WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ENR | 47 | $1.66K |
 | PTC | 46 | $8.46K |
 | MCHP | 46 | $2.64K |
 | EQR | 46 | $3.30K |
 | MMS | 46 | $3.43K |
 | UAL | 46 | $4.47K |
 | NGG | 45 | $2.67K |
 | TK | 45 | $312 |
 | VTR | 45 | $2.65K |
 | CHTR | 45 | $15.43K |
 | TWLO | 44 | $4.76K |
 | NOW | 44 | $46.65K |
 | CSL | 44 | $16.23K |
 | A | 44 | $5.91K |
 | TT | 42 | $15.51K |
 | STM | 42 | $1.05K |
 | CRSP | 42 | $1.65K |
 | ZTS | 42 | $6.84K |
 | PWR | 41 | $12.96K |
 | EW | 41 | $3.04K |
Energizer Holdings, Inc.
ENR
Shares Held
47
Value
$1.66K
PTC Inc.
PTC
Shares Held
46
Value
$8.46K
Microchip Technology Incorporated
MCHP
Shares Held
46
Value
$2.64K
Equity Residential
EQR
Shares Held
46
Value
$3.30K
Maximus, Inc.
MMS
Shares Held
46
Value
$3.43K
United Airlines Holdings, Inc.
UAL
Shares Held
46
Value
$4.47K
National Grid plc
NGG
Shares Held
45
Value
$2.67K
Teekay Corporation
TK
Shares Held
45
Value
$312
Ventas, Inc.
VTR
Shares Held
45
Value
$2.65K
Charter Communications, Inc.
CHTR
Shares Held
45
Value
$15.43K
Twilio Inc.
TWLO
Shares Held
44
Value
$4.76K
ServiceNow, Inc.
NOW
Shares Held
44
Value
$46.65K
Carlisle Companies Incorporated
CSL
Shares Held
44
Value
$16.23K
Agilent Technologies, Inc.
A
Shares Held
44
Value
$5.91K
Trane Technologies plc
TT
Shares Held
42
Value
$15.51K
STMicroelectronics N.V.
STM
Shares Held
42
Value
$1.05K
CRISPR Therapeutics AG
CRSP
Shares Held
42
Value
$1.65K
Zoetis Inc.
ZTS
Shares Held
42
Value
$6.84K
Quanta Services, Inc.
PWR
Shares Held
41
Value
$12.96K
Edwards Lifesciences Corporation
EW
Shares Held
41
Value
$3.04K