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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 32.10% of WR Wealth Planners's stock portfolio.
Added to shares of these 10 stocks: QGRO, AVDE, GBIL, SCHA, JAAA, IVW, QQQ, AVUV, Te Connectivity, DYNF.
Started 81 new stock positions in JIRE, IYR, FBND, NDSN, BDC, ALNY, CW, ISPY, FBTC, GTO.
Reduced shares in these 10 stocks: GCOW, SPLG, JPST, COWZ, CGGR, , KEYS, EFV, GLDM, CGDV.
Sold out of its positions in ADMA, MPU, ALGN, AEI, AAL, AMRX, APAM, BCS, BYND, BLK.
WR Wealth Planners was a net buyer of stock by $14M.
WR Wealth Planners has $360M in assets under management (AUM), dropping by 9.67%.
Central Index Key (CIK): 0002031978

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Portfolio Holdings for WR Wealth Planners

WR Wealth Planners holds 1143 positions in its portfolio as reported in the September 2024 quarterly 13F filing

WR Wealth Planners has 1143 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust Etf (SPY)	8.8	$32M		55k	573.76	View chart
Access Treasury 0-1 Year Etf Etf (GBIL)	8.0	$29M	+12%	285k	100.29	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	6.9	$25M	-5%	428k	57.83	View chart
Avantis International Equity Etf Etf (AVDE)	4.6	$17M	+27%	248k	67.03	View chart
Avantis U.s. Equity Etf Etf (AVUS)	3.9	$14M		147k	95.15	View chart
Invesco Qqq Trust Series I Etf (QQQ)	3.5	$12M	+13%	25k	488.07	View chart
Capital Group Growth Etf Etf (CGGR)	2.5	$9.2M	-11%	263k	34.79	View chart
Apple Stock (AAPL)	2.3	$8.4M		36k	233.00	View chart
Avantis Short-term Fixed Income Etf Etf (AVSF)	2.3	$8.3M	+5%	177k	47.13	View chart
Capital Group Dividend Value Etf Etf (CGDV)	2.1	$7.6M	-5%	208k	36.44	View chart
Spdr Gold Minishares Trust Etf (GLDM)	1.9	$6.8M	-6%	131k	52.13	View chart
Amazon Stock (AMZN)	1.8	$6.4M		34k	186.33	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	1.7	$6.2M	+24%	65k	95.95	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	1.5	$5.3M	-30%	79k	67.51	View chart
Microsoft Corp Stock (MSFT)	1.3	$4.8M		11k	430.31	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.2	$4.2M		7.3k	576.86	View chart
First Trust Low Duration Opportunities Etf Etf (LMBS)	1.1	$3.9M	+5%	80k	49.41	View chart
Capital Group Core Balanced Etf Etf (CGBL)	1.1	$3.9M		125k	31.05	View chart
Nvidia Corporation Stock (NVDA)	1.1	$3.9M	-8%	32k	121.44	View chart
Caterpillar Stock (CAT)	1.0	$3.8M		9.6k	391.10	View chart
American Century U.s. Quality Growth Etf Etf (QGRO)	1.0	$3.6M	NEW	39k	91.06	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.9	$3.1M	+7760%	61k	51.50	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.8	$2.8M	-11%	22k	126.18	View chart
Walmart Stock (WMT)	0.7	$2.5M		31k	80.75	View chart
Deere & Co Stock (DE)	0.7	$2.4M	-14%	5.8k	417.30	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.6	$2.3M	-14%	77k	30.15	View chart
Procter And Gamble Stock (PG)	0.6	$2.3M		13k	173.20	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.6	$2.2M		46k	47.12	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.6	$2.1M	+27%	20k	107.65	View chart
Research Frontiers Stock (REFR)	0.6	$2.1M	+2%	946k	2.19	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$2.0M		9.6k	210.87	View chart
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.6	$2.0M	+12%	59k	33.71	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.6	$2.0M	+2%	13k	151.62	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.5	$2.0M	+504%	21k	95.75	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.5	$1.9M	+8%	26k	73.87	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.5	$1.8M	NEW	36k	50.88	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.5	$1.7M		16k	108.63	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.5	$1.7M	+40%	9.4k	179.31	View chart
