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 38 of 56
SOUNDHOUND AI, INC.
Shares:200
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$311.0M)
ST JOE Co
Shares:88
Value:$4.0K
% of Portfolio:0.0% ($4.0K/$311.0M)
STATE STREET CORP
Shares:40
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$311.0M)
Fortive Corp
Shares:52
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$311.0M)
26923G772
Shares:90
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$311.0M)
EPR PROPERTIES
Shares:86
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$311.0M)
EQUIFAX INC
Shares:15
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$311.0M)
ARBOR REALTY TRUST INC
Shares:275
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$311.0M)
CINCINNATI FINANCIAL CORP
Shares:26
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$311.0M)
COPART INC
Shares:65
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$311.0M)
921946406
Shares:29
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$311.0M)
CROWN CASTLE INC.
Shares:40
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$311.0M)
MATTEL INC /DE/
Shares:200
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$311.0M)
ON SEMICONDUCTOR CORP
Shares:56
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$311.0M)
AVALONBAY COMMUNITIES INC
Shares:16
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$311.0M)
PENN Entertainment, Inc.
Shares:176
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$311.0M)
PPG INDUSTRIES INC
Shares:29
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$311.0M)
EMX Royalty Corp
Shares:2.0K
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$311.0M)
MAXIMUS, INC.
Shares:46
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$311.0M)
85208P303
Shares:85
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$311.0M)