WEALTH MANAGEMENT RESOURCES, INC. Portfolio Holdings
Q3 2025•32 long positions•$309.0M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding32 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $38.7M 12.53% | +$733.3K Bought | — 528.3K shares | 518.3K → 528.3K +$733.3K | +1.93% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $33.0M 10.68% | +$1.1M Bought | — 713.6K shares | 689.2K → 713.6K +$1.1M | +3.54% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $32.0M 10.35% | +$392.4K Bought | — 306.1K shares | 302.4K → 306.1K +$392.4K | +1.24% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $28.8M 9.3% | +$572.0K Bought | — 298.1K shares | 292.2K → 298.1K +$572.0K | +2.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $26.0M 8.4% | +$189.6K Bought | — 951.2K shares | 944.2K → 951.2K +$189.6K | +0.74% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $17.6M 5.7% | +$320.1K Bought | — 756.9K shares | 743.2K → 756.9K +$320.1K | +1.85% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $17.4M 5.64% | +$326.5K Bought | — 378.5K shares | 371.4K → 378.5K +$326.5K | +1.91% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $16.8M 5.44% | +$600.8K Bought | — 344.4K shares | 332.1K → 344.4K +$600.8K | +3.7% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $13.0M 4.21% | +$66.5K Bought | — 136.8K shares | 136.1K → 136.8K +$66.5K | +0.51% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.6M 4.07% | +$103.7K Bought | — 291.8K shares | 289.4K → 291.8K +$103.7K | +0.83% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.1M 3.93% | +$306.0K Bought | — 320.2K shares | 312.1K → 320.2K +$306.0K | +2.58% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.8M 3.5% | +$188.7K Bought | — 189.1K shares | 185.8K → 189.1K +$188.7K | +1.78% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.6M 2.78% | +$167.7K Bought | — 398.1K shares | 390.3K → 398.1K +$167.7K | +1.99% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.0M 2.59% | +$456.6K Bought | — 102.3K shares | 96.5K → 102.3K +$456.6K | +6.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.0M 1.62% | +$190.4K Bought | — 26.8K shares | 25.8K → 26.8K +$190.4K | +3.96% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.9M 1.57% | -$252.8K Sold | — 45.6K shares | 48.0K → 45.6K −$252.8K | -4.95% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.4M 1.43% | +$181.3K Bought | — 95.3K shares | 91.4K → 95.3K +$181.3K | +4.29% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.5M 1.15% | +$74.9K Bought | — 69.3K shares | 67.9K → 69.3K +$74.9K | +2.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 0.821% | -$20.5K Sold | — 189.0K shares | 190.6K → 189.0K −$20.5K | -0.8% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.3M 0.732% | +$18.6K Bought | — 90.8K shares | 90.0K → 90.8K +$18.6K | +0.83% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.2M 0.71% | -$13.4K Sold | — 24.7K shares | 24.8K → 24.7K −$13.4K | -0.61% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.1M 0.673% | +$121.2K Bought | — 3.4K shares | 3.2K → 3.4K +$121.2K | +6.19% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.6M 0.516% | -$40.4K Sold | — 28.8K shares | 29.6K → 28.8K −$40.4K | -2.47% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 0.403% | -$50.4K Sold | — 11.0K shares | 11.4K → 11.0K −$50.4K | -3.89% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $786.4K 0.254% | -$25.5K Sold | — 15.7K shares | 16.2K → 15.7K −$25.5K | -3.14% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $740.8K 0.24% | -$60.0K Sold | — 2.9K shares | 3.1K → 2.9K −$60.0K | -7.49% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $612.5K 0.198% | -$42.3K Sold | — 6.8K shares | 7.2K → 6.8K −$42.3K | -6.45% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $604.0K 0.195% | +$434.0 Bought | — 12.5K shares | 12.5K → 12.5K +$434.0 | +0.07% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $351.6K 0.114% | -$51.4K Sold | — 6.7K shares | 7.6K → 6.7K −$51.4K | -12.75% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $302.6K 0.098% | +$31.8K Bought | — 5.0K shares | 4.5K → 5.0K +$31.8K | +11.75% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $224.9K 0.073% | -$42.4K Sold | — 8.3K shares | 9.9K → 8.3K −$42.4K | -15.87% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $223.5K 0.072% | — | — 372.0 shares | — | — | — — | Q2 2025 Held for 5 months |