Direxion Auspice Broad Commodity Strategy Etf Etf (COM)	0.5	$1.7M	-4%	58k	28.74	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$1.6M		3.6k	460.26	View chart
Unitedhealth Group Stock (UNH)	0.4	$1.5M		2.6k	584.61	View chart
Eli Lilly & Co Stock (LLY)	0.4	$1.5M		1.7k	885.94	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	0.4	$1.5M	+102%	30k	49.47	View chart
Visa Inc Com Cl A Stock (V)	0.4	$1.4M		5.1k	274.97	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$1.4M		2.00	691180.00	View chart
Johnson & Johnson Stock (JNJ)	0.4	$1.3M	+2%	7.9k	162.06	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.4	$1.3M	-33%	22k	57.53	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.4	$1.3M	+10%	37k	34.28	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$1.3M		7.6k	165.85	View chart
Veralto Corp Stock (VLTO)	0.3	$1.2M	+2%	11k	111.86	View chart
Nextera Energy Stock (NEE)	0.3	$1.2M	+3%	14k	84.53	View chart
Pepsico Stock (PEP)	0.3	$1.1M		6.8k	170.04	View chart
Waste Mgmt Inc Del Stock (WM)	0.3	$1.1M	+2%	5.4k	207.59	View chart
Aflac Stock (AFL)	0.3	$1.1M	+2%	10k	111.80	View chart
Allstate Corp Stock (ALL)	0.3	$1.1M		5.7k	189.64	View chart
Flex Ltd Ord Stock (FLEX)	0.3	$1.1M	+3%	32k	33.43	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$1.0M	-59%	20k	50.74	View chart
Unilever Adr (UL)	0.3	$1.0M	+3%	16k	64.96	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.3	$1.0M	+2%	14k	72.97	View chart
Tesla Stock (TSLA)	0.3	$991k	+3%	3.8k	261.63	View chart
Ge Healthcare Technologies Stock (GEHC)	0.3	$956k	+3%	10k	93.85	View chart
Adobe Stock (ADBE)	0.3	$929k		1.8k	517.78	View chart
Intuit Stock (INTU)	0.3	$910k	+3%	1.5k	621.00	View chart
Home Depot Stock (HD)	0.2	$892k	+3%	2.2k	405.12	View chart
Seabridge Gold Stock (SA)	0.2	$883k	+3%	53k	16.79	View chart
Intercontinental Exchange Stock (ICE)	0.2	$845k	+2%	5.3k	160.64	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$841k		7.2k	117.22	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$822k	+3%	2.3k	353.48	View chart
Alcon Ag Ord Stock (ALC)	0.2	$817k	+4%	8.2k	100.07	View chart
Netflix Stock (NFLX)	0.2	$800k		1.1k	709.27	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$799k	+5%	4.1k	197.17	View chart
3M Stock (MMM)	0.2	$798k	+2%	5.8k	136.71	View chart
Tetra Tech Stock (TTEK)	0.2	$775k	+418%	16k	47.16	View chart
Te Connectivity Stock	0.2	$774k	NEW	5.1k	150.99	View chart
Mcdonalds Corp Stock (MCD)	0.2	$770k		2.5k	304.51	View chart
Steris Plc Shs Usd Stock (STE)	0.2	$769k	+4%	3.2k	242.54	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$760k	+2%	4.4k	173.67	View chart
First Trust Enhanced Short Maturity Etf Etf (FTSM)	0.2	$744k	-3%	12k	59.87	View chart
Becton Dickinson & Co Stock (BDX)	0.2	$742k	+3%	3.1k	241.10	View chart
Monolithic Pwr Sys Stock (MPWR)	0.2	$741k	+2%	801.00	924.50	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.2	$715k	+2%	26k	27.84	View chart
Aptiv Stock (APTV)	0.2	$712k	+3%	9.9k	72.01	View chart
Icon Stock (ICLR)	0.2	$707k	+4%	2.5k	287.31	View chart
Danaher Corporation Stock (DHR)	0.2	$706k	+4%	2.5k	278.02	View chart
Nxp Semiconductors N V Stock (NXPI)	0.2	$692k	+3%	2.9k	240.02	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.2	$688k	+54%	11k	61.11	View chart
Rockwell Automation Stock (ROK)	0.2	$653k	+4%	2.4k	268.46	View chart
Cadence Design System Stock (CDNS)	0.2	$643k	+10677%	2.4k	271.03	View chart
Fair Isaac Corp Stock (FICO)	0.2	$634k	-35%	326.00	1943.52	View chart
Arista Networks Stock (ANET)	0.2	$630k	+2%	1.6k	383.82	View chart
Aecom Stock (ACM)	0.2	$628k	NEW	6.1k	103.27	View chart
Palo Alto Networks Stock (PANW)	0.2	$627k	-22%	1.8k	341.80	View chart
