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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
Biogen Inc COM(BIIB)Stock09062X103$79.6K3690.0%
Ishares Self-Driving EV & Tech ETF(IDRV)ETF46435U366$79.9K2,5410.0%
Altria Group Inc COM(MO)Stock02209S103$80.1K1,8360.0%
FS Credit Opportunities Corp Common Stock(FSCO)CEF30290Y101$81.7K13,7850.0%
Gilead Sciences Inc COM(GILD)Stock375558103$83.5K1,1400.0%
Ishares Msci Emerging Markets ETF(EEM)ETF464287234$85.5K2,0810.0%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$85.6K2670.0%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$85.7K1,4820.0%
Carmax Inc COM(KMX)Stock143130102$86.2K9900.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$87.2K3490.0%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$87.4K1,1770.0%
BlackRock Inc COM(BLKCHF)Stock09247X101$87.5K1050.0%
Regeneron Pharmaceuticals COM(REGN)Stock75886F107$87.6K910.0%
Wells Fargo Co New COM(WFC)Stock949746101$88.3K1,5230.0%
Target Corp COM(TGT)Stock87612E106$90.8K5130.0%
Global X Lithium & Battery Tech ETF(LIT)ETF37954Y855$90.9K2,0080.0%
Archer Daniels Midland Co COM(ADM)Stock039483102$91.0K1,4490.0%
Amdocs LTD SHS(DOX)StockG02602103$92.1K1,0190.0%
Hormel Foods Corp COM(HRL)Stock440452100$93.7K2,6840.0%
YUM Brands Inc COM(YUM)Stock988498101$93.7K6760.0%
Grayscale Bitcoin Trust(GBTC)ETF389637109$94.1K1,4900.0%
Abrdn Physical Silver Shares ETF(SIVR)ETF003264108$97.2K4,0840.0%
Sterling Infrastructure Inc COM(STRL)Stock859241101$99.6K9030.0%
Keurig DR Pepper Inc COM(KDP)Stock49271V100$100.3K3,2710.0%
Amgen Inc COM(AMGN)Stock031162100$100.4K3530.0%
Grainger W W Inc COM(GWW)Stock384802104$101.7K1000.0%
JPMorgan Ultra-Short Municipal Income ETF(JMST)ETF46641Q654$103.6K2,0410.0%
Cohen & Steers LTD Duration PF COM(LDP)CEF19248C105$104.4K5,2000.0%
Schwab Charles Corp COM(SCHW)Stock808513105$104.6K1,4450.0%
Prologis Inc. COM(PLD)REIT74340W103$105.0K8060.0%
Teck Resources LTD CL B(TECK)Stock878742204$105.3K2,3000.0%
Corteva Inc COM(CTVA)Stock22052L104$105.7K1,8330.0%
Abrdn Physical Gold Shares ETF(SGOL)ETF00326A104$106.2K5,0000.0%
First Majestic Silver Corp COM(AG)Stock32076V103$106.4K18,1000.0%
First Busey Corp COM New(BUSE)Stock319383204$106.5K4,4290.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$107.1K2,1460.0%
Vaneck Merk Gold Trust(OUNZ)ETF921078101$107.4K5,0000.0%
Tyson Foods Inc CL A(TSN)Stock902494103$108.1K1,8410.0%
Verizon Communications Inc COM(VZ)Stock92343V104$109.7K2,6150.0%
Alliant Energy Corp COM(LNT)Stock018802108$111.7K2,2160.0%
Lowes COS Inc COM(LOW)Stock548661107$112.1K4400.0%
Devon Energy Corp New COM(DVN)Stock25179M103$112.4K2,2390.0%
Fiserv Inc COM(FISV)Stock337738108$114.3K7150.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$115.5K6280.0%
Phillips 66 COM(PSX)Stock718546104$116.7K7150.0%
DOW Inc COM(DOW)Stock260557103$120.4K2,0780.0%
Unitil Corp COM(UTL)Stock913259107$120.4K2,3000.0%
Ishares 3-7 Year Treasury Bond ETF(IEI)ETF464288661$121.1K1,0460.0%
Nike Inc CL B(NKE)Stock654106103$122.6K1,3050.0%
Sprott Physical Gold TR Unit(PHYS/U)CEF85207H104$123.3K7,1290.0%
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