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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
Salesforce Inc COM(CRM)Stock79466L302$105.7K4110.0%
JPMorgan Equity Premium Income ETF(JEPI)ETF46641Q332$106.3K1,8760.0%
First Majestic Silver Corp COM(AG)Stock32076V103$107.2K18,1000.0%
Phillips 66 COM(PSX)Stock718546104$108.1K7660.0%
First Busey Corp COM New(BUSE)Stock319383204$108.3K4,4750.0%
Verizon Communications Inc COM(VZ)Stock92343V104$109.1K2,6460.0%
Keurig DR Pepper Inc COM(KDP)Stock49271V100$110.5K3,3090.0%
Crowdstrike Hldgs Inc CL A(CRWD)Stock22788C105$110.7K2890.0%
Wells Fargo Co New COM(WFC)Stock949746101$110.9K1,8670.0%
Devon Energy Corp New COM(DVN)Stock25179M103$111.0K2,3420.0%
Schwab Charles Corp COM(SCHW)Stock808513105$112.1K1,5210.0%
Enphase Energy Inc COM(ENPH)Stock29355A107$112.2K1,1250.0%
Vaneck Merk Gold Trust(OUNZ)ETF921078101$112.3K5,0000.0%
Abrdn Physical Silver Shares ETF(SIVR)ETF003264108$113.7K4,0840.0%
Alliant Energy Corp COM(LNT)Stock018802108$113.8K2,2350.0%
Unitil Corp COM(UTL)Stock913259107$113.9K2,2000.0%
Abrdn Physical Gold Shares ETF(SGOL)ETF00326A104$114.3K5,1430.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$114.5K6280.0%
Emerson Elec Co COM(EMR)Stock291011104$114.7K1,0410.0%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$116.0K4,5100.0%
DOW Inc COM(DOW)Stock260557103$116.4K2,1940.0%
Cardinal Health Inc COM(CAH)Stock14149Y108$125.7K1,2780.0%
Ishares 3-7 Year Treasury Bond ETF(IEI)ETF464288661$127.8K1,1070.0%
Sprott Physical Gold TR Unit(PHYS/U)CEF85207H104$128.6K7,1190.0%
Teck Resources LTD CL B(TECK)Stock878742204$129.3K2,7000.0%
Renaissancere Hldgs LTD COM(RNR)StockG7496G103$129.6K5800.0%
Starbucks Corp COM(SBUX)Stock855244109$133.7K1,7170.0%
Clorox Co del COM(CLX)Stock189054109$134.9K9890.0%
Capital Group Short Duration Income ETF(CGSD)ETF14020Y409$136.5K5,3710.0%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$136.8K1,1520.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$138.5K1,7210.0%
The Cigna Group COM(CI)Stock125523100$138.8K4200.0%
Lockheed Martin Corp COM(LMT)Stock539830109$139.8K2990.0%
Motley Fool Global Opportunities ETF(TMFG)ETF74933W635$141.6K4,8130.0%
Cintas Corp COM(CTAS)Stock172908105$145.0K2070.0%
Ishares Gold Trust(IAU)ETF464285204$146.0K3,3240.0%
Ishares Short-Term National Muni Bond ETF(SUB)ETF464288158$148.6K1,4210.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$148.8K3,5830.0%
Abbott Labs COM(ABT)Stock002824100$149.7K1,4410.0%
Wisdomtree International Hedged Quality Dividend Growth Fund(IHDG)ETF97717X594$150.4K3,3000.0%
Disney Walt Co COM(DIS)Stock254687106$150.7K1,5170.0%
Lennar Corp CL A(LEN)Stock526057104$152.3K1,0160.0%
Ishares U.S. Infrastructure ETF(IFRA)ETF46435U713$152.9K3,6290.0%
Toll Brothers Inc COM(TOL)Stock889478103$155.3K1,3480.0%
Duke Energy Corp New COM New(DUK)Stock26441C204$155.9K1,5550.0%
Abrdn Physical Precious Metals Basket Shares ETF(GLTR)ETF003263100$157.4K1,5280.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$157.7K3150.0%
Ishares 1-5 Year Investment Grade Corporate Bond ETF(IGSB)ETF464288646$157.9K3,0810.0%
Ishares Core High Dividend ETF(HDV)ETF46429B663$158.8K1,4610.0%
RTX Corporation COM(RTX)Stock75513E101$161.0K1,6040.0%
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