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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54,000 0.02% of portfolio
1,188
Q3 2024 New
$0
$59,000 0.02% of portfolio
830
Q3 2024 New
$78.4B
$61,000 0.02% of portfolio
137
Q2 2023 Reduced 6.57%
$265B
$59,000 0.02% of portfolio
1,062
Q3 2024 Reduced 43.12%
$12.1B
$76,000 0.02% of portfolio
990
Q1 2024 New
$136B
$66,000 0.02% of portfolio
569
Q3 2024 Added 47.03%
$0
$72,000 0.02% of portfolio
1,039
Q1 2024 New
$69.5B
$82,000 0.02% of portfolio
528
Q2 2022 Added 0.44%
$43.2B
$80,000 0.02% of portfolio
2,224
Q3 2024 Added 7.18%
$0
$56,000 0.02% of portfolio
561
Q3 2024 Reduced 24.7%
$29.1B
$63,000 0.02% of portfolio
1,270
Q1 2022 Reduced 84.25%
$0
$60,000 0.02% of portfolio
2,282
Q2 2022 Added 1.1%
$3.94B
$82,000 0.02% of portfolio
4,401
Q2 2022 Added 1,200.0%
$0
$57,000 0.02% of portfolio
1,100
Q2 2024 New
$0
$66,000 0.02% of portfolio
1,632
Q3 2024 Reduced 66.88%
$0
$61,000 0.02% of portfolio
656
Q2 2022 Added 21.43%
$0
$62,000 0.02% of portfolio
1,314
Q3 2024 Reduced 5.4%
$75.7B
$78,000 0.02% of portfolio
753
Q3 2024 Added 0.27%
$42.2B
$55,000 0.02% of portfolio
1,090
Q1 2022 Added 28.9%
$133B
$61,000 0.02% of portfolio
947
Q3 2024 Reduced 37.74%
$3.58B
$31,000 0.01% of portfolio
4,789
Q1 2022 Reduced 54.06%
$34.1B
$18,000 0.01% of portfolio
281
Q2 2022 Added 2.5%
$0
$34,000 0.01% of portfolio
123
Q1 2022 Reduced 88.62%
$0
$27,000 0.01% of portfolio
760
Q2 2022 Added 3,740.0%
$38.5B
$27,000 0.01% of portfolio
379
Q1 2022 Reduced 74.41%
$97.9B
$32,000 0.01% of portfolio
240
Q1 2022 Reduced 61.25%
$26.3B
$27,000 0.01% of portfolio
1,474
Q1 2022 Reduced 94.17%
$0
$33,000 0.01% of portfolio
318
Q3 2024 Added 249.45%
$52.8B
$32,000 0.01% of portfolio
241
Q1 2022 Reduced 22.41%
$83.8B
$33,000 0.01% of portfolio
126
Q2 2022 Added 0.88%
$17.2B
$18,000 0.01% of portfolio
193
Q3 2024 Added 141.25%
$69.3B
$38,000 0.01% of portfolio
275
Q3 2024 Reduced 8.33%
$5.57B
$23,000 0.01% of portfolio
200
Q3 2024 New
$0
$42,000 0.01% of portfolio
389
Q2 2022 Sold Out
$129B
$38,000 0.01% of portfolio
82
Q3 2024 Reduced 35.43%
$42.1B
$50,000 0.01% of portfolio
653
Q3 2024 Added 3.49%
$0
$28,000 0.01% of portfolio
1,051
Q2 2022 Reduced 6.65%
$73.7B
$50,000 0.01% of portfolio
183
Q1 2022 Added 33.33%
$29.9B
$34,000 0.01% of portfolio
241
Q3 2024 Added 3.88%
$99.5B
$32,000 0.01% of portfolio
84
Q3 2024 Added 740.0%
$114M
$22,000 0.01% of portfolio
10,664
Q2 2022 Added 24.14%
$43.3B
$18,000 0.01% of portfolio
1,765
Q2 2022 Added 2.77%
$2.53B
$35,000 0.01% of portfolio
212
Q1 2022 Reduced 86.32%
$0
$31,000 0.01% of portfolio
854
Q3 2024 New
$41.7B
$19,000 0.01% of portfolio
201
Q3 2024 Added 30.52%
$73.6B
$27,000 0.01% of portfolio
604
Q1 2022 Reduced 83.44%
$92.8B
$44,000 0.01% of portfolio
1,412
Q2 2022 Added 0.15%
$0
$21,000 0.01% of portfolio
141
Q1 2022 Reduced 82.27%
$86.2B
$52,000 0.01% of portfolio
218
Q1 2022 Reduced 99.08%

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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