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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
Tractor Supply Co COM(TSCO)Stock892356106$65.8K2800.0%
Amgen Inc COM(AMGN)Stock031162100$66.3K2740.0%
The Cigna Group COM(CI)Stock125523100$66.4K2600.0%
Biomarin Pharmaceutical Inc COM(BMRN)Stock09061G101$67.4K6930.0%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$67.9K7870.0%
Schwab Fundamental International Equity ETF(FNDF)ETF808524755$68.0K2,1740.0%
Micron Technology Inc COM(MU)Stock595112103$68.1K1,1290.0%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$68.2K7290.0%
Capital Group Global Growth Equity ETF(CGGO)ETF14020X104$68.5K2,9710.0%
Regeneron Pharmaceuticals COM(REGN)Stock75886F107$69.8K850.0%
Grainger W W Inc COM(GWW)Stock384802104$71.6K1040.0%
Pacer Trendpilot US Large Cap ETF(PTLC)ETF69374H105$72.6K1,9070.0%
ARK Innovation ETF(ARKK)ETF00214Q104$74.5K1,8460.0%
Altria Group Inc COM(MO)Stock02209S103$75.9K1,7010.0%
Vanguard Growth ETF(VUG)ETF922908736$76.6K3070.0%
Tyson Foods Inc CL A(TSN)Stock902494103$76.6K1,2910.0%
New PAC Metals Corp COM(NEWP)Stock64782A107$77.5K28,8000.0%
Hecla MNG Co COM(HL)Stock422704106$77.9K12,3130.0%
Meta Platforms Inc CL A(META)Stock30303M102$78.8K3720.0%
International Business Machs COM(IBM)Stock459200101$80.3K6120.0%
Toll Brothers Inc COM(TOL)Stock889478103$80.7K1,3450.0%
Ishares Core U.S. Aggregate Bond ETF(AGG)ETF464287226$80.8K8110.0%
Nutanix Inc CL A(NTNX)Stock67059N108$83.2K3,2000.0%
Ishares 3-7 Year Treasury Bond ETF(IEI)ETF464288661$83.5K7100.0%
Lincoln Natl Corp IND COM(LNC)Stock534187109$84.3K3,7500.0%
Vanguard Mid-Cap Growth ETF(VOT)ETF922908538$84.4K4330.0%
Prologis Inc. COM(PLD)REIT74340W103$84.6K6780.0%
Nike Inc CL B(NKE)Stock654106103$85.0K6930.0%
Phillips 66 COM(PSX)Stock718546104$85.2K8400.0%
Oneok Inc New COM(OKE)Stock682680103$85.5K1,3450.0%
Ishares U.S. ETF Trust Ishares Gsci Commodity Dynamic Roll Strategy ETF(COMT)ETF46431W853$86.0K3,1820.0%
First Busey Corp COM New(BUSE)Stock319383204$86.0K4,2300.0%
Amdocs LTD SHS(DOX)StockG02602103$87.1K9070.0%
PAN Amern Silver Corp COM(PAAS)Stock697900108$87.4K4,8000.0%
Medtronic PLC SHS(MDT)StockG5960L103$87.5K1,0850.0%
Emerson Elec Co COM(EMR)Stock291011104$88.0K1,0100.0%
Lowes COS Inc COM(LOW)Stock548661107$88.8K4440.0%
Hormel Foods Corp COM(HRL)Stock440452100$88.8K2,2270.0%
Ishares 0-5 Year High Yield Corporate Bond ETF(SHYG)ETF46434V407$89.5K2,1470.0%
Abbott Labs COM(ABT)Stock002824100$89.9K8870.0%
Snowflake Inc CL A(SNOW)Stock833445109$91.3K5920.0%
Linde PLC SHS(LIN)StockG54950103$92.4K2600.0%
Abrdn Physical Silver Shares ETF(SIVR)ETF003264108$92.4K4,0000.0%
Cintas Corp COM(CTAS)Stock172908105$92.5K2000.0%
Cohen & Steers LTD Duration PF COM(LDP)CEF19248C105$92.8K5,2000.0%
Abrdn Physical Gold Shares ETF(SGOL)ETF00326A104$94.4K5,0000.0%
Vaneck Merk Gold Trust(OUNZ)ETF921078101$95.5K5,0000.0%
Verizon Communications Inc COM(VZ)Stock92343V104$96.7K2,4850.0%
Lennar Corp CL A(LEN)Stock526057104$97.0K9230.0%
Keurig DR Pepper Inc COM(KDP)Stock49271V100$98.2K2,7830.0%
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