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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
Upstart Hldgs Inc COM(UPST)Stock91680M107$63.8K4,8290.0%
Chevron Corp New COM(CVX)Stock166764100$67.0K3730.0%
Ishares Core Dividend Growth ETF(DGRO)ETF46434V621$71.4K1,4280.0%
Ishares S&P Small-Cap 600 Value ETF(IJS)ETF464287879$74.2K8130.0%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$74.4K6870.0%
International Business Machs COM(IBM)Stock459200101$75.6K5370.0%
Mcdonalds Corp COM(MCD)Stock580135101$76.1K2890.0%
YUM Brands Inc COM(YUM)Stock988498101$76.6K5980.0%
Pacer Trendpilot US Large Cap ETF(PTLC)ETF69374H105$78.5K2,0950.0%
Tyson Foods Inc CL A(TSN)Stock902494103$80.4K1,2910.0%
The Cigna Group COM(CI)Stock125523100$80.8K2440.0%
Snowflake Inc CL A(SNOW)Stock833445109$82.1K5720.1%
Vanguard S&P 500 ETF(VOO)ETF922908363$82.5K2350.1%
First Busey Corp COM New(BUSE)Stock319383204$92.0K3,7200.1%
Plug Power Inc COM New(PLUG)Stock72919P202$94.3K7,6230.1%
DOW Inc COM(DOW)Stock260557103$96.3K1,9110.1%
BlackRock Inc COM(BLK)Stock09290D101$96.6K1360.1%
Sprott Physical Silver TR TR Unit(PSLV/U)CEF85207K107$99.6K12,0850.1%
Growgeneration Corp COM(GRWG)Stock39986L109$100.1K25,5230.1%
Conocophillips COM(COP)Stock20825C104$103.1K8740.1%
Corteva Inc COM(CTVA)Stock22052L104$104.5K1,7790.1%
Abbvie Inc COM(ABBV)Stock00287Y109$107.5K6650.1%
Docusign Inc COM(DOCU)Stock256163106$109.8K1,9820.1%
Idexx Labs Inc COM(IDXX)Stock45168D104$111.8K2740.1%
Trex Co Inc COM(TREX)Stock89531P105$114.2K2,6980.1%
Avantis Emerging Markets Equity ETF(AVEM)ETF025072604$118.0K2,3390.1%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$118.5K1,6470.1%
MGM Resorts International COM(MGM)Stock552953101$118.9K3,5450.1%
Paypal Hldgs Inc COM(PYPL)Stock70450Y103$119.7K1,6800.1%
Dupont de Nemours Inc COM(DD)Stock26614N102$123.6K1,8010.1%
Wolfspeed Inc COM(WOLF*)Stock977852102$125.2K1,8130.1%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$125.8K4740.1%
Ishares Core S&P Total U.S. Stock Market ETF(ITOT)ETF464287150$127.5K1,5030.1%
Ishares Core Msci Eafe ETF(IEFA)ETF46432F842$127.6K2,0700.1%
Ishares 20 Year Treasury Bond ETF(TLT)ETF464287432$129.4K1,3000.1%
Wisdomtree Emerging Markets Ex-State-Owned Enterprises Fund(XSOE)ETF97717X578$132.6K4,9700.1%
Franco NEV Corp COM(FNV)Stock351858105$137.2K1,0050.1%
Capital Group Dividend Value ETF(CGDV)ETF14020W106$144.4K6,1220.1%
Oreilly Automotive Inc COM(ORLY)Stock67103H107$153.6K1820.1%
Haleon PLC Spon ADS(HLN)ADR405552100$160.7K20,0840.1%
Ishares Convertible Bond ETF(ICVT)ETF46435G102$173.3K2,4950.1%
Ishares 10-20 Year Treasury Bond ETF(TLH)ETF464288653$177.7K1,6430.1%
Aptiv PLC SHS(APTV)StockG6095L109$199.5K2,1420.1%
Ameren Corp COM(AEE)Stock023608102$203.3K2,2860.1%
Topbuild Corp COM(BLD)Stock89055F103$210.5K1,3450.1%
Xylem Inc COM(XYL)Stock98419M100$211.9K1,9160.1%
Schwab US Tips ETF(SCHP)ETF808524870$212.7K4,1070.1%
Capital Group Core Plus Income ETF(CGCP)ETF14020Y102$218.7K9,8160.1%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$222.7K2,5460.1%
Owens Corning New COM(OC)Stock690742101$226.0K2,6490.1%
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