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 26 of 56
Leidos Holdings, Inc.
Shares:120
Value:$17.3K
% of Portfolio:0.0% ($17.3K/$311.0M)
CITIZENS FINANCIAL GROUP INC/RI
Shares:394
Value:$17.2K
% of Portfolio:0.0% ($17.2K/$311.0M)
TELEDYNE TECHNOLOGIES INC
Shares:37
Value:$17.2K
% of Portfolio:0.0% ($17.2K/$311.0M)
SS&C Technologies Holdings Inc
Shares:226
Value:$17.1K
% of Portfolio:0.0% ($17.1K/$311.0M)
RELIANCE, INC.
Shares:63
Value:$17.0K
% of Portfolio:0.0% ($17.0K/$311.0M)
Datadog, Inc.
Shares:118
Value:$16.9K
% of Portfolio:0.0% ($16.9K/$311.0M)
53656F789
Shares:885
Value:$16.8K
% of Portfolio:0.0% ($16.8K/$311.0M)
464287176
Shares:157
Value:$16.8K
% of Portfolio:0.0% ($16.8K/$311.0M)
WATSCO INC
Shares:35
Value:$16.6K
% of Portfolio:0.0% ($16.6K/$311.0M)
Lantheus Holdings, Inc.
Shares:185
Value:$16.6K
% of Portfolio:0.0% ($16.6K/$311.0M)
46137V662
Shares:200
Value:$16.5K
% of Portfolio:0.0% ($16.5K/$311.0M)
GRACO INC
Shares:196
Value:$16.5K
% of Portfolio:0.0% ($16.5K/$311.0M)
BROWN & BROWN, INC.
Shares:161
Value:$16.4K
% of Portfolio:0.0% ($16.4K/$311.0M)
BlackRock, Inc.
Shares:16
Value:$16.4K
% of Portfolio:0.0% ($16.4K/$311.0M)
PENTAIR plc
Shares:162
Value:$16.3K
% of Portfolio:0.0% ($16.3K/$311.0M)
46138E651
Shares:417
Value:$16.3K
% of Portfolio:0.0% ($16.3K/$311.0M)
CARLISLE COMPANIES INC
Shares:44
Value:$16.2K
% of Portfolio:0.0% ($16.2K/$311.0M)
46435U366
Shares:555
Value:$16.2K
% of Portfolio:0.0% ($16.2K/$311.0M)
Leonardo DRS, Inc.
Shares:500
Value:$16.2K
% of Portfolio:0.0% ($16.2K/$311.0M)
FRANKLIN ELECTRIC CO INC
Shares:164
Value:$16.0K
% of Portfolio:0.0% ($16.0K/$311.0M)