
WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | GE | 239 | $39.86K |
![]() | HIG | 238 | $26.04K |
![]() | GM | 238 | $12.68K |
![]() | CB | 237 | $65.48K |
![]() | JXN | 236 | $20.55K |
![]() | RNAC | 233 | $591 |
![]() | PAYX | 231 | $32.39K |
![]() | AMAT | 226 | $36.75K |
![]() | SSNC | 226 | $17.13K |
![]() | ETN | 226 | $75.00K |
![]() | CMI | 223 | $77.74K |
![]() | FTNT | 221 | $20.88K |
![]() | CASS | 219 | $8.97K |
![]() | UBS | 218 | $6.61K |
![]() | PHG | 215 | $5.44K |
![]() | TMUS | 210 | $46.35K |
![]() | UPS | 210 | $26.43K |
![]() | COF | 206 | $36.73K |
![]() | IR | 205 | $18.54K |
![]() | RNR | 204 | $50.76K |

GE Aerospace
GE
Shares Held
239
Value
$39.86K

The Hartford Financial Services Group, Inc.
HIG
Shares Held
238
Value
$26.04K

General Motors Company
GM
Shares Held
238
Value
$12.68K

Chubb Limited
CB
Shares Held
237
Value
$65.48K

Jackson Financial Inc.
JXN
Shares Held
236
Value
$20.55K

Cartesian Therapeutics, Inc.
RNAC
Shares Held
233
Value
$591

Paychex, Inc.
PAYX
Shares Held
231
Value
$32.39K

Applied Materials, Inc.
AMAT
Shares Held
226
Value
$36.75K

SS&C Technologies Holdings, Inc.
SSNC
Shares Held
226
Value
$17.13K

Eaton Corporation plc
ETN
Shares Held
226
Value
$75.00K

Cummins Inc.
CMI
Shares Held
223
Value
$77.74K

Fortinet, Inc.
FTNT
Shares Held
221
Value
$20.88K

Cass Information Systems, Inc.
CASS
Shares Held
219
Value
$8.97K

UBS Group AG
UBS
Shares Held
218
Value
$6.61K

Koninklijke Philips N.V.
PHG
Shares Held
215
Value
$5.44K

T-Mobile US, Inc.
TMUS
Shares Held
210
Value
$46.35K

United Parcel Service, Inc.
UPS
Shares Held
210
Value
$26.43K

Capital One Financial Corporation
COF
Shares Held
206
Value
$36.73K

Ingersoll Rand Inc.
IR
Shares Held
205
Value
$18.54K

RenaissanceRe Holdings Ltd.
RNR
Shares Held
204
Value
$50.76K
