Wr Wealth Planners, LLC
CIK Number: 0002031978
311.03M
Market Value
1,040
# of Holdings
7 months
Avg. Holding Period
35.84%
Win Rate
31.13%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 56.91K | +3.68% | 33.36M | 469.68 | 10.72% |
| 2 | GBIL | Goldman Sachs A... | 99.98 | -0.01% | 256.75K | -10.01% | 25.65M | 99.9 | 8.25% |
| 3 | COWZ | Pacer US Cash C... | 55.16 | +0.63% | 445.13K | +4.06% | 25.14M | 49.25 | 8.08% |
| 4 | AVDE | Avantis Interna... | 73.91 | +0.32% | 264.54K | +6.85% | 16.23M | 58.15 | 5.22% |
| 5 | AVUS | Avantis U.S. Eq... | 98.38 | +0.95% | 150.38K | +2.43% | 14.58M | 76.32 | 4.69% |
| 6 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 20.16K | -20.75% | 10.31M | 404.17 | 3.31% |
| 7 | AVSF | Avantis Short-T... | 46.67 | +0.02% | 185.75K | +5.27% | 8.57M | 46.12 | 2.76% |
| 8 | AAPL | Apple Inc. | 198.10 | +0.84% | 34.13K | -4.97% | 8.55M | 168.41 | 2.75% |
| 9 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 34.21K | -0.63% | 7.51M | 119.58 | 2.41% |
| 10 | GLDM | SPDR Gold MiniS... | 67.05 | -1.36% | 133.03K | +1.73% | 6.92M | 39.29 | 2.22% |
| 11 | AVUV | Avantis U.S. Sm... | 90.06 | +0.95% | 67.42K | +4.36% | 6.51M | 91.58 | 2.09% |
| 12 | QGRO | American Centur... | 105.86 | +1.33% | 44.43K | +12.79% | 4.43M | 92.04 | 1.42% |
| 13 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 10.35K | -7.95% | 4.36M | 313.09 | 1.40% |
| 14 | CGGR | Capital Group G... | 39.18 | +1.11% | 114.88K | -56.33% | 4.27M | 30.28 | 1.37% |
| 15 | LMBS | First Trust Low... | 49.05 | -0.04% | 79.91K | -0.02% | 3.89M | 48.84 | 1.25% |
| 16 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 9.29K | -3.17% | 3.37M | 230.87 | 1.08% |
| 17 | CGDV | Capital Group D... | 38.55 | +0.51% | 84.5K | -59.45% | 2.98M | 31.56 | 0.96% |
| 18 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 20.07K | -37.24% | 2.69M | 27.85 | 0.87% |
| 19 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 38.93K | -50.55% | 2.68M | 52.09 | 0.86% |
| 20 | WMT | Walmart Inc. | 94.23 | -0.22% | 29.29K | -4.28% | 2.65M | 50.49 | 0.85% |
| 21 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 9.46K | -1.91% | 2.27M | 144.79 | 0.73% |
| 22 | SPIB | SPDR Portfolio ... | 33.18 | -0.03% | 64.03K | +7.93% | 2.1M | 32.53 | 0.67% |
| 23 | PG | The Procter & G... | 160.70 | +0.26% | 12.51K | -5.24% | 2.1M | 150.9 | 0.67% |
| 24 | AVGE | Avantis All Equ... | 76.46 | +0.83% | 27.62K | +7.26% | 2M | 62.14 | 0.64% |
| 25 | JAAA | Janus Henderson... | 50.65 | 0.00% | 39.17K | +9.03% | 1.99M | 50.87 | 0.64% |
| 26 | DE | Deere & Company | 524.06 | +2.84% | 4.08K | -29.39% | 1.73M | 407.24 | 0.56% |
| 27 | IVV | iShares Core S&... | 603.05 | +0.54% | 2.78K | -61.87% | 1.64M | 454.29 | 0.53% |
| 28 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 3.6K | +1.01% | 1.63M | 328.35 | 0.53% |
| 29 | REFR | Research Fronti... | 1.82 | -2.67% | 950.46K | +0.98% | 1.63M | 1.72 | 0.52% |
