WW
| |
WR Wealth Planners, LLC13F | |
| WR Wealth Planners, LLC | |
| Last update 2025-02-05 | 1104 Stocks (69 new) |
| Value $311.00 Mil | Turnover 3 % |
WR Wealth Planners, LLC Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 56,913 | 33,355.3 | +3.68% | 10.720 | +0.38% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 256,747 | 25,654.2 | -10.01% | 8.250 | -0.80% | 0.440 | +0.99% | +2.18% | 6,377.4 | ||
COWZ | Pacer US Cash Cows 100 ETF | 445,126 | 25,140.7 | +4.06% | 8.080 | +0.32% | 0.100 | +11.37% | -0.56% | 20,494.6 | ||
AVDE | Avantis International Equity ETF | 264,535 | 16,234.5 | +6.85% | 5.220 | +0.33% | 0.300 | +13.05% | +22.08% | 7,437.6 | ||
AVUS | Avantis U.S. Equity ETF | 150,382 | 14,576.6 | +2.43% | 4.690 | +0.11% | 0.190 | +18.90% | +6.42% | 8,878.4 | ||
QQQ | INVESCO QQQ Trust | 20,163 | 10,307.8 | -20.75% | 3.310 | -0.72% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
AVSF | Avantis Short-Term Fixed Income ETF | 185,753 | 8,570.6 | +5.27% | 2.760 | +0.14% | 1.460 | +1.68% | +3.72% | 606.6 | ||
AAPL | Apple Inc | 34,133 | 8,547.7 | -4.97% | 2.750 | -0.12% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AMZN | Amazon.com Inc | 34,212 | 7,505.8 | -0.63% | 2.410 | -0.01% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
GLDM | SPDR Gold MiniShares Trust | 133,029 | 6,916.2 | +1.73% | 2.220 | +0.04% | 0.070 | +0.81% | +27.54% | 16,037.6 |
WR Wealth Planners, LLC's Historical Top Holdings Breakdowns
WR Wealth Planners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CGGR | Capital Group Growth ETF | 2024-12-31 | Reduce Reduce | -1.44% | 34.49 ($36.77) 39.24 | $41.30 | 12.32% | Reduce -56.33% | 114,882 | -148,205 | |
CGDV | Capital Group Dividend Value ETF | 2024-12-31 | Reduce Reduce | -1.25% | 35.16 ($36.39) 37.12 | $40.63 | 11.65% | Reduce -59.45% | 84,503 | -123,901 | |
GBIL |
Goldman Sachs Access Treasury 0-1 Year ETF
Goldman Sachs Access Treasury 0-1 Year ETF
| 2024-12-31 | Reduce Reduce | -0.80% | 99.85 ($100.03) 100.22 | $100.04 | 0.01% | Reduce -10.01% | 256,747 | -28,559 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2024-12-31 | Reduce Reduce | -0.75% | 66.77 ($69.35) 71.52 | $73.84 | 6.47% | Reduce -50.55% | 38,934 | -39,805 | |
QQQ | INVESCO QQQ Trust | 2024-12-31 | Reduce Reduce | -0.72% | 481.59 ($506.19) 538.17 | $561.26 | 10.88% | Reduce -20.75% | 20,163 | -5,278 | |
IVV | iShares Core S&P 500 ETF | 2024-12-31 | Reduce Reduce | -0.72% | 570.51 ($592.23) 610.83 | $630.67 | 6.49% | Reduce -61.87% | 2,779 | -4,510 | |
CGBL | Capital Group Core Balanced ETF | 2024-12-31 | Reduce Reduce | -0.69% | 30.93 ($31.57) 32.43 | $33.67 | 6.65% | Reduce -63.96% | 45,085 | -80,005 | |
ESGU | iShares MSCI USA ESG Optimized ETF | 2024-12-31 | Reduce Reduce | -0.43% | 124.61 ($129.62) 134.05 | $137.06 | 5.74% | Reduce -54.66% | 10,040 | -12,104 | |
CGGO |
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
| 2024-12-31 | Reduce Reduce | -0.40% | 29.22 ($29.99) 30.67 | $32.21 | 7.40% | Reduce -60.9% | 30,094 | -46,867 | |
NVDA | NVIDIA Corp | 2024-12-31 | Reduce Reduce | -0.40% | 118.85 ($138.16) 148.88 | $172.41 | 24.79% | Reduce -37.24% | 20,068 | -11,910 |
WR Wealth Planners, LLC Total Holding History ($B)
WR Wealth Planners, LLC's Asset Allocation
WR Wealth Planners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WR Wealth Planners, LLC's Hypothetical Growth since 2024-12-31
WR Wealth Planners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WR Wealth Planners, LLC's Holdings Heat Map
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WR Wealth Planners, LLC's Holdings Bubble Chart
WR Wealth Planners, LLC News
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