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WR Wealth Planners

Latest statistics and disclosures from WR Wealth Planners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, GBIL, COWZ, AVUS, AVDE, and represent 32.11% of WR Wealth Planners's stock portfolio.
Added to shares of these 10 stocks: NVDA, GBIL, QQQ, TSM, ANET, CGGR, GCOW, ROK, CGGO, GEHC.
Started 61 new stock positions in FMB, TMDX, BIL, SPDW, PK, FCG, BURL, HRTG, SCHZ, HIMS.
Reduced shares in these 10 stocks: AVUS, MSCI, SPY, AVDE, JPST, ON, HD, DIVO, HLN, GLDM.
Sold out of its positions in ENFR, PALL, AGI, COLD, AMKR, ACHR, AXON, BETRW, BWA, SAM.
WR Wealth Planners was a net buyer of stock by $6.1M.
WR Wealth Planners has $328M in assets under management (AUM), dropping by 1.94%.
Central Index Key (CIK): 0002031978

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Portfolio Holdings for WR Wealth Planners

WR Wealth Planners holds 1145 positions in its portfolio as reported in the June 2024 quarterly 13F filing

WR Wealth Planners has 1145 total positions. Only the first 250 positions are shown.

Sign up to view all of the WR Wealth Planners June 30, 2024 positions
Download the WR Wealth Planners June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust Etf (SPY)	9.2	$30M		55k	544.22	View chart
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)	7.7	$25M	+10%	254k	100.08	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	7.5	$25M		451k	54.49	View chart
Avantis U.s. Equity Etf Etf (AVUS)	4.0	$13M	-7%	145k	90.19	View chart
Avantis International Equity Etf Etf (AVDE)	3.7	$12M	-3%	195k	62.26	View chart
Invesco Qqq Trust Series I Etf (QQQ)	3.3	$11M	+7%	22k	479.11	View chart
Capital Group Growth Etf Etf (CGGR)	3.0	$9.8M	+5%	297k	32.89	View chart
Avantis Short-term Fixed Income Etf Etf (AVSF)	2.3	$7.7M		167k	46.17	View chart
Apple Stock (AAPL)	2.3	$7.6M		36k	210.62	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	2.2	$7.2M	+2%	113k	64.00	View chart
Capital Group Dividend Value Etf Etf (CGDV)	2.2	$7.2M		219k	33.00	View chart
Amazon Stock (AMZN)	2.0	$6.6M		34k	193.25	View chart
Spdr Gold Minishares Trust Etf (GLDM)	2.0	$6.4M	-4%	140k	46.09	View chart
Microsoft Corp Stock (MSFT)	1.5	$5.0M		11k	446.96	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	1.4	$4.6M	-5%	52k	89.72	View chart
Nvidia Corporation Stock (NVDA)	1.3	$4.3M	+864%	35k	123.54	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.2	$3.9M		7.2k	547.27	View chart
Capital Group Core Balanced Etf Etf (CGBL)	1.1	$3.7M		126k	29.73	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	1.1	$3.6M	+3%	76k	48.05	View chart
Caterpillar Stock (CAT)	1.0	$3.2M	-6%	9.6k	333.08	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.9	$3.0M	-4%	25k	119.32	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.8	$2.7M	+12%	90k	29.44	View chart
Pacer Global Cash Cows Dividend Etf Etf (GCOW)	0.8	$2.6M	+14%	76k	33.72	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.8	$2.5M	-14%	50k	50.47	View chart
Deere & Co Stock (DE)	0.8	$2.5M	-3%	6.7k	373.64	View chart
Procter And Gamble Stock (PG)	0.7	$2.2M	+4%	13k	164.92	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.6	$2.1M		46k	45.22	View chart
Walmart Stock (WMT)	0.6	$2.1M		31k	67.71	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$1.9M	-3%	9.6k	202.26	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.6	$1.9M		13k	150.50	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.5	$1.8M		33k	53.04	View chart
Direxion Auspice Broad Commodity Strategy Etf Etf (COM)	0.5	$1.8M		61k	28.91	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.5	$1.7M	+11%	53k	32.56	View chart
Research Frontiers Stock (REFR)	0.5	$1.7M	+6%	923k	1.84	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.5	$1.7M	-4%	16k	106.55	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.5	$1.6M	+9%	24k	69.32	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.5	$1.6M		16k	102.30	View chart
