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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HARTFORD INSURANCE GROUP, INC.
Shares:238
Value:$26.0K
% of Portfolio:0.0% ($26.0K/$311.0M)
69374H709
Shares:763
Value:$25.7K
% of Portfolio:0.0% ($25.7K/$311.0M)
DIAGEO PLC
Shares:200
Value:$25.4K
% of Portfolio:0.0% ($25.4K/$311.0M)
464287788
Shares:228
Value:$25.3K
% of Portfolio:0.0% ($25.3K/$311.0M)
WILLIAMS SONOMA INC
Shares:136
Value:$25.2K
% of Portfolio:0.0% ($25.2K/$311.0M)
CITIGROUP INC
Shares:354
Value:$24.9K
% of Portfolio:0.0% ($24.9K/$311.0M)
DECKERS OUTDOOR CORP
Shares:122
Value:$24.8K
% of Portfolio:0.0% ($24.8K/$311.0M)
MAG SILVER CORP
Shares:1.8K
Value:$24.5K
% of Portfolio:0.0% ($24.5K/$311.0M)
78463X889
Shares:717
Value:$24.5K
% of Portfolio:0.0% ($24.5K/$311.0M)
Ondas Holdings Inc.
Shares:9.5K
Value:$24.3K
% of Portfolio:0.0% ($24.3K/$311.0M)
26923N108
Shares:550
Value:$24.0K
% of Portfolio:0.0% ($24.0K/$311.0M)
JABIL INC
Shares:167
Value:$24.0K
% of Portfolio:0.0% ($24.0K/$311.0M)
SoFi Technologies, Inc.
Shares:1.6K
Value:$23.9K
% of Portfolio:0.0% ($23.9K/$311.0M)
46435G474
Shares:885
Value:$23.6K
% of Portfolio:0.0% ($23.6K/$311.0M)
NUCOR CORP
Shares:201
Value:$23.5K
% of Portfolio:0.0% ($23.5K/$311.0M)
EBAY INC
Shares:377
Value:$23.3K
% of Portfolio:0.0% ($23.3K/$311.0M)
METLIFE INC
Shares:279
Value:$22.8K
% of Portfolio:0.0% ($22.8K/$311.0M)
Vertiv Holdings Co
Shares:201
Value:$22.8K
% of Portfolio:0.0% ($22.8K/$311.0M)
Fox Corp
Shares:469
Value:$22.8K
% of Portfolio:0.0% ($22.8K/$311.0M)
92206C706
Shares:390
Value:$22.6K
% of Portfolio:0.0% ($22.6K/$311.0M)