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CIK: 0002031978
Total reported value
$311.0M
$311.0M
1179 檔
34.0%
As reported in its official Q1 2024 Form 13F filing, WR Wealth Planners, LLC's tracked investment portfolio stood at $311.0M with 1179 total positions.
During Q1 2024, WR Wealth Planners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1179 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.13% | — | +54.90% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 8.19% | — | +6.68% | |
| 3 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 7.18% | — | +37.56% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.34% | — | +2.79% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 4.00% | — | -1.05% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.87% | — | +51.10% | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 2.79% | — | +190.45% | |
| 8 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 2.41% | — | — | |
| 9 | CGDV | Cap Group Dividend Value | ETF-Other | 2.20% | — | +291.99% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.12% | — | -28.43% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.01% | — | -0.00% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.96% | — | -10.76% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.92% | — | +2.00% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.60% | — | +571.00% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | — | +2.56% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.19% | — | +1.23% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.18% | — | -2.02% | |
| 18 | CGBL | Cap Group Core Balanced | ETF-Other | 1.15% | — | +146.19% | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.09% | — | +3.35% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | — | -34.56% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.93% | — | -22.72% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.92% | — | +2.67% | |
| 23 | DE | Deere & Co | Stock-Industrials | 0.89% | — | +0.37% | |
| 24 | CGGO | Cap Group Global Growth | ETF-Other | 0.72% | — | +333.99% | |
| 25 | GCOW | Pacer Global Cash Cows Divid | ETF-Other | 0.72% | — | +40.98% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.67% | — | -12.76% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | — | +8.36% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | — | +2.23% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.57% | — | -37.03% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | — | +202.06% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | — | +2.33% | |
| 32 | COM | Direxion Auspice Brd Cmdty | ETF-Other | 0.54% | — | -48.09% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.53% | — | -7.97% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.51% | — | -38.54% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | — | +0.65% | |
| 36 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.48% | — | -80.40% | |
| 37 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.47% | — | +5.58% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | +3.83% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | — | +3.66% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.39% | — | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | — | +3.26% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | — | +2.97% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | — | +2.75% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | — | -2.02% | |
| 45 | REFR | Research Frontiers Inc | Stock-Other | 0.35% | — | -6.72% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.34% | — | +0.34% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | — | +5.79% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.32% | — | -57.54% | |
| 49 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.31% | — | -20.05% | |
| 50 | ALL | Allstate CORP | Stock-Financials | 0.30% | — | +4.02% |
According to official SEC Form 13F filings, WR Wealth Planners, LLC reported a total U.S. public equity portfolio value of $311.0M across 1179 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, COWZ, GBIL) accounted for 34.0% of total reported equity market value during Q1 2024.
During Q1 2024, WR Wealth Planners, LLC's top holdings by market value included SPY (9.1%)、COWZ (8.2%)、GBIL (7.2%). The largest single position, SPY, represented 9.1% of total portfolio value.
In Q1 2024, WR Wealth Planners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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