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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, AVDE, AVUS, and represent 36.96% of WR Wealth Planners's stock portfolio.
Added to shares of these 10 stocks: SPY, AVDE, COWZ, FI, JEF, RGA, ANET, APTV, QGRO, AVSF.
Started 77 new stock positions in SSB, SQQQ, L, MD, EFAV, FTRB, CNR, CSWC, MSTU, HODL.
Reduced shares in these 10 stocks: CGGR (-$5.5M), CGDV, GBIL, SPLG, QQQ, IVV, CGBL, NVDA, ESGU, CGGO.
Sold out of its positions in ARKQ, ASTS, ACHC, AKTSQ, ALK, AA, KNTK, DIT, Arista Networks, ALAB.
WR Wealth Planners was a net seller of stock by $-45M.
WR Wealth Planners has $311M in assets under management (AUM), dropping by -13.49%.
Central Index Key (CIK): 0002031978

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Portfolio Holdings for WR Wealth Planners

WR Wealth Planners holds 1104 positions in its portfolio as reported in the December 2024 quarterly 13F filing

WR Wealth Planners has 1104 total positions. Only the first 250 positions are shown.

Sign up to view all of the WR Wealth Planners Dec. 31, 2024 positions
Download the WR Wealth Planners December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust Etf (SPY)	10.7	$33M	+3%	57k	586.08	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	8.2	$26M	-10%	257k	99.92	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	8.1	$25M	+4%	445k	56.48	View chart
Avantis International Equity Etf Etf (AVDE)	5.2	$16M	+6%	265k	61.37	View chart
Avantis U.s. Equity Etf Etf (AVUS)	4.7	$15M	+2%	150k	96.93	View chart
Invesco Qqq Trust Series I Etf (QQQ)	3.3	$10M	-20%	20k	511.22	View chart
Avantis Short-term Fixed Income Etf Etf (AVSF)	2.8	$8.6M	+5%	186k	46.14	View chart
Apple Stock (AAPL)	2.7	$8.5M	-4%	34k	250.42	View chart
Amazon Stock (AMZN)	2.4	$7.5M		34k	219.39	View chart
Spdr Gold Minishares Trust Etf (GLDM)	2.2	$6.9M		133k	51.99	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	2.1	$6.5M	+4%	67k	96.53	View chart
American Century U.s. Quality Growth Etf Etf (QGRO)	1.4	$4.4M	+12%	44k	99.70	View chart
Microsoft Corp Stock (MSFT)	1.4	$4.4M	-7%	10k	421.51	View chart
Capital Group Growth Etf Etf (CGGR)	1.4	$4.3M	-56%	115k	37.17	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	1.3	$3.9M		80k	48.67	View chart
Caterpillar Stock (CAT)	1.1	$3.4M	-3%	9.3k	362.74	View chart
Capital Group Dividend Value Etf Etf (CGDV)	1.0	$3.0M	-59%	85k	35.26	View chart
Nvidia Corporation Stock (NVDA)	0.9	$2.7M	-37%	20k	134.29	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.9	$2.7M	-50%	39k	68.94	View chart
Walmart Stock (WMT)	0.9	$2.6M	-4%	29k	90.35	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$2.3M		9.5k	239.72	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.7	$2.1M	+7%	64k	32.76	View chart
Procter And Gamble Stock (PG)	0.7	$2.1M	-5%	13k	167.65	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.6	$2.0M	+7%	28k	72.37	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.6	$2.0M	+9%	39k	50.71	View chart
Deere & Co Stock (DE)	0.6	$1.7M	-29%	4.1k	423.71	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.5	$1.6M	-61%	2.8k	588.60	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$1.6M		3.6k	453.28	View chart
Research Frontiers Stock (REFR)	0.5	$1.6M		951k	1.71	View chart
Direxion Auspice Broad Commodity Strategy Etf Etf (COM)	0.5	$1.5M	-7%	53k	28.32	View chart
Tesla Stock (TSLA)	0.5	$1.5M	-4%	3.6k	403.84	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.5	$1.4M	-9%	55k	25.86	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.5	$1.4M	-63%	45k	31.27	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$1.4M	-4%	7.3k	189.30	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$1.4M		2.00	680920.00	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.4	$1.3M	-54%	10k	128.82	View chart
