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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Fidelity National Information Services, Inc.
Shares:102
Value:$8.2K
% of Portfolio:0.0% ($8.2K/$311.0M)
46434V860
Shares:163
Value:$8.2K
% of Portfolio:0.0% ($8.2K/$311.0M)
74347X864
Shares:92
Value:$8.2K
% of Portfolio:0.0% ($8.2K/$311.0M)
CONSTELLATION BRANDS, INC.
Shares:37
Value:$8.2K
% of Portfolio:0.0% ($8.2K/$311.0M)
TransMedics Group, Inc.
Shares:130
Value:$8.1K
% of Portfolio:0.0% ($8.1K/$311.0M)
97717W281
Shares:164
Value:$8.0K
% of Portfolio:0.0% ($8.0K/$311.0M)
GameStop Corp.
Shares:250
Value:$7.8K
% of Portfolio:0.0% ($7.8K/$311.0M)
72201R585
Shares:302
Value:$7.8K
% of Portfolio:0.0% ($7.8K/$311.0M)
92206C847
Shares:141
Value:$7.8K
% of Portfolio:0.0% ($7.8K/$311.0M)
ARM HOLDINGS PLC /UK
Shares:63
Value:$7.8K
% of Portfolio:0.0% ($7.8K/$311.0M)
301505889
Shares:220
Value:$7.6K
% of Portfolio:0.0% ($7.6K/$311.0M)
Howmet Aerospace Inc.
Shares:68
Value:$7.4K
% of Portfolio:0.0% ($7.4K/$311.0M)
46434V621
Shares:120
Value:$7.4K
% of Portfolio:0.0% ($7.4K/$311.0M)
464287762
Shares:125
Value:$7.3K
% of Portfolio:0.0% ($7.3K/$311.0M)
AppLovin Corp
Shares:22
Value:$7.1K
% of Portfolio:0.0% ($7.1K/$311.0M)
LINDE PLC
Shares:17
Value:$7.1K
% of Portfolio:0.0% ($7.1K/$311.0M)
CBRE GROUP, INC.
Shares:54
Value:$7.1K
% of Portfolio:0.0% ($7.1K/$311.0M)
FORD MOTOR CO
Shares:706
Value:$7.0K
% of Portfolio:0.0% ($7.0K/$311.0M)
Personalis, Inc.
Shares:1.2K
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$311.0M)
Otis Worldwide Corp
Shares:74
Value:$6.9K
% of Portfolio:0.0% ($6.9K/$311.0M)