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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
Ishares Core High Dividend ETF(HDV)ETF46429B663$127.1K1,1530.0%
Clorox Co del COM(CLX)Stock189054109$128.7K8410.0%
Union PAC Corp COM(UNP)Stock907818108$128.9K5240.0%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$130.2K1,1290.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$130.8K1,7060.0%
Direxion Nasdaq-100 Equal Weighted Index Shares(QQQE)ETF25459Y207$131.8K1,4780.0%
Emerson Elec Co COM(EMR)Stock291011104$132.0K1,1640.0%
Lockheed Martin Corp COM(LMT)Stock539830109$133.4K2930.0%
Broadcom Inc COM(AVGO)Stock11135F101$134.8K1020.0%
Enphase Energy Inc COM(ENPH)Stock29355A107$136.1K1,1250.0%
Renaissancere Hldgs LTD COM(RNR)StockG7496G103$136.3K5800.0%
Salesforce Inc COM(CRM)Stock79466L302$136.4K4530.0%
Cintas Corp COM(CTAS)Stock172908105$139.5K2030.0%
Capital Group Short Duration Income ETF(CGSD)ETF14020Y409$140.8K5,5460.0%
RTX Corporation COM(RTX)Stock75513E101$142.9K1,4650.0%
Motley Fool Global Opportunities ETF(TMFG)ETF74933W635$145.9K4,8130.0%
Mplx LP COM Unit REP LTD(MPLX)Stock55336V100$148.3K3,5680.0%
Ishares Short-Term National Muni Bond ETF(SUB)ETF464288158$148.7K1,4200.0%
Ishares Gold Trust(IAU)ETF464285204$150.7K3,5870.0%
Wisdomtree International Hedged Quality Dividend Growth Fund(IHDG)ETF97717X594$151.6K3,3000.0%
Cardinal Health Inc COM(CAH)Stock14149Y108$151.8K1,3560.0%
The Cigna Group COM(CI)Stock125523100$152.1K4190.0%
Costco Whsl Corp New COM(COST)Stock22160K105$153.3K2090.0%
Global X U.S. Infrastructure Development ETF(PAVE)ETF37954Y673$157.5K3,9560.0%
Anheuser Busch Inbev SA Sponsored ADR(BUD)ADR03524A108$158.5K2,6070.0%
Pfizer Inc COM(PFE)Stock717081103$158.8K5,7220.0%
Hdfc Bank LTD Sponsored ADS(HDB)ADR40415F101$161.1K2,8780.1%
Ishares S&P 100 ETF(OEF)ETF464287101$162.1K6550.1%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$162.9K8690.1%
Ishares 1-5 Year Investment Grade Corporate Bond ETF(IGSB)ETF464288646$163.0K3,1790.1%
Lennar Corp CL A(LEN)Stock526057104$166.3K9670.1%
Nutanix Inc CL A(NTNX)Stock67059N108$166.6K2,7000.1%
Spdr Portfolio Long Term Treasury ETF(SPTL)ETF78464A664$167.6K5,9980.1%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$167.9K1,9880.1%
Avantis Emerging Markets Equity ETF(AVEM)ETF025072604$169.7K2,9280.1%
Duke Energy Corp New COM New(DUK)Stock26441C204$170.0K1,7570.1%
Ishares U.S. Infrastructure ETF(IFRA)ETF46435U713$172.5K3,9780.1%
Abrdn Physical Precious Metals Basket Shares ETF(GLTR)ETF003263100$172.8K1,8090.1%
Micron Technology Inc COM(MU)Stock595112103$172.9K1,4670.1%
Toll Brothers Inc COM(TOL)Stock889478103$174.0K1,3450.1%
Southern Co COM(SO)Stock842587107$175.5K2,4460.1%
Starbucks Corp COM(SBUX)Stock855244109$176.5K1,9320.1%
Ishares ESG Aware Msci EM ETF(ESGE)ETF46434G863$176.9K5,4880.1%
Franco NEV Corp COM(FNV)Stock351858105$179.2K1,5040.1%
Vanguard S&P 500 ETF(VOO)ETF922908363$182.4K3790.1%
Ameren Corp COM(AEE)Stock023608102$182.8K2,4720.1%
Running OAK Efficient Growth ETF(RUNN)ETF48817R870$183.9K5,9000.1%
Draftkings Inc New COM CL A(DKNG)Stock26142V105$185.4K4,0820.1%
Eaton Corp PLC SHS(ETN)StockG29183103$185.7K5940.1%
Sprott Physical Gold & Silver TR Unit(CEF/U)CEF85208R101$188.2K9,2530.1%
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