IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

WR Wealth Planners, LLC

Q2 2023 Holdings

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

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Resideo Technologies Inc COM(REZI)Stock76118Y104$442250.0%
Ishares Virtual Work and Life Multisector ETFETF46436E585$448300.0%
Genworth Finl Inc COM SHS(GNW)Stock37247D106$450900.0%
Granite PT MTG TR Inc COM(GPMT)REIT38741L107$498940.0%
Aurora Cannabis Inc COM(ACB)Stock05156X850$5059450.0%
Alaska AIR Group Inc COM(ALK)Stock011659109$532100.0%
B2gold Corp COM(BTG)Stock11777Q209$5361500.0%
Pinterest Inc CL A(PINS)Stock72352L106$547200.0%
Wabtec COM(WAB)Stock929740108$55350.0%
Exelixis Inc COM(EXEL)Stock30161Q104$573300.0%
Trimble Inc COM(TRMB)Stock896239100$635120.0%
Chargepoint Holdings Inc COM CL AStock15961R105$703800.0%
Blink Charging Co COM(BLNK)Stock09354A100$7191200.0%
Patterson-Uti Energy Inc COM(PTEN)Stock703481101$727610.0%
Orange Sponsored ADR(ORANY)ADR684060106$768660.0%
Snap Inc CL A(SNAP)Stock83304A106$781660.0%
Tilray Brands Inc COM(TLRYEUR)Stock88688T100$7945090.0%
Arconic Corporation COM(ARNC1EUR)Stock03966V107$799270.0%
RF Inds LTD COM PAR $0.01(RFIL)Stock749552105$8302000.0%
Virgin Galactic Holdings Inc COM New(SPCE)Stock92766K403$8422170.0%
Calibercos Inc COM CL AStock13000T109$8564460.0%
Proshares Ultra Bloomberg Natural GasETF74347Y763$897130.0%
Cleveland-Cliffs Inc New COM(CLF)Stock185899101$922550.0%
Ammo Inc COM(POWW)Stock00175J107$9334380.0%
Quest Diagnostics Inc COM(DGX)Stock74834L100$98470.0%
Wisdomtree Floating Rate Treasury Fund(USFR)ETF97717Y527$1.0K200.0%
ARK Genomic Revolution ETF(ARKG)ETF00214Q302$1.0K300.0%
Cava Group Inc COM(CAVA)Stock148929102$1.0K250.0%
Ishares Msci Agriculture Producers ETF(VEGI)ETF464286350$1.0K260.0%
Embecta Corp Common Stock(EMBC)Stock29082K105$1.0K490.0%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$1.1K70.0%
Western UN Co COM(WU)Stock959802109$1.2K1000.0%
Extra Space Storage Inc COM(EXR)REIT30225T102$1.2K80.0%
Clearbridge Energy Midstrm OPP COM(EMO)CEF18469P209$1.2K400.0%
Alcoa Corp COM(AA)Stock013872106$1.2K360.0%
Boston Beer Inc CL A(SAM)Stock100557107$1.2K40.0%
Momentus Inc CL A NewStock60879E101$1.3K4,0000.0%
First Ctzns Bancshares Inc N C CL A(FCNCA)Stock31946M103$1.3K10.0%
Valvoline Inc COM(VVV)Stock92047W101$1.3K350.0%
REV Group Inc COM(1RG)Stock749527107$1.3K1000.0%
First Solar Inc COM(FSLR)Stock336433107$1.3K70.0%
Cartesian Therapeutics Inc COM New(RNAC)Stock816212302$1.3K1,2000.0%
Voya Glbl Eqty DIV & Prem OPP COM(XIGDX)CEF92912T100$1.4K2700.0%
First Trust Senior Loan Fund(FTSL)ETF33738D309$1.4K310.0%
Steel Dynamics Inc COM(STLD)Stock858119100$1.4K130.0%
SSR Mining in COM(SSRM)Stock784730103$1.4K1000.0%
East West Bancorp Inc COM(EWBC)Stock27579R104$1.4K270.0%
LAS Vegas Sands Corp COM(LVS)Stock517834107$1.5K250.0%
Fidelity National Financial in FNF Group COM(FNF)Stock31620R303$1.5K410.0%
Monster Beverage Corp New COM(MNST)Stock61174X109$1.5K260.0%
PreviousPage 2 of 19Next