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 28 of 56
M&T BANK CORP
Shares:74
Value:$13.9K
% of Portfolio:0.0% ($13.9K/$311.0M)
ROLLINS INC
Shares:300
Value:$13.9K
% of Portfolio:0.0% ($13.9K/$311.0M)
Northwest Natural Holding Co
Shares:351
Value:$13.9K
% of Portfolio:0.0% ($13.9K/$311.0M)
STERIS plc
Shares:67
Value:$13.8K
% of Portfolio:0.0% ($13.8K/$311.0M)
FTI CONSULTING, INC
Shares:72
Value:$13.8K
% of Portfolio:0.0% ($13.8K/$311.0M)
Avery Dennison Corp
Shares:73
Value:$13.7K
% of Portfolio:0.0% ($13.7K/$311.0M)
Philip Morris International Inc.
Shares:113
Value:$13.6K
% of Portfolio:0.0% ($13.6K/$311.0M)
092528108
Shares:600
Value:$13.6K
% of Portfolio:0.0% ($13.6K/$311.0M)
92189F106
Shares:400
Value:$13.6K
% of Portfolio:0.0% ($13.6K/$311.0M)
STEEL DYNAMICS INC
Shares:117
Value:$13.3K
% of Portfolio:0.0% ($13.3K/$311.0M)
25154H749
Shares:200
Value:$13.3K
% of Portfolio:0.0% ($13.3K/$311.0M)
ELECTRONIC ARTS INC.
Shares:91
Value:$13.3K
% of Portfolio:0.0% ($13.3K/$311.0M)
464287507
Shares:212
Value:$13.2K
% of Portfolio:0.0% ($13.2K/$311.0M)
464287671
Shares:93
Value:$13.0K
% of Portfolio:0.0% ($13.0K/$311.0M)
INTERPUBLIC GROUP OF COMPANIES, INC.
Shares:464
Value:$13.0K
% of Portfolio:0.0% ($13.0K/$311.0M)
QUANTA SERVICES, INC.
Shares:41
Value:$13.0K
% of Portfolio:0.0% ($13.0K/$311.0M)
92189F791
Shares:300
Value:$12.8K
% of Portfolio:0.0% ($12.8K/$311.0M)
General Motors Co
Shares:238
Value:$12.7K
% of Portfolio:0.0% ($12.7K/$311.0M)
Aurora Innovation, Inc.
Shares:2.0K
Value:$12.6K
% of Portfolio:0.0% ($12.6K/$311.0M)
GAP INC
Shares:531
Value:$12.5K
% of Portfolio:0.0% ($12.5K/$311.0M)