Eli Lilly & Co Stock (LLY)	0.5	$1.5M		1.7k	905.35	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$1.5M	-3%	3.6k	406.80	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$1.4M	+6%	7.5k	182.16	View chart
Visa Inc Com Cl A Stock (V)	0.4	$1.3M		5.1k	262.49	View chart
Unitedhealth Group Stock (UNH)	0.4	$1.3M	+2%	2.6k	509.20	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$1.2M		2.00	612241.00	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.4	$1.1M	+7%	6.7k	170.77	View chart
Waste Mgmt Inc Del Stock (WM)	0.3	$1.1M	+3%	5.3k	213.34	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.1M		7.7k	146.17	View chart
Pepsico Stock (PEP)	0.3	$1.1M		6.6k	164.94	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.3	$1.1M	+24%	33k	32.25	View chart
Veralto Corp Stock (VLTO)	0.3	$983k	+4%	10k	95.47	View chart
Adobe Stock (ADBE)	0.3	$982k	+4%	1.8k	555.54	View chart
Nextera Energy Stock (NEE)	0.3	$941k	+5%	13k	70.81	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.3	$940k		14k	67.75	View chart
Intuit Stock (INTU)	0.3	$931k		1.4k	657.21	View chart
Flex Ltd Ord Stock (FLEX)	0.3	$903k	+37%	31k	29.49	View chart
Allstate Corp Stock (ALL)	0.3	$890k		5.6k	159.66	View chart
Aflac Stock (AFL)	0.3	$875k	+4%	9.8k	89.31	View chart
Unilever Adr (UL)	0.3	$847k	+17%	15k	54.99	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$842k		7.3k	115.12	View chart
Palo Alto Networks Stock (PANW)	0.2	$800k	+26%	2.4k	339.01	View chart
Netflix Stock (NFLX)	0.2	$773k		1.1k	674.88	View chart
Ge Healthcare Technologies Stock (GEHC)	0.2	$767k	+55%	9.8k	77.92	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.2	$766k	-14%	13k	59.60	View chart
Fair Isaac Corp Stock (FICO)	0.2	$756k	+4%	508.00	1488.66	View chart
Nxp Semiconductors N V Stock (NXPI)	0.2	$751k	+5%	2.8k	269.10	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$743k	+2081%	4.3k	173.81	View chart
Te Connectivity Stock (TEL)	0.2	$741k	+13%	4.9k	150.43	View chart
Icon Stock (ICLR)	0.2	$740k	+4%	2.4k	313.47	View chart
Home Depot Stock (HD)	0.2	$731k	-35%	2.1k	344.18	View chart
Tesla Stock (TSLA)	0.2	$727k	-21%	3.7k	197.88	View chart
Intercontinental Exchange Stock (ICE)	0.2	$701k	+4%	5.1k	136.89	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$700k		3.8k	182.01	View chart
Alcon Ag Ord Stock (ALC)	0.2	$697k	+4%	7.8k	89.08	View chart
Seabridge Gold Stock (SA)	0.2	$697k	+4%	51k	13.69	View chart
Becton Dickinson & Co Stock (BDX)	0.2	$696k		3.0k	233.71	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	0.2	$688k	+16%	15k	46.94	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$685k	+2%	2.3k	303.41	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.2	$672k		25k	26.92	View chart
Aptiv Stock (APTV)	0.2	$671k	+33%	9.5k	70.42	View chart
Steris Plc Shs Usd Stock (STE)	0.2	$668k	+37%	3.0k	219.54	View chart
Keysight Technologies Stock (KEYS)	0.2	$658k	+5%	4.8k	136.75	View chart
Tetra Tech Stock (TTEK)	0.2	$648k	+3%	3.2k	204.48	View chart
Monolithic Pwr Sys Stock (MPWR)	0.2	$644k	+39%	784.00	821.68	View chart
Rockwell Automation Stock (ROK)	0.2	$643k	+84%	2.3k	275.28	View chart
Mcdonalds Corp Stock (MCD)	0.2	$641k	-5%	2.5k	254.87	View chart
Danaher Corporation Stock (DHR)	0.2	$609k	+4%	2.4k	249.85	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$603k	-11%	3.3k	183.43	View chart
3M Stock (MMM)	0.2	$582k	+4%	5.7k	102.19	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.2	$581k	-6%	11k	52.42	View chart
Hexcel Corp Stock (HXL)	0.2	$561k	+20%	9.0k	62.45	View chart
Arista Networks Stock (ANET)	0.2	$560k	+22742%	1.6k	350.48	View chart
Bruker Corp Stock (BRKR)	0.2	$554k	+80%	8.7k	63.81	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$545k	-7%	2.4k	229.56	View chart
