13F Filings History of Wealth Management Solutions, LLC

Latest 13F report
Q3 2023 - 25 Oct 2023
Value $
$145,838,334
Signature - Title
Martin Hopkins - Chief Compliance Officer
Location
Exton, PA
Summary
This page shows a list of all the recent 13F filings made by Wealth Management Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Wealth Management Solutions, LLC reported 82 stock holdings with total value $145,838,334 as of Q3 2023. Top holdings included SCHD, MTUM, SPTM, VHT, and FLTR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2023 82 $145,838,334 +$1,640,144 -$4,160,076 -$2,519,932 SCHD, MTUM, SPTM, VHT, FLTR 13F-HR 25 Oct 2023, 13:47
Q2 2023 84 $153,359,944 +$3,126,658 -$29,194,034 -$26,067,376 SCHD, MTUM, SPTM, VHT, FLTR 13F-HR 03 Aug 2023, 14:31
Q1 2023 90 $173,712,221 +$25,994,998 -$45,736,249 -$19,741,251 SCHD, MTUM, SPTM, QUAL, VHT 13F-HR 05 May 2023, 11:29
Q4 2022 89 $190,306,000 +$15,921,826 -$9,210,218 +$6,711,608 SCHD, MTUM, SPTM, SCHP, ESGU 13F-HR 09 Feb 2023, 17:02
Q3 2022 83 $171,586,000 +$20,695,728 -$16,772,767 +$3,922,961 SCHD, MTUM, SPTM, SCHP, IEF 13F-HR 07 Nov 2022, 07:47
Q2 2022 95 $177,627,000 +$34,366,580 -$25,347,377 +$9,019,203 MTUM, IEF, SCHD, SCHP, SPTM 13F-HR 01 Aug 2022, 15:58
Q1 2022 112 $192,411,000 +$70,822,017 -$64,006,869 +$6,815,148 SPTM, MTUM, IEF, SCHD, ESGU 13F-HR 06 May 2022, 16:01
Q4 2021 122 $194,403,000 $0 $0 $0 ESGU, ITOT, SPTM, EFV, EFG 13F-HR 03 Feb 2022, 11:51