WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TTC | 192 | $15.38K |
 | ATO | 192 | $26.75K |
 | GS | 191 | $109.37K |
 | FDX | 190 | $53.42K |
 | COST | 188 | $172.54K |
 | D | 185 | $9.96K |
 | LNTH | 185 | $16.55K |
 | PENN | 176 | $3.49K |
 | MUFG | 169 | $1.98K |
 | OCSL | 169 | $2.58K |
 | AMX | 169 | $2.42K |
 | SPG | 167 | $28.76K |
 | JBL | 167 | $24.03K |
 | UBER | 167 | $10.07K |
 | FELE | 164 | $15.98K |
 | PNR | 162 | $16.30K |
 | BRO | 161 | $16.43K |
 | VSTS | 160 | $2.44K |
 | WHR | 159 | $18.20K |
 | VLO | 155 | $19.00K |
The Toro Company
TTC
Shares Held
192
Value
$15.38K
Atmos Energy Corporation
ATO
Shares Held
192
Value
$26.75K
The Goldman Sachs Group, Inc.
GS
Shares Held
191
Value
$109.37K
FedEx Corporation
FDX
Shares Held
190
Value
$53.42K
Costco Wholesale Corporation
COST
Shares Held
188
Value
$172.54K
Dominion Energy, Inc.
D
Shares Held
185
Value
$9.96K
Lantheus Holdings, Inc.
LNTH
Shares Held
185
Value
$16.55K
PENN Entertainment, Inc.
PENN
Shares Held
176
Value
$3.49K
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
169
Value
$1.98K
Oaktree Specialty Lending Corporation
OCSL
Shares Held
169
Value
$2.58K
América Móvil, S.A.B. de C.V.
AMX
Shares Held
169
Value
$2.42K
Simon Property Group, Inc.
SPG
Shares Held
167
Value
$28.76K
Jabil Inc.
JBL
Shares Held
167
Value
$24.03K
Uber Technologies, Inc.
UBER
Shares Held
167
Value
$10.07K
Franklin Electric Co., Inc.
FELE
Shares Held
164
Value
$15.98K
Pentair plc
PNR
Shares Held
162
Value
$16.30K
Brown & Brown, Inc.
BRO
Shares Held
161
Value
$16.43K
Vestis Corporation
VSTS
Shares Held
160
Value
$2.44K
Whirlpool Corporation
WHR
Shares Held
159
Value
$18.20K
Valero Energy Corporation
VLO
Shares Held
155
Value
$19.00K