Wr Wealth Planners, LLC Portfolio Holdings
Wr Wealth Planners, LLC
- $318 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 1,145
- Current Value $318 Million
- Prior Value $312 Million
- Filing
- Period Q2 2024
- Filing Date July 31, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 63 stocks
- Additional Purchases 415 stocks
- Sold out of 0 stocks
- Reduced holdings in 286 stocks