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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
Kinetik Holdings Inc COM New CL A(KNTK)Stock02215L209$2.1K520.0%
Mosaic Co New COM(MOS)Stock61945C103$2.1K640.0%
Twilio Inc CL A(TWLO)Stock90138F102$2.1K340.0%
Dexcom Inc COM(DXCM)Stock252131107$2.1K150.0%
Ishares Msci Global Metals & Mining Producers ETF(PICK)ETF46434G848$2.1K500.0%
Digitalocean Hldgs Inc COM(DOCN)Stock25402D102$2.1K550.0%
Spdr Blackstone Senior Loan ETF(SRLN)ETF78467V608$2.1K500.0%
CMS Energy Corp COM(CMS)Stock125896100$2.1K350.0%
U.S. Global Jets ETF(JETS)ETF26922A842$2.1K1010.0%
Americold Realty Trust Inc COM(COLD)REIT03064D108$2.1K850.0%
Vertiv Holdings Co COM CL A(VRT)Stock92537N108$2.1K260.0%
Vale S A Sponsored ADS(VALE)ADR91912E105$2.1K1750.0%
East West Bancorp Inc COM(EWBC)Stock27579R104$2.1K270.0%
Crocs Inc COM(CROX)Stock227046109$2.2K150.0%
Tempur Sealy Intl Inc COM(SGI)Stock88023U101$2.2K380.0%
Fmqq the Next Frontier Internet ETF(FMQQ)ETF301505590$2.2K1800.0%
Agilent Technologies Inc COM(A)Stock00846U101$2.2K150.0%
Starwood Ppty TR Inc COM(STWD)REIT85571B105$2.2K1080.0%
REV Group Inc COM(1RG)Stock749527107$2.2K1000.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$2.2K1090.0%
KBR Inc COM(KBR)Stock48242W106$2.2K350.0%
Sovereign's Capital Flourish Fund(SOVF)ETF210322202$2.2K750.0%
Fastenal Co COM(FAST)Stock311900104$2.2K290.0%
Roper Technologies Inc COM(ROP)Stock776696106$2.2K40.0%
Ishares US Transportation ETF(IYT)ETF464287192$2.3K320.0%
Enel Chile S.A. Sponsored ADR(ENIC)ADR29278D105$2.3K7400.0%
Fury Gold Mines Limited COM(FURY)Stock36117T100$2.3K5,4310.0%
Airbnb Inc COM CL A(ABNB)Stock009066101$2.3K140.0%
Fortive Corp COM(FTV)Stock34959J108$2.3K270.0%
M & T BK Corp COM(MTB)Stock55261F104$2.3K160.0%
Relx PLC Sponsored ADR(RELX)ADR759530108$2.3K540.0%
Wabtec COM(WAB)Stock929740108$2.3K160.0%
Autodesk Inc COM(ADSK)Stock052769106$2.3K90.0%
Quantumscape Corp COM CL A(QS)Stock74767V109$2.4K3760.0%
Snap on Inc COM(SNA)Stock833034101$2.4K80.0%
Marathon Oil Corp COM(MRO*)Stock565849106$2.4K840.0%
Ferguson PLC New SHS(FERG)StockG3421J106$2.4K110.0%
Canada Goose Hldgs Inc SHS SUB VTG(GOOS)Stock135086106$2.4K2010.0%
Sherwin Williams Co COM(SHW)Stock824348106$2.4K70.0%
Ishares Interest Rate Hedged Corporate Bond ETF(LQDH)ETF46431W705$2.4K260.0%
Tenable Hldgs Inc COM(TENB)Stock88025T102$2.5K500.0%
EPR Pptys COM SH BEN INT(EPR)REIT26884U109$2.5K580.0%
Vanguard Global Ex-U.S. Real Estate ETF(VNQI)ETF922042676$2.5K590.0%
Echostar Corp CL A(SATS)Stock278768106$2.5K1750.0%
Materials Select Sector Spdr Fund(XLB)ETF81369Y100$2.5K270.0%
Kyndryl Hldgs Inc Common Stock(KD)Stock50155Q100$2.5K1160.0%
Proshares S&P 500 Dividend Aristocrats ETF(NOBL)ETF74348A467$2.5K250.0%
Kratos Defense & SEC Solutions COM New(KTOS)Stock50077B207$2.5K1380.0%
Coca Cola Cons Inc COM(COKE)Stock191098102$2.5K30.0%
Cogent Communications Hldgs in COM New(CCOI)Stock19239V302$2.5K390.0%
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