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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
Chemours Co COM(CC)Stock163851108$7.7K2740.0%
ENI S P A Sponsored ADR(E)ADR26874R108$7.7K2410.0%
Capital One Finl Corp COM(COF)Stock14040H105$7.8K800.0%
Invesco LTD SHS(IVZ)StockG491BT108$7.8K5370.0%
Vanguard Long-Term Treasury ETF(VGLT)ETF92206C847$7.8K1410.0%
Spirit Aerosystems Hldgs Inc COM CL A(S9Q)Stock848574109$7.9K4910.0%
Vici Pptys Inc COM(VICI)REIT925652109$8.0K2740.0%
Suburban Propane Partners L P Unit LTD Partn(SPH)Stock864482104$8.0K5000.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$8.1K400.0%
Vanguard Short-Term Inflation-Protected Securities ETF(VTIP)ETF922020805$8.3K1750.0%
Kimco Rlty Corp COM(KIM)REIT49446R109$8.3K4710.0%
Novartis AG Sponsored ADR(NVSN)ADR66987V109$8.4K820.0%
Helmerich & Payne Inc COM(HP)Stock423452101$8.4K2000.0%
Ecolab Inc COM(ECL)Stock278865100$8.5K500.0%
Schrodinger Inc COM(SDGR)Stock80810D103$8.5K3000.0%
HP Inc COM(HPQ)Stock40434L105$8.5K3310.0%
Zscaler Inc COM(ZS)Stock98980G102$8.6K550.0%
Marriott Intl Inc New CL A(MAR)Stock571903202$8.6K440.0%
Toro Co COM(TTC)Stock891092108$8.7K1050.0%
Texas Roadhouse Inc COM(TXRH)Stock882681109$8.7K910.0%
Graco Inc COM(GGG)Stock384109104$8.7K1200.0%
Jackson Financial Inc COM CL A(JXN)Stock46817M107$8.8K2290.0%
Ulta Beauty Inc COM(ULTA)Stock90384S303$8.8K220.0%
WEC Energy Group Inc COM(WEC)Stock92939U106$8.9K1100.0%
SS&C Technologies Hldgs Inc COM(SSNC)Stock78467J100$9.0K1710.0%
Wisdomtree Yield Enhanced U.S. Aggregate Bond Fund(AGGY)ETF97717X511$9.0K2180.0%
Plains GP Hldgs L P LTD Partnr INT A(PAGPEUR)Stock72651A207$9.1K5630.0%
Ishares 5-10 Year Investment Grade Corporate Bond ETF(IGIB)ETF464288638$9.1K1880.0%
JPMorgan Short Duration Core Plus ETF(JSCP)ETF46641Q274$9.2K2020.0%
Sentinelone Inc CL A(S)Stock81730H109$9.2K5440.0%
Franklin Elec Inc COM(FELE)Stock353514102$9.2K1030.0%
Illinois Tool WKS Inc COM(ITW)Stock452308109$9.2K400.0%
3D Printing ETF(PRNT)ETF00214Q500$9.3K4560.0%
Spdr Portfolio Corporate Bond ETF(SPBO)ETF78464A144$9.3K3360.0%
Occidental Pete Corp COM(OXY)Stock674599105$9.3K1440.0%
Embraer S.A. Sponsored ADS(EMBJ)ADR29082A107$9.4K6830.0%
SAP SE Spon ADR(SAP)ADR803054204$9.4K730.0%
Genpact Limited SHS(G)StockG3922B107$9.4K2610.0%
Analog Devices Inc COM(ADI)Stock032654105$9.5K540.0%
Sanofi Sponsored ADR(SNY)ADR80105N105$9.6K1790.0%
Truist Finl Corp COM(TFC)Stock89832Q109$9.6K3360.0%
GEN Digital Inc COM(GEN)Stock668771108$9.7K5460.0%
Vaneck Junior Gold Miners ETF(GDXJ)ETF92189F791$9.7K3000.0%
Public SVC Enterprise GRP Inc COM(PEG)Stock744573106$9.7K1700.0%
Ishares Russell Top 200 Growth ETF(IWY)ETF464289438$9.7K630.0%
Caci Intl Inc CL A(CACI)Stock127190304$9.7K310.0%
Ametek Inc COM(AME)Stock031100100$9.8K660.0%
First Trust Buywrite Income ETF(FTHI)ETF33738R308$9.8K4780.0%
Columbia Sportswear Co COM(COLM)Stock198516106$9.8K1320.0%
Teledyne Technologies Inc COM(TDY)Stock879360105$9.8K240.0%
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