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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
Gamestop Corp New CL A(GME)Stock36467W109$6.6K3600.0%
Chipotle Mexican Grill Inc COM(CMG)Stock169656105$6.9K50.0%
Invesco High Yield Equity Dividend Achievers ETF(PEY)ETF46137V563$7.0K3360.0%
United Therapeutics Corp del COM(UTHR)Stock91307C102$7.0K250.0%
Huntington Bancshares Inc COM(HBAN)Stock446150104$7.0K4960.0%
Mohawk Inds Inc COM(MHK)Stock608190104$7.2K700.0%
Northwest NAT Hldg Co COM(NWN)Stock66765N105$7.2K1510.0%
Ishares U.S. Healthcare Providers ETF(IHF)ETF464288828$7.2K270.0%
Morgan Stanley COM New(MS)Stock617446448$7.3K860.0%
Federated Hermes Inc CL B(FHI)Stock314211103$7.4K2030.0%
BlackRock TAX Municpal BD TR SHS(BBN)CEF09248X100$7.5K4430.0%
CVS Health Corp COM(CVS)Stock126650100$7.5K810.0%
Community Health SYS Inc New COM(CYH)Stock203668108$7.6K1,7580.0%
Spdr Portfolio Short Term Corporate Bond ETF(SPSB)ETF78464A474$7.8K2650.0%
Halliburton Co COM(HAL)Stock406216101$7.9K2000.0%
T-Mobile US Inc COM(TMUS)Stock872590104$8.0K570.0%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$8.0K1220.0%
Lyondellbasell Industries N V SHS - A -(LYB)StockN53745100$8.1K970.0%
Technology Select Sector Spdr Fund(XLK)ETF81369Y803$8.1K650.0%
General MLS Inc COM(GIS)Stock370334104$8.1K970.0%
Carrier Global Corporation COM(CARR)Stock14448C104$8.3K2000.0%
Chemours Co COM(CC)Stock163851108$8.3K2690.0%
GE Aerospace COM New(GE)Stock369604301$8.4K1000.0%
Block Inc CL A(XYZ)Stock852234103$8.4K1340.0%
Darden Restaurants Inc COM(DRI)Stock237194105$8.4K610.0%
U.S. Global Jets ETF(JETS)ETF26922A842$8.6K5050.0%
Abrdn Physical Palladium Shares ETF(PALL)ETF003262102$9.1K550.0%
Coupa Software Inc COM(COUPEUR)Stock22266L106$9.1K1150.0%
Sprott Physical Gold & Silver TR Unit(CEF/U)CEF85208R101$9.1K5080.0%
Koninklijke Philips N V NY Regis SHS New(PHG)ADR500472303$9.1K6090.0%
3D Printing ETF(PRNT)ETF00214Q500$9.3K4560.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$9.4K1060.0%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$9.5K1400.0%
Ishares Core S&P Mid-Cap ETF(IJH)ETF464287507$9.7K400.0%
Norwegian Cruise Line Hldg LTD SHS(NCLH)StockG66721104$9.7K7920.0%
Direxion Daily Msci Real EST Bear 3X ETF(DRVUSD)ETF25460E141$9.7K1800.0%
Northrop Grumman Corp COM(NOC)Stock666807102$9.8K180.0%
Capital Group Core Equity ETF(CGUS)ETF14020V108$9.8K4380.0%
Invesco Preferred ETF(PGX)ETF46138E511$9.9K8880.0%
UMB Finl Corp COM(UMBF)Stock902788108$9.9K1190.0%
Kimco Rlty Corp COM(KIM)REIT49446R109$10.0K4710.0%
Global X U.S. Infrastructure Development ETF(PAVE)ETF37954Y673$10.1K3830.0%
Block H & R Inc COM(HRB)Stock093671105$10.2K2780.0%
Proshares Ultrapro QQQ(TQQQ)ETF74347X831$10.3K5930.0%
WEC Energy Group Inc COM(WEC)Stock92939U106$10.3K1100.0%
Columbia Multi-Sector Municipal Income ETF(MUST)ETF19761L607$10.6K5250.0%
Tesla Inc COM(TSLA)Stock88160R101$10.7K870.0%
Ishares Cohen & Steers REIT ETF(ICF)ETF464287564$11.0K2000.0%
Vanguard Mega Cap ETF(MGC)ETF921910873$11.0K830.0%
Ansys Inc COM(AKX)Stock03662Q105$11.4K470.0%
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