Wr-Wealth-Planners

Filing Details

13F-HR2024-12-31
Report Date
2024-12-31
Filing Date
2025-02-05
Total Holdings
1,104
Total Value
311026553
Accession Number
0002031978-25-000001
Form Type
13F-HR
Manager Name
Wr-Wealth-Planners
Data Enrichment
78% identified
861 identified243 unidentified

Holdings

1,104 positions • $311.0M total value
Manager:
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878742204
Shares:2.7K
Value:$109.4K
% of Portfolio:0.0% ($109.4K/$311.0M)
GOLDMAN SACHS GROUP INC
Shares:191
Value:$109.4K
% of Portfolio:0.0% ($109.4K/$311.0M)
Corteva, Inc.
Shares:1.9K
Value:$108.8K
% of Portfolio:0.0% ($108.8K/$311.0M)
46641Q332
Shares:1.9K
Value:$107.9K
% of Portfolio:0.0% ($107.9K/$311.0M)
FIRST BUSEY CORP /NV/
Shares:4.6K
Value:$107.4K
% of Portfolio:0.0% ($107.4K/$311.0M)
46436E601
Shares:2.3K
Value:$106.3K
% of Portfolio:0.0% ($106.3K/$311.0M)
FRANCO NEVADA Corp
Shares:900
Value:$105.8K
% of Portfolio:0.0% ($105.8K/$311.0M)
14020Y508
Shares:4.1K
Value:$105.0K
% of Portfolio:0.0% ($105.0K/$311.0M)
46438F101
Shares:2.0K
Value:$104.7K
% of Portfolio:0.0% ($104.7K/$311.0M)
AMGEN INC
Shares:401
Value:$104.5K
% of Portfolio:0.0% ($104.5K/$311.0M)
ABBOTT LABORATORIES
Shares:917
Value:$103.7K
% of Portfolio:0.0% ($103.7K/$311.0M)
ALTRIA GROUP, INC.
Shares:2.0K
Value:$103.5K
% of Portfolio:0.0% ($103.5K/$311.0M)
STERLING INFRASTRUCTURE, INC.
Shares:602
Value:$101.4K
% of Portfolio:0.0% ($101.4K/$311.0M)
14020Y201
Shares:3.6K
Value:$97.9K
% of Portfolio:0.0% ($97.9K/$311.0M)
Baker Hughes Co
Shares:2.4K
Value:$97.1K
% of Portfolio:0.0% ($97.1K/$311.0M)
DraftKings Inc.
Shares:2.6K
Value:$96.3K
% of Portfolio:0.0% ($96.3K/$311.0M)
OCCIDENTAL PETROLEUM CORP /DE/
Shares:1.9K
Value:$95.8K
% of Portfolio:0.0% ($95.8K/$311.0M)
DEVON ENERGY CORP/DE
Shares:2.9K
Value:$94.2K
% of Portfolio:0.0% ($94.2K/$311.0M)
14020Y409
Shares:3.7K
Value:$93.9K
% of Portfolio:0.0% ($93.9K/$311.0M)
FIRST MAJESTIC SILVER CORP
Shares:17.1K
Value:$93.9K
% of Portfolio:0.0% ($93.9K/$311.0M)