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 $300 Millions to $2 Billions
