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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
Interpublic Group COS Inc COM(IPG)Stock460690100$1.8K470.0%
Canopy Growth Corp COM New(CGC)Stock138035704$1.8K1,0180.0%
Ebay Inc. COM(EBAY)Stock278642103$1.8K410.0%
Two Hbrs Invt Corp COM(TWO)REIT90187B804$1.8K1250.0%
Trane Technologies PLC SHS(TT)StockG8994E103$1.8K100.0%
Idex Corp COM(IEX)Stock45167R104$1.8K80.0%
Fmqq the Next Frontier Internet ETF(FMQQ)ETF301505590$1.9K1800.0%
Crocs Inc COM(CROX)Stock227046109$1.9K150.0%
KBR Inc COM(KBR)Stock48242W106$1.9K350.0%
Brown Forman Corp CL B(BF/B)Stock115637209$1.9K300.0%
Luminar Technologies Inc COM CL AStock550424105$1.9K3000.0%
L3harris Technologies Inc COM(LHX)Stock502431109$2.0K100.0%
BlackRock LTD Duration Income COM SHS(BLW)CEF09249W101$2.0K1510.0%
Relx PLC Sponsored ADR(RELX)ADR759530108$2.0K630.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$2.1K280.0%
Cencora Inc COM(COR)Stock03073E105$2.1K130.0%
Cadence Design System Inc COM(CDNS)Stock127387108$2.1K100.0%
Liveperson Inc COM(LPSNUSD)Stock538146101$2.1K4800.0%
Fidelity Natl Information Svcs COM(FIS)Stock31620M106$2.1K390.0%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$2.1K70.0%
CMS Energy Corp COM(CMS)Stock125896100$2.1K350.0%
Essential Utils Inc COM(WTRG)Stock29670G102$2.2K500.0%
Booz Allen Hamilton Hldg Corp CL A(BAH)Stock099502106$2.2K240.0%
Dominion Energy Inc COM(D)Stock25746U109$2.2K400.0%
Annovis BIO Inc COM(ANVS)Stock03615A108$2.3K1500.0%
Quanta Svcs Inc COM(PWR)Stock74762E102$2.3K140.0%
Momentus Inc CL A NewStock60879E101$2.3K4,0000.0%
Steelcase Inc CL A(GJB)Stock858155203$2.3K2790.0%
TC Energy Corp COM(TRP)Stock87807B107$2.4K610.0%
Ishares 10 Year Investment Grade Corporate Bond ETF(IGLB)ETF464289511$2.4K460.0%
Commercial Metals Co COM(CMC)Stock201723103$2.5K510.0%
First Trust Dorsey Wright International Focus 5 ETF(IFV)ETF33738R886$2.5K1460.0%
Western Asset High Yield Defin COM(HYI)CEF95768B107$2.6K2140.0%
Aegon LTD Amer REG 1 Cert(AEG)ADR0076CA104$2.6K5980.0%
GEN Digital Inc COM(GEN)Stock668771108$2.6K1500.0%
Trump Media & Technology Group COM(DJT)Stock25400Q105$2.6K1860.0%
Real Estate Select Sector Spdr Fund(XLRE)ETF81369Y860$2.6K700.0%
Digital Rlty TR Inc COM(DLR)REIT253868103$2.7K270.0%
Microvision Inc del COM New(MVIS)Stock594960304$2.7K1,0000.0%
Premier Inc CL A(PINC)Stock74051N102$2.7K840.0%
Shinhan Financial Group Co LTD SPN ADR Restrd(SHG)ADR824596100$2.7K1020.0%
Strive U.S. Energy ETF(DRLL)ETF02072L722$2.8K1000.0%
Hartford Multifactor Developed Markets (Ex-US) ETF(RODM)ETF518416102$2.8K1080.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$2.9K140.0%
Fidelity National Financial in FNF Group COM(FNF)Stock31620R303$2.9K820.0%
Ishares U.S. Real Estate ETF(IYR)ETF464287739$2.9K340.0%
Solarwinds Corp COM New(0OIA)Stock83417Q204$2.9K3360.0%
Fury Gold Mines Limited COM(FURY)Stock36117T100$2.9K5,4310.0%
Wisdomtree Cloud Computing Fund(WCLD)ETF97717Y691$3.0K1000.0%
American Intl Group Inc COM New(AIG)Stock026874784$3.1K610.0%
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