| 30 | COM | Direxion Auspic... | 28.48 | -0.05% | 53.24K | -7.97% | 1.51M | 32.03 | 0.48% |
| 31 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 3.62K | -4.28% | 1.46M | 210.25 | 0.47% |
| 32 | SCHA | Schwab U.S. Sma... | 24.75 | +1.00% | 55.38K | -9.1% | 1.43M | 25.73 | 0.46% |
| 33 | CGBL | Capital Group C... | 32.72 | +0.28% | 45.09K | -63.96% | 1.41M | 28.37 | 0.45% |
| 34 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 7.29K | -4% | 1.38M | 114.7 | 0.44% |
| 35 | BRK-A | Berkshire Hatha... | 734690.00 | +0.47% | 2 | 0.00% | 1.36M | 517810 | 0.44% |
| 36 | ESGU | iShares ESG Awa... | 131.32 | +0.67% | 10.04K | -54.66% | 1.29M | 101.27 | 0.42% |
| 37 | V | Visa Inc. | 355.07 | +0.63% | 4.04K | -21.29% | 1.28M | 227.56 | 0.41% |
| 38 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 1.57K | -8.2% | 1.21M | 417.51 | 0.39% |
| 39 | IYW | iShares U.S. Te... | 165.75 | +1.52% | 7.43K | -43.43% | 1.19M | 93.33 | 0.38% |
| 40 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 2.31K | -12.04% | 1.17M | 498.7 | 0.38% |
| 41 | ALL | The Allstate Co... | 199.28 | +0.18% | 5.69K | +0.18% | 1.1M | 133.98 | 0.35% |
| 42 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 7.28K | -7.48% | 1.05M | 161.19 | 0.34% |
| 43 | IUSB | iShares Core To... | 45.58 | -0.13% | 23.08K | -49.97% | 1.04M | 48.88 | 0.34% |
| 44 | JPST | JPMorgan Ultra-... | 50.53 | +0.02% | 20.29K | -0.68% | 1.02M | 50.24 | 0.33% |
| 45 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 6.66K | -1.5% | 1.01M | 180.92 | 0.33% |
| 46 | WM | Waste Managemen... | 234.37 | -0.9% | 4.97K | -8.01% | 1M | 164.5 | 0.32% |
| 47 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 1.11K | -1.68% | 988.47K | 363.37 | 0.32% |
| 48 | VLTO | Veralto Corpora... | 97.57 | +0.26% | 9.47K | -10.52% | 964.62K | 83.93 | 0.31% |
| 49 | FLEX | Flex Ltd. | 43.87 | +1.72% | 24.34K | -23.41% | 934.61K | 22.5 | 0.30% |
| 50 | IMCG | iShares Morning... | 77.87 | +0.93% | 12.3K | -13.24% | 928.9K | 55.16 | 0.30% |
| 51 | AFL | Aflac Incorpora... | 102.61 | +0.42% | 8.96K | -10.5% | 926.41K | 68.9 | 0.30% |
| 52 | CGGO | Capital Group G... | 31.23 | +0.72% | 30.09K | -60.9% | 879.36K | 28.04 | 0.28% |
| 53 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 8.07K | +12.42% | 867.71K | 108.34 | 0.28% |
| 54 | IVW | iShares S&P 500... | 106.17 | +1.01% | 8.52K | -58.65% | 865.24K | 93.01 | 0.28% |
| 55 | FI | Fiserv, Inc. | 164.84 | +1.12% | 4.15K | +542.57% | 852.7K | 198.14 | 0.27% |
| 56 | EFG | iShares MSCI EA... | 109.77 | -0.54% | 8.71K | -55.94% | 843.58K | 98.28 | 0.27% |
| 57 | ROK | Rockwell Automa... | 323.76 | +1.86% | 2.86K | +17.65% | 817.36K | 277.12 | 0.26% |
| 58 | UL | Unilever PLC | 62.82 | +0.24% | 14.27K | -10.52% | 809.05K | 51.43 | 0.26% |
| 59 | ICE | Intercontinenta... | 179.54 | +0.62% | 5.39K | +2.43% | 803.18K | 126.51 | 0.26% |
