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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
Global X U.S. Infrastructure Development ETF(PAVE)ETF37954Y673$165.9K4,4810.1%
Stryker Corporation COM(SYK)Stock863667101$166.4K4890.1%
Direxion Nasdaq-100 Equal Weighted Index Shares(QQQE)ETF25459Y207$167.0K1,8820.1%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$167.3K8580.1%
Norfolk Southn Corp COM(NSC)Stock655844108$170.0K7920.1%
Draftkings Inc New COM CL A(DKNG)Stock26142V105$170.8K4,4750.1%
Agnico Eagle Mines LTD COM(AEM)Stock008474108$171.2K2,6170.1%
Spdr Portfolio Long Term Treasury ETF(SPTL)ETF78464A664$171.5K6,3000.1%
Pfizer Inc COM(PFE)Stock717081103$171.6K6,1330.1%
Anheuser Busch Inbev SA Sponsored ADR(BUD)ADR03524A108$172.0K2,9580.1%
Ameren Corp COM(AEE)Stock023608102$175.8K2,4720.1%
SBA Communications Corp New CL A(SBAC)REIT78410G104$177.1K9020.1%
Avantis Emerging Markets Equity ETF(AVEM)ETF025072604$178.2K2,9170.1%
Ishares S&P 100 ETF(OEF)ETF464287101$178.9K6770.1%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF(QDPL)ETF69374H436$179.0K4,8780.1%
Ishares ESG Aware Msci EM ETF(ESGE)ETF46434G863$179.6K5,3570.1%
Costco Whsl Corp New COM(COST)Stock22160K105$183.9K2160.1%
Southern Co COM(SO)Stock842587107$184.8K2,3830.1%
Hdfc Bank LTD Sponsored ADS(HDB)ADR40415F101$185.1K2,8780.1%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$189.5K2,8950.1%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$192.2K1820.1%
Broadcom Inc COM(AVGO)Stock11135F101$193.9K1210.1%
Capital Group Municipal Income ETF(CGMU)ETF14020Y201$196.4K7,3130.1%
Nutanix Inc CL A(NTNX)Stock67059N108$199.0K3,5000.1%
Sprott Physical Gold & Silver TR Unit(CEF/U)CEF85208R101$199.6K9,0530.1%
Republic Svcs Inc COM(RSG)Stock760759100$199.8K1,0280.1%
Chevron Corp New COM(CVX)Stock166764100$200.7K1,2830.1%
Franco NEV Corp COM(FNV)Stock351858105$202.0K1,7040.1%
Ishares Global Energy ETF(IXC)ETF464287341$204.5K4,9270.1%
Charles RIV Labs Intl Inc COM(CRL)Stock159864107$207.6K1,0050.1%
Applied Matls Inc COM(AMAT)Stock038222105$208.9K8850.1%
Micron Technology Inc COM(MU)Stock595112103$210.6K1,6010.1%
Sandstorm Gold LTD COM New(AYS1)Stock80013R206$210.7K38,7350.1%
Capital Group Core Bond ETF(CGCB)ETF14020Y508$212.6K8,2340.1%
Occidental Pete Corp COM(OXY)Stock674599105$214.9K3,4100.1%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$216.5K3,0070.1%
EQT Corp COM(EQT)Stock26884L109$218.0K5,8950.1%
Simmons 1ST Natl Corp CL A $1 PAR(SFNC)Stock828730200$218.5K12,4310.1%
Dollar GEN Corp New COM(DG)Stock256677105$222.0K1,6790.1%
Boeing Co COM(BA)Stock097023105$229.3K1,2600.1%
Mastercard Incorporated CL A(MA)Stock57636Q104$229.4K5200.1%
Intel Corp COM(INTC)Stock458140100$232.1K7,4960.1%
Vanguard Value ETF(VTV)ETF922908744$233.9K1,4580.1%
Ishares ESG Msci EM Leaders ETF(LDEM)ETF46436E601$234.6K5,2020.1%
American Express Co COM(AXP)Stock025816109$239.0K1,0320.1%
Sysco Corp COM(SYY)Stock871829107$244.9K3,4310.1%
American Tower Corp New COM(AMT)REIT03027X100$245.9K1,2650.1%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$248.2K3,1820.1%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$248.6K2,9610.1%
Travelers Companies Inc COM(TRV)Stock89417E109$249.5K1,2270.1%
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