Wr Wealth Planners, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $318 Million distributed in 1145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $30.1M, Goldman Sachs Access Treasury with a value of $25.4M, Pacer Fds Tr Us Cash Cows 100 with a value of $24.6M, American Centy ETF Tr Avantis with a value of $13.1M, and American Centy ETF Tr Avantis with a value of $12.1M.
Examining the 13F form we can see an increase of $5.55M in the current position value, from $312M to 318M.
Wr Wealth Planners, LLC is based out at Columbia, MO
Below you can find more details about Wr Wealth Planners, LLC portfolio as well as his latest detailed transactions.