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 20 of 56
EMCOR Group, Inc.
Shares:70
Value:$31.8K
% of Portfolio:0.0% ($31.8K/$311.0M)
464288638
Shares:612
Value:$31.5K
% of Portfolio:0.0% ($31.5K/$311.0M)
233051432
Shares:873
Value:$31.5K
% of Portfolio:0.0% ($31.5K/$311.0M)
81369Y886
Shares:415
Value:$31.4K
% of Portfolio:0.0% ($31.4K/$311.0M)
Air Products & Chemicals, Inc.
Shares:108
Value:$31.3K
% of Portfolio:0.0% ($31.3K/$311.0M)
92204A702
Shares:50
Value:$31.1K
% of Portfolio:0.0% ($31.1K/$311.0M)
MOODYS CORP /DE/
Shares:65
Value:$30.8K
% of Portfolio:0.0% ($30.8K/$311.0M)
389638107
Shares:1.1K
Value:$30.4K
% of Portfolio:0.0% ($30.4K/$311.0M)
81369Y506
Shares:351
Value:$30.1K
% of Portfolio:0.0% ($30.1K/$311.0M)
808524706
Shares:1.1K
Value:$29.9K
% of Portfolio:0.0% ($29.9K/$311.0M)
ELDORADO GOLD CORP /FI
Shares:2.0K
Value:$29.7K
% of Portfolio:0.0% ($29.7K/$311.0M)
M4757U106
Shares:3.0K
Value:$29.7K
% of Portfolio:0.0% ($29.7K/$311.0M)
UNION PACIFIC CORP
Shares:130
Value:$29.6K
% of Portfolio:0.0% ($29.6K/$311.0M)
WILLIAMS COMPANIES, INC.
Shares:547
Value:$29.6K
% of Portfolio:0.0% ($29.6K/$311.0M)
PULTEGROUP INC/MI/
Shares:271
Value:$29.5K
% of Portfolio:0.0% ($29.5K/$311.0M)
14020Y607
Shares:1.1K
Value:$29.4K
% of Portfolio:0.0% ($29.4K/$311.0M)
464288679
Shares:267
Value:$29.4K
% of Portfolio:0.0% ($29.4K/$311.0M)
ROSS STORES, INC.
Shares:192
Value:$29.0K
% of Portfolio:0.0% ($29.0K/$311.0M)
CONAGRA BRANDS INC.
Shares:1.0K
Value:$28.8K
% of Portfolio:0.0% ($28.8K/$311.0M)
464288281
Shares:323
Value:$28.8K
% of Portfolio:0.0% ($28.8K/$311.0M)