Wr Wealth Planners, LLC Portfolio Holdings

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024

Wr Wealth Planners, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $347 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 $31.5M, Goldman Sachs Access Treasury with a value of $28.6M, Pacer Fds Tr Us Cash Cows 100 with a value of $24.7M, American Centy ETF Tr Avantis with a value of $16.6M, and American Centy ETF Tr Avantis with a value of $14M.

Examining the 13F form we can see an increase of $29.7M in the current position value, from $318M to 347M. Also it can be appreciated an additional of 83 stocks purchases and 4 closed positions.

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.

Portfolio value $347 Million
ETFs: $232 Million
Technology: $32.6 Million
Industrials: $14.9 Million
Financial Services: $14.8 Million
Consumer Cyclical: $13.2 Million
Healthcare: $12.7 Million
Consumer Defensive: $10.4 Million
Communication Services: $4.04 Million
Other: $10.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.9B
$13,000 0.0% of portfolio
75
Q1 2022 Reduced 76.0%
$89.2B
$9,000 0.0% of portfolio
11
Q1 2022 Reduced 45.45%
$17.3B
$0 0.0% of portfolio
9
Q3 2024 Added 50.0%
$31B
$15,000 0.0% of portfolio
768
Q2 2023 Reduced 8.85%
$49.7B
$10,000 0.0% of portfolio
178
Q3 2023 Reduced 75.28%
$25.1B
$9,000 0.0% of portfolio
63
Q2 2022 Added 2.35%
$40.9B
$4,000 0.0% of portfolio
28
Q3 2024 Added 33.33%
$28B
$1,000 0.0% of portfolio
18
Q3 2024 Added 12.5%
$30.9B
$2,000 0.0% of portfolio
17
Q3 2024 Added 70.0%
$30.5B
$2,000 0.0% of portfolio
31
Q3 2024 Added 24.0%
$23.9B
$0 0.0% of portfolio
-
Q3 2024 Added 41.38%
$134B
$9,000 0.0% of portfolio
124
Q2 2022 Added 900.0%
$24.7B
$0 0.0% of portfolio
0
Q3 2024 New
$11.2B
$3,000 0.0% of portfolio
103
Q3 2024 Reduced 49.01%
$90.2B
$2,000 0.0% of portfolio
54
Q1 2023 Added 16.67%
$39.1B
$2,000 0.0% of portfolio
58
Q3 2024 Added 18.37%
$29.3B
$6,000 0.0% of portfolio
60
Q1 2024 New
$46.2B
$9,000 0.0% of portfolio
83
Q1 2022 Reduced 42.17%
$102B
$12,000 0.0% of portfolio
200
Q1 2024 New
$45.2B
$4,000 0.0% of portfolio
36
Q3 2024 Added 63.64%
$32.1B
$13,000 0.0% of portfolio
144
Q1 2022 Reduced 23.61%
$13.4B
$0 0.0% of portfolio
2
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,145
  • Current Value $347 Million
  • Prior Value $318 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 83 stocks
  • Additional Purchases 372 stocks
  • Sold out of 4 stocks
  • Reduced holdings in 245 stocks
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