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 40 of 56
NetApp, Inc.
Shares:27
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$311.0M)
78464A508
Shares:61
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$311.0M)
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Shares:118
Value:$3.1K
% of Portfolio:0.0% ($3.1K/$311.0M)
AMERICAN ELECTRIC POWER CO INC
Shares:33
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$311.0M)
Edwards Lifesciences Corp
Shares:41
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$311.0M)
MongoDB, Inc.
Shares:13
Value:$3.0K
% of Portfolio:0.0% ($3.0K/$311.0M)
Blue Owl Capital Corp
Shares:195
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$311.0M)
Discover Financial Services
Shares:17
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$311.0M)
InterDigital, Inc.
Shares:15
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$311.0M)
e.l.f. Beauty, Inc.
Shares:23
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$311.0M)
Grifols SA
Shares:387
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$311.0M)
Kenvue Inc.
Shares:134
Value:$2.9K
% of Portfolio:0.0% ($2.9K/$311.0M)
Extra Space Storage Inc.
Shares:19
Value:$2.8K
% of Portfolio:0.0% ($2.8K/$311.0M)
Valaris Ltd
Shares:64
Value:$2.8K
% of Portfolio:0.0% ($2.8K/$311.0M)
Alpha Metallurgical Resources, Inc.
Shares:14
Value:$2.8K
% of Portfolio:0.0% ($2.8K/$311.0M)
808524201
Shares:120
Value:$2.8K
% of Portfolio:0.0% ($2.8K/$311.0M)
CSX CORP
Shares:86
Value:$2.8K
% of Portfolio:0.0% ($2.8K/$311.0M)
Southwest Gas Holdings, Inc.
Shares:39
Value:$2.8K
% of Portfolio:0.0% ($2.8K/$311.0M)
Vistra Corp.
Shares:20
Value:$2.8K
% of Portfolio:0.0% ($2.8K/$311.0M)
74347G242
Shares:62
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$311.0M)