• 13F History

WEALTH MANAGEMENT RESOURCES, INC.

13F Filings History

Latest 13F report
Q4 2024 - Jan 21, 2025
Value $
$271M
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 $271M as of Q4 2024. Top holdings included SPHQ, FBND, IEF, SPYG, and SCHD.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 31 $271M +$91.8M -$44.9M +$46.9M SPHQ, FBND, IEF, SPYG, SCHD 13F-HR 1/21/2025, 11:08 AM
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 38 $229M +$11.2M -$3.27M +$7.96M SCHD, IEF, SPYG, USMV, FBND 13F-HR 4/19/2024, 05:10 PM
Q4 2023 36 $200M +$44.4M -$22.3M +$22.1M SCHD, IEF, FBND, SPYG, USMV 13F-HR 1/19/2024, 04:23 PM
Q3 2023 38 $176M +$27.9M -$36.5M -$8.63M SCHD, IEF, FBND, DGRW, SMMV 13F-HR 10/24/2023, 09:45 PM
Q2 2023 35 $158M +$33.8M -$24.5M +$9.33M SCHD, SPYG, IEF, FBND, DGRW 13F-HR 7/11/2023, 09:01 PM
Q1 2023 43 $154M +$5.81M -$613K +$5.2M SCHD, USFR, DGRW, SPYG, VTIP 13F-HR 4/10/2023, 09:56 PM
Q4 2022 43 $154M +$16.4M -$11.9M +$4.53M SCHD, USFR, DGRW, SPYG, VTIP 13F-HR 1/17/2023, 08:45 PM
Q3 2022 40 $150M +$3.8M -$341K +$3.46M USFR, SCHD, DGRW, SPYG, SRLN 13F-HR 10/13/2022, 08:12 PM
Q2 2022 37 $151M +$38M -$8.25M +$29.7M USFR, SCHD, DGRW, SPYG, SRLN 13F-HR 7/22/2022, 04:10 PM
Q1 2022 43 $145M +$7.63M -$3.51M +$4.12M SCHD, SPYG, USMV, IHDG, VTIP 13F-HR 4/19/2022, 08:37 PM
Q4 2021 46 $151M SCHD, SPYG, USMV, IHDG, DGRW 13F-HR 2/10/2022, 03:24 PM