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 $2 Billions to $10 Billions
