IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

WR Wealth Planners, LLC

Q3 2022 Holdings

Filed 2024-10-10 | 523 holdings | $142.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Aurora Cannabis Inc COM(ACB)Stock05156X850$1.0K8240.0%
Carnival Corp Paired CTF(CCL)Stock143658300$1.0K1460.0%
Shopify Inc CL A(SHOP)Stock82509L107$1.1K400.0%
Energizer Hldgs Inc New COM(ENR)Stock29272W109$1.1K440.0%
Global X Hydrogen ETF(HYDR)ETF37960A420$1.1K1000.0%
Anheuser Busch Inbev SA Sponsored ADR(BUD)ADR03524A108$1.1K250.0%
Hewlett Packard Enterprise Co COM(HPE)Stock42824C109$1.1K950.0%
Lockheed Martin Corp COM(LMT)Stock539830109$1.2K30.0%
AIR Prods & Chems Inc COM(APD)Stock009158106$1.2K50.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$1.2K210.0%
Chargepoint Holdings Inc COM CL AStock15961R105$1.2K800.0%
Alcoa Corp COM(AA)Stock013872106$1.2K360.0%
Texas Instrs Inc COM(TXN)Stock882508104$1.2K80.0%
Ammo Inc COM(POWW)Stock00175J107$1.3K4380.0%
American Tower Corp New COM(AMT)REIT03027X100$1.3K60.0%
Everest Group LTD COM(EG)StockG3223R108$1.3K50.0%
Relx PLC Sponsored ADR(RELX)ADR759530108$1.3K540.0%
Alliancebernstein Hldg L P Unit LTD Partn(AB)Stock01881G106$1.3K380.0%
Extra Space Storage Inc COM(EXR)REIT30225T102$1.4K80.0%
Embecta Corp Common Stock(EMBC)Stock29082K105$1.4K480.0%
Alset Inc COM(AEI)Stock02115D208$1.4K5,4750.0%
Voya Glbl Eqty DIV & Prem OPP COM(XIGDX)CEF92912T100$1.5K3000.0%
Ebay Inc. COM(EBAY)Stock278642103$1.5K410.0%
Edgewell Pers Care Co COM(EPC)Stock28035Q102$1.6K430.0%
Materials Select Sector Spdr Fund(XLB)ETF81369Y100$1.6K240.0%
Direxion Moonshot Innovators ETF(MOON)ETF25460G732$1.7K1300.0%
Teladoc Health Inc COM(TDOC)Stock87918A105$1.7K670.0%
Equitrans Midstream Corp COM(ETRNUSD)Stock294600101$1.7K2320.0%
BlackRock LTD Duration Income COM SHS(BLW)CEF09249W101$1.7K1440.0%
Ishares Expanded Tech-Software Sector ETF(IGV)ETF464287515$1.8K70.0%
East West Bancorp Inc COM(EWBC)Stock27579R104$1.8K270.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$1.9K660.0%
Ishares Msci Agriculture Producers ETF(VEGI)ETF464286350$2.0K500.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$2.0K340.0%
Sofi Technologies Inc COM(SOFI)Stock83406F102$2.0K4120.0%
CMS Energy Corp COM(CMS)Stock125896100$2.0K350.0%
L3harris Technologies Inc COM(LHX)Stock502431109$2.1K100.0%
Norfolk Southn Corp COM(NSC)Stock655844108$2.1K100.0%
Blink Charging Co COM(BLNK)Stock09354A100$2.1K1200.0%
Moderna Inc COM(MRNA)Stock60770K107$2.1K180.0%
Luminar Technologies Inc COM CL AStock550424105$2.2K3000.0%
Avantis International Equity ETF(AVDE)ETF025072703$2.3K500.0%
Southwest Airls Co COM(LUV)Stock844741108$2.3K750.0%
Vale S A Sponsored ADS(VALE)ADR91912E105$2.3K1750.0%
First Trust Dorsey Wright International Focus 5 ETF(IFV)ETF33738R886$2.3K1450.0%
Hartford Multifactor Developed Markets (Ex-US) ETF(RODM)ETF518416102$2.3K1080.0%
HP Inc COM(HPQ)Stock40434L105$2.4K950.0%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$2.4K300.0%
Consumer Discretionary Select Sector Spdr Fund(XLY)ETF81369Y407$2.4K170.0%
Canopy Growth Corp COM New(CGC)Stock138035704$2.4K8880.0%
PreviousPage 3 of 11Next