WW

WR Wealth Planners, LLC

13F
WR Wealth Planners, LLC
Last update 2024-10-17 1138 Stocks (78 new)
Value $360.00 Mil Turnover 9 %
Countries:
Top Holdings: SPY(8.76%)GBIL(7.96%)COWZ(6.88%)AVDE(4.62%)AVUS(3.89%)
Portfolio Report
Summary Stock Picks Current Portfolio
WR Wealth Planners, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
54,895
31496.360
-0.74%
8.760
-0.07%
0.010
+11.46%
+21.32%
596439.718
 
GBIL 		Goldman Sachs Access Treasury 0-1 Year ETF
285,306
28613.300
+12.39%
7.960
+0.88%
0.510
+0.02%
+0.15%
5712.799
 
COWZ 		Pacer US Cash Cows 100 ETF
427,750
24736.760
-5.07%
6.880
-0.38%
0.100
+7.94%
+11.71%
25436.140
 
AVDE 		Avantis International Equity ETF
247,569
16594.520
+27.08%
4.620
+0.98%
0.310
+7.69%
+7.08%
5128.268
 
AVUS 		Avantis U.S. Equity ETF
146,818
13969.720
+1.27%
3.890
+0.05%
0.190
+11.37%
+17.82%
7312.651
 
QQQ 		INVESCO QQQ Trust
25,441
12417.060
+13.64%
3.450
+0.41%
0.000
+13.06%
+20.19%
297491.725
 
CGGR 		Capital Group Growth ETF
263,087
9152.800
-11.49%
2.550
-0.34%
0.120
+15.24%
+25.36%
7578.786
 
AAPL 		Apple Inc
35,920
8369.270
-0.85%
2.330
-0.02%
0.000
+6.90%
+16.50%
3377630.651
Hardware
AVSF 		Avantis Short-Term Fixed Income ETF
176,453
8316.210
+5.81%
2.310
+0.13%
1.940
-0.65%
+0.01%
422.289
 
CGDV 		Capital Group Dividend Value ETF
208,404
7594.240
-5.03%
2.110
-0.11%
-
+8.64%
+20.88%
8213.141
 

WR Wealth Planners, LLC's Historical Top Holdings Breakdowns

WR Wealth Planners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QGRO 		American Century U.S. Quality Growth ETF2024-09-30New Buy
+1.00%
●
80.24 ($86.75) 91.11
$93.97
8.32%
New holding
39,390
39,390
AVDE 		Avantis International Equity ETF2024-09-30Add
+0.98%
●
60.09 ($64.27) 67.66
$64.71
0.68%
Add 27.08%
247,569
52,759
GBIL 		Goldman Sachs Access Treasury 0-1 Year ETF2024-09-30Add
+0.88%
●
99.7 ($100.02) 100.3
$99.89
-0.13%
Add 12.39%
285,306
31,453
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+0.86%
●
46.9 ($49.65) 51.96
$26.14
-47.35%
Add 7760.26%
60,917
60,142
GCOW 		Pacer Global Cash Cows Dividend ETF2024-09-30Reduce
-0.78%
●
33.88 ($35.31) 36.77
$35.46
0.42%
Reduce -99.01%
760
-75,688
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Reduce
-0.67%
●
60.84 ($65.03) 67.51
$67.82
4.29%
Reduce -30.47%
78,739
-34,498
JAAA 		Janus Henderson AAA CLO ETF2024-09-30New Buy
+0.51%
●
50.52 ($50.76) 50.95
$50.68
-0.16%
New holding
35,924
35,924
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30Reduce
-0.46%
●
50.25 ($50.53) 50.74
$50.41
-0.24%
Reduce -59.3%
20,424
-29,755
IVW 		iShares S&P 500 Growth ETF2024-09-30Add
+0.46%
●
84.77 ($92.32) 97.13
$96.83
4.89%
Add 504.58%
20,610
17,201
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.41%
●
434.77 ($473.23) 502.96
$492.21
4.01%
Add 13.64%
25,441
3,053

WR Wealth Planners, LLC Total Holding History ($B)

To

WR Wealth Planners, LLC's Asset Allocation

To

WR Wealth Planners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WR Wealth Planners, LLC's Hypothetical Growth since 2024-09-30

WR Wealth Planners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WR Wealth Planners, LLC's Holdings Heat Map

Size field:

WR Wealth Planners, LLC's Holdings Bubble Chart

WR Wealth Planners, LLC News

  • 1

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