
WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ISRG | 338 | $176.42K |
![]() | CI | 337 | $93.03K |
![]() | MAIN | 337 | $19.73K |
![]() | O | 336 | $17.95K |
![]() | CEG | 331 | $74.05K |
![]() | IRM | 328 | $34.48K |
![]() | NCLH | 325 | $8.36K |
![]() | THC | 323 | $40.77K |
![]() | RITM | 314 | $3.40K |
![]() | OMC | 313 | $26.93K |
![]() | CNC | 313 | $18.96K |
![]() | BBY | 304 | $26.08K |
![]() | NNN | 300 | $12.26K |
![]() | ROL | 300 | $13.90K |
![]() | SDGR | 300 | $5.79K |
![]() | GIS | 298 | $19.00K |
![]() | NKE | 294 | $22.25K |
![]() | CARR | 292 | $19.93K |
![]() | TGT | 292 | $39.41K |
![]() | CASY | 291 | $115.30K |

Intuitive Surgical, Inc.
ISRG
Shares Held
338
Value
$176.42K

Cigna Corporation
CI
Shares Held
337
Value
$93.03K

Main Street Capital Corporation
MAIN
Shares Held
337
Value
$19.73K

Realty Income Corporation
O
Shares Held
336
Value
$17.95K

Constellation Energy Corporation
CEG
Shares Held
331
Value
$74.05K

Iron Mountain Incorporated
IRM
Shares Held
328
Value
$34.48K

Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
325
Value
$8.36K

Tenet Healthcare Corporation
THC
Shares Held
323
Value
$40.77K

Rithm Capital Corp.
RITM
Shares Held
314
Value
$3.40K

Omnicom Group Inc.
OMC
Shares Held
313
Value
$26.93K

Centene Corporation
CNC
Shares Held
313
Value
$18.96K

Best Buy Co., Inc.
BBY
Shares Held
304
Value
$26.08K

NNN REIT, Inc.
NNN
Shares Held
300
Value
$12.26K

Rollins, Inc.
ROL
Shares Held
300
Value
$13.90K

Schrödinger, Inc.
SDGR
Shares Held
300
Value
$5.79K

General Mills, Inc.
GIS
Shares Held
298
Value
$19.00K

NIKE, Inc.
NKE
Shares Held
294
Value
$22.25K

Carrier Global Corporation
CARR
Shares Held
292
Value
$19.93K

Target Corporation
TGT
Shares Held
292
Value
$39.41K

Casey's General Stores, Inc.
CASY
Shares Held
291
Value
$115.30K
