WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWE | 682 | $36.48K |
 | SHEL | 660 | $41.38K |
 | CTSH | 658 | $50.60K |
 | CF | 653 | $55.71K |
 | TJX | 645 | $77.92K |
 | CMG | 620 | $37.39K |
 | KEY | 618 | $10.59K |
 | PAGP | 608 | $11.18K |
 | LOW | 602 | $148.57K |
 | STRL | 602 | $101.41K |
 | SBUX | 596 | $54.37K |
 | EOG | 567 | $69.50K |
 | MA | 566 | $298.04K |
 | PRU | 550 | $65.19K |
 | MPC | 549 | $76.59K |
 | WMB | 547 | $29.60K |
 | BX | 541 | $93.34K |
 | PLD | 522 | $55.20K |
 | SLB | 520 | $19.94K |
 | META | 514 | $301.11K |
Northwestern Energy Group Inc
NWE
Shares Held
682
Value
$36.48K
Shell plc
SHEL
Shares Held
660
Value
$41.38K
Cognizant Technology Solutions Corporation
CTSH
Shares Held
658
Value
$50.60K
CF Industries Holdings, Inc.
CF
Shares Held
653
Value
$55.71K
The TJX Companies, Inc.
TJX
Shares Held
645
Value
$77.92K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
620
Value
$37.39K
KeyCorp
KEY
Shares Held
618
Value
$10.59K
Plains GP Holdings, L.P.
PAGP
Shares Held
608
Value
$11.18K
Lowe's Companies, Inc.
LOW
Shares Held
602
Value
$148.57K
Sterling Infrastructure, Inc.
STRL
Shares Held
602
Value
$101.41K
Starbucks Corporation
SBUX
Shares Held
596
Value
$54.37K
EOG Resources, Inc.
EOG
Shares Held
567
Value
$69.50K
Mastercard Incorporated
MA
Shares Held
566
Value
$298.04K
Prudential Financial, Inc.
PRU
Shares Held
550
Value
$65.19K
Marathon Petroleum Corporation
MPC
Shares Held
549
Value
$76.59K
The Williams Companies, Inc.
WMB
Shares Held
547
Value
$29.60K
Blackstone Inc.
BX
Shares Held
541
Value
$93.34K
Prologis, Inc.
PLD
Shares Held
522
Value
$55.20K
SLB N.V.
SLB
Shares Held
520
Value
$19.94K
Meta Platforms, Inc.
META
Shares Held
514
Value
$301.11K