Ishares Global Tech Etf Etf (IXN)	0.2	$530k		6.4k	82.82	View chart
Ishares Mbs Etf Etf (MBB)	0.2	$524k	-2%	5.7k	91.80	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.2	$513k	-5%	32k	16.22	View chart
Honeywell Intl Stock (HON)	0.2	$495k		2.3k	213.54	View chart
S&p Global Stock (SPGI)	0.1	$480k		1.1k	446.00	View chart
Abbvie Stock (ABBV)	0.1	$468k	-2%	2.7k	171.49	View chart
Bank America Corp Stock (BAC)	0.1	$457k	+2%	12k	39.77	View chart
United States Oil Fund Etf (USO)	0.1	$450k	-9%	5.6k	79.59	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$432k	+14%	7.3k	59.20	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$431k	-5%	4.0k	106.66	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$430k		1.1k	374.01	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$426k	-2%	2.6k	164.25	View chart
Corning Stock (GLW)	0.1	$425k	-17%	11k	38.85	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.1	$423k	-5%	12k	35.03	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$423k	-16%	15k	28.98	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$421k	-2%	7.9k	53.53	View chart
West Pharmaceutical Svsc Stock (WST)	0.1	$405k	+4%	1.2k	329.39	View chart
Texas Instrs Stock (TXN)	0.1	$404k		2.1k	194.53	View chart
Topbuild Corp Stock (BLD)	0.1	$394k	-40%	1.0k	385.27	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$393k		6.0k	64.95	View chart
Maximus Stock (MMS)	0.1	$388k	+4%	4.5k	85.70	View chart
At&t Stock (T)	0.1	$382k	-4%	20k	19.11	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$371k	-7%	2.5k	150.43	View chart
Booking Holdings Stock (BKNG)	0.1	$357k	-3%	90.00	3961.50	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$354k		701.00	504.33	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.1	$348k	-5%	3.4k	103.44	View chart
Silvercrest Metals Stock (SILV)	0.1	$348k		43k	8.15	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$346k	-4%	11k	32.24	View chart
Hershey Stock (HSY)	0.1	$344k		1.9k	183.83	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$343k	-4%	6.9k	49.42	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$324k	-2%	3.5k	91.78	View chart
Huntington Bancshares Stock (HBAN)	0.1	$324k	-17%	25k	13.18	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$320k	-6%	14k	22.57	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$319k		8.5k	37.67	View chart
Bentley Sys Inc Com Cl B Stock (BSY)	0.1	$318k	+4%	6.4k	49.36	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$316k	+71%	3.4k	92.55	View chart
Conocophillips Stock (COP)	0.1	$315k		2.8k	114.40	View chart
Intuitive Surgical Stock (ISRG)	0.1	$315k	+8%	707.00	444.85	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$296k	-4%	1.3k	226.23	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$292k		5.2k	56.04	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$292k	-11%	5.8k	50.66	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$292k		2.8k	102.70	View chart
Running Oak Efficient Growth Etf Etf (RUNN)	0.1	$291k	+61%	9.5k	30.53	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$286k		2.1k	138.17	View chart
Advanced Micro Devices Stock (AMD)	0.1	$285k	-51%	1.8k	162.21	View chart
International Business Machs Stock (IBM)	0.1	$284k		1.6k	172.98	View chart
Merck & Co Stock (MRK)	0.1	$283k		2.3k	123.82	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$282k		13k	22.22	View chart
Coca Cola Stock (KO)	0.1	$269k		4.2k	63.65	View chart
Sprott Stock (SII)	0.1	$269k		6.5k	41.39	View chart
Oracle Corp Stock (ORCL)	0.1	$265k	+2%	1.9k	141.20	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$258k		2.4k	107.12	View chart
Sprott Physical Silver Tr Tr Unit Cef (PSLV)	0.1	$253k	-7%	25k	9.93	View chart
Travelers Companies Stock (TRV)	0.1	$250k		1.2k	203.34	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$249k	-4%	3.0k	83.95	View chart
