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WR Wealth Planners, LLC

Q2 2023 Holdings

Filed 2024-08-01 | 902 holdings | $258.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Prudential Finl Inc COM(PRU)Stock744320102$17.8K2020.0%
Telefonaktiebolaget LM Ericss ADR B SEK 10(ERIC)ADR294821608$18.0K3,3000.0%
Qualcomm Inc COM(QCOM)Stock747525103$18.1K1520.0%
Palantir Technologies Inc CL A(PLTR)Stock69608A108$18.4K1,2000.0%
Oneok Inc New COM(OKE)Stock682680103$18.5K3000.0%
Illumina Inc COM(ILMN)Stock452327109$18.7K1000.0%
American Airls Group Inc COM(AAL)Stock02376R102$18.8K1,0500.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$19.3K700.0%
Norwegian Cruise Line Hldg LTD SHS(NCLH)StockG66721104$19.4K8920.0%
United Parcel Service Inc CL B(UPS)Stock911312106$19.5K1090.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$19.5K480.0%
Editas Medicine Inc COM(EDIT)Stock28106W103$19.5K2,3750.0%
Workday Inc CL A(WDAY)Stock98138H101$19.7K870.0%
Schwab US Tips ETF(SCHP)ETF808524870$19.7K3760.0%
Vanguard Short-Term Bond ETF(BSV)ETF921937827$19.7K2610.0%
Ishares Convertible Bond ETF(ICVT)ETF46435G102$19.9K2610.0%
Philip Morris Intl Inc COM(PM)Stock718172109$20.0K2050.0%
Church & Dwight Co Inc COM(CHD)Stock171340102$20.0K2000.0%
MAG Silver Corp COM(MQ8)Stock55903Q104$20.1K1,8000.0%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$20.1K8550.0%
Eldorado Gold Corp New COM(EGO)Stock284902509$20.2K2,0000.0%
Miller Howard High Inc Eqty FD COM SHS BEN inCEF600379101$20.3K2,0000.0%
Invesco Global Water ETF(PIO)ETF46138E651$20.3K5670.0%
NNN REIT Inc COM(NNN)REIT637417106$20.3K4750.0%
Spdr S&P 600 Small Cap Growth ETF(SLYG)ETF78464A201$20.4K2650.0%
Topgolf Callaway Brands Corp COM(CALY)Stock131193104$20.5K1,0330.0%
Docusign Inc COM(DOCU)Stock256163106$20.6K4030.0%
Eaton Vance Tax-Managed Global COM(XEXGX)CEF27829F108$20.6K2,6000.0%
Quanta Svcs Inc COM(PWR)Stock74762E102$20.6K1050.0%
Fortinet Inc COM(FTNT)Stock34959E109$20.8K2750.0%
First Trust Long T Equity ETF(FTLS)ETF33739P103$21.1K4000.0%
Danimer Scientific Inc COM CL AStock236272100$21.6K9,0750.0%
Proshares Ultrapro QQQ(TQQQ)ETF74347X831$22.1K5390.0%
Vanguard Information Technology ETF(VGT)ETF92204A702$22.1K500.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$22.2K3150.0%
Whirlpool Corp COM(WHR)Stock963320106$22.3K1500.0%
Rithm Capital Corp COM New(RITM)REIT64828T201$22.3K2,3900.0%
Jacobs Solutions Inc COM(J)Stock46982L108$22.5K1890.0%
Exelon Corp COM(EXC)Stock30161N101$22.6K5540.0%
Alamos Gold Inc New COM CL A(AGI)Stock011532108$22.6K1,9000.0%
Invesco Pharmaceuticals ETF(PJP)ETF46137V662$22.7K3000.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$22.7K2250.0%
Atlantica Sustainable Infr PLC SHS(ALDA)StockG0751N103$23.4K1,0000.0%
Kroger Co COM(KR)Stock501044101$23.5K5000.0%
VOC Energy TR TR Unit(VOC)Stock91829B103$23.8K3,0000.0%
DB Gold Double Long Exchange Traded Notes(DGP)ETF25154H749$23.9K6000.0%
Hilton Worldwide Hldgs Inc COM(HLT)Stock43300A203$24.2K1660.0%
Johnson Ctls Intl PLC SHS(JCI)StockG51502105$24.2K3550.0%
Flex LNG LTD SHS(FLNG)StockG35947202$24.4K8000.0%
Borgwarner Inc COM(BWA)Stock099724106$24.5K5000.0%
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