Visa Inc Com Cl A Stock (V)	0.4	$1.3M	-21%	4.0k	316.07	View chart
Eli Lilly & Co Stock (LLY)	0.4	$1.2M	-8%	1.6k	772.02	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.4	$1.2M	-43%	7.4k	159.52	View chart
Unitedhealth Group Stock (UNH)	0.4	$1.2M	-12%	2.3k	505.80	View chart
Allstate Corp Stock (ALL)	0.4	$1.1M		5.7k	192.80	View chart
Johnson & Johnson Stock (JNJ)	0.3	$1.1M	-7%	7.3k	144.61	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.3	$1.0M	-49%	23k	45.20	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$1.0M		20k	50.37	View chart
Pepsico Stock (PEP)	0.3	$1.0M		6.7k	152.06	View chart
Waste Mgmt Inc Del Stock (WM)	0.3	$1.0M	-8%	5.0k	201.80	View chart
Netflix Stock (NFLX)	0.3	$989k		1.1k	891.32	View chart
Veralto Corp Stock (VLTO)	0.3	$965k	-10%	9.5k	101.85	View chart
Flex Ltd Ord Stock (FLEX)	0.3	$935k	-23%	24k	38.39	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.3	$929k	-13%	12k	75.53	View chart
Aflac Stock (AFL)	0.3	$926k	-10%	9.0k	103.44	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.3	$879k	-60%	30k	29.22	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$868k	+12%	8.1k	107.58	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.3	$865k	-58%	8.5k	101.53	View chart
Fiserv Stock (FI)	0.3	$853k	+542%	4.2k	205.42	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.3	$844k	-55%	8.7k	96.83	View chart
Rockwell Automation Stock (ROK)	0.3	$817k	+17%	2.9k	285.79	View chart
Unilever Adr (UL)	0.3	$809k	-10%	14k	56.70	View chart
Intercontinental Exchange Stock (ICE)	0.3	$803k	+2%	5.4k	149.01	View chart
3M Stock (MMM)	0.2	$763k		5.9k	129.08	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.2	$756k		13k	59.77	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$749k	-13%	3.8k	197.49	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$744k	-9%	2.1k	351.79	View chart
Nextera Energy Stock (NEE)	0.2	$743k	-24%	10k	71.69	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$727k	-56%	4.1k	178.08	View chart
Mcdonalds Corp Stock (MCD)	0.2	$723k		2.5k	289.85	View chart
Ge Healthcare Technologies Stock (GEHC)	0.2	$713k	-10%	9.1k	78.18	View chart
Jefferies Finl Group Stock (JEF)	0.2	$707k	NEW	9.0k	78.40	View chart
Adobe Stock (ADBE)	0.2	$701k	-12%	1.6k	444.68	View chart
Home Depot Stock (HD)	0.2	$695k	-18%	1.8k	388.92	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$663k	+4%	3.5k	190.46	View chart
Te Connectivity Plc Ord Stock (TEL)	0.2	$656k	-10%	4.6k	142.97	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.2	$652k	-57%	13k	51.25	View chart
Cadence Design System Stock (CDNS)	0.2	$629k	-11%	2.1k	300.46	View chart
Becton Dickinson & Co Stock (BDX)	0.2	$627k	-10%	2.8k	226.87	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.2	$624k	+6%	11k	54.77	View chart
Alcon Ag Ord Stock (ALC)	0.2	$622k	-10%	7.3k	84.89	View chart
Seabridge Gold Stock (SA)	0.2	$600k		53k	11.41	View chart
Intuit Stock (INTU)	0.2	$591k	-35%	941.00	628.50	View chart
Reinsurance Grp Of America Stock (RGA)	0.2	$586k	+22750%	2.7k	213.63	View chart
Aecom Stock (ACM)	0.2	$580k	-10%	5.4k	106.82	View chart
Palo Alto Networks Stock (PANW)	0.2	$575k	+72%	3.2k	181.96	View chart
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL)	0.2	$574k	+40%	15k	38.39	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$571k		2.3k	253.75	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.2	$570k	-9%	29k	19.59	View chart
Fair Isaac Corp Stock (FICO)	0.2	$569k	-12%	286.00	1990.93	View chart
Arista Networks Stock (ANET)	0.2	$551k	NEW	5.0k	110.53	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.2	$547k	-57%	16k	34.97	View chart
S&p Global Stock (SPGI)	0.2	$539k		1.1k	498.03	View chart
Nxp Semiconductors N V Stock (NXPI)	0.2	$537k	-10%	2.6k	207.86	View chart
Aptiv Stock (APTV)	0.2	$534k	NEW	8.8k	60.48	View chart
Hexcel Corp Stock (HXL)	0.2	$522k	-10%	8.3k	62.70	View chart