Astrazeneca Adr (AZN)	0.1	$248k		3.2k	77.99	View chart
American Tower Corp Reit (AMT)	0.1	$246k	+5%	1.3k	194.38	View chart
Sysco Corp Stock (SYY)	0.1	$245k		3.4k	71.38	View chart
American Express Stock (AXP)	0.1	$239k	+9%	1.0k	231.55	View chart
Ishares Esg Msci Em Leaders Etf Etf (LDEM)	0.1	$235k		5.2k	45.11	View chart
Vanguard Value Etf Etf (VTV)	0.1	$234k	-9%	1.5k	160.41	View chart
Intel Corp Stock (INTC)	0.1	$232k	-18%	7.5k	30.97	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$229k	-2%	520.00	441.16	View chart
Boeing Stock (BA)	0.1	$229k	-7%	1.3k	182.01	View chart
Dollar Gen Corp Stock (DG)	0.1	$222k	+11%	1.7k	132.22	View chart
Simmons 1st Natl Corp Cl A $1 Par Stock (SFNC)	0.1	$219k		12k	17.58	View chart
Eqt Corp Stock (EQT)	0.1	$218k		5.9k	36.98	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$217k	+6%	3.0k	72.00	View chart
Occidental Pete Corp Stock (OXY)	0.1	$215k	+12%	3.4k	63.03	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.1	$213k		8.2k	25.82	View chart
Sandstorm Gold Stock (SAND)	0.1	$211k		39k	5.44	View chart
Micron Technology Stock (MU)	0.1	$211k	+9%	1.6k	131.53	View chart
Applied Matls Stock (AMAT)	0.1	$209k	-13%	885.00	235.99	View chart
Charles Riv Labs Intl Stock (CRL)	0.1	$208k		1.0k	206.58	View chart
Ishares Global Energy Etf Etf (IXC)	0.1	$205k	+3%	4.9k	41.51	View chart
Franco Nev Corp Stock (FNV)	0.1	$202k	+13%	1.7k	118.52	View chart
Chevron Corp Stock (CVX)	0.1	$201k		1.3k	156.47	View chart
Republic Svcs Stock (RSG)	0.1	$200k	-4%	1.0k	194.31	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	0.1	$200k	-2%	9.1k	22.05	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$199k	+29%	3.5k	56.85	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.1	$196k	+3%	7.3k	26.85	View chart
Broadcom Stock (AVGO)	0.1	$194k	+18%	121.00	1602.12	View chart
Oreilly Automotive Stock (ORLY)	0.1	$192k		182.00	1056.06	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$190k	+3%	2.9k	65.45	View chart
Hdfc Bank Adr (HDB)	0.1	$185k		2.9k	64.33	View chart
Southern Stock (SO)	0.1	$185k	-2%	2.4k	77.57	View chart
Costco Whsl Corp Stock (COST)	0.1	$184k	+3%	216.00	851.18	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$180k	-2%	5.4k	33.53	View chart
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL)	0.1	$179k	+306%	4.9k	36.69	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$179k	+3%	677.00	264.30	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$178k		2.9k	61.09	View chart
Sba Communications Corp New Cl A Reit (SBAC)	0.1	$177k		902.00	196.30	View chart
Ameren Corp Stock (AEE)	0.1	$176k		2.5k	71.10	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.1	$172k	+13%	3.0k	58.15	View chart
Pfizer Stock (PFE)	0.1	$172k	+7%	6.1k	27.98	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.1	$172k	+5%	6.3k	27.22	View chart
Agnico Eagle Mines Stock (AEM)	0.1	$171k	-18%	2.6k	65.40	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.1	$171k	+9%	4.5k	38.17	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$170k	-14%	792.00	214.69	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$167k		858.00	194.97	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE)	0.1	$167k	+27%	1.9k	88.74	View chart
Stryker Corporation Stock (SYK)	0.1	$166k	-9%	489.00	340.25	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$166k	+13%	4.5k	37.02	View chart
Rtx Corporation Stock (RTX)	0.0	$161k	+9%	1.6k	100.39	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$159k	+26%	1.5k	108.70	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$158k	-3%	3.1k	51.24	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$158k	-16%	315.00	500.77	View chart
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR)	0.0	$157k	-15%	1.5k	103.00	View chart
Duke Energy Corp Stock (DUK)	0.0	$156k	-11%	1.6k	100.26	View chart