Bruker Corp Stock (BRKR)	0.2	$622k	+3%	9.0k	69.06	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.2	$615k	-9%	10k	61.08	View chart
Hexcel Corp Stock (HXL)	0.2	$576k	+3%	9.3k	61.83	View chart
S&p Global Stock (SPGI)	0.2	$557k		1.1k	516.62	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$555k		3.3k	167.20	View chart
Ishares Mbs Etf Etf (MBB)	0.2	$554k		5.8k	95.81	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$548k	-5%	2.3k	243.47	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$544k	+20%	9.5k	57.41	View chart
On Hldg Ag Namen Akt A Stock (ONON)	0.1	$534k	NEW	11k	50.15	View chart
Ishares Global Tech Etf Etf (IXN)	0.1	$528k		6.4k	82.53	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$516k		32k	16.05	View chart
Honeywell Intl Stock (HON)	0.1	$483k		2.3k	206.71	View chart
Abbvie Stock (ABBV)	0.1	$478k	-11%	2.4k	197.47	View chart
At&t Stock (T)	0.1	$475k	+7%	22k	22.00	View chart
Hologic Stock (HOLX)	0.1	$465k	NEW	5.7k	81.46	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$460k	-2%	3.9k	116.96	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$456k		2.5k	179.14	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$437k		1.1k	383.94	View chart
Maximus Stock (MMS)	0.1	$434k	+2%	4.7k	93.16	View chart
Texas Instrs Stock (TXN)	0.1	$430k		2.1k	206.57	View chart
Topbuild Corp Stock (BLD)	0.1	$428k	+3%	1.1k	406.81	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.1	$425k	-5%	11k	37.37	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.1	$425k		6.0k	70.67	View chart
Corning Stock (GLW)	0.1	$406k	-17%	9.0k	45.15	View chart
Pacer Metaurus Us Large Cap Dividend Multiplier 400 Etf Etf (QDPL)	0.1	$403k	+117%	11k	37.96	View chart
United States Oil Fund Etf (USO)	0.1	$395k		5.6k	69.92	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$392k	-5%	2.3k	167.67	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$376k	+13%	16k	23.45	View chart
Booking Holdings Stock (BKNG)	0.1	$375k		89.00	4212.12	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$371k		11k	34.29	View chart
Hershey Stock (HSY)	0.1	$367k	+2%	1.9k	191.78	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.1	$367k		3.4k	109.03	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$363k	+3%	8.8k	41.28	View chart
Intuitive Surgical Stock (ISRG)	0.1	$362k	+4%	737.00	491.27	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$359k	-10%	627.00	572.61	View chart
Oracle Corp Stock (ORCL)	0.1	$359k	+12%	2.1k	170.40	View chart
International Business Machs Stock (IBM)	0.1	$355k	-2%	1.6k	221.08	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$351k		3.6k	98.10	View chart
Bank America Corp Stock (BAC)	0.1	$344k	-24%	8.7k	39.68	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$344k	+7%	3.2k	106.12	View chart
Running Oak Efficient Growth Etf Etf (RUNN)	0.1	$343k	+7%	10k	33.43	View chart
Bentley Sys Inc Com Cl B Stock (BSY)	0.1	$339k	+3%	6.7k	50.81	View chart
Silvercrest Metals Stock (SILV)	0.1	$335k	-15%	36k	9.25	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$333k	+7%	3.0k	109.33	View chart
Advanced Micro Devices Stock (AMD)	0.1	$332k	+15%	2.0k	164.08	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$331k	-9%	6.3k	52.81	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$330k	+12%	2.3k	142.27	View chart
Coca Cola Stock (KO)	0.1	$321k	+5%	4.5k	71.85	View chart
Sprott Stock (SII)	0.1	$309k	+10%	7.1k	43.31	View chart
Sysco Corp Stock (SYY)	0.1	$303k	+13%	3.9k	78.05	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.1	$302k	-2%	5.1k	59.22	View chart
Huntington Bancshares Stock (HBAN)	0.1	$301k	-16%	21k	14.70	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.1	$301k	+296%	2.9k	104.18	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$300k	+2%	13k	23.12	View chart
