0001085146-23-001602.txt : 20230411
0001085146-23-001602.hdr.sgml : 20230411
20230410215629
ACCESSION NUMBER: 0001085146-23-001602
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230411
DATE AS OF CHANGE: 20230410
EFFECTIVENESS DATE: 20230411
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WEALTH MANAGEMENT RESOURCES, INC.
CENTRAL INDEX KEY: 0001063516
IRS NUMBER: 050476864
STATE OF INCORPORATION: RI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21750
FILM NUMBER: 23812274
BUSINESS ADDRESS:
STREET 1: 28 CEDAR SWAMP ROAD
STREET 2: SUITE ONE
CITY: SMITHFIELD
STATE: RI
ZIP: 02917
BUSINESS PHONE: 401-356-1400
MAIL ADDRESS:
STREET 1: 28 CEDAR SWAMP ROAD
STREET 2: SUITE ONE
CITY: SMITHFIELD
STATE: RI
ZIP: 02917
FORMER COMPANY:
FORMER CONFORMED NAME: WEALTH MANAGEMENT RESOURCES INC /BD
DATE OF NAME CHANGE: 20020628
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001063516
XXXXXXXX
03-31-2023
03-31-2023
false
WEALTH MANAGEMENT RESOURCES, INC.
28 CEDAR SWAMP ROAD
SUITE ONE
SMITHFIELD
RI
02917
13F HOLDINGS REPORT
028-21750
N
Kevin R. Worthley
EVP, CCO
401-356-1400
/s/Kevin R. Worthley
Smithfield
RI
04-10-2023
0
44
162529873
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
APPLE INC
COM
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BERKSHIRE HATHAWAY INC DEL
CL A
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BBG001S902J2
471270
1
SH
SOLE
1
0
0
FIDELITY MERRIMACK STR TR
LTD TRM BD ETF
316188200
BBG0078XLZ93
902293
18619
SH
SOLE
18619
0
0
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
BBG0078X1341
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151978
SH
SOLE
151978
0
0
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
BBG006H1W526
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52147
SH
SOLE
52147
0
0
FIRST TR EXCHANGE TRADED FD
WTR ETF
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BBG001SS8248
301143
4475
SH
SOLE
4475
0
0
GLOBAL X FDS
GLB X MLP ENRG I
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BBG004Y67XK8
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137218
SH
SOLE
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GLOBAL X FDS
MILLENNIAL CONSU
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S&P500 QUALITY
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BBG001SDTVQ0
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ISHARES INC
MSCI AGRICULTURE
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7-10 YR TRSY BD
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FALN ANGLS USD
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MSCI USA MIN VOL
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MSCI USA MMENTM
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J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
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BBG00TSG0SK6
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SOLE
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SCHWAB STRATEGIC TR
INTL EQTY ETF
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SCHWAB STRATEGIC TR
SHT TM US TRES
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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SCHWAB STRATEGIC TR
US LCAP GR ETF
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BBG001T66WN0
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SCHWAB STRATEGIC TR
US LCAP VA ETF
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BBG001T66WQ7
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SCHWAB STRATEGIC TR
US REIT ETF
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BBG001V039G2
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SCHWAB STRATEGIC TR
US TIPS ETF
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SPDR INDEX SHS FDS
S&P GBLINF ETF
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BBG001SRXRM7
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SPDR SER TR
BBG CONV SEC ETF
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BBG001T2PMD1
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SPDR SER TR
NUVEEN BLMBRG SH
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PORTFOLIO S&P600
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SPDR SER TR
PRTFLO S&P500 GW
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BBG001SD7RB9
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SPDR SER TR
PRTFLO S&P500 VL
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BBG001SG4284
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SPDR SER TR
RUSSELL YIELD
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BBG00BL38SV1
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SPDR SER TR
S&P KENSHO FUTRE
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SPDR SER TR
SSGA US LRG ETF
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BBG0045LC1R4
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SSGA ACTIVE ETF TR
BLACKSTONE SENR
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BBG004DF1DW8
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VANGUARD INDEX FDS
S&P 500 ETF SHS
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BBG001TC6MC1
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VANGUARD MALVERN FDS
STRM INFPROIDX
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EM EX ST-OWNED
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FLOATNG RAT TREA
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WISDOMTREE TR
ITL HDG QTLY DIV
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BBG006G0J5J6
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WISDOMTREE TR
US QTLY DIV GRT
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