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WR Wealth Planners, LLC

Q3 2022 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Pitney Bowes Inc COM(PBI)Stock724479100$2.5K1,0540.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$2.5K140.0%
Communication Services Select Sector Spdr Fund(XLC)ETF81369Y852$2.5K530.0%
Totalenergies SE Sponsored ADS(TTEN)ADR89151E109$2.6K560.0%
Digital Rlty TR Inc COM(DLR)REIT253868103$2.7K270.0%
PNC Finl Svcs Group Inc COM(PNC)Stock693475105$2.7K180.0%
Unilever PLC Spon ADR NewADR904767704$2.9K650.0%
National Fuel Gas Co COM(NFG)Stock636180101$2.9K470.0%
Edwards Lifesciences Corp COM(EW)Stock28176E108$3.0K360.0%
Uniti Group Inc COMREIT91325V108$3.0K4290.0%
Constellation Energy Corp COM(CEG)Stock21037T109$3.0K360.0%
Zoom Video Communications Inc CL A(ZM)Stock98980L101$3.0K410.0%
KLA Corp COM New(KLAC)Stock482480100$3.0K100.0%
Health Care Select Sector Spdr Fund(XLV)ETF81369Y209$3.0K250.0%
Enbridge Inc COM(ENB)Stock29250N105$3.1K830.0%
Boston Scientific Corp COM(BSX)Stock101137107$3.1K800.0%
Trump Media & Technology Group COM(DJT)Stock25400Q105$3.1K1860.0%
EOG RES Inc COM(EOG)Stock26875P101$3.1K280.0%
Otis Worldwide Corp COM(OTIS)Stock68902V107$3.2K500.0%
United Airls Hldgs Inc COM(UAL)Stock910047109$3.3K1000.0%
Chubb Limited COM(CB)StockH1467J104$3.3K180.0%
Trinity Inds Inc COM(TRN)Stock896522109$3.3K1560.0%
Vanguard Mid-Cap ETF(VO)ETF922908629$3.4K180.0%
Howmet Aerospace Inc COM(HWM)Stock443201108$3.4K1100.0%
Equinix Inc COM(EQIX)REIT29444U700$3.4K60.0%
Gaming & Leisure Pptys Inc COM(GLPI)REIT36467J108$3.5K780.0%
Netapp Inc COM(NTAP)Stock64110D104$3.5K560.0%
Ishares Russell Top 200 Growth ETF(IWY)ETF464289438$3.5K290.0%
Cass Information SYS Inc COM(CASS)Stock14808P109$3.5K1020.0%
BP PLC Sponsored ADR(BP)ADR055622104$3.6K1270.0%
Cheniere Energy Inc COM New(LNG)Stock16411R208$3.7K220.0%
Community Health SYS Inc New COM(CYH)Stock203668108$3.8K1,7580.0%
Delta AIR Lines Inc del COM New(DAL)Stock247361702$3.8K1350.0%
Ishares Russell 1000 ETF(IWB)ETF464287622$3.8K190.0%
Coinbase Global Inc COM CL A(COIN)Stock19260Q107$3.8K590.0%
Industrial Select Sector Spdr Fund(XLI)ETF81369Y704$3.9K470.0%
Sempra COM(SRE)Stock816851109$3.9K260.0%
Costco Whsl Corp New COM(COST)Stock22160K105$3.9K80.0%
Ishares U.S. Energy ETF(IYE)ETF464287796$4.0K1010.0%
First Trust Water ETF(FIW)ETF33733B100$4.0K550.0%
Archer Daniels Midland Co COM(ADM)Stock039483102$4.0K500.0%
US Bancorp del COM New(USB)Stock902973304$4.0K1000.0%
Exelon Corp COM(EXC)Stock30161N101$4.0K1080.0%
Ishares JP Morgan USD Emerging Markets Bond ETF(EMB)ETF464288281$4.0K510.0%
British Amern TOB PLC Sponsored ADR(BMTA)ADR110448107$4.1K1150.0%
Royal Caribbean Group COM(RCL)StockV7780T103$4.1K1080.0%
Ishares U.S. Tech Breakthrough Multisector ETF(TECB)ETF46436E502$4.2K1610.0%
Light & Wonder Inc COM(LNWO)Stock80874P109$4.3K1000.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$4.3K190.0%
Quantumscape Corp COM CL A(QS)Stock74767V109$4.3K5120.0%
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