Long-term investor
Wealth Management Resources, Inc. @wealthmanagementresource
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001063516).
Record
- Tracked since 2025-06-30 (483 days), 19 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.2% · 1 year n/a · all +0.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V241 · 12.7% · long · since 2025-09-30
- 808524797 · 9.7% · long · since 2025-09-30
- 316188309 · 9.1% · long · since 2025-09-30
- 808524805 · 8.6% · long · since 2025-09-30
- 78464A409 · 7.7% · long · since 2025-09-30
- 464287440 · 7.4% · long · since 2025-09-30
- 46432F859 · 5.4% · long · since 2025-09-30
- 97717X594 · 5.4% · long · since 2025-09-30
- 316188408 · 4.9% · long · since 2026-06-30
- 46429B697 · 4.0% · long · since 2025-09-30
- 46435G433 · 3.9% · long · since 2025-09-30
- 97717X578 · 3.8% · long · since 2025-09-30