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WR Wealth Planners, LLC

Q1 2023 Holdings

Filed 2024-08-01 | 935 holdings | $231.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Royal Gold Inc COM(RGLD)Stock780287108$19.5K1500.0%
Vaneck Junior Gold Miners ETF(GDXJ)ETF92189F791$19.8K5000.0%
Whirlpool Corp COM(WHR)Stock963320106$19.8K1500.0%
Invesco Global Water ETF(PIO)ETF46138E651$19.8K5670.0%
Philip Morris Intl Inc COM(PM)Stock718172109$19.9K2050.0%
Koninklijke Philips N V NY Regis SHS New(PHG)ADR500472303$20.1K1,0940.0%
Equity Comwlth COM SH BEN INT(HP5A)REIT294628102$20.1K9700.0%
Miller Howard High Inc Eqty FD COM SHS BEN inCEF600379101$20.1K2,0000.0%
Eaton Vance Tax-Managed Global COM(XEXGX)CEF27829F108$20.3K2,6000.0%
Schwab US Tips ETF(SCHP)ETF808524870$20.5K3820.0%
Wells Fargo Co New COM(WFC)Stock949746101$20.6K5500.0%
Goldman Sachs Group Inc COM(GS)Stock38141G104$20.6K630.0%
Truist Finl Corp COM(TFC)Stock89832Q109$20.7K6070.0%
Eldorado Gold Corp New COM(EGO)Stock284902509$20.7K2,0000.0%
Ishares Convertible Bond ETF(ICVT)ETF46435G102$20.8K2860.0%
T-Mobile US Inc COM(TMUS)Stock872590104$21.0K1450.0%
Crown Castle Inc COM(CCI)REIT22822V101$21.0K1570.0%
Spdr ICE Preferred Securities ETF(PSK)ETF78464A292$21.8K6410.0%
Ishares Msci Intl Quality Factor ETF(IQLT)ETF46434V456$22.0K6230.0%
NNN REIT Inc COM(NNN)REIT637417106$22.1K5000.0%
Fiserv Inc COM(FISV)Stock337738108$22.3K1970.0%
United Parcel Service Inc CL B(UPS)Stock911312106$22.4K1160.0%
Qualcomm Inc COM(QCOM)Stock747525103$22.6K1770.0%
Invesco Pharmaceuticals ETF(PJP)ETF46137V662$22.8K3000.0%
MAG Silver Corp COM(MQ8)Stock55903Q104$22.8K1,8000.0%
Constellation Brands Inc CL A(STZ)Stock21036P108$23.1K1020.0%
Caseys GEN Stores Inc COM(CASY)Stock147528103$23.2K1070.0%
Exelon Corp COM(EXC)Stock30161N101$23.2K5540.0%
Alamos Gold Inc New COM CL A(AGI)Stock011532108$23.2K1,9000.0%
Hilton Worldwide Hldgs Inc COM(HLT)Stock43300A203$23.4K1660.0%
Morgan Stanley COM New(MS)Stock617446448$23.6K2690.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$24.0K1060.0%
Ares Capital Corp COM(ARCC)CEF04010L103$24.2K1,3220.0%
Grayscale Bitcoin Trust(GBTC)ETF389637109$24.4K1,4900.0%
Borgwarner Inc COM(BWA)Stock099724106$24.6K5000.0%
Kinder Morgan Inc del COM(KMI)Stock49456B101$24.6K1,4060.0%
Kroger Co COM(KR)Stock501044101$24.7K5000.0%
VOC Energy TR TR Unit(VOC)Stock91829B103$24.8K3,0000.0%
Embraer S.A. Sponsored ADS(EMBJ)ADR29082A107$24.9K1,5200.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$25.0K1620.0%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$25.0K1930.0%
GE Aerospace COM New(GE)Stock369604301$25.1K2630.0%
Oracle Corp COM(ORCL)Stock68389X105$25.2K2710.0%
DB Gold Double Long Exchange Traded Notes(DGP)ETF25154H749$25.3K6000.0%
Leddartech Hldgs Inc COMStockG7273A105$25.8K2,6000.0%
Proshares Ultrashort Euro(EUO)ETF74347W882$26.1K9000.0%
KKR & Co Inc COM(KKR)Stock48251W104$26.3K5000.0%
Darden Restaurants Inc COM(DRI)Stock237194105$26.4K1700.0%
Flex LNG LTD SHS(FLNG)StockG35947202$26.9K8000.0%
Boston Scientific Corp COM(BSX)Stock101137107$27.1K5410.0%
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