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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
Equitrans Midstream Corp COM(ETRNUSD)Stock294600101$1.6K2320.0%
Voya Glbl Eqty DIV & Prem OPP COM(XIGDX)CEF92912T100$1.6K3000.0%
Alcoa Corp COM(AA)Stock013872106$1.6K360.0%
Edgewell Pers Care Co COM(EPC)Stock28035Q102$1.7K430.0%
Everest Group LTD COM(EG)StockG3223R108$1.7K50.0%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$1.7K120.0%
Ebay Inc. COM(EBAY)Stock278642103$1.7K410.0%
Ishares Russell Mid-Cap Growth ETF(IWP)ETF464287481$1.8K210.0%
East West Bancorp Inc COM(EWBC)Stock27579R104$1.8K270.0%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$1.8K70.0%
Materials Select Sector Spdr Fund(XLB)ETF81369Y100$1.9K240.0%
BlackRock LTD Duration Income COM SHS(BLW)CEF09249W101$1.9K1470.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$2.0K340.0%
Canopy Growth Corp COM New(CGC)Stock138035704$2.1K8880.0%
L3harris Technologies Inc COM(LHX)Stock502431109$2.1K100.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$2.1K590.0%
Qualcomm Inc COM(QCOM)Stock747525103$2.1K190.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$2.2K170.0%
CMS Energy Corp COM(CMS)Stock125896100$2.2K350.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$2.3K660.0%
Uniti Group Inc COMREIT91325V108$2.4K4410.0%
First Trust Dorsey Wright International Focus 5 ETF(IFV)ETF33738R886$2.4K1460.0%
Norfolk Southn Corp COM(NSC)Stock655844108$2.5K100.0%
Wisdomtree Cloud Computing Fund(WCLD)ETF97717Y691$2.5K1000.0%
Communication Services Select Sector Spdr Fund(XLC)ETF81369Y852$2.5K530.0%
HP Inc COM(HPQ)Stock40434L105$2.6K950.0%
Zoom Video Communications Inc CL A(ZM)Stock98980L101$2.6K380.0%
Ishares Russell Mid-Cap Value ETF(IWS)ETF464287473$2.6K250.0%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$2.6K300.0%
Hartford Multifactor Developed Markets (Ex-US) ETF(RODM)ETF518416102$2.7K1080.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$2.7K140.0%
Digital Rlty TR Inc COM(DLR)REIT253868103$2.7K270.0%
Quantumscape Corp COM CL A(QS)Stock74767V109$2.7K4820.0%
Trump Media & Technology Group COM(DJT)Stock25400Q105$2.8K1860.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$2.8K180.0%
Ishares U.S. Real Estate ETF(IYR)ETF464287739$2.8K340.0%
Vale S A Sponsored ADS(VALE)ADR91912E105$3.0K1750.0%
Constellation Energy Corp COM(CEG)Stock21037T109$3.1K360.0%
Southwest Airls Co COM(LUV)Stock844741108$3.2K950.0%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$3.2K1550.0%
Moderna Inc COM(MRNA)Stock60770K107$3.2K180.0%
Enbridge Inc COM(ENB)Stock29250N105$3.2K830.0%
Netapp Inc COM(NTAP)Stock64110D104$3.4K560.0%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$3.4K250.0%
Generac Hldgs Inc COM(GNRC)Stock368736104$3.4K340.0%
Totalenergies SE Sponsored ADS(TTEN)ADR89151E109$3.5K560.0%
EOG RES Inc COM(EOG)Stock26875P101$3.6K280.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$3.7K180.0%
Boston Scientific Corp COM(BSX)Stock101137107$3.7K800.0%
United Airls Hldgs Inc COM(UAL)Stock910047109$3.8K1000.0%
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