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 9 of 56
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
Shares:1.0K
Value:$184.6K
% of Portfolio:0.1% ($184.6K/$311.0M)
SBA COMMUNICATIONS CORP
Shares:902
Value:$183.8K
% of Portfolio:0.1% ($183.8K/$311.0M)
HDFC BANK LTD
Shares:2.9K
Value:$183.8K
% of Portfolio:0.1% ($183.8K/$311.0M)
Duke Energy CORP
Shares:1.7K
Value:$183.7K
% of Portfolio:0.1% ($183.7K/$311.0M)
46429B267
Shares:8.0K
Value:$183.1K
% of Portfolio:0.1% ($183.1K/$311.0M)
REPUBLIC SERVICES, INC.
Shares:903
Value:$181.7K
% of Portfolio:0.1% ($181.7K/$311.0M)
808524300
Shares:6.4K
Value:$178.0K
% of Portfolio:0.1% ($178.0K/$311.0M)
46432F388
Shares:1.7K
Value:$176.6K
% of Portfolio:0.1% ($176.6K/$311.0M)
INTUITIVE SURGICAL INC
Shares:338
Value:$176.4K
% of Portfolio:0.1% ($176.4K/$311.0M)
LOCKHEED MARTIN CORP
Shares:358
Value:$174.0K
% of Portfolio:0.1% ($174.0K/$311.0M)
Walt Disney Co
Shares:1.6K
Value:$173.8K
% of Portfolio:0.1% ($173.8K/$311.0M)
COSTCO WHOLESALE CORP /NEW
Shares:188
Value:$172.5K
% of Portfolio:0.1% ($172.5K/$311.0M)
Toll Brothers, Inc.
Shares:1.3K
Value:$169.8K
% of Portfolio:0.1% ($169.8K/$311.0M)
Merck & Co., Inc.
Shares:1.7K
Value:$167.5K
% of Portfolio:0.1% ($167.5K/$311.0M)
O REILLY AUTOMOTIVE INC
Shares:139
Value:$164.8K
% of Portfolio:0.1% ($164.8K/$311.0M)
NORFOLK SOUTHERN CORP
Shares:694
Value:$162.9K
% of Portfolio:0.1% ($162.9K/$311.0M)
ALLIANT ENERGY CORP
Shares:2.7K
Value:$160.0K
% of Portfolio:0.1% ($160.0K/$311.0M)
464288661
Shares:1.4K
Value:$159.3K
% of Portfolio:0.1% ($159.3K/$311.0M)
STRYKER CORP
Shares:439
Value:$158.1K
% of Portfolio:0.1% ($158.1K/$311.0M)
CARDINAL HEALTH INC
Shares:1.3K
Value:$157.9K
% of Portfolio:0.1% ($157.9K/$311.0M)