IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

WR Wealth Planners, LLC

Q1 2024 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Eagle Matls Inc COM(EXP)Stock26969P108$54420.0%
Old REP Intl Corp COM(ORI)Stock680223104$553180.0%
Resideo Technologies Inc COM(REZI)Stock76118Y104$561250.0%
Allison Transmission Hldgs Inc COM(ALSN)Stock01973R101$56870.0%
Verisign Inc COM(VRSN)Stock92343E102$56930.0%
Equitable Hldgs Inc COM(EQH)Stock29452E101$570150.0%
Genworth Finl Inc COM SHS(GNW)Stock37247D106$579900.0%
Thor Inds Inc COM(THO)Stock885160101$58750.0%
Luminar Technologies Inc COM CL AStock550424105$5913000.0%
Patrick Inds Inc COM(PATK)Stock703343103$59750.0%
Ishares 0-5 Year Tips Bond ETF(STIP)ETF46429B747$59760.0%
Liberty Energy Inc COM CL A(LBRT)Stock53115L104$601290.0%
Corpay Inc COM SHS(CPAY)Stock219948106$61720.0%
CSG SYS Intl Inc COM(CSGS)Stock126349109$618120.0%
RF Inds LTD COM PAR $0.01(RFIL)Stock749552105$6202000.0%
Hubspot Inc COM(HUBS)Stock443573100$62710.0%
Oaktree Specialty Lending Corp COM(OCSL)CEF67401P405$629320.0%
Core & Main Inc CL A(CNM)Stock21874C102$630110.0%
Newmarket Corp COM(NEU)Stock651587107$63510.0%
Forestar Group Inc COM(FOR)Stock346232101$643160.0%
Fresenius Medical Care AG Sponsored ADR(FMS)ADR358029106$656340.0%
Canopy Growth Corp COM New(CGC)Stock138035704$682790.0%
Skywest Inc COM(SKYW)Stock830879102$691100.0%
Teladoc Health Inc COM(TDOC)Stock87918A105$695460.0%
Delek US Hldgs Inc New COM(DK)Stock24665A103$707230.0%
Sprouts Fmrs MKT Inc COM(SFM)Stock85208M102$709110.0%
CNA Finl Corp COM(CNA)Stock126117100$727160.0%
Tenet Healthcare Corp COM New(THC)Stock88033G407$73670.0%
Patterson-Uti Energy Inc COM(PTEN)Stock703481101$739620.0%
Insight Enterprises Inc COM(NSIT)Stock45765U103$74240.0%
SFL Corporation LTD SHS(SFL)StockG7738W106$751570.0%
Snap Inc CL A(SNAP)Stock83304A106$758660.0%
Trimble Inc COM(TRMB)Stock896239100$772120.0%
Orange Sponsored ADR(ORANY)ADR684060106$777660.0%
Cartesian Therapeutics Inc COM New(RNAC)Stock816212302$7801,2000.0%
Roku Inc COM CL A(ROKU)Stock77543R102$782120.0%
Neogenomics Inc COM New(NEO)Stock64049M209$786500.0%
Spotify Technology S A SHS(SPOT)StockL8681T102$79230.0%
Acuity Brands Inc COM(AYI)Stock00508Y102$80630.0%
Chargepoint Holdings Inc COM CL AStock15961R105$8174300.0%
Nvent Electric PLC SHS(NVT)StockG6700G107$829110.0%
Fidelity National Financial in FNF Group COM(FNF)Stock31620R303$850160.0%
LKQ Corp COM(LKQ)Stock501889208$855160.0%
Spdr Bloomberg High Yield Bond ETF(JNK)ETF78468R622$85790.0%
ARK Genomic Revolution ETF(ARKG)ETF00214Q302$863300.0%
AMC Entmt Hldgs Inc CL A New(AMC)Stock00165C302$8742350.0%
Torm PLC SHS CL A(TRMD)StockG89479102$874250.0%
Infracap Equity Income Fund ETF(ICAP)ETF81752T619$877350.0%
Simplify Enhanced Income ETF(HIGH)ETF82889N632$878360.0%
Woodside Energy Group LTD Sponsored ADR(WOP)ADR980228308$899450.0%
PreviousPage 4 of 24Next