Danaher Corporation Stock (DHR)	0.2	$520k	-10%	2.3k	229.55	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.2	$517k	-8%	9.2k	56.24	View chart
Honeywell Intl Stock (HON)	0.2	$515k	-2%	2.3k	225.89	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.2	$501k	-56%	9.6k	52.47	View chart
At&t Stock (T)	0.2	$497k		22k	22.77	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$478k	+2%	1.2k	410.46	View chart
Bruker Corp Stock (BRKR)	0.2	$472k	-10%	8.1k	58.62	View chart
Icon Stock (ICLR)	0.1	$463k	-10%	2.2k	209.71	View chart
Corning Stock (GLW)	0.1	$428k		9.0k	47.52	View chart
United States Oil Fund Etf (USO)	0.1	$427k		5.6k	75.55	View chart
Monolithic Pwr Sys Stock (MPWR)	0.1	$422k	-10%	713.00	591.70	View chart
Running Oak Efficient Growth Etf Etf (RUNN)	0.1	$421k	+25%	13k	32.77	View chart
Tetra Tech Stock (TTEK)	0.1	$418k	-36%	11k	39.84	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$417k	-6%	2.4k	175.24	View chart
Texas Instrs Stock (TXN)	0.1	$391k		2.1k	187.51	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$389k	-14%	3.4k	115.23	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$378k		2.3k	161.77	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.1	$378k		11k	33.21	View chart
Booking Holdings Stock (BKNG)	0.1	$368k	-16%	74.00	4968.42	View chart
Hologic Stock (HOLX)	0.1	$367k	-10%	5.1k	72.09	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.1	$365k	-47%	13k	27.28	View chart
Abbvie Stock (ABBV)	0.1	$358k	-16%	2.0k	177.74	View chart
International Business Machs Stock (IBM)	0.1	$356k		1.6k	219.86	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$353k	-9%	5.4k	65.07	View chart
Oracle Corp Stock (ORCL)	0.1	$344k		2.1k	166.64	View chart
Hershey Stock (HSY)	0.1	$342k	+5%	2.0k	169.35	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$340k	-56%	1.8k	190.88	View chart
Sprott Stock (SII)	0.1	$337k	+11%	8.0k	42.17	View chart
Silvercrest Metals Stock	0.1	$329k		36k	9.10	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$329k	-12%	9.5k	34.59	View chart
Sysco Corp Stock (SYY)	0.1	$327k	+9%	4.3k	76.46	View chart
Huntington Bancshares Stock (HBAN)	0.1	$325k	-2%	20k	16.27	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$320k		10k	31.36	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$317k	+4%	2.4k	131.06	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$316k	-81%	3.0k	106.55	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$306k	-9%	8.0k	38.37	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$304k		1.3k	232.52	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$301k	-18%	514.00	585.82	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$298k	+2%	566.00	526.57	View chart
Topbuild Corp Stock (BLD)	0.1	$294k	-10%	944.00	311.34	View chart
American Express Stock (AXP)	0.1	$293k	-5%	987.00	296.83	View chart
Simmons 1st Natl Corp Cl A $1 Par Stock (SFNC)	0.1	$282k		13k	22.18	View chart
Bentley Sys Inc Com Cl B Stock (BSY)	0.1	$278k	-10%	5.9k	46.70	View chart
Coca Cola Stock (KO)	0.1	$275k		4.4k	62.26	View chart
Eqt Corp Stock (EQT)	0.1	$271k		5.9k	46.11	View chart
Ishares Global Tech Etf Etf (IXN)	0.1	$268k	-50%	3.2k	84.74	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$266k	-49%	2.9k	91.67	View chart
Conocophillips Stock (COP)	0.1	$263k	-6%	2.7k	99.16	View chart
Sprott Physical Silver Tr Tr Unit Cef (PSLV)	0.1	$255k	+12%	26k	9.65	View chart
Vanguard Value Etf Etf (VTV)	0.1	$243k		1.4k	169.26	View chart
Broadcom Stock (AVGO)	0.1	$229k	-21%	986.00	231.95	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$228k	-53%	4.4k	52.22	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$228k	-30%	3.0k	75.63	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.1	$225k	-64%	4.1k	55.45	View chart
Pfizer Stock (PFE)	0.1	$223k		8.4k	26.53	View chart
Boeing Stock (BA)	0.1	$222k	-3%	1.3k	177.00	View chart
