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:
Search and click to pin securities to the top
Page 14 of 56
Phillips 66
Shares:708
Value:$80.6K
% of Portfolio:0.0% ($80.6K/$311.0M)
922908769
Shares:277
Value:$80.2K
% of Portfolio:0.0% ($80.2K/$311.0M)
SPDR GOLD TRUST
Shares:329
Value:$79.7K
% of Portfolio:0.0% ($79.7K/$311.0M)
46434V803
Shares:2.3K
Value:$78.8K
% of Portfolio:0.0% ($78.8K/$311.0M)
UNITED RENTALS, INC.
Shares:111
Value:$78.2K
% of Portfolio:0.0% ($78.2K/$311.0M)
TJX COMPANIES INC /DE/
Shares:645
Value:$77.9K
% of Portfolio:0.0% ($77.9K/$311.0M)
CUMMINS INC
Shares:223
Value:$77.7K
% of Portfolio:0.0% ($77.7K/$311.0M)
AMERIPRISE FINANCIAL INC
Shares:146
Value:$77.7K
% of Portfolio:0.0% ($77.7K/$311.0M)
092528603
Shares:1.5K
Value:$77.7K
% of Portfolio:0.0% ($77.7K/$311.0M)
Core & Main, Inc.
Shares:1.5K
Value:$77.3K
% of Portfolio:0.0% ($77.3K/$311.0M)
Marathon Petroleum Corp
Shares:549
Value:$76.6K
% of Portfolio:0.0% ($76.6K/$311.0M)
MICROSTRATEGY Inc
Shares:260
Value:$75.3K
% of Portfolio:0.0% ($75.3K/$311.0M)
Apollo Global Management, Inc.
Shares:455
Value:$75.1K
% of Portfolio:0.0% ($75.1K/$311.0M)
Eaton Corp plc
Shares:226
Value:$75.0K
% of Portfolio:0.0% ($75.0K/$311.0M)
Constellation Energy Corp
Shares:331
Value:$74.0K
% of Portfolio:0.0% ($74.0K/$311.0M)
CISCO SYSTEMS, INC.
Shares:1.2K
Value:$73.8K
% of Portfolio:0.0% ($73.8K/$311.0M)
KROGER CO
Shares:1.2K
Value:$73.8K
% of Portfolio:0.0% ($73.8K/$311.0M)
Anheuser-Busch InBev SA/NV
Shares:1.5K
Value:$73.1K
% of Portfolio:0.0% ($73.1K/$311.0M)
NEW PACIFIC METALS CORP
Shares:60.8K
Value:$71.7K
% of Portfolio:0.0% ($71.7K/$311.0M)
FIRST HORIZON CORP
Shares:3.5K
Value:$70.2K
% of Portfolio:0.0% ($70.2K/$311.0M)