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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
Cleveland-Cliffs Inc New COM(CLF)Stock185899101$1.0K550.0%
Kontoor Brands Inc COM(KTB)Stock50050N103$1.0K210.0%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$1.0K70.0%
Blink Charging Co COM(BLNK)Stock09354A100$1.0K1200.0%
Ishares Msci Agriculture Producers ETF(VEGI)ETF464286350$1.1K260.0%
Wabtec COM(WAB)Stock929740108$1.1K110.0%
Western UN Co COM(WU)Stock959802109$1.1K1000.0%
Clearbridge Energy Midstrm OPP COM(EMO)CEF18469P209$1.1K400.0%
REV Group Inc COM(1RG)Stock749527107$1.2K1000.0%
Valvoline Inc COM(VVV)Stock92047W101$1.2K350.0%
Peloton Interactive Inc CL A COM(PTON)Stock70614W100$1.3K1130.0%
Eagle Bancorp Mont Inc COM(EBMT)Stock26942G100$1.3K910.0%
Tilray Brands Inc COM(TLRYEUR)Stock88688T100$1.3K5090.0%
Extra Space Storage Inc COM(EXR)REIT30225T102$1.3K80.0%
Boston Beer Inc CL A(SAM)Stock100557107$1.3K40.0%
Equitrans Midstream Corp COM(ETRNUSD)Stock294600101$1.3K2320.0%
Championx Corporation COM(APY1EUR)Stock15872M104$1.4K500.0%
Embecta Corp Common Stock(EMBC)Stock29082K105$1.4K480.0%
Transocean LTD Registered SHS(RIG)StockH8817H100$1.4K2150.0%
Lensar Inc COM(LNSR)Stock52634L108$1.4K5600.0%
Lemonade Inc COM(LMND)Stock52567D107$1.4K1000.0%
LAS Vegas Sands Corp COM(LVS)Stock517834107$1.4K250.0%
Steel Dynamics Inc COM(STLD)Stock858119100$1.5K130.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$1.5K70.0%
East West Bancorp Inc COM(EWBC)Stock27579R104$1.5K270.0%
Tempur Sealy Intl Inc COM(SGI)Stock88023U101$1.5K380.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$1.5K210.0%
SSR Mining in COM(SSRM)Stock784730103$1.5K1000.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$1.5K950.0%
BXP Inc COM(BXP)REIT101121101$1.5K280.0%
First Solar Inc COM(FSLR)Stock336433107$1.5K70.0%
Voya Glbl Eqty DIV & Prem OPP COM(XIGDX)CEF92912T100$1.5K3000.0%
Alcoa Corp COM(AA)Stock013872106$1.5K360.0%
Chewy Inc CL A(CHWY)Stock16679L109$1.5K410.0%
Kraneshares Electric Vehicles & Future Mobility Index ETF(KARS)ETF500767827$1.5K500.0%
Kyndryl Hldgs Inc Common Stock(KD)Stock50155Q100$1.5K1040.0%
Energizer Hldgs Inc New COM(ENR)Stock29272W109$1.6K450.0%
Uniti Group Inc COMREIT91325V108$1.6K4410.0%
Fluor Corp New COM(FLR)Stock343412102$1.6K520.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$1.6K220.0%
Adma Biologics Inc COM(ADMA)Stock000899104$1.7K5000.0%
Acadia Healthcare Company Inc COM(ACHC)Stock00404A109$1.7K230.0%
Zoetis Inc CL A(ZTS)Stock98978V103$1.7K100.0%
Cartesian Therapeutics Inc COM New(RNAC)Stock816212302$1.7K1,2000.0%
Bread Financial Holdings Inc COM(BFH)Stock018581108$1.7K560.0%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$1.7K120.0%
Teladoc Health Inc COM(TDOC)Stock87918A105$1.7K660.0%
TNF Pharmaceuticals Inc COM New(AKR1EUR)Stock62856X201$1.7K1,0000.0%
JPMorgan Ultra-Short Municipal Income ETF(JMST)ETF46641Q654$1.7K340.0%
Proshares PET Care ETF(PAWZ)ETF74348A145$1.7K350.0%
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