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WR Wealth Planners, LLC

Q2 2024 Holdings

Filed 2024-07-31 | 1145 holdings | $327.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Uber Technologies Inc COM(UBER)Stock90353T100$29.4K4050.0%
Eldorado Gold Corp New COM(EGO)Stock284902509$29.6K2,0000.0%
American Intl Group Inc COM New(AIG)Stock026874784$29.7K4000.0%
HP Inc COM(HPQ)Stock40434L105$29.7K8490.0%
Ecolab Inc COM(ECL)Stock278865100$29.8K1250.0%
Microstrategy Inc CL A New(MSTR)Stock594972408$30.3K220.0%
Roundhill Sports Betting & Igaming ETF(BETZ)ETF53656F789$30.7K1,8010.0%
Growgeneration Corp COM(GRWG)Stock39986L109$31.0K14,4310.0%
Centene Corp del COM(CNC)Stock15135B101$31.0K4680.0%
Skyworks Solutions Inc COM(SWKS)Stock83088M102$31.1K2920.0%
Spdr Portfolio S&P 400 Mid Cap ETF(SPMD)ETF78464A847$31.1K6070.0%
BCE Inc COM New(BCE)Stock05534B760$31.4K9690.0%
Wisdomtree Emerging Markets Ex-State-Owned Enterprises Fund(XSOE)ETF97717X578$31.5K1,0290.0%
Vaneck Agribusiness ETF(MOO)ETF92189F700$31.8K4540.0%
Ishares 5-10 Year Investment Grade Corporate Bond ETF(IGIB)ETF464288638$32.0K6240.0%
DB Gold Double Long Exchange Traded Notes(DGP)ETF25154H749$32.2K6000.0%
Northwestern Energy Group Inc COM New(NWE)Stock668074305$32.6K6500.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$32.9K1230.0%
Ishares Short Treasury Bond ETF(SHV)ETF464288679$33.4K3020.0%
T-Mobile US Inc COM(TMUS)Stock872590104$33.7K1910.0%
Synchrony Financial COM(SYF)Stock87165B103$33.8K7160.0%
Oneok Inc New COM(OKE)Stock682680103$34.1K4180.0%
Carnival Corp Paired CTF(CCL)Stock143658300$34.1K1,8230.0%
Idexx Labs Inc COM(IDXX)Stock45168D104$35.1K720.0%
Beam Therapeutics Inc COM(BEAM)Stock07373V105$35.1K1,5000.0%
General MLS Inc COM(GIS)Stock370334104$35.2K5560.0%
Conagra Brands Inc COM(CAG)Stock205887102$35.2K1,2380.0%
Servicenow Inc COM(NOW)Stock81762P102$35.4K450.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$36.8K7750.0%
First Trust North American Energy Infrastructure Fund(EMLP)ETF33738D101$36.9K1,2110.0%
Nucor Corp COM(NUE)Stock670346105$37.5K2370.0%
Tractor Supply Co COM(TSCO)Stock892356106$37.5K1390.0%
Atlassian Corporation CL A(TEAM)Stock049468101$37.7K2130.0%
Kinder Morgan Inc del COM(KMI)Stock49456B101$37.7K1,8980.0%
Thermo Fisher Scientific Inc COM(TMO)Stock883556102$37.7K680.0%
Diageo PLC Spon ADR New(DGED)ADR25243Q205$37.8K3000.0%
Plains All Amern Pipeline L P Unit LTD Partn(PAA)Stock726503105$38.4K2,1500.0%
Idaho Strategic Resources COM New(IDR)Stock645827205$38.7K3,9230.0%
Hilton Worldwide Hldgs Inc COM(HLT)Stock43300A203$39.1K1790.0%
Communication Services Select Sector Spdr Fund(XLC)ETF81369Y852$39.1K4570.0%
LAM Research Corp COM(LRCXEUR)Stock512807108$39.4K370.0%
United Rentals Inc COM(URI)Stock911363109$39.5K610.0%
Expedia Group Inc COM New(EXPE)Stock30212P303$39.6K3140.0%
Pacer Trendpilot US Large Cap ETF(PTLC)ETF69374H105$39.8K8000.0%
Halliburton Co COM(HAL)Stock406216101$39.8K1,1790.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$40.6K4450.0%
Freeport-Mcmoran Inc CL B(FCX)Stock35671D857$41.4K8510.0%
GSK PLC Sponsored ADR(GSK)ADR37733W204$42.4K1,1010.0%
Nokia Corp Sponsored ADR(NOK)ADR654902204$42.5K11,2500.0%
TJX COS Inc New COM(TJX)Stock872540109$42.6K3870.0%
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