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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
Iqiyi Inc Sponsored ADS(IQ)ADR46267X108$240330.0%
Coca-Cola Femsa SAB de CV Spons ADS REP(KOF)ADR191241108$24130.0%
Vipshop Hldgs LTD Sponsored ADS A(VIPS)ADR92763W103$243160.0%
BHP Group LTD Sponsored ADS(BHP)ADR088606108$25440.0%
Graniteshares Gold Shares(BAR)ETF38748G101$254130.0%
Banco Bilbao Vizcaya Argentari Sponsored ADR(BBVA)ADR05946K101$261370.0%
NIO Inc Spon ADS(NIO)ADR62914V106$263250.0%
Stmicroelectronics N V NY Registry(STM)ADR861012102$26750.0%
Topgolf Callaway Brands Corp COM(CALY)Stock131193104$281130.0%
Brookfield Renewable Partners Partnership Unit(BEPC)StockG16258108$28490.0%
YPF Sociedad Anonima Spon ADR CL D(YPF)ADR984245100$285260.0%
Archer Aviation Inc COM CL A(ACHR)Stock03945R102$2861000.0%
Fomento Economico Mexicano SAB Spon ADR Units(FMX)ADR344419106$28630.0%
Foot Locker Inc COM(WOO)Stock344849104$31880.0%
Direxion Moonshot Innovators ETF(MOON)ETF25460G732$355300.0%
Ishares U.S. Telecommunications ETF(IYZ)ETF464287713$371160.0%
Argenx SE Sponsored ADR(ARGX)ADR04016X101$37310.0%
Orion Office REIT Inc COM(ONL)REIT68629Y103$395590.0%
Tenaris S A Sponsored ADS(TS)ADR88031M109$398140.0%
Barclays PLC ADR(BCS)ADR06738E204$403560.0%
Alaska AIR Group Inc COM(ALK)Stock011659109$420100.0%
Ishares Virtual Work and Life Multisector ETFETF46436E585$440300.0%
Genworth Finl Inc COM SHS(GNW)Stock37247D106$452900.0%
Resideo Technologies Inc COM(REZI)Stock76118Y104$457250.0%
Granite PT MTG TR Inc COM(GPMT)REIT38741L107$466940.0%
Organon & Co Common Stock(OGN)Stock68622V106$470200.0%
Novo-Nordisk A S ADR(NVO)ADR670100205$47730.0%
Proshares Ultrapro Short S&p500(SPXU)ETF74349Y845$539400.0%
Pinterest Inc CL A(PINS)Stock72352L106$545200.0%
BIG Lots Inc COM(BIGGQ)Stock089302103$548500.0%
Exelixis Inc COM(EXEL)Stock30161Q104$582300.0%
B2gold Corp COM(BTG)Stock11777Q209$5911500.0%
Public Storage Oper Co COM(PSA)REIT74460D109$60420.0%
Xpeng Inc ADS(XPEV)ADR98422D105$611550.0%
Trimble Inc COM(TRMB)Stock896239100$629120.0%
Patterson-Uti Energy Inc COM(PTEN)Stock703481101$706600.0%
Arconic Corporation COM(ARNC1EUR)Stock03966V107$708270.0%
Snap Inc CL A(SNAP)Stock83304A106$740660.0%
Surgalign Holdings Inc COM NewStock86882C204$7474670.0%
Simon Ppty Group Inc New COM(SPG)REIT828806109$78470.0%
Aurora Cannabis Inc COM(ACB)Stock05156X850$7841,1250.0%
Orange Sponsored ADR(ORANY)ADR684060106$787660.0%
Chargepoint Holdings Inc COM CL AStock15961R105$838800.0%
Viatris Inc COM(VTRS)Stock92556V106$852890.0%
BlackRock High Yield Muni Income Bond ETF(SHYM)ETF092528108$863400.0%
Ammo Inc COM(POWW)Stock00175J107$8634380.0%
RF Inds LTD COM PAR $0.01(RFIL)Stock749552105$8802000.0%
ARK Genomic Revolution ETF(ARKG)ETF00214Q302$902300.0%
First Ctzns Bancshares Inc N C CL A(FCNCA)Stock31946M103$97310.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$97740.0%
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