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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
UBS Group AG SHS(UBS)StockH42097107$8.6K4260.0%
Gamestop Corp New CL A(GME)Stock36467W109$8.7K3600.0%
Capital One Finl Corp COM(COF)Stock14040H105$8.8K800.0%
Marathon Oil Corp COM(MRO*)Stock565849106$8.8K3840.0%
Block H & R Inc COM(HRB)Stock093671105$8.9K2780.0%
Block Inc CL A(XYZ)Stock852234103$8.9K1340.0%
Invesco LTD SHS(IVZ)StockG491BT108$9.0K5370.0%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$9.1K900.0%
Digital Turbine Inc COM New(APPS)Stock25400W102$9.3K1,0000.0%
Totalenergies SE Sponsored ADS(TTEN)ADR89151E109$9.3K1610.0%
Kimco Rlty Corp COM(KIM)REIT49446R109$9.3K4710.0%
Wisdomtree Yield Enhanced U.S. Aggregate Bond Fund(AGGY)ETF97717X511$9.4K2180.0%
Indie Semiconductor Inc Class A COM(INDI)Stock45569U101$9.4K1,0000.0%
Healthequity Inc COM(HQY)Stock42226A107$9.5K1500.0%
Ishares 5-10 Year Investment Grade Corporate Bond ETF(IGIB)ETF464288638$9.5K1880.0%
Sanofi Sponsored ADR(SNY)ADR80105N105$9.6K1790.0%
Spdr Portfolio Corporate Bond ETF(SPBO)ETF78464A144$9.7K3360.0%
WEC Energy Group Inc COM(WEC)Stock92939U106$9.7K1100.0%
Draftkings Inc New COM CL A(DKNG)Stock26142V105$9.8K3690.0%
Genpact Limited SHS(G)StockG3922B107$9.8K2610.0%
Teledyne Technologies Inc COM(TDY)Stock879360105$9.9K240.0%
Shell PLC Spon ADS(SHEL)ADR780259305$9.9K1640.0%
Carrier Global Corporation COM(CARR)Stock14448C104$9.9K2000.0%
SAP SE Spon ADR(SAP)ADR803054204$10.0K730.0%
Illinois Tool WKS Inc COM(ITW)Stock452308109$10.0K400.0%
Shopify Inc CL A(SHOP)Stock82509L107$10.0K1550.0%
First Trust Buywrite Income ETF(FTHI)ETF33738R308$10.0K4780.0%
PDS Biotechnology Corp COM(PDSB)Stock70465T107$10.1K2,0000.0%
Truist Finl Corp COM(TFC)Stock89832Q109$10.1K3320.0%
Chemours Co COM(CC)Stock163851108$10.1K2740.0%
Coterra Energy Inc COM(CTRA)Stock127097103$10.1K4000.0%
GEN Digital Inc COM(GEN)Stock668771108$10.1K5460.0%
HP Inc COM(HPQ)Stock40434L105$10.2K3310.0%
Zoom Video Communications Inc CL A(ZM)Stock98980L101$10.2K1500.0%
Columbia Sportswear Co COM(COLM)Stock198516106$10.2K1320.0%
Texas Roadhouse Inc COM(TXRH)Stock882681109$10.2K910.0%
Hunt J B Trans Svcs Inc COM(JBHT)Stock445658107$10.3K570.0%
Ishares Core Aggressive Allocation ETF(AOA)ETF464289859$10.3K1560.0%
Ulta Beauty Inc COM(ULTA)Stock90384S303$10.4K220.0%
Graco Inc COM(GGG)Stock384109104$10.4K1200.0%
SS&C Technologies Hldgs Inc COM(SSNC)Stock78467J100$10.4K1710.0%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$10.4K4450.0%
Invesco Preferred ETF(PGX)ETF46138E511$10.4K9160.0%
Factset Resh SYS Inc COM(FDS)Stock303075105$10.4K260.0%
Broadridge Finl Solutions Inc COM(BR)Stock11133T103$10.4K630.0%
Avery Dennison Corp COM(AVY)Stock053611109$10.5K610.0%
Primerica Inc COM(PRI)Stock74164M108$10.5K530.0%
Analog Devices Inc COM(ADI)Stock032654105$10.5K540.0%
Embraer S.A. Sponsored ADS(EMBJ)ADR29082A107$10.6K6830.0%
Iqvia Hldgs Inc COM(IQV)Stock46266C105$10.6K470.0%
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