Clorox Co Del Stock (CLX)	0.1	$218k	+3%	1.3k	162.44	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$214k		3.5k	61.18	View chart
Sandstorm Gold Stock (SAND)	0.1	$209k		38k	5.58	View chart
Southern Stock (SO)	0.1	$209k	+2%	2.5k	82.33	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	0.1	$203k		8.6k	23.76	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$201k	-32%	3.4k	58.35	View chart
Advanced Micro Devices Stock (AMD)	0.1	$200k	-18%	1.7k	120.79	View chart
American Tower Corp Reit (AMT)	0.1	$199k	-8%	1.1k	183.41	View chart
Chevron Corp Stock (CVX)	0.1	$196k	+7%	1.4k	144.86	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$190k	-7%	3.4k	56.56	View chart
Astrazeneca Adr (AZN)	0.1	$190k	-8%	2.9k	65.52	View chart
Agnico Eagle Mines Stock (AEM)	0.1	$189k		2.4k	78.21	View chart
Charles Riv Labs Intl Stock (CRL)	0.1	$185k		1.0k	184.60	View chart
Sba Communications Corp New Cl A Reit (SBAC)	0.1	$184k		902.00	203.80	View chart
Hdfc Bank Adr (HDB)	0.1	$184k		2.9k	63.86	View chart
Duke Energy Corp Stock (DUK)	0.1	$184k	+3%	1.7k	107.72	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$183k	-50%	8.0k	22.98	View chart
Republic Svcs Stock (RSG)	0.1	$182k	-11%	903.00	201.17	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$178k	+120%	6.4k	27.87	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.1	$177k	-50%	1.7k	105.59	View chart
Intuitive Surgical Stock (ISRG)	0.1	$176k	-54%	338.00	521.96	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$174k	+6%	358.00	486.07	View chart
Disney Walt Stock (DIS)	0.1	$174k		1.6k	111.38	View chart
Costco Whsl Corp Stock (COST)	0.1	$173k	-13%	188.00	917.74	View chart
Toll Brothers Stock (TOL)	0.1	$170k		1.3k	125.95	View chart
Merck & Co Stock (MRK)	0.1	$168k	-10%	1.7k	99.51	View chart
Oreilly Automotive Stock (ORLY)	0.1	$165k		139.00	1185.80	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$163k	-2%	694.00	234.70	View chart
Alliant Energy Corp Stock (LNT)	0.1	$160k	+2%	2.7k	59.14	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$159k	+24%	1.4k	115.55	View chart
Stryker Corporation Stock (SYK)	0.1	$158k	-6%	439.00	360.05	View chart
Cardinal Health Stock (CAH)	0.1	$158k	+3%	1.3k	118.26	View chart
Salesforce Stock (CRM)	0.0	$150k	+8%	449.00	334.33	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$150k	-22%	2.5k	59.73	View chart
Lowes Cos Stock (LOW)	0.0	$149k	+8%	602.00	246.80	View chart
Rtx Corporation Stock (RTX)	0.0	$148k	-15%	1.3k	115.72	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$147k	-52%	1.7k	87.33	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$144k	-8%	2.8k	51.70	View chart
Ishares Gold Trust Etf (IAU)	0.0	$144k	-13%	2.9k	49.51	View chart
Dupont De Nemours Stock (DD)	0.0	$144k	+2%	1.9k	76.25	View chart
Hormel Foods Corp Stock (HRL)	0.0	$144k	+7%	4.6k	31.37	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$144k		3.3k	43.47	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.0	$141k	-51%	6.3k	22.20	View chart
Verizon Communications Stock (VZ)	0.0	$140k	+9%	3.5k	39.99	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.0	$139k	-19%	2.4k	58.80	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$137k		1.0k	136.37	View chart
Micron Technology Stock (MU)	0.0	$136k	-5%	1.6k	84.16	View chart
Motley Fool Global Opportunities Etf Etf (TMFG)	0.0	$136k		4.8k	28.33	View chart
Keurig Dr Pepper Stock (KDP)	0.0	$135k	+4%	4.2k	32.12	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$134k	-5%	596.00	224.35	View chart
Gilead Sciences Stock (GILD)	0.0	$130k	+4%	1.4k	92.34	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$129k	-27%	623.00	206.92	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$129k		5.1k	25.05	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.0	$127k		6.3k	20.14	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.0	$127k		5.0k	25.30	View chart