Conocophillips Stock (COP)	0.1	$299k	+2%	2.8k	105.29	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$297k	-30%	10k	29.11	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$295k		1.3k	225.76	View chart
American Express Stock (AXP)	0.1	$284k		1.0k	271.22	View chart
American Tower Corp Reit (AMT)	0.1	$275k	-6%	1.2k	232.56	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$272k	+5%	551.00	493.80	View chart
Simmons 1st Natl Corp Cl A $1 Par Stock (SFNC)	0.1	$271k		13k	21.54	View chart
Ishares Esg Msci Em Leaders Etf Etf (LDEM)	0.1	$271k	+3%	5.4k	50.32	View chart
Vanguard Value Etf Etf (VTV)	0.1	$251k		1.4k	174.62	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$249k	-7%	2.7k	91.31	View chart
Astrazeneca Adr (AZN)	0.1	$248k		3.2k	77.91	View chart
Sprott Physical Silver Tr Tr Unit Cef (PSLV)	0.1	$245k	-7%	23k	10.45	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.1	$243k	+23%	3.7k	66.29	View chart
Pfizer Stock (PFE)	0.1	$241k	+35%	8.3k	28.94	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.1	$241k	+37%	6.2k	39.20	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$239k	+12%	3.2k	73.66	View chart
Direxion Nasdaq-100 Equal Weighted Index Shares Etf (QQQE)	0.1	$229k	+34%	2.5k	90.20	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.1	$229k	+405%	6.5k	35.42	View chart
Sandstorm Gold Stock (SAND)	0.1	$225k	-3%	38k	6.00	View chart
Southern Stock (SO)	0.1	$223k	+3%	2.5k	90.17	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.1	$222k		8.2k	26.95	View chart
Sba Communications Corp New Cl A Reit (SBAC)	0.1	$217k		902.00	240.70	View chart
Broadcom Stock (AVGO)	0.1	$216k	+933%	1.3k	172.52	View chart
Merck & Co Stock (MRK)	0.1	$214k	-17%	1.9k	113.56	View chart
Eqt Corp Stock (EQT)	0.1	$214k		5.8k	36.64	View chart
Franco Nev Corp Stock (FNV)	0.1	$212k		1.7k	124.25	View chart
Clorox Co Del Stock (CLX)	0.1	$211k	+31%	1.3k	162.89	View chart
Sprott Physical Gold & Silver Tr Unit Cef (CEF)	0.1	$210k	-5%	8.6k	24.49	View chart
Occidental Pete Corp Stock (OXY)	0.1	$209k	+18%	4.1k	51.53	View chart
Toll Brothers Stock (TOL)	0.1	$208k		1.3k	154.49	View chart
Ameren Corp Stock (AEE)	0.1	$208k	-3%	2.4k	87.48	View chart
Nutanix Inc Cl A Stock (NTNX)	0.1	$207k		3.5k	59.25	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$207k	-23%	1.8k	112.98	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$207k	+12%	5.0k	41.16	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.1	$206k	+2%	7.5k	27.46	View chart
Republic Svcs Stock (RSG)	0.1	$204k		1.0k	200.78	View chart
Charles Riv Labs Intl Stock (CRL)	0.1	$198k		1.0k	196.97	View chart
Boeing Stock (BA)	0.1	$197k	+2%	1.3k	152.04	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$196k	+12%	336.00	584.16	View chart
Agnico Eagle Mines Stock (AEM)	0.1	$195k	-7%	2.4k	80.56	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.1	$195k	+13%	1.7k	117.62	View chart
Costco Whsl Corp Stock (COST)	0.1	$194k		218.00	887.75	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.1	$193k	+37%	3.7k	52.24	View chart
Dollar Gen Corp Stock (DG)	0.1	$191k	+34%	2.3k	84.58	View chart
Ishares S&p 100 Etf Etf (OEF)	0.1	$191k	+2%	691.00	276.76	View chart
Lennar Corp Cl A Stock (LEN)	0.1	$191k		1.0k	187.48	View chart
Duke Energy Corp Stock (DUK)	0.1	$190k	+5%	1.6k	115.33	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$189k		3.6k	51.73	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$188k		2.9k	64.60	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$188k	-3%	5.2k	36.41	View chart
Chevron Corp Stock (CVX)	0.1	$186k		1.3k	147.22	View chart
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	0.1	$183k		6.3k	29.07	View chart
Rtx Corporation Stock (RTX)	0.1	$183k	-6%	1.5k	121.16	View chart
