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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
SSR Mining in COM(SSRM)Stock784730103$1.3K1000.0%
Interpublic Group COS Inc COM(IPG)Stock460690100$1.3K470.0%
Luminar Technologies Inc COM CL AStock550424105$1.4K3000.0%
Kraneshares Electric Vehicles & Future Mobility Index ETF(KARS)ETF500767827$1.4K500.0%
First Ctzns Bancshares Inc N C CL A(FCNCA)Stock31946M103$1.4K10.0%
Steel Dynamics Inc COM(STLD)Stock858119100$1.4K130.0%
East West Bancorp Inc COM(EWBC)Stock27579R104$1.4K270.0%
Annovis BIO Inc COM(ANVS)Stock03615A108$1.4K1500.0%
Sunrun Inc COM(RUN)Stock86771W105$1.4K1140.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$1.4K210.0%
Energizer Hldgs Inc New COM(ENR)Stock29272W109$1.4K450.0%
Personalis Inc COM(PSNL)Stock71535D106$1.5K1,2000.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$1.5K70.0%
Advance Auto Parts Inc COM(AAP)Stock00751Y106$1.5K270.0%
Proshares PET Care ETF(PAWZ)ETF74348A145$1.6K350.0%
Lauder Estee COS Inc CL A(EL)Stock518439104$1.6K110.0%
Dollar Tree Inc COM(DLTR)Stock256746108$1.6K150.0%
Edgewell Pers Care Co COM(EPC)Stock28035Q102$1.6K430.0%
REV Group Inc COM(1RG)Stock749527107$1.6K1000.0%
Ishares International Dividend Growth ETF(IGRO)ETF46435G524$1.6K270.0%
Acadia Healthcare Company Inc COM(ACHC)Stock00404A109$1.6K230.0%
Tempur Sealy Intl Inc COM(SGI)Stock88023U101$1.6K380.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$1.7K220.0%
Two Hbrs Invt Corp COM(TWO)REIT90187B804$1.7K1250.0%
Envestnet Inc COM(ENVUSD)Stock29404K106$1.7K390.0%
Brown Forman Corp CL B(BF/B)Stock115637209$1.7K300.0%
L3harris Technologies Inc COM(LHX)Stock502431109$1.7K100.0%
Transocean LTD Registered SHS(RIG)StockH8817H100$1.8K2150.0%
Championx Corporation COM(APY1EUR)Stock15872M104$1.8K500.0%
WP Carey Inc COM(WPC)REIT92936U109$1.8K330.0%
Adma Biologics Inc COM(ADMA)Stock000899104$1.8K5000.0%
Relx PLC Sponsored ADR(RELX)ADR759530108$1.8K540.0%
Ebay Inc. COM(EBAY)Stock278642103$1.8K410.0%
Fury Gold Mines Limited COM(FURY)Stock36117T100$1.9K5,4310.0%
Everest Group LTD COM(EG)StockG3223R108$1.9K50.0%
CMS Energy Corp COM(CMS)Stock125896100$1.9K350.0%
Liveperson Inc COM(LPSNUSD)Stock538146101$1.9K4800.0%
Fmqq the Next Frontier Internet ETF(FMQQ)ETF301505590$1.9K1800.0%
Kyndryl Hldgs Inc Common Stock(KD)Stock50155Q100$2.0K1300.0%
Dominion Energy Inc COM(D)Stock25746U109$2.0K440.0%
Canada Goose Hldgs Inc SHS SUB VTG(GOOS)Stock135086106$2.0K1360.0%
Trane Technologies PLC SHS(TT)StockG8994E103$2.0K100.0%
KBR Inc COM(KBR)Stock48242W106$2.1K350.0%
TC Energy Corp COM(TRP)Stock87807B107$2.1K610.0%
National Grid PLC Sponsored ADR NE(NGG)ADR636274409$2.1K350.0%
American Battery Technology COM New(ABAT)Stock02451V309$2.2K2500.0%
Commerce Bancshares Inc COM(CBSH)Stock200525103$2.2K450.0%
Ingredion Inc COM(INGR)Stock457187102$2.2K220.0%
Ishares 10 Year Investment Grade Corporate Bond ETF(IGLB)ETF464289511$2.2K460.0%
Equitrans Midstream Corp COM(ETRNUSD)Stock294600101$2.2K2320.0%
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