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WR Wealth Planners, LLC

Q4 2022 Holdings

Filed 2024-10-10 | 505 holdings | $162.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Servicenow Inc COM(NOW)Stock81762P102$38810.0%
United States Copper Index Fund(CPER)ETF911718104$393170.0%
Ishares Virtual Work and Life Multisector ETFETF46436E585$404300.0%
Alaska AIR Group Inc COM(ALK)Stock011659109$429100.0%
Genworth Finl Inc COM SHS(GNW)Stock37247D106$476900.0%
Exelixis Inc COM(EXEL)Stock30161Q104$481300.0%
Ishares 1-3 Year Treasury Bond ETF(SHY)ETF464287457$48760.0%
Wabtec COM(WAB)Stock929740108$50250.0%
Orion Office REIT Inc COM(ONL)REIT68629Y103$502590.0%
Ishares Russell Top 200 Value ETF(IWX)ETF464289420$52080.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$52970.0%
Arconic Corporation COM(ARNC1EUR)Stock03966V107$571270.0%
Alset Inc COM(AEI)Stock02115D208$5822530.0%
Snap Inc CL A(SNAP)Stock83304A106$591660.0%
Xpeng Inc ADS(XPEV)ADR98422D105$646650.0%
Mastercard Incorporated CL A(MA)Stock57636Q104$69520.0%
Ishares Select Dividend ETF(DVY)ETF464287168$72460.0%
Ammo Inc COM(POWW)Stock00175J107$7584380.0%
Chargepoint Holdings Inc COM CL AStock15961R105$762800.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$85740.0%
First Trust DOW Jones Internet Index Fund(FDN)ETF33733E302$86270.0%
Transocean LTD Registered SHS(RIG)StockH8817H100$9802150.0%
Aurora Cannabis Inc COM(ACB)Stock05156X850$1.0K1,0840.0%
Kyndryl Hldgs Inc Common Stock(KD)Stock50155Q100$1.0K900.0%
Equinor ASA Sponsored ADR(EQNR)ADR29446M102$1.0K280.0%
Patterson-Uti Energy Inc COM(PTEN)Stock703481101$1.0K600.0%
First Solar Inc COM(FSLR)Stock336433107$1.0K70.0%
Ishares Russell 2000 Growth ETF(IWO)ETF464287648$1.1K50.0%
Global X Hydrogen ETF(HYDR)ETF37960A420$1.1K1000.0%
Ishares Msci Agriculture Producers ETF(VEGI)ETF464286350$1.1K260.0%
Ishares Msci Eafe Small-Cap ETF(SCZ)ETF464288273$1.1K200.0%
Extra Space Storage Inc COM(EXR)REIT30225T102$1.2K80.0%
Carnival Corp Paired CTF(CCL)Stock143658300$1.2K1460.0%
LAS Vegas Sands Corp COM(LVS)Stock517834107$1.2K250.0%
Embecta Corp Common Stock(EMBC)Stock29082K105$1.2K480.0%
American Tower Corp New COM(AMT)REIT03027X100$1.3K60.0%
Blink Charging Co COM(BLNK)Stock09354A100$1.3K1200.0%
Texas Instrs Inc COM(TXN)Stock882508104$1.3K80.0%
Direxion Moonshot Innovators ETF(MOON)ETF25460G732$1.4K1300.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$1.4K210.0%
Shopify Inc CL A(SHOP)Stock82509L107$1.4K400.0%
Championx Corporation COM(APY1EUR)Stock15872M104$1.5K500.0%
Lockheed Martin Corp COM(LMT)Stock539830109$1.5K30.0%
Teladoc Health Inc COM(TDOC)Stock87918A105$1.5K620.0%
Luminar Technologies Inc COM CL AStock550424105$1.5K3000.0%
Energizer Hldgs Inc New COM(ENR)Stock29272W109$1.5K440.0%
Relx PLC Sponsored ADR(RELX)ADR759530108$1.5K540.0%
Anheuser Busch Inbev SA Sponsored ADR(BUD)ADR03524A108$1.5K250.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$1.5K950.0%
AIR Prods & Chems Inc COM(APD)Stock009158106$1.5K50.0%
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