| 60 | MMM | 3M Company | 144.91 | +1.82% | 5.91K | +1.23% | 763.14K | 102.51 | 0.25% |
| 61 | FTSM | First Trust Enh... | 59.91 | +0.02% | 12.64K | +1.66% | 755.54K | 59.49 | 0.24% |
| 62 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 3.79K | -13.34% | 749.28K | 170.98 | 0.24% |
| 63 | ACN | Accenture plc | 313.78 | +0.66% | 2.12K | -9.07% | 744.04K | 287.51 | 0.24% |
| 64 | NEE | NextEra Energy,... | 73.71 | -1.43% | 10.36K | -24.98% | 742.56K | 63.79 | 0.24% |
| 65 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 4.08K | -56.69% | 727.1K | 142.71 | 0.23% |
| 66 | MCD | McDonald's Corp... | 295.94 | -1.98% | 2.49K | -1.38% | 722.59K | 276.9 | 0.23% |
| 67 | GEHC | GE HealthCare T... | 72.78 | +0.73% | 9.12K | -10.44% | 713.31K | 85.1 | 0.23% |
| 68 | JEF | Jefferies Finan... | 53.85 | +3.16% | 9.02K | +100.00% | 706.93K | 78.4 | 0.23% |
| 69 | ADBE | Adobe Inc. | 401.12 | +2.41% | 1.58K | -12.2% | 700.82K | 463.26 | 0.23% |
| 70 | HD | The Home Depot,... | 353.06 | -0.45% | 1.79K | -18.85% | 695.01K | 308.71 | 0.22% |
| 71 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 3.48K | +4.85% | 663.18K | 111.7 | 0.21% |
| 72 | TEL | TE Connectivity... | 165.44 | +1.73% | 4.58K | -10.54% | 655.52K | 150.99 | 0.21% |
| 73 | DYNF | BlackRock U.S. ... | 52.65 | +0.61% | 12.72K | -57.15% | 651.75K | 47.15 | 0.21% |
| 74 | CDNS | Cadence Design ... | 300.68 | +0.23% | 2.09K | -11.72% | 628.86K | 271.41 | 0.20% |
| 75 | BDX | Becton, Dickins... | 172.18 | -0.02% | 2.77K | -10.14% | 627.3K | 252.31 | 0.20% |
| 76 | ONON | On Holding AG | 53.02 | +1.44% | 11.39K | +6.91% | 624K | 50.45 | 0.20% |
| 77 | ALC | Alcon Inc. | 86.02 | -0.21% | 7.33K | -10.24% | 621.82K | 79.66 | 0.20% |
| 78 | SA | Seabridge Gold ... | 14.89 | -0.27% | 52.58K | 0.00% | 599.94K | 13.03 | 0.19% |
| 79 | INTU | Intuit Inc. | 767.56 | +1.80% | 941 | -35.81% | 591.42K | 461.45 | 0.19% |
| 80 | RGA | Reinsurance Gro... | 197.98 | +0.53% | 2.74K | +22.75K% | 585.77K | 213.55 | 0.19% |
| 81 | ACM | AECOM | 113.08 | +0.98% | 5.43K | -10.64% | 580.14K | 103.27 | 0.19% |
| 82 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 3.16K | +72.19% | 574.63K | 121.3 | 0.18% |
| 83 | QDPL | Pacer Metaurus ... | 38.94 | +1.09% | 14.96K | +40.99% | 574.43K | 37.61 | 0.18% |
| 84 | VOT | Vanguard Mid-Ca... | 272.99 | +1.01% | 2.25K | 0.00% | 571.19K | 203.71 | 0.18% |
| 85 | ET | Energy Transfer... | 18.14 | -1.01% | 29.12K | -9.39% | 570.4K | 12.53 | 0.18% |
| 86 | FICO | Fair Isaac Corp... | 1811.38 | +1.50% | 286 | -12.27% | 569.41K | 952.18 | 0.18% |
| 87 | ANET | Arista Networks... | 95.01 | +2.88% | 4.99K | +100.00% | 551.1K | 110.53 | 0.18% |
| 88 | CGUS | Capital Group C... | 35.96 | +0.67% | 15.65K | -57.51% | 547.35K | 31.67 | 0.18% |
| 89 | SPGI | S&P Global Inc. | 504.40 | +0.58% | 1.08K | +0.37% | 538.87K | 381.26 | 0.17% |
