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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
KLA Corp COM New(KLAC)Stock482480100$3.8K100.0%
Costco Whsl Corp New COM(COST)Stock22160K105$3.8K80.0%
Ishares Russell Top 200 Growth ETF(IWY)ETF464289438$3.9K320.0%
Otis Worldwide Corp COM(OTIS)Stock68902V107$3.9K500.0%
Equinix Inc COM(EQIX)REIT29444U700$3.9K60.0%
Chubb Limited COM(CB)StockH1467J104$4.0K180.0%
Sempra COM(SRE)Stock816851109$4.0K260.0%
Pitney Bowes Inc COM(PBI)Stock724479100$4.1K1,0670.0%
Gaming & Leisure Pptys Inc COM(GLPI)REIT36467J108$4.1K780.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$4.1K190.0%
Proshares Bitcoin Strategy ETF(BITO)ETF74347G440$4.2K4060.0%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$4.3K510.0%
Howmet Aerospace Inc COM(HWM)Stock443201108$4.3K1100.0%
US Bancorp del COM New(USB)Stock902973304$4.4K1000.0%
Ishares U.S. Tech Breakthrough Multisector ETF(TECB)ETF46436E502$4.4K1610.0%
First Trust Water ETF(FIW)ETF33733B100$4.4K550.0%
Spdr Portfolio Long Term Treasury ETF(SPTL)ETF78464A664$4.5K1540.0%
BP PLC Sponsored ADR(BP)ADR055622104$4.5K1290.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$4.5K190.0%
British Amern TOB PLC Sponsored ADR(BMTA)ADR110448107$4.6K1150.0%
Trinity Inds Inc COM(TRN)Stock896522109$4.6K1560.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$4.6K470.0%
Archer Daniels Midland Co COM(ADM)Stock039483102$4.6K500.0%
Exelon Corp COM(EXC)Stock30161N101$4.7K1080.0%
Cass Information SYS Inc COM(CASS)Stock14808P109$4.7K1020.0%
Ishares U.S. Energy ETF(IYE)ETF464287796$4.7K1010.0%
TC Energy Corp COM(TRP)Stock87807B107$4.8K1200.0%
Draftkings Inc New COM CL A(DKNG)Stock26142V105$4.9K4260.0%
Dimensional U.S. Targeted Value ETF(DFAT)ETF25434V609$4.9K1110.0%
Micron Technology Inc COM(MU)Stock595112103$5.0K1000.0%
Southern Co COM(SO)Stock842587107$5.0K700.0%
Fedex Corp COM(FDX)Stock31428X106$5.3K310.0%
Royal Caribbean Group COM(RCL)StockV7780T103$5.3K1080.0%
Financial Select Sector Spdr Fund(XLF)ETF81369Y605$5.5K1600.0%
AMC Entmt Hldgs Inc CL A New(AMC)Stock00165C302$5.5K1,3540.0%
AES Corp COM(AES)Stock00130H105$5.6K1950.0%
First Trust Dorsey Wright Focus 5 ETF(FV)ETF33738R605$5.7K1220.0%
Spdr S&P Oil & Gas Exploration & Production ETF(XOP)ETF78468R556$5.7K420.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$5.7K520.0%
Direxion Daily S&P 500 Bull 3X Shares(SPXL)ETF25459W862$5.8K930.0%
Light & Wonder Inc COM(LNWO)Stock80874P109$5.9K1000.0%
Penn Entertainment Inc COM(PENN)Stock707569109$5.9K1980.0%
Lumen Technologies Inc COM(LUMN)Stock550241103$5.9K1,1390.0%
Microchip Technology Inc. COM(MCHP)Stock595017104$6.3K900.0%
Devon Energy Corp New COM(DVN)Stock25179M103$6.4K1050.0%
Sentinelone Inc CL A(S)Stock81730H109$6.5K4440.0%
Vici Pptys Inc COM(VICI)REIT925652109$6.5K2000.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)ADR874039100$6.5K870.0%
Crown Castle Inc COM(CCI)REIT22822V101$6.5K480.0%
Synchrony Financial COM(SYF)Stock87165B103$6.6K2000.0%
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