.3B | 1.20% | |
| 19 | PDBCINVESCO ACTVELY MNGD ETC FD | 199,585 | $2.7B | 0.99% | |
| 20 | HYMBSPDR SER TR | 92,056 | $2.3B | 0.84% | |
| 21 | VOOVANGUARD INDEX FDS | 4,120 | $2.1B | 0.77% | |
| 22 | FLOTISHARES TR | 36,884 | $1.9B | 0.68% | |
| 23 | SPGPINVESCO EXCHANGE TRADED FD T | 17,752 | $1.8B | 0.64% | |
| 24 | SPYVSPDR SER TR | 28,730 | $1.5B | 0.53% | |
| 25 | VHTVANGUARD WORLD FD | 4,270 | $1.1B | 0.41% | |
| 26 | IFRAISHARES TR | 19,024 | $857.4M | 0.31% | |
| 27 | VTEBVANGUARD MUN BD FDS | 16,217 | $804.7M | 0.29% | |
| 28 | CWBSPDR SER TR | 7,769 | $595.3M | 0.22% | |
| 29 | SHMSPDR SER TR | 10,987 | $523.0M | 0.19% | |
| 30 | SCHPSCHWAB STRATEGIC TR | 10,556 | $283.9M | 0.10% | |
| 31 | VGITVANGUARD SCOTTSDALE FDS | 4,010 | $238.2M | 0.09% | |
| 32 | UCONFIRST TR EXCHNG TRADED FD VI | 9,089 | $225.0M | 0.08% | |
| 33 | PREFPRINCIPAL EXCHANGE TRADED FD | 11,497 | $215.0M | 0.08% |