IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

WR Wealth Planners, LLC

Q2 2024 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Liveperson Inc COM(LPSNUSD)Stock538146101$2794800.0%
Hackett Group Inc COM(HCKT)Stock404609109$282130.0%
Suncoke Energy Inc COM(SXC)Stock86722A103$284290.0%
Aspen Aerogels Inc COM(ASPN)Stock04523Y105$286120.0%
IDT Corp CL B New(IDT)Stock448947507$28780.0%
Powell Inds Inc COM(POWL)Stock739128106$28720.0%
TPG Inc COM CL A(TPG)Stock872657101$29070.0%
Clearwater Paper Corp COM(CLW)Stock18538R103$29160.0%
Asana Inc CL A(ASAN)Stock04342Y104$294210.0%
Rivian Automotive Inc COM CL A(RIVN)Stock76954A103$295220.0%
Global X Cybersecurity ETF(BUG)ETF37954Y384$296100.0%
Graniteshares Gold Shares(BAR)ETF38748G101$298130.0%
Andersons Inc COM(ANDE)Stock034164103$29860.0%
CAL Maine Foods Inc COM New(CALM)Stock128030202$30650.0%
Radian Group Inc COM(RDN)Stock750236101$311100.0%
Dropbox Inc CL A(DBX)Stock26210C104$315140.0%
MSC Indl Direct Inc CL A(MSM)Stock553530106$31740.0%
Griffon Corp COM(GFF)Stock398433102$31950.0%
PC Connection Inc COM(CNXN)Stock69318J100$32150.0%
Rocket LAB USA Inc COMStock773122106$322670.0%
GMS Inc COM(GMS1EUR)Stock36251C103$32240.0%
Blue Bird Corp COM(BLBD)Stock095306106$32360.0%
Cinemark Hldgs Inc COM(CNK)Stock17243V102$324150.0%
National Healthcare Corp COM(NHC)Stock635906100$32530.0%
Blink Charging Co COM(BLNK)Stock09354A100$3291200.0%
Artisan Partners Asset Mgmt in CL A(APAM)Stock04316A108$33080.0%
Assurant Inc COM(AIZ)Stock04621X108$33320.0%
American Assets TR Inc COM(AAT)REIT024013104$336150.0%
Janus Henderson Group PLC ORD SHSStockG4474Y214$337100.0%
Stifel Finl Corp COM(SF)Stock860630102$33740.0%
Aurora Cannabis Inc COM(ACB)Stock05156X850$342740.0%
Photronics Inc COM(PLAB)Stock719405102$345140.0%
TD Synnex Corporation COM(SNX)Stock87162W100$34630.0%
Prog Holdings Inc COM NPV(PRG)Stock74319R101$347100.0%
Ishares U.S. Telecommunications ETF(IYZ)ETF464287713$348160.0%
Steelcase Inc CL A(GJB)Stock858155203$350270.0%
Fiverr Intl LTD ORD SHS(FVRR)StockM4R82T106$351150.0%
Endeavour Silver Corp COM(EXK)Stock29258Y103$3521000.0%
Stride Inc COM(LRN)Stock86333M108$35350.0%
ACI Worldwide Inc COM(ACIW)Stock004498101$35690.0%
Travel Plus Leisure Co COM(TNL)Stock894164102$36080.0%
Brinker Intl Inc COM(EAT)Stock109641100$36250.0%
Incyte Corp COM(INCY)Stock45337C102$36460.0%
Spirit Airls Inc COM(SAVEEUR)Stock848577102$3661000.0%
Landstar SYS Inc COM(LSTR)Stock515098101$36920.0%
Universal Hlth Svcs Inc CL B(UHS)Stock913903100$37020.0%
Amneal Pharmaceuticals Inc COM STK CL A(AMRX)Stock03168L105$375590.0%
Build-A-Bear Workshop Inc COM(BBW)Stock120076104$379150.0%
Proshares Short Bitcoin Strategy ETFETF74347G291$381450.0%
Newpark RES Inc COM PAR $.01new(NPKI)Stock651718504$382460.0%
PreviousPage 2 of 23Next