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 30 of 56
KEYCORP /NEW/
Shares:618
Value:$10.6K
% of Portfolio:0.0% ($10.6K/$311.0M)
ZIMMER BIOMET HOLDINGS, INC.
Shares:100
Value:$10.6K
% of Portfolio:0.0% ($10.6K/$311.0M)
Diamondback Energy, Inc.
Shares:64
Value:$10.5K
% of Portfolio:0.0% ($10.5K/$311.0M)
MOLINA HEALTHCARE, INC.
Shares:36
Value:$10.5K
% of Portfolio:0.0% ($10.5K/$311.0M)
AZZ INC
Shares:127
Value:$10.4K
% of Portfolio:0.0% ($10.4K/$311.0M)
HESS CORP
Shares:78
Value:$10.4K
% of Portfolio:0.0% ($10.4K/$311.0M)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:18
Value:$10.3K
% of Portfolio:0.0% ($10.3K/$311.0M)
MERCADOLIBRE INC
Shares:6
Value:$10.2K
% of Portfolio:0.0% ($10.2K/$311.0M)
81369Y605
Shares:209
Value:$10.1K
% of Portfolio:0.0% ($10.1K/$311.0M)
FREEPORT-MCMORAN INC
Shares:265
Value:$10.1K
% of Portfolio:0.0% ($10.1K/$311.0M)
53656F599
Shares:450
Value:$10.1K
% of Portfolio:0.0% ($10.1K/$311.0M)
Uber Technologies, Inc
Shares:167
Value:$10.1K
% of Portfolio:0.0% ($10.1K/$311.0M)
DOMINION ENERGY, INC
Shares:185
Value:$10.0K
% of Portfolio:0.0% ($10.0K/$311.0M)
NORTHERN TRUST CORP
Shares:97
Value:$9.9K
% of Portfolio:0.0% ($9.9K/$311.0M)
SentinelOne, Inc.
Shares:444
Value:$9.9K
% of Portfolio:0.0% ($9.9K/$311.0M)
HECLA MINING CO/DE/
Shares:2.0K
Value:$9.8K
% of Portfolio:0.0% ($9.8K/$311.0M)
00214Q500
Shares:458
Value:$9.7K
% of Portfolio:0.0% ($9.7K/$311.0M)
LAM RESEARCH CORP
Shares:133
Value:$9.6K
% of Portfolio:0.0% ($9.6K/$311.0M)
G8232Y101
Shares:500
Value:$9.6K
% of Portfolio:0.0% ($9.6K/$311.0M)
464287879
Shares:88
Value:$9.6K
% of Portfolio:0.0% ($9.6K/$311.0M)