Toll Brothers Stock (TOL)	0.0	$155k		1.3k	115.18	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$153k	-8%	3.6k	42.12	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$152k	+5%	1.0k	149.87	View chart
Disney Walt Stock (DIS)	0.0	$151k		1.5k	99.31	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$150k		3.3k	45.59	View chart
Abbott Labs Stock (ABT)	0.0	$150k	-17%	1.4k	103.91	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$149k	-6%	3.6k	41.53	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$149k		1.4k	104.55	View chart
Ishares Gold Trust Etf (IAU)	0.0	$146k	-7%	3.3k	43.93	View chart
Cintas Corp Stock (CTAS)	0.0	$145k		207.00	700.26	View chart
Motley Fool Global Opportunities Etf Etf (TMFG)	0.0	$142k		4.8k	29.42	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$140k	+2%	299.00	467.70	View chart
The Cigna Group Stock (CI)	0.0	$139k		420.00	330.48	View chart
Dupont De Nemours Stock (DD)	0.0	$139k		1.7k	80.50	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$137k	+2%	1.2k	118.79	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.0	$137k	-3%	5.4k	25.41	View chart
Clorox Co Del Stock (CLX)	0.0	$135k	+17%	989.00	136.42	View chart
Starbucks Corp Stock (SBUX)	0.0	$134k	-11%	1.7k	77.86	View chart
Renaissancere Hldgs Stock (RNR)	0.0	$130k		580.00	223.51	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$129k	+17%	2.7k	47.90	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.0	$129k		7.1k	18.06	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$128k	+5%	1.1k	115.47	View chart
Cardinal Health Stock (CAH)	0.0	$126k	-5%	1.3k	98.35	View chart
Dow Stock (DOW)	0.0	$116k	+5%	2.2k	53.05	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.0	$116k	+51%	4.5k	25.72	View chart
Emerson Elec Stock (EMR)	0.0	$115k	-10%	1.0k	110.16	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$115k		628.00	182.40	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$114k	+2%	5.1k	22.22	View chart
Unitil Corp Stock (UTL)	0.0	$114k	-4%	2.2k	51.79	View chart
Alliant Energy Corp Stock (LNT)	0.0	$114k		2.2k	50.91	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.0	$114k		4.1k	27.84	View chart
Vaneck Merk Gold Trust Etf (OUNZ)	0.0	$112k		5.0k	22.46	View chart
Enphase Energy Stock (ENPH)	0.0	$112k		1.1k	99.71	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$112k	+5%	1.5k	73.70	View chart
Devon Energy Corp Stock (DVN)	0.0	$111k	+4%	2.3k	47.40	View chart
Wells Fargo Stock (WFC)	0.0	$111k	+22%	1.9k	59.40	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$111k	+8%	289.00	383.19	View chart
Keurig Dr Pepper Stock (KDP)	0.0	$111k		3.3k	33.40	View chart
Verizon Communications Stock (VZ)	0.0	$109k		2.6k	41.24	View chart
First Busey Corp Stock (BUSE)	0.0	$108k		4.5k	24.21	View chart
Phillips 66 Stock (PSX)	0.0	$108k	+7%	766.00	141.11	View chart
First Majestic Silver Corp Stock (AG)	0.0	$107k		18k	5.92	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$106k	+26%	1.9k	56.68	View chart
Salesforce Stock (CRM)	0.0	$106k	-9%	411.00	257.10	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$105k		1.8k	57.14	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$104k	-31%	2.4k	42.59	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.0	$104k		2.0k	50.75	View chart
Cohen & Steers Ltd Duration Pf Cef (LDP)	0.0	$104k		5.2k	19.90	View chart
Lowes Cos Stock (LOW)	0.0	$103k	+6%	468.00	220.46	View chart

Past Filings by WR Wealth Planners

SEC 13F filings are viewable for WR Wealth Planners going back to 2023

WR Wealth Planners 2023 Q1 filed Aug. 1, 2024
WR Wealth Planners 2023 Q2 filed Aug. 1, 2024
WR Wealth Planners 2023 Q3 filed Aug. 1, 2024
WR Wealth Planners 2024 Q1 filed July 31, 2024
WR Wealth Planners 2024 Q2 filed July 31, 2024
WR Wealth Planners 2023 Q4 filed July 30, 2024

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