$154 Million is the total value of WEALTH MANAGEMENT RESOURCES, INC.'s 43 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GTO | Exit | INVESCO ACTIVELY MANAGED ETFtotal return | $0 | – | -143,775 | -100.0% | -4.36% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 11.0% |
| SPDR SER TR | 11 | Q2 2024 | 9.1% |
| WISDOMTREE TR | 11 | Q2 2024 | 7.4% |
| ISHARES TR | 11 | Q2 2024 | 7.8% |
| FIDELITY MERRIMACK STR TR | 11 | Q2 2024 | 7.9% |
| ISHARES TR | 11 | Q2 2024 | 5.9% |
| WISDOMTREE TR | 11 | Q2 2024 | 6.4% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 4.5% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 7.8% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 5.6% |
View WEALTH MANAGEMENT RESOURCES, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-11 |
| X-17A-5 | 2023-02-27 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-14 |
View WEALTH MANAGEMENT RESOURCES, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.