WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PEP | 7K | $1.01M |
 | DDD | 6K | $20.66K |
 | BSY | 6K | $277.49K |
 | MMM | 6K | $763.14K |
 | EQT | 6K | $271.19K |
 | ALL | 6K | $1.10M |
 | INTC | 6K | $113.11K |
 | ACM | 5K | $580.14K |
 | ICE | 5K | $803.18K |
 | HOLX | 5K | $367.15K |
 | ANET | 5K | $551.10K |
 | WM | 5K | $1.00M |
 | TEL | 5K | $655.52K |
 | HRL | 5K | $143.65K |
 | BUSE | 5K | $107.39K |
 | KO | 4K | $275.36K |
 | SYY | 4K | $326.47K |
 | KDP | 4K | $135.25K |
 | FI | 4K | $852.70K |
 | DE | 4K | $1.73M |
PepsiCo, Inc.
PEP
Shares Held
7K
Value
$1.01M
3D Systems Corporation
DDD
Shares Held
6K
Value
$20.66K
Bentley Systems, Incorporated
BSY
Shares Held
6K
Value
$277.49K
3M Company
MMM
Shares Held
6K
Value
$763.14K
EQT Corporation
EQT
Shares Held
6K
Value
$271.19K
The Allstate Corporation
ALL
Shares Held
6K
Value
$1.10M
Intel Corporation
INTC
Shares Held
6K
Value
$113.11K
Aecom
ACM
Shares Held
5K
Value
$580.14K
Intercontinental Exchange, Inc.
ICE
Shares Held
5K
Value
$803.18K
Hologic, Inc.
HOLX
Shares Held
5K
Value
$367.15K
Arista Networks, Inc.
ANET
Shares Held
5K
Value
$551.10K
Waste Management, Inc.
WM
Shares Held
5K
Value
$1.00M
TE Connectivity Ltd.
TEL
Shares Held
5K
Value
$655.52K
Hormel Foods Corporation
HRL
Shares Held
5K
Value
$143.65K
First Busey Corporation
BUSE
Shares Held
5K
Value
$107.39K
The Coca-Cola Company
KO
Shares Held
4K
Value
$275.36K
Sysco Corporation
SYY
Shares Held
4K
Value
$326.47K
Keurig Dr Pepper Inc.
KDP
Shares Held
4K
Value
$135.25K
Fiserv, Inc.
FI
Shares Held
4K
Value
$852.70K
Deere & Company
DE
Shares Held
4K
Value
$1.73M