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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
Disney Walt Co COM(DIS)Stock254687106$189.2K1,5460.1%
Agnico Eagle Mines LTD COM(AEM)Stock008474108$191.2K3,2050.1%
Capital Group Municipal Income ETF(CGMU)ETF14020Y201$191.6K7,0940.1%
Stryker Corporation COM(SYK)Stock863667101$193.6K5410.1%
SBA Communications Corp New CL A(SBAC)REIT78410G104$195.2K9010.1%
Occidental Pete Corp COM(OXY)Stock674599105$196.2K3,0190.1%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$196.7K2,8100.1%
Abbott Labs COM(ABT)Stock002824100$198.3K1,7450.1%
Chevron Corp New COM(CVX)Stock166764100$199.4K1,2640.1%
Sandstorm Gold LTD COM New(AYS1)Stock80013R206$203.4K38,7350.1%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$203.5K2,8130.1%
Ishares Global Energy ETF(IXC)ETF464287341$204.9K4,7710.1%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$205.5K1820.1%
Republic Svcs Inc COM(RSG)Stock760759100$206.0K1,0760.1%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$206.8K2,1110.1%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$208.4K3,8430.1%
Applied Matls Inc COM(AMAT)Stock038222105$211.4K1,0250.1%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$213.4K3,1500.1%
American Express Co COM(AXP)Stock025816109$214.0K9400.1%
EQT Corp COM(EQT)Stock26884L109$214.5K5,7860.1%
Capital Group Core Bond ETF(CGCB)ETF14020Y508$217.6K8,3700.1%
Ishares ESG Msci EM Leaders ETF(LDEM)ETF46436E601$227.2K5,1840.1%
Sprott Physical Silver TR TR Unit(PSLV/U)CEF85207K107$227.4K27,4320.1%
Oracle Corp COM(ORCL)Stock68389X105$230.1K1,8320.1%
Dollar GEN Corp New COM(DG)Stock256677105$234.8K1,5050.1%
Norfolk Southn Corp COM(NSC)Stock655844108$235.5K9240.1%
American Tower Corp New COM(AMT)REIT03027X100$237.1K1,2000.1%
Simmons 1ST Natl Corp CL A $1 PAR(SFNC)Stock828730200$239.3K12,2960.1%
Sprott Inc COM New(SII)Stock852066208$239.9K6,4900.1%
Coca Cola Co COM(KO)Stock191216100$256.6K4,1940.1%
Mastercard Incorporated CL A(MA)Stock57636Q104$256.7K5330.1%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$259.7K3,1080.1%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$259.8K6510.1%
Vanguard Value ETF(VTV)ETF922908744$261.6K1,6060.1%
Boeing Co COM(BA)Stock097023105$262.9K1,3620.1%
Ishares Iboxx $ Investment Grade Corporate Bond ETF(LQD)ETF464287242$267.2K2,4530.1%
Kimberly-Clark Corp COM(KMB)Stock494368103$271.0K2,0950.1%
Charles RIV Labs Intl Inc COM(CRL)Stock159864107$272.3K1,0050.1%
Sysco Corp COM(SYY)Stock871829107$277.7K3,4210.1%
Travelers Companies Inc COM(TRV)Stock89417E109$282.8K1,2290.1%
Silvercrest Metals Inc COMStock828363101$284.4K42,7000.1%
Capital Group Core Plus Income ETF(CGCP)ETF14020Y102$285.0K12,6910.1%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$285.7K1,3720.1%
Ishares 10-20 Year Treasury Bond ETF(TLH)ETF464288653$302.4K2,8790.1%
Merck & Co Inc COM(MRK)Stock58933Y105$303.6K2,3010.1%
Ishares U.S. Medical Devices ETF(IHI)ETF464288810$305.3K5,2110.1%
Spdr Portfolio Emerging Markets ETF(SPEM)ETF78463X509$310.7K8,5870.1%
International Business Machs COM(IBM)Stock459200101$314.1K1,6450.1%
Bentley SYS Inc COM CL B(BSY)Stock08265T208$321.7K6,1600.1%
Ishares Treasury Floating Rate Bond ETF(TFLO)ETF46434V860$329.5K6,5000.1%
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