Managed by Wealth Management Resources, Inc. • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $38.7M | 528.3K | 0.00% | — |
| 2 | ? N/A — | $36.9M | 518.3K | 0.00% | — |
| 3 | ? N/A — | $34M | 512.4K | 0.00% | — |
| 4 | ? N/A — | $33.7M | 502.4K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $33M |
| 713.6K |
| 0.00% |
| — |
| 6 | ? N/A — | $32.9M | 438.8K | 0.00% | — |
| 7 | S SPYG — | $32M | 306.1K | 0.00% | — |
| 8 | ? N/A — | $31.5M | 689.2K | 0.00% | — |
| 9 | ? N/A — | $30.3M | 657.1K | 0.00% | — |
| 10 | S | $30.1M | 89.1K | 0.00% | — |
| 11 | ? N/A — | $29.4M | 300.7K | 0.00% | — |
| 12 | ? N/A — | $29M | 634.5K | 0.00% | — |
| 13 | S SPYG — | $28.8M | 302.4K | 0.00% | — |
| 14 | ? N/A — | $28.8M | 298.1K | 0.00% | — |
| 15 | ? N/A — | $28.1M | 292.0K | 0.00% | — |
| 16 | ? N/A — | $28M | 292.2K | 0.00% | — |
| 17 | ? N/A — | $27.4M | 287.5K | 0.00% | — |
| 18 | ? N/A — | $27.3M | 609.5K | 0.00% | — |
| 19 | ? N/A — | $27M | 288.8K | 0.00% | — |
| 20 | S | $26.7M | 1.11M | 0.00% | — |