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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.4 Million 11.07% of portfolio
56,913
Q4 2024 Added 3.68%
$0
$25.7 Million 8.51% of portfolio
256,747
Q4 2024 Reduced 10.01%
$0
$25.1 Million 8.34% of portfolio
445,126
Q4 2024 Added 4.06%
$0
$16.2 Million 5.39% of portfolio
264,535
Q4 2024 Added 6.85%
$0
$14.6 Million 4.84% of portfolio
150,382
Q4 2024 Added 2.43%
$0
$10.3 Million 3.42% of portfolio
20,163
Q4 2024 Reduced 20.75%
$0
$8.57 Million 2.84% of portfolio
185,753
Q4 2024 Added 5.27%
$3.66T
$8.55 Million 2.84% of portfolio
34,133
Q4 2024 Reduced 4.97%
$2.33T
$7.51 Million 2.49% of portfolio
34,212
Q4 2024 Reduced 0.63%
$8.31B
$6.91 Million 2.29% of portfolio
133,029
Q4 2024 Added 1.73%
$0
$6.51 Million 2.16% of portfolio
67,423
Q4 2024 Added 4.36%
$0
$4.43 Million 1.47% of portfolio
44,428
Q4 2024 Added 12.79%
$3.05T
$4.36 Million 1.45% of portfolio
10,349
Q4 2024 Reduced 7.95%
$0
$4.27 Million 1.42% of portfolio
114,882
Q4 2024 Reduced 56.33%
$0
$3.89 Million 1.29% of portfolio
79,913
Q4 2024 Reduced 0.02%
$192B
$3.37 Million 1.12% of portfolio
9,285
Q4 2024 Reduced 3.17%
$324B
$2.69 Million 0.89% of portfolio
20,068
Q4 2024 Reduced 37.24%
$0
$2.68 Million 0.89% of portfolio
38,934
Q4 2024 Reduced 50.55%
$275B
$2.65 Million 0.88% of portfolio
29,288
Q4 2024 Reduced 4.28%
$809B
$2.27 Million 0.75% of portfolio
9,457
Q4 2024 Reduced 1.91%
$398B
$2.1 Million 0.7% of portfolio
12,508
Q4 2024 Reduced 5.24%
$0
$2.1 Million 0.7% of portfolio
64,035
Q4 2024 Added 7.93%
$0
$1.99 Million 0.66% of portfolio
39,167
Q4 2024 Added 9.03%
$141B
$1.73 Million 0.57% of portfolio
4,079
Q4 2024 Reduced 29.39%
$49.1M
$1.68 Million 0.56% of portfolio
950,458
Q4 2024 Added 0.98%
$614B
$1.63 Million 0.54% of portfolio
3,605
Q4 2024 Added 1.01%
$0
$1.64 Million 0.54% of portfolio
2,779
Q4 2024 Reduced 61.87%
$0
$1.51 Million 0.5% of portfolio
53,238
Q4 2024 Reduced 7.97%
$1.14T
$1.46 Million 0.49% of portfolio
3,624
Q4 2024 Reduced 4.28%
$0
$1.43 Million 0.47% of portfolio
55,375
Q4 2024 Reduced 9.1%
$1.11T
$1.38 Million 0.46% of portfolio
7,294
Q4 2024 Reduced 4.0%
$425B
$1.36 Million 0.45% of portfolio
2
Q4 2023 New
$0
$1.29 Million 0.43% of portfolio
10,040
Q4 2024 Reduced 54.66%
$569B
$1.28 Million 0.42% of portfolio
4,037
Q4 2024 Reduced 21.29%
$835B
$1.21 Million 0.4% of portfolio
1,567
Q4 2024 Reduced 8.2%
$0
$1.19 Million 0.39% of portfolio
7,434
Q4 2024 Reduced 43.43%
$493B
$1.17 Million 0.39% of portfolio
2,315
Q4 2024 Reduced 12.04%
$51.4B
$1.1 Million 0.36% of portfolio
5,691
Q4 2024 Added 0.18%
$400B
$1.05 Million 0.35% of portfolio
7,282
Q4 2024 Reduced 7.48%
$0
$1.04 Million 0.35% of portfolio
23,078
Q4 2024 Reduced 49.97%
$199B
$1.01 Million 0.34% of portfolio
6,655
Q4 2024 Reduced 1.49%
$0
$1.02 Million 0.34% of portfolio
20,286
Q4 2024 Reduced 0.68%
$92.3B
$1 Million 0.33% of portfolio
4,975
Q4 2024 Reduced 8.01%
$451B
$988,000 0.33% of portfolio
1,109
Q4 2024 Reduced 1.68%
$0
$928,000 0.31% of portfolio
12,298
Q4 2024 Reduced 13.24%
$65.5B
$926,000 0.31% of portfolio
8,956
Q4 2024 Reduced 10.5%
$19.5B
$934,000 0.31% of portfolio
24,345
Q4 2024 Reduced 23.41%
$0
$879,000 0.29% of portfolio
30,094
Q4 2024 Reduced 60.9%
$0
$865,000 0.29% of portfolio
8,522
Q4 2024 Reduced 58.65%

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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