Amdocs Stock (DOX)	0.0	$125k	+4%	1.5k	85.15	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE)	0.0	$124k	-45%	1.4k	89.75	View chart
Kkr & Co Stock (KKR)	0.0	$123k	+2%	829.00	147.91	View chart
Unitil Corp Stock (UTL)	0.0	$119k		2.2k	54.19	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$117k	+26%	2.1k	56.39	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.0	$116k	-32%	3.5k	33.39	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.0	$115k	NEW	1.8k	63.30	View chart
Caseys Gen Stores Stock (CASY)	0.0	$115k	+6%	291.00	396.23	View chart
Lamb Weston Hldgs Stock (LW)	0.0	$115k	NEW	1.7k	66.83	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$115k	-58%	1.4k	84.79	View chart
Intel Corp Stock (INTC)	0.0	$113k	-22%	5.6k	20.05	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$113k	-53%	1.3k	88.76	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.0	$113k		4.1k	27.57	View chart
Emerson Elec Stock (EMR)	0.0	$112k	-25%	902.00	123.93	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$112k	+202%	4.1k	27.32	View chart
Automatic Data Processing Stock (ADP)	0.0	$110k		377.00	292.73	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$110k	-33%	2.3k	47.86	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$109k	-27%	2.7k	40.53	View chart
Goldman Sachs Group Stock (GS)	0.0	$109k	-11%	191.00	572.62	View chart
Corteva Stock (CTVA)	0.0	$109k		1.9k	56.97	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$108k		1.9k	57.53	View chart
First Busey Corp Stock (BUSE)	0.0	$107k		4.6k	23.57	View chart
Ishares Esg Msci Em Leaders Etf Etf (LDEM)	0.0	$106k	-56%	2.3k	45.37	View chart
Franco Nev Corp Stock (FNV)	0.0	$106k	-47%	900.00	117.59	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.0	$105k	-50%	4.1k	25.79	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$105k	+63%	2.0k	53.05	View chart
Amgen Stock (AMGN)	0.0	$105k	+7%	401.00	260.64	View chart
Abbott Labs Stock (ABT)	0.0	$104k	-32%	917.00	113.11	View chart
Altria Group Stock (MO)	0.0	$104k		2.0k	52.28	View chart
Sterling Infrastructure Stock (STRL)	0.0	$101k	-14%	602.00	168.45	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.0	$98k	-51%	3.6k	26.92	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$97k	+6%	2.4k	41.02	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$96k	-57%	2.6k	37.20	View chart
Occidental Pete Corp Stock (OXY)	0.0	$96k	-52%	1.9k	49.41	View chart
Devon Energy Corp Stock (DVN)	0.0	$94k	-37%	2.9k	32.73	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.0	$94k	-33%	3.7k	25.64	View chart
First Majestic Silver Corp Stock (AG)	0.0	$94k	+6%	17k	5.49	View chart
Blackstone Stock (BX)	0.0	$93k	-9%	541.00	172.53	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$93k	-15%	1.6k	57.45	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.0	$93k	-54%	2.3k	40.41	View chart
The Cigna Group Stock (CI)	0.0	$93k	-22%	337.00	276.04	View chart
Dow Stock (DOW)	0.0	$92k	+8%	2.3k	40.12	View chart
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR)	0.0	$90k	-28%	822.00	109.80	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$90k	+89%	224.00	401.58	View chart
Synchrony Financial Stock (SYF)	0.0	$90k	+8%	1.4k	65.00	View chart
Cintas Corp Stock (CTAS)	0.0	$88k	-23%	483.00	182.70	View chart
Ameren Corp Stock (AEE)	0.0	$88k	-58%	988.00	89.18	View chart

Past Filings by WR Wealth Planners

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

WR Wealth Planners 2024 Q4 filed Feb. 5, 2025
WR Wealth Planners 2022 Q2 filed Oct. 17, 2024
WR Wealth Planners 2022 Q1 filed Oct. 17, 2024
WR Wealth Planners 2024 Q3 filed Oct. 17, 2024
WR Wealth Planners 2022 Q4 filed Oct. 10, 2024
WR Wealth Planners 2022 Q3 filed Oct. 10, 2024
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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