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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$245,000 0.07% of portfolio
23,447
Q1 2022 Reduced 61.83%
$0
$209,000 0.06% of portfolio
8,553
Q1 2022 Reduced 94.06%
$0
$128,000 0.04% of portfolio
6,309
Q3 2024 Reduced 11.38%
$0
$87,000 0.03% of portfolio
4,000
Q3 2024 Reduced 23.08%
$0
$22,000 0.01% of portfolio
2,600
Q2 2022 Reduced 90.38%
$0
$24,000 0.01% of portfolio
2,000
Q1 2024 New
$46.3M
$3,000 0.0% of portfolio
2,600
Q1 2024 New
$0
$0 0.0% of portfolio
21
Q1 2024 New
$45.8M
$0 0.0% of portfolio
1
Q1 2024 New
$0
$10,000 0.0% of portfolio
500
Q2 2022 Added 1.82%
$0
$3,000 0.0% of portfolio
291
Q1 2024 New
$32.4M
$3,000 0.0% of portfolio
7,075
Q2 2023 Added 28.27%
$32M
$7,000 0.0% of portfolio
10,000
Q3 2024 Added 25.0%
$0
$0 0.0% of portfolio
10
Q1 2024 New
$0
$0 0.0% of portfolio
6
Q1 2024 New
$0
$0 0.0% of portfolio
19
Q1 2022 Added 878.95%
$0
$16,000 0.0% of portfolio
809
Q3 2024 Added 3.45%
$0
$2,000 0.0% of portfolio
230
Q2 2024 Added 98.28%
$41.4M
$0 0.0% of portfolio
200
Q1 2024 New
$0
$15,000 0.0% of portfolio
2,200
Q1 2024 New
$0
$0 0.0% of portfolio
17
Q1 2024 New
$18.3M
$0 0.0% of portfolio
746
Q3 2024 New
$2.87M
$2,000 0.0% of portfolio
32,100
Q3 2024 Reduced 7.23%

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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