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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
Aspen Aerogels Inc COM(ASPN)Stock04523Y105$211120.0%
Honest Co Inc COM(HNST)Stock438333106$223550.0%
Foot Locker Inc COM(WOO)Stock344849104$22880.0%
Rivian Automotive Inc COM CL A(RIVN)Stock76954A103$241220.0%
Essex Ppty TR Inc COM(ESS)REIT297178105$24510.0%
Raymond James Finl Inc COM(RJF)Stock754730109$25720.0%
Proshares Ultrapro Short S&p500(SPXU)ETF74349Y845$258400.0%
Ares Management Corporation CL A COM STK(ARES)Stock03990B101$26620.0%
Cinemark Hldgs Inc COM(CNK)Stock17243V102$270150.0%
Entegris Inc COM(ENTG)Stock29362U104$28120.0%
National Healthcare Corp COM(NHC)Stock635906100$28430.0%
Coupang Inc CL A(CPNG)Stock22266T109$285160.0%
Graniteshares Gold Shares(BAR)ETF38748G101$285130.0%
Powell Inds Inc COM(POWL)Stock739128106$28520.0%
GMS Inc COM(GMS1EUR)Stock36251C103$29230.0%
CAL Maine Foods Inc COM New(CALM)Stock128030202$29450.0%
Global X Cybersecurity ETF(BUG)ETF37954Y384$298100.0%
American Woodmark Corporation COM(AMWD)Stock030506109$30530.0%
Worthington Enterprises Inc COM(WOR)Stock981811102$31150.0%
TPG Inc COM CL A(TPG)Stock872657101$31370.0%
Stifel Finl Corp COM(SF)Stock860630102$31340.0%
Axon Enterprise Inc COM(AXON)Stock05464C101$31310.0%
Asgn Inc COM(ASGN)Stock00191U102$31430.0%
Hackett Group Inc COM(HCKT)Stock404609109$316130.0%
Fiverr Intl LTD ORD SHS(FVRR)StockM4R82T106$316150.0%
Robert Half Inc. COM(RHI)Stock770323103$31740.0%
Comfort SYS USA Inc COM(FIX)Stock199908104$31810.0%
Graphic Packaging Hldg Co COM(GPK)Stock388689101$321110.0%
Virgin Galactic Holdings Inc COM New(SPCE)Stock92766K403$3212170.0%
Dole PLC ORD SHSStock256603101$322270.0%
Amkor Technology Inc COM(AMKR)Stock031652100$322100.0%
Liberty Media Corp del COM Lbty SRM S C(LM0C)Stock531229789$327110.0%
Suncoke Energy Inc COM(SXC)Stock86722A103$327290.0%
Teekay Corporation COMStockY8564W103$328450.0%
Janus Henderson Group PLC ORD SHSStockG4474Y214$329100.0%
Ishares Ibonds DEC 2028 Term Treasury ETF(IBTI)ETF46436E833$329150.0%
PC Connection Inc COM(CNXN)Stock69318J100$33050.0%
Smith & Wesson Brands Inc COM(SWBI)Stock831754106$330190.0%
Natures Sunshine Prods Inc COM(NATR)Stock639027101$332160.0%
Newpark RES Inc COM PAR $.01new(NPKI)Stock651718504$332460.0%
Proshares Short Bitcoin Strategy ETFETF74347G291$333450.0%
Radian Group Inc COM(RDN)Stock750236101$335100.0%
Carters Inc COM(CRI)Stock146229109$33940.0%
Dropbox Inc CL A(DBX)Stock26210C104$340140.0%
Xerox Holdings Corp COM New(XRX)Stock98421M106$340190.0%
Prog Holdings Inc COM NPV(PRG)Stock74319R101$344100.0%
Andersons Inc COM(ANDE)Stock034164103$34460.0%
Embecta Corp Common Stock(EMBC)Stock29082K105$346260.0%
Krispy Kreme Inc COM(DNUT)Stock50101L106$350230.0%
Teekay Tankers LTD CL AStockY8565N300$35060.0%
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