WEALTH MANAGEMENT RESOURCES, INC.

13F Filings History

Latest 13F report
Q3 2024 - Oct 31, 2024
Value $
$250M
Signature - Title
Kevin R. Worthley - EVP, CCO
Location
Smithfield, RI
Summary
This page shows a list of all the recent 13F filings made by WEALTH MANAGEMENT RESOURCES, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEALTH MANAGEMENT RESOURCES, INC. reported 31 stock holdings with total value $250M as of Q3 2024. Top holdings included IEF, SCHD, FBND, SPYG, and USMV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 31 $250M +$8.33M -$3.84M +$4.49M IEF, SCHD, FBND, SPYG, USMV 13F-HR 10/31/2024, 10:48 AM
Q2 2024 33 $233M +$19.8M -$17.5M +$2.39M IEF, SCHD, FBND, SPYG, USMV 13F-HR 7/17/2024, 05:30 PM
Q1 2024 40 $229M +$11.6M -$3.27M +$8.37M SCHD, IEF, SPYG, USMV, FBND 13F-HR 4/19/2024, 05:10 PM
Q4 2023 38 $212M +$44.1M -$22.3M +$21.7M SCHD, IEF, FBND, SPYG, USMV 13F-HR 1/19/2024, 04:23 PM
Q3 2023 40 $176M +$27.9M -$5.52M +$22.3M SCHD, IEF, FBND, DGRW, SMMV 13F-HR 10/24/2023, 09:45 PM
Q2 2023 37 $159M +$34.2M -$34.3M -$81.2K SCHD, SPYG, IEF, FBND, DGRW 13F-HR 7/11/2023, 09:01 PM
Q1 2023 44 $154M +$5.81M -$6.76M -$950K SCHD, USFR, DGRW, SPYG, VTIP 13F-HR 4/10/2023, 09:56 PM
Q4 2022 43 $154M +$16.4M -$18.5M -$2.02M SCHD, USFR, DGRW, SPYG, VTIP 13F-HR 1/17/2023, 09:45 PM
Q3 2022 40 $150M +$3.73M -$337K +$3.39M USFR, SCHD, DGRW, SPYG, SRLN 13F-HR 10/13/2022, 08:12 PM
Q2 2022 40 $151M +$38M -$13.6M +$24.3M USFR, SCHD, DGRW, SPYG, SRLN 13F-HR 7/22/2022, 04:10 PM
Q1 2022 43 $145M +$7.51M -$5.74M +$1.78M SCHD, SPYG, USMV, IHDG, VTIP 13F-HR 4/19/2022, 08:37 PM
Q4 2021 48 $151M $0 $0 SCHD, SPYG, USMV, IHDG, DGRW 13F-HR 2/10/2022, 04:24 PM