
WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | EXC | 513 | $19.31K |
![]() | DRS | 500 | $16.16K |
![]() | MRVL | 500 | $55.23K |
![]() | ARCC | 500 | $10.95K |
![]() | KEX | 500 | $52.90K |
![]() | OSIS | 500 | $83.72K |
![]() | CTRA | 490 | $12.52K |
![]() | CTAS | 483 | $88.24K |
![]() | FOXA | 469 | $22.78K |
![]() | IPG | 464 | $13.00K |
![]() | DAL | 456 | $27.61K |
![]() | APO | 455 | $75.15K |
![]() | OKE | 455 | $45.65K |
![]() | CRM | 449 | $150.11K |
![]() | S | 444 | $9.86K |
![]() | AIG | 440 | $32.01K |
![]() | SYK | 439 | $158.06K |
![]() | POWW | 438 | $482 |
![]() | PFG | 436 | $33.76K |
![]() | HPE | 434 | $9.27K |

Exelon Corporation
EXC
Shares Held
513
Value
$19.31K

Leonardo DRS, Inc.
DRS
Shares Held
500
Value
$16.16K

Marvell Technology, Inc.
MRVL
Shares Held
500
Value
$55.23K

Ares Capital Corporation
ARCC
Shares Held
500
Value
$10.95K

Kirby Corporation
KEX
Shares Held
500
Value
$52.90K

OSI Systems, Inc.
OSIS
Shares Held
500
Value
$83.72K

Coterra Energy Inc.
CTRA
Shares Held
490
Value
$12.52K

Cintas Corporation
CTAS
Shares Held
483
Value
$88.24K

Fox Corporation
FOXA
Shares Held
469
Value
$22.78K

The Interpublic Group of Companies, Inc.
IPG
Shares Held
464
Value
$13.00K

Delta Air Lines, Inc.
DAL
Shares Held
456
Value
$27.61K

Apollo Global Management, Inc.
APO
Shares Held
455
Value
$75.15K

ONEOK, Inc.
OKE
Shares Held
455
Value
$45.65K

Salesforce, Inc.
CRM
Shares Held
449
Value
$150.11K

SentinelOne, Inc.
S
Shares Held
444
Value
$9.86K

American International Group, Inc.
AIG
Shares Held
440
Value
$32.01K

Stryker Corporation
SYK
Shares Held
439
Value
$158.06K

Outdoor Holding Company
POWW
Shares Held
438
Value
$482

Principal Financial Group, Inc.
PFG
Shares Held
436
Value
$33.76K

Hewlett Packard Enterprise Company
HPE
Shares Held
434
Value
$9.27K
