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WR Wealth Planners, LLC

Q1 2024 Holdings

Filed 2024-07-31 | 1179 holdings | $321.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Cadence Design System Inc COM(CDNS)Stock127387108$6.2K200.0%
Avino Silver & Gold Mines LTD COM(ASM)Stock053906103$6.2K10,0000.0%
Otis Worldwide Corp COM(OTIS)Stock68902V107$6.3K630.0%
Baidu Inc Spon ADR REP A(BIDUN)ADR056752108$6.3K600.0%
Proshares Ultrapro S&p500(UPRO)ETF74347X864$6.5K910.0%
Invesco Biotechnology & Genome ETF(PBE)ETF46137V787$6.5K1000.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$6.5K810.0%
Upstart Hldgs Inc COM(UPST)Stock91680M107$6.6K2460.0%
Ball Corp COM(BALL)Stock058498106$6.7K1000.0%
Ishares Msci Eurozone ETF(EZU)ETF464286608$6.7K1320.0%
International Paper Co COM(IP)Stock460146103$6.8K1730.0%
Norwegian Cruise Line Hldg LTD SHS(NCLH)StockG66721104$6.8K3250.0%
ING Groep N.V. Sponsored ADR(ING)ADR456837103$6.8K4150.0%
American WTR WKS Co Inc New COM(AWK)Stock030420103$6.8K560.0%
LAS Vegas Sands Corp COM(LVS)Stock517834107$6.9K1340.0%
CF Inds Hldgs Inc COM(CF)Stock125269100$7.0K840.0%
Proshares Ultrapro QQQ(TQQQ)ETF74347X831$7.0K1140.0%
Old Dominion Freight Line Inc COM(ODFL)Stock679580100$7.0K320.0%
Netapp Inc COM(NTAP)Stock64110D104$7.0K670.0%
Indie Semiconductor Inc Class A COM(INDI)Stock45569U101$7.1K1,0000.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$7.2K270.0%
Expeditors Intl Wash Inc COM(EXPD)Stock302130109$7.2K590.0%
BHP Group LTD Sponsored ADS(BHP)ADR088606108$7.2K1250.0%
FMC Corp COM New(FMC)Stock302491303$7.3K1140.0%
Leddartech Hldgs Inc COM(LDTCF)Stock52328E105$7.3K2,6000.0%
Trump Media & Technology Group COM(DJT)Stock25400Q105$7.3K1180.0%
Chemours Co COM(CC)Stock163851108$7.3K2790.0%
Hess Corp COM(HES)Stock42809H107$7.3K480.0%
Federated Hermes Inc CL B(FHI)Stock314211103$7.3K2030.0%
Ishares Global Healthcare ETF(IXJ)ETF464287325$7.4K790.0%
Ishares U.S. Healthcare Providers ETF(IHF)ETF464288828$7.4K1350.0%
Equinix Inc COM(EQIX)REIT29444U700$7.4K90.0%
Sempra COM(SRE)Stock816851109$7.5K1040.0%
Emqq the Emerging Markets Internet ETF(EMQQ)ETF301505889$7.5K2400.0%
Ebay Inc. COM(EBAY)Stock278642103$7.7K1460.0%
Ishares U.S. Tech Breakthrough Multisector ETF(TECB)ETF46436E502$7.7K1610.0%
Danimer Scientific Inc COM CL AStock236272100$7.7K7,0750.0%
National Health Invs Inc COM(NHI)REIT63633D104$7.9K1250.0%
Spdr S&P Dividend ETF(SDY)ETF78464A763$7.9K600.0%
PDS Biotechnology Corp COM(PDSB)Stock70465T107$7.9K2,0000.0%
Apollo Global Mgmt Inc COM(APO)Stock03769M106$8.0K710.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$8.0K4520.0%
Schrodinger Inc COM(SDGR)Stock80810D103$8.1K3000.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$8.1K350.0%
Koninklijke Philips N V NY Regis SHS New(PHG)ADR500472303$8.1K4070.0%
Best BUY Inc COM(BBY)Stock086516101$8.3K1010.0%
Liberty All Star Equity FD SH BEN INT(USA)CEF530158104$8.3K1,1670.0%
Vanguard Long-Term Treasury ETF(VGLT)ETF92206C847$8.4K1410.0%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$8.4K1750.0%
Banco Bilbao Vizcaya Argentari Sponsored ADR(BBVA)ADR05946K101$8.4K7120.0%
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