WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CAVA | 20 | $2.26K |
 | IFF | 19 | $1.61K |
 | DJT | 19 | $648 |
 | FERG | 19 | $3.30K |
 | PSA | 19 | $5.69K |
 | EXR | 19 | $2.84K |
 | MTG | 18 | $427 |
 | ORI | 18 | $651 |
 | TREX | 18 | $1.24K |
 | CELH | 18 | $474 |
 | ACIW | 18 | $934 |
 | DLR | 18 | $3.19K |
 | AON | 18 | $6.46K |
 | WY | 18 | $507 |
 | TROW | 18 | $2.04K |
 | LIN | 17 | $7.12K |
 | HOOD | 17 | $633 |
 | PRG | 17 | $718 |
 | GIII | 16 | $522 |
 | HUM | 16 | $4.06K |
CAVA Group, Inc.
CAVA
Shares Held
20
Value
$2.26K
International Flavors & Fragrances Inc.
IFF
Shares Held
19
Value
$1.61K
Trump Media & Technology Group Corp.
DJT
Shares Held
19
Value
$648
Ferguson plc
FERG
Shares Held
19
Value
$3.30K
Public Storage
PSA
Shares Held
19
Value
$5.69K
Extra Space Storage Inc.
EXR
Shares Held
19
Value
$2.84K
MGIC Investment Corporation
MTG
Shares Held
18
Value
$427
Old Republic International Corporation
ORI
Shares Held
18
Value
$651
Trex Company, Inc.
TREX
Shares Held
18
Value
$1.24K
Celsius Holdings, Inc.
CELH
Shares Held
18
Value
$474
ACI Worldwide, Inc.
ACIW
Shares Held
18
Value
$934
Digital Realty Trust, Inc.
DLR
Shares Held
18
Value
$3.19K
Aon plc
AON
Shares Held
18
Value
$6.46K
Weyerhaeuser Company
WY
Shares Held
18
Value
$507
T. Rowe Price Group, Inc.
TROW
Shares Held
18
Value
$2.04K
Linde plc
LIN
Shares Held
17
Value
$7.12K
Robinhood Markets, Inc.
HOOD
Shares Held
17
Value
$633
PROG Holdings, Inc.
PRG
Shares Held
17
Value
$718
G-III Apparel Group, Ltd.
GIII
Shares Held
16
Value
$522
Humana Inc.
HUM
Shares Held
16
Value
$4.06K