Wr Wealth Planners, LLC Portfolio Holdings

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

Wr Wealth Planners, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $301 Million distributed in 1104 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 $33.4M, Goldman Sachs Access Treasury with a value of $25.7M, Pacer Fds Tr Us Cash Cows 100 with a value of $25.1M, American Centy ETF Tr Avantis with a value of $16.2M, and American Centy ETF Tr Avantis with a value of $14.6M.

Examining the 13F form we can see an decrease of $46.2M in the current position value, from $347M to 301M.

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 $301 Million
ETFs: $198 Million
Technology: $28.6 Million
Financial Services: $15.6 Million
Consumer Cyclical: $13.2 Million
Industrials: $12.6 Million
Consumer Defensive: $9.46 Million
Healthcare: $9.33 Million
Communication Services: $4.46 Million
Other: $9.11 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163M
$87,000 0.03% of portfolio
8,430
Q4 2024 Added 114.89%
$194M
$71,000 0.02% of portfolio
60,800
Q3 2024 Reduced 3.18%
$80.2M
$24,000 0.01% of portfolio
9,500
Q4 2024 Reduced 5.0%
$85.9M
$4,000 0.0% of portfolio
3,175
Q3 2024 Added 89.55%
$220M
$3,000 0.0% of portfolio
2,100
Q4 2024 Reduced 25.0%
$207M
$0 0.0% of portfolio
438
Q1 2024 New
$91.8M
$3,000 0.0% of portfolio
2,354
Q4 2024 Reduced 77.93%
$67.3M
$0 0.0% of portfolio
20
Q1 2024 New
$207M
$3,000 0.0% of portfolio
2,000
Q1 2024 New
$243M
$6,000 0.0% of portfolio
1,200
Q1 2023 Added 41.67%
$76M
$0 0.0% of portfolio
417
Q4 2024 Added 4.25%
$146M
$15,000 0.0% of portfolio
6,300
Q2 2023 Added 29.76%
$233M
$0 0.0% of portfolio
11
Q1 2024 New
$155M
$8,000 0.0% of portfolio
10,000
Q4 2023 New
$65.7M
$2,000 0.0% of portfolio
5,431
Q1 2024 New
$87.9M
$0 0.0% of portfolio
1,600
Q4 2024 Reduced 11.11%
$55.5M
$0 0.0% of portfolio
200
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,104
  • Current Value $301 Million
  • Prior Value $347 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 80 stocks
  • Additional Purchases 322 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 352 stocks
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