Hdfc Bank Adr (HDB)	0.1	$180k		2.9k	62.56	View chart
Devon Energy Corp Stock (DVN)	0.0	$179k	+95%	4.6k	39.12	View chart
Micron Technology Stock (MU)	0.0	$178k	+7%	1.7k	103.71	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$177k	-9%	713.00	248.50	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$177k	+22%	1.4k	125.63	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$174k		857.00	202.86	View chart
Intel Corp Stock (INTC)	0.0	$172k	-2%	7.3k	23.46	View chart
Stryker Corporation Stock (SYK)	0.0	$169k	-4%	468.00	361.26	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.0	$166k	+168%	3.1k	53.53	View chart
Ishares Gold Trust Etf (IAU)	0.0	$166k		3.3k	49.70	View chart
Dupont De Nemours Stock (DD)	0.0	$164k	+7%	1.8k	89.11	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$162k	+23%	4.3k	37.20	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$161k		3.1k	52.66	View chart
Oreilly Automotive Stock (ORLY)	0.0	$160k	-23%	139.00	1151.60	View chart
Alliant Energy Corp Stock (LNT)	0.0	$160k	+17%	2.6k	60.70	View chart
Renaissancere Hldgs Stock (RNR)	0.0	$158k		580.00	272.40	View chart
Abbott Labs Stock (ABT)	0.0	$155k	-5%	1.4k	114.01	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$154k	+2%	1.5k	106.19	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$153k	-10%	3.3k	46.97	View chart
Motley Fool Global Opportunities Etf Etf (TMFG)	0.0	$153k		4.8k	31.71	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$153k	+41%	3.4k	44.46	View chart
Keurig Dr Pepper Stock (KDP)	0.0	$151k	+21%	4.0k	37.48	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.0	$151k		3.3k	45.70	View chart
Lowes Cos Stock (LOW)	0.0	$150k	+18%	554.00	270.85	View chart
The Cigna Group Stock (CI)	0.0	$150k	+3%	433.00	346.35	View chart
Disney Walt Stock (DIS)	0.0	$148k		1.5k	96.22	View chart
Verizon Communications Stock (VZ)	0.0	$144k	+20%	3.2k	44.91	View chart
Cardinal Health Stock (CAH)	0.0	$143k		1.3k	110.52	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.0	$143k	+2%	5.5k	25.91	View chart
Applied Matls Stock (AMAT)	0.0	$136k	-23%	674.00	202.05	View chart
Hormel Foods Corp Stock (HRL)	0.0	$136k	+53%	4.3k	31.70	View chart
Unitil Corp Stock (UTL)	0.0	$133k		2.2k	60.58	View chart
Emerson Elec Stock (EMR)	0.0	$133k	+16%	1.2k	109.37	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$132k		1.1k	119.61	View chart
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR)	0.0	$130k	-24%	1.1k	113.29	View chart
Cintas Corp Stock (CTAS)	0.0	$129k	+203%	628.00	205.88	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.0	$129k		5.1k	25.13	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.0	$129k	-11%	6.3k	20.38	View chart
Vaneck Merk Gold Etf Etf (OUNZ)	0.0	$127k		5.0k	25.39	View chart
Phillips 66 Stock (PSX)	0.0	$126k	+25%	958.00	131.41	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$126k		628.00	200.37	View chart
Amdocs Stock (DOX)	0.0	$122k	+36%	1.4k	87.49	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.0	$122k		4.1k	29.75	View chart
Amgen Stock (AMGN)	0.0	$121k	+14%	374.00	322.21	View chart
Enphase Energy Stock (ENPH)	0.0	$119k	-6%	1.1k	113.02	View chart
First Busey Corp Stock (BUSE)	0.0	$117k		4.5k	26.02	View chart
Fiserv Stock (FI)	0.0	$116k		646.00	179.65	View chart
Dow Stock (DOW)	0.0	$115k	-3%	2.1k	54.62	View chart
Tyson Foods Inc Cl A Stock (TSN)	0.0	$115k	+4%	1.9k	59.57	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$114k	+41%	408.00	280.47	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$114k	+2596%	1.3k	84.53	View chart

Past Filings by WR Wealth Planners

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

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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