| 90 | NXPI | NXP Semiconduct... | 217.26 | +3.02% | 2.58K | -10.44% | 536.48K | 210.28 | 0.17% |
| 91 | APTV | Aptiv PLC | 69.14 | +2.81% | 8.82K | +100.00% | 533.55K | 60.48 | 0.17% |
| 92 | HXL | Hexcel Corporat... | 54.36 | -0.71% | 8.33K | -10.67% | 522.1K | 63.12 | 0.17% |
| 93 | DHR | Danaher Corpora... | 200.98 | +0.15% | 2.27K | -10.78% | 520.39K | 248.44 | 0.17% |
| 94 | WPM | Wheaton Preciou... | 91.79 | +0.10% | 9.19K | -8.77% | 516.88K | 48.12 | 0.17% |
| 95 | HON | Honeywell Inter... | 223.91 | -0.17% | 2.28K | -2.36% | 515.03K | 191.67 | 0.17% |
| 96 | EFV | iShares MSCI EA... | 62.74 | -1.75% | 9.55K | -56.74% | 501.18K | 49.98 | 0.16% |
| 97 | T | AT&T Inc. | 27.94 | -0.89% | 21.82K | +1.14% | 496.8K | 18.3 | 0.16% |
| 98 | VUG | Vanguard Growth... | 423.26 | +1.18% | 1.17K | +2.28% | 478.18K | 277.8 | 0.15% |
| 99 | BRKR | Bruker Corporat... | 39.02 | +1.88% | 8.05K | -10.6% | 471.89K | 64.35 | 0.15% |
| 100 | ICLR | ICON Public Lim... | 146.97 | +0.90% | 2.21K | -10.29% | 462.62K | 224.05 | 0.15% |
| 101 | GLW | Corning Incorpo... | 50.72 | +2.25% | 9.01K | +0.14% | 428.19K | 35.18 | 0.14% |
| 102 | USO | United States O... | 78.56 | -2.08% | 5.65K | 0.00% | 426.71K | 74.12 | 0.14% |
| 103 | MPWR | Monolithic Powe... | 705.45 | +4.82% | 713 | -10.99% | 421.88K | 572.08 | 0.14% |
| 104 | RUNN | Running Oak Eff... | 33.20 | +0.84% | 12.86K | +25.34% | 421.42K | 31.26 | 0.14% |
| 105 | TTEK | Tetra Tech, Inc... | 35.94 | -0.33% | 10.5K | -36.12% | 418.36K | 33.14 | 0.13% |
| 106 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 2.38K | -6.6% | 416.55K | 155.03 | 0.13% |
| 107 | TXN | Texas Instrumen... | 199.09 | +2.10% | 2.08K | +0.19% | 390.58K | 185.09 | 0.13% |
| 108 | IJR | iShares Core S&... | 106.86 | +0.53% | 3.37K | -14.26% | 388.79K | 104.59 | 0.13% |
| 109 | VOE | Vanguard Mid-Ca... | 162.69 | +0.70% | 2.34K | 0.00% | 378.38K | 137.72 | 0.12% |
| 110 | FNDF | Schwab Fundamen... | 39.70 | +0.34% | 11.38K | 0.00% | 378K | 32.1 | 0.12% |
| 111 | BKNG | Booking Holding... | 5362.86 | +1.22% | 74 | -16.85% | 367.66K | 2684.34 | 0.12% |
| 112 | HOLX | Hologic, Inc. | 65.16 | +0.63% | 5.09K | -10.76% | 367.15K | 81.46 | 0.12% |
| 113 | CGMS | Capital Group U... | 27.34 | +0.13% | 13.38K | -47.93% | 364.9K | 26.94 | 0.12% |
| 114 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 2.02K | -16.8% | 358.14K | 158.36 | 0.12% |
| 115 | IBM | International B... | 281.56 | +1.57% | 1.62K | +0.87% | 355.74K | 135.09 | 0.11% |
| 116 | AVDV | Avantis Interna... | 78.84 | +0.09% | 5.42K | -9.77% | 352.9K | 60.24 | 0.11% |
| 117 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 2.07K | -1.9% | 344.28K | 119.4 | 0.11% |
| 118 | HSY | The Hershey Com... | 170.37 | +0.74% | 2.02K | +5.43% | 341.92K | 248.03 | 0.11% |
| 119 | IVE | iShares S&P 500... | 191.30 | +0.20% | 1.78K | -56.06% | 339.77K | 186.19 | 0.11% |
| 120 | SII | Sprott Inc. | 64.59 | +2.18% | 7.99K | +11.90% | 336.94K | 37.32 | 0.11% |
