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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
TNF Pharmaceuticals Inc COM New(AKR1EUR)Stock62856X201$1.5K1,0000.0%
Transocean LTD Registered SHS(RIG)StockH8817H100$1.5K2150.0%
Energizer Hldgs Inc New COM(ENR)Stock29272W109$1.5K450.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$1.5K210.0%
Tempur Sealy Intl Inc COM(SGI)Stock88023U101$1.5K380.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$1.5K70.0%
Teladoc Health Inc COM(TDOC)Stock87918A105$1.5K610.0%
Championx Corporation COM(APY1EUR)Stock15872M104$1.6K500.0%
Kraneshares Electric Vehicles & Future Mobility Index ETF(KARS)ETF500767827$1.6K500.0%
Dicks Sporting Goods Inc COM(DKS)Stock253393102$1.6K120.0%
Chewy Inc CL A(CHWY)Stock16679L109$1.6K410.0%
Kyndryl Hldgs Inc Common Stock(KD)Stock50155Q100$1.7K1260.0%
Ishares International Dividend Growth ETF(IGRO)ETF46435G524$1.7K270.0%
Lemonade Inc COM(LMND)Stock52567D107$1.7K1000.0%
Crocs Inc COM(CROX)Stock227046109$1.7K150.0%
Two Hbrs Invt Corp COM(TWO)REIT90187B804$1.7K1250.0%
Proshares PET Care ETF(PAWZ)ETF74348A145$1.8K350.0%
Edgewell Pers Care Co COM(EPC)Stock28035Q102$1.8K430.0%
Relx PLC Sponsored ADR(RELX)ADR759530108$1.8K540.0%
Interpublic Group COS Inc COM(IPG)Stock460690100$1.8K470.0%
Acadia Healthcare Company Inc COM(ACHC)Stock00404A109$1.8K230.0%
Adma Biologics Inc COM(ADMA)Stock000899104$1.8K5000.0%
Ebay Inc. COM(EBAY)Stock278642103$1.9K410.0%
Advance Auto Parts Inc COM(AAP)Stock00751Y106$1.9K270.0%
Trane Technologies PLC SHS(TT)StockG8994E103$1.9K100.0%
Fmqq the Next Frontier Internet ETF(FMQQ)ETF301505590$1.9K1800.0%
L3harris Technologies Inc COM(LHX)Stock502431109$2.0K100.0%
BlackRock LTD Duration Income COM SHS(BLW)CEF09249W101$2.0K1540.0%
Essential Utils Inc COM(WTRG)Stock29670G102$2.0K500.0%
MSC Indl Direct Inc CL A(MSM)Stock553530106$2.0K210.0%
Brown Forman Corp CL B(BF/B)Stock115637209$2.0K300.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$2.0K280.0%
CMS Energy Corp COM(CMS)Stock125896100$2.1K350.0%
Luminar Technologies Inc COM CL AStock550424105$2.1K3000.0%
Annovis BIO Inc COM(ANVS)Stock03615A108$2.1K1500.0%
Dollar Tree Inc COM(DLTR)Stock256746108$2.2K150.0%
Lauder Estee COS Inc CL A(EL)Stock518439104$2.2K110.0%
Liveperson Inc COM(LPSNUSD)Stock538146101$2.2K4800.0%
Commerce Bancshares Inc COM(CBSH)Stock200525103$2.2K450.0%
Uniti Group Inc COMREIT91325V108$2.2K4750.0%
Digitalocean Hldgs Inc COM(DOCN)Stock25402D102$2.2K550.0%
Equitrans Midstream Corp COM(ETRNUSD)Stock294600101$2.2K2320.0%
Personalis Inc COM(PSNL)Stock71535D106$2.3K1,2000.0%
KBR Inc COM(KBR)Stock48242W106$2.3K350.0%
Fury Gold Mines Limited COM(FURY)Stock36117T100$2.3K5,4310.0%
Trump Media & Technology Group COM(DJT)Stock25400Q105$2.3K1860.0%
Cadence Design System Inc COM(CDNS)Stock127387108$2.3K100.0%
Vale S A Sponsored ADS(VALE)ADR91912E105$2.3K1750.0%
Ishares 10 Year Investment Grade Corporate Bond ETF(IGLB)ETF464289511$2.4K460.0%
Berkley W R Corp COM(WRB)Stock084423102$2.4K400.0%
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