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WR Wealth Planners, LLC

Q3 2023 Holdings

Filed 2024-08-01 | 917 holdings | $262.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Cardinal Health Inc COM(CAH)Stock14149Y108$115.3K1,3280.0%
Lockheed Martin Corp COM(LMT)Stock539830109$122.5K3000.0%
Motley Fool Global Opportunities ETF(TMFG)ETF74933W635$125.9K4,8130.0%
Wisdomtree International Hedged Quality Dividend Growth Fund(IHDG)ETF97717X594$127.8K3,3000.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$128.2K1,7190.0%
Ishares Gold Trust(IAU)ETF464285204$128.3K3,6660.0%
Norfolk Southn Corp COM(NSC)Stock655844108$129.2K6560.0%
American Express Co COM(AXP)Stock025816109$131.7K8830.1%
Emerson Elec Co COM(EMR)Stock291011104$131.8K1,3650.1%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$132.6K1,4670.1%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$134.6K1,4290.1%
Lowes COS Inc COM(LOW)Stock548661107$134.7K6480.1%
Enphase Energy Inc COM(ENPH)Stock29355A107$136.7K1,1380.1%
Stryker Corporation COM(SYK)Stock863667101$136.9K5010.1%
Teck Resources LTD CL B(TECK)Stock878742204$142.2K3,3000.1%
Republic Svcs Inc COM(RSG)Stock760759100$142.5K1,0000.1%
Agnico Eagle Mines LTD COM(AEM)Stock008474108$145.7K3,2050.1%
Dollar GEN Corp New COM(DG)Stock256677105$146.2K1,3820.1%
Southern Co COM(SO)Stock842587107$146.9K2,2710.1%
Plug Power Inc COM New(PLUG)Stock72919P202$147.0K19,3410.1%
Abbott Labs COM(ABT)Stock002824100$149.7K1,5460.1%
Meta Platforms Inc CL A(META)Stock30303M102$150.4K5010.1%
Duke Energy Corp New COM New(DUK)Stock26441C204$156.3K1,7710.1%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$158.9K1,2340.1%
Disney Walt Co COM(DIS)Stock254687106$162.8K2,0090.1%
Nike Inc CL B(NKE)Stock654106103$164.0K1,7150.1%
Cisco SYS Inc COM(CSCO)Stock17275R102$164.5K3,0600.1%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$165.4K1820.1%
Mplx LP COM Unit REP LTD(MPLX)Stock55336V100$167.3K4,7030.1%
Ishares Fallen Angels USD Bond ETF(FALN)ETF46435G474$168.3K6,7870.1%
Hdfc Bank LTD Sponsored ADS(HDB)ADR40415F101$169.8K2,8780.1%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$175.1K4,4650.1%
Oracle Corp COM(ORCL)Stock68389X105$176.5K1,6660.1%
Avantis Emerging Markets Equity ETF(AVEM)ETF025072604$177.3K3,3580.1%
American Tower Corp New COM(AMT)REIT03027X100$177.8K1,0810.1%
Carnival Corp Paired CTF(CCL)Stock143658300$178.5K13,0090.1%
Ameren Corp COM(AEE)Stock023608102$185.0K2,4720.1%
Idexx Labs Inc COM(IDXX)Stock45168D104$185.0K4230.1%
Mondelez Intl Inc CL A(MDLZ)Stock609207105$185.4K2,6720.1%
Paypal Hldgs Inc COM(PYPL)Stock70450Y103$186.2K3,1850.1%
Growgeneration Corp COM(GRWG)Stock39986L109$187.2K64,0950.1%
Pfizer Inc COM(PFE)Stock717081103$191.5K5,7750.1%
Chevron Corp New COM(CVX)Stock166764100$193.9K1,1500.1%
Sprott Physical Gold & Silver TR Unit(CEF/U)CEF85208R101$194.2K11,2130.1%
Charles RIV Labs Intl Inc COM(CRL)Stock159864107$197.0K1,0050.1%
Travelers Companies Inc COM(TRV)Stock89417E109$197.6K1,2100.1%
Starbucks Corp COM(SBUX)Stock855244109$198.8K2,1790.1%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$199.6K6830.1%
Sandstorm Gold LTD COM New(AYS1)Stock80013R206$200.1K42,9350.1%
Vanguard Value ETF(VTV)ETF922908744$202.5K1,4680.1%
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