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 35 of 56
808524698
Shares:250
Value:$5.5K
% of Portfolio:0.0% ($5.5K/$311.0M)
BALL Corp
Shares:100
Value:$5.5K
% of Portfolio:0.0% ($5.5K/$311.0M)
KONINKLIJKE PHILIPS NV
Shares:215
Value:$5.4K
% of Portfolio:0.0% ($5.4K/$311.0M)
Snap-on Inc
Shares:16
Value:$5.4K
% of Portfolio:0.0% ($5.4K/$311.0M)
Spotify Technology S.A.
Shares:12
Value:$5.4K
% of Portfolio:0.0% ($5.4K/$311.0M)
Bunge Global SA
Shares:69
Value:$5.4K
% of Portfolio:0.0% ($5.4K/$311.0M)
SYNOPSYS INC
Shares:11
Value:$5.3K
% of Portfolio:0.0% ($5.3K/$311.0M)
COMMUNITY HEALTH SYSTEMS INC
Shares:1.8K
Value:$5.3K
% of Portfolio:0.0% ($5.3K/$311.0M)
TAKEDA PHARMACEUTICAL CO LTD
Shares:397
Value:$5.3K
% of Portfolio:0.0% ($5.3K/$311.0M)
Airbnb, Inc.
Shares:40
Value:$5.3K
% of Portfolio:0.0% ($5.3K/$311.0M)
NOVARTIS AG
Shares:54
Value:$5.3K
% of Portfolio:0.0% ($5.3K/$311.0M)
B2GOLD CORP
Shares:2.1K
Value:$5.2K
% of Portfolio:0.0% ($5.2K/$311.0M)
46137V431
Shares:50
Value:$5.2K
% of Portfolio:0.0% ($5.2K/$311.0M)
Zoom Communications, Inc.
Shares:64
Value:$5.2K
% of Portfolio:0.0% ($5.2K/$311.0M)
W. P. Carey Inc.
Shares:94
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$311.0M)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Shares:27
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$311.0M)
464287655
Shares:23
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$311.0M)
Monster Beverage Corp
Shares:97
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$311.0M)
CRH PUBLIC LTD CO
Shares:55
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$311.0M)
AMPHENOL CORP /DE/
Shares:73
Value:$5.1K
% of Portfolio:0.0% ($5.1K/$311.0M)