| 121 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 9.51K | -12.14% | 328.92K | 26.69 | 0.11% |
| 122 | SYY | Sysco Corporati... | 74.78 | +0.66% | 4.27K | +9.94% | 326.47K | 77.14 | 0.10% |
| 123 | HBAN | Huntington Banc... | 15.67 | +1.03% | 20K | -2.42% | 325.4K | 11.25 | 0.10% |
| 124 | EPD | Enterprise Prod... | 31.50 | -1.73% | 10.2K | 0.00% | 319.87K | 25.9 | 0.10% |
| 125 | KMB | Kimberly-Clark ... | 130.64 | -0.15% | 2.42K | +4.22% | 316.9K | 134.57 | 0.10% |
| 126 | MUB | iShares Nationa... | 103.96 | +0.08% | 2.96K | -81.17% | 315.6K | 108.28 | 0.10% |
| 127 | SPEM | SPDR Portfolio ... | 42.44 | +1.01% | 7.98K | -9.17% | 306.05K | 33.37 | 0.10% |
| 128 | XLK | Technology Sele... | 242.79 | +1.51% | 1.31K | 0.00% | 303.9K | 169.19 | 0.10% |
| 129 | META | Meta Platforms,... | 701.33 | +2.70% | 514 | -18.02% | 301.11K | 491.56 | 0.10% |
| 130 | MA | Mastercard Inco... | 568.14 | +1.09% | 566 | +2.72% | 298.04K | 387.3 | 0.10% |
| 131 | BLD | TopBuild Corp. | 300.79 | +0.76% | 944 | -10.35% | 293.9K | 217.4 | 0.09% |
| 132 | AXP | American Expres... | 293.96 | +2.14% | 987 | -5.64% | 292.97K | 228.74 | 0.09% |
| 133 | SFNC | Simmons First N... | 18.21 | -0.71% | 12.7K | +0.99% | 281.76K | 25.52 | 0.09% |
| 134 | BSY | Bentley Systems... | 50.00 | +1.34% | 5.94K | -10.86% | 277.49K | 50.38 | 0.09% |
| 135 | KO | The Coca-Cola C... | 70.46 | -0.79% | 4.42K | -0.9% | 275.36K | 62.01 | 0.09% |
| 136 | EQT | EQT Corporation | 58.16 | +2.32% | 5.88K | +0.84% | 271.19K | 33.69 | 0.09% |
| 137 | IXN | iShares Global ... | 87.78 | +1.24% | 3.16K | -50.68% | 267.6K | 58.13 | 0.09% |
| 138 | MBB | iShares MBS ETF | 92.42 | -0.14% | 2.9K | -49.83% | 266.12K | 95.88 | 0.09% |
| 139 | COP | ConocoPhillips | 95.02 | -2.01% | 2.65K | -6.38% | 263.16K | 102.79 | 0.08% |
| 140 | VTV | Vanguard Value ... | 174.03 | +0.37% | 1.44K | +0.07% | 243.05K | 141.71 | 0.08% |
| 141 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 986 | -21.12% | 228.7K | 140.64 | 0.07% |
| 142 | IEMG | iShares Core MS... | 58.66 | -0.09% | 4.37K | -53.88% | 228.11K | 50.25 | 0.07% |
| 143 | PLTR | Palantir Techno... | 141.39 | +2.90% | 3.01K | -30.61% | 227.87K | 25.69 | 0.07% |
| 144 | EMXC | iShares MSCI Em... | 61.31 | +0.04% | 4.05K | -64.03% | 224.63K | 58.87 | 0.07% |
| 145 | PFE | Pfizer Inc. | 24.39 | -0.63% | 8.42K | +1.00% | 223.42K | 28.05 | 0.07% |
| 146 | BA | The Boeing Comp... | 201.50 | +0.59% | 1.25K | -3.17% | 221.96K | 209.18 | 0.07% |
| 147 | CLX | The Clorox Comp... | 123.80 | +0.59% | 1.34K | +3.47% | 218K | 152.67 | 0.07% |
| 148 | NTNX | Nutanix, Inc. | 72.40 | +0.37% | 3.5K | 0.00% | 214.13K | 61.65 | 0.07% |
| 149 | SAND | Sandstorm Gold ... | 9.31 | -0.32% | 37.53K | 0.00% | 209.44K | 5.81 | 0.07% |
| 150 | SO | The Southern Co... | 88.83 | -1.68% | 2.54K | +2.58% | 209.27K | 72.09 | 0.07% |