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 37 of 56
Snowflake Inc.
Shares:29
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$311.0M)
United Airlines Holdings, Inc.
Shares:46
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$311.0M)
CONSOLIDATED EDISON INC
Shares:50
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$311.0M)
464287440
Shares:48
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$311.0M)
MOHAWK INDUSTRIES INC
Shares:37
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$311.0M)
Crocs, Inc.
Shares:40
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$311.0M)
Trade Desk, Inc.
Shares:37
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$311.0M)
HORTON D R INC /DE/
Shares:31
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$311.0M)
25434V880
Shares:174
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$311.0M)
Celanese Corp
Shares:61
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$311.0M)
Shares:87
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$311.0M)
Autodesk, Inc.
Shares:14
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$311.0M)
EMBRAER S.A.
Shares:112
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$311.0M)
Gen Digital Inc.
Shares:150
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$311.0M)
81369Y308
Shares:52
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$311.0M)
HUMANA INC
Shares:16
Value:$4.1K
% of Portfolio:0.0% ($4.1K/$311.0M)
Editas Medicine, Inc.
Shares:3.2K
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$311.0M)
74349Y837
Shares:107
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$311.0M)
GrowGeneration Corp.
Shares:2.4K
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$311.0M)
DONALDSON Co INC
Shares:59
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$311.0M)