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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
Microvision Inc del COM New(MVIS)Stock594960304$2.2K1,0000.0%
Americold Realty Trust Inc COM(COLD)REIT03064D108$2.2K730.0%
Regenxbio Inc COM(RGNX)Stock75901B107$2.2K1350.0%
Southwest Gas Hldgs Inc COM(SWX)Stock844895102$2.2K370.0%
Vanguard Global Ex-U.S. Real Estate ETF(VNQI)ETF922042676$2.3K580.0%
AMC Entmt Hldgs Inc CL A New(AMC)Stock00165C302$2.3K2880.0%
Uniti Group Inc COMREIT91325V108$2.3K4900.0%
Lumen Technologies Inc COM(LUMN)Stock550241103$2.3K1,6390.0%
Twilio Inc CL A(TWLO)Stock90138F102$2.3K400.0%
Cadence Design System Inc COM(CDNS)Stock127387108$2.3K100.0%
Vale S A Sponsored ADS(VALE)ADR91912E105$2.3K1750.0%
Monster Beverage Corp New COM(MNST)Stock61174X109$2.4K460.0%
Reinsurance GRP of America Inc COM New(RGA)Stock759351604$2.5K170.0%
Cheniere Energy Inc COM New(LNG)Stock16411R208$2.5K150.0%
Kratos Defense & SEC Solutions COM New(KTOS)Stock50077B207$2.5K1660.0%
Tenable Hldgs Inc COM(TENB)Stock88025T102$2.5K560.0%
Quantumscape Corp COM CL A(QS)Stock74767V109$2.5K3760.0%
GE Healthcare Technologies Inc Common Stock(GEHC)Stock36266G107$2.5K370.0%
Commercial Metals Co COM(CMC)Stock201723103$2.5K510.0%
Berkley W R Corp COM(WRB)Stock084423102$2.5K400.0%
RIO Tinto PLC Sponsored ADR(RIO)ADR767204100$2.5K400.0%
Proshares Ultra S&P 500(SSO)ETF74347R107$2.6K490.0%
Aegon LTD Amer REG 1 Cert(AEG)ADR0076CA104$2.6K5470.0%
First Trust Dorsey Wright International Focus 5 ETF(IFV)ETF33738R886$2.6K1490.0%
Fastly Inc CL A(FSLY)Stock31188V100$2.6K1380.0%
Flaherty & Crumrine PFD Income COM(PFD)CEF338480106$2.7K2910.0%
Ishares U.S. Real Estate ETF(IYR)ETF464287739$2.7K340.0%
Phinia Inc Common Stock(PHIN)Stock71880K101$2.7K1000.0%
Hartford Multifactor Developed Markets (Ex-US) ETF(RODM)ETF518416102$2.8K1080.0%
Harley Davidson Inc COM(HOG)Stock412822108$2.9K870.0%
Genuine Parts Co COM(GPC)Stock372460105$2.9K200.0%
Moderna Inc COM(MRNA)Stock60770K107$2.9K280.0%
Wisdomtree Cloud Computing Fund(WCLD)ETF97717Y691$3.0K1000.0%
AES Corp COM(AES)Stock00130H105$3.0K1950.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$3.0K140.0%
Mohawk Inds Inc COM(MHK)Stock608190104$3.0K350.0%
Strive U.S. Energy ETF(DRLL)ETF02072L722$3.0K1000.0%
Ishares Msci Intl Quality Factor ETF(IQLT)ETF46434V456$3.0K900.0%
Trump Media & Technology Group COM(DJT)Stock25400Q105$3.1K1860.0%
Fortrea Hldgs Inc Common Stock(FTRE)Stock34965K107$3.1K1070.0%
Spero Therapeutics Inc COM(SPRO)Stock84833T103$3.1K2,6000.0%
Invesco Energy Exploration & Production ETF(PXE)ETF46137V761$3.3K1000.0%
Enel Chile S.A. Sponsored ADR(ENIC)ADR29278D105$3.3K1,1040.0%
Digital Rlty TR Inc COM(DLR)REIT253868103$3.3K270.0%
Pitney Bowes Inc COM(PBI)Stock724479100$3.3K1,0960.0%
Garmin LTD SHS(GRMN)StockH2906T109$3.4K320.0%
Moodys Corp COM(MCO)Stock615369105$3.5K110.0%
Ishares U.S. Home Construction ETF(ITB)ETF464288752$3.5K450.0%
Sempra COM(SRE)Stock816851109$3.5K520.0%
International Paper Co COM(IP)Stock460146103$3.5K1000.0%
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