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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Page 17 of 56
COMCAST CORP
Shares:1.4K
Value:$51.6K
% of Portfolio:0.0% ($51.6K/$311.0M)
RENAISSANCERE HOLDINGS LTD
Shares:204
Value:$50.8K
% of Portfolio:0.0% ($50.8K/$311.0M)
COGNIZANT TECHNOLOGY SOLUTIONS CORP
Shares:658
Value:$50.6K
% of Portfolio:0.0% ($50.6K/$311.0M)
US BANCORP \DE\
Shares:1.1K
Value:$50.5K
% of Portfolio:0.0% ($50.5K/$311.0M)
464288158
Shares:473
Value:$49.9K
% of Portfolio:0.0% ($49.9K/$311.0M)
315948109
Shares:593
Value:$48.4K
% of Portfolio:0.0% ($48.4K/$311.0M)
ServiceNow, Inc.
Shares:44
Value:$46.6K
% of Portfolio:0.0% ($46.6K/$311.0M)
T-Mobile US, Inc.
Shares:210
Value:$46.4K
% of Portfolio:0.0% ($46.4K/$311.0M)
33740F482
Shares:1.2K
Value:$45.9K
% of Portfolio:0.0% ($45.9K/$311.0M)
ONEOK INC /NEW/
Shares:455
Value:$45.6K
% of Portfolio:0.0% ($45.6K/$311.0M)
TRACTOR SUPPLY CO /DE/
Shares:850
Value:$45.1K
% of Portfolio:0.0% ($45.1K/$311.0M)
81369Y852
Shares:457
Value:$44.2K
% of Portfolio:0.0% ($44.2K/$311.0M)
33738D101
Shares:1.2K
Value:$43.2K
% of Portfolio:0.0% ($43.2K/$311.0M)
922042858
Shares:953
Value:$42.0K
% of Portfolio:0.0% ($42.0K/$311.0M)
Roblox Corp
Shares:725
Value:$41.9K
% of Portfolio:0.0% ($41.9K/$311.0M)
46432F842
Shares:592
Value:$41.6K
% of Portfolio:0.0% ($41.6K/$311.0M)
464288653
Shares:417
Value:$41.5K
% of Portfolio:0.0% ($41.5K/$311.0M)
Shell plc
Shares:660
Value:$41.4K
% of Portfolio:0.0% ($41.4K/$311.0M)
14019W109
Shares:1.7K
Value:$41.2K
% of Portfolio:0.0% ($41.2K/$311.0M)
TENET HEALTHCARE CORP
Shares:323
Value:$40.8K
% of Portfolio:0.0% ($40.8K/$311.0M)