WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HCA | 16 | $4.80K |
 | FOR | 16 | $415 |
 | ETR | 16 | $1.21K |
 | ELV | 16 | $5.90K |
 | SNA | 16 | $5.43K |
 | BLK | 16 | $16.40K |
 | AVB | 16 | $3.52K |
 | IDCC | 15 | $2.91K |
 | AAT | 15 | $394 |
 | AKAM | 15 | $1.44K |
 | EFX | 15 | $3.82K |
 | AI | 15 | $516 |
 | BROS | 15 | $786 |
 | AMR | 14 | $2.80K |
 | SKYW | 14 | $1.40K |
 | PLAB | 14 | $330 |
 | PRMB | 14 | $431 |
 | AWK | 14 | $1.74K |
 | TDOC | 14 | $127 |
 | ADSK | 14 | $4.14K |
HCA Healthcare, Inc.
HCA
Shares Held
16
Value
$4.80K
Forestar Group Inc.
FOR
Shares Held
16
Value
$415
Entergy Corporation
ETR
Shares Held
16
Value
$1.21K
Elevance Health Inc.
ELV
Shares Held
16
Value
$5.90K
Snap-on Incorporated
SNA
Shares Held
16
Value
$5.43K
BlackRock, Inc.
BLK
Shares Held
16
Value
$16.40K
AvalonBay Communities, Inc.
AVB
Shares Held
16
Value
$3.52K
InterDigital, Inc.
IDCC
Shares Held
15
Value
$2.91K
American Assets Trust, Inc.
AAT
Shares Held
15
Value
$394
Akamai Technologies, Inc.
AKAM
Shares Held
15
Value
$1.44K
Equifax Inc.
EFX
Shares Held
15
Value
$3.82K
C3.ai, Inc.
AI
Shares Held
15
Value
$516
Dutch Bros Inc.
BROS
Shares Held
15
Value
$786
Alpha Metallurgical Resources, Inc.
AMR
Shares Held
14
Value
$2.80K
SkyWest, Inc.
SKYW
Shares Held
14
Value
$1.40K
Photronics, Inc.
PLAB
Shares Held
14
Value
$330
Primo Brands Corporation
PRMB
Shares Held
14
Value
$431
American Water Works Company, Inc.
AWK
Shares Held
14
Value
$1.74K
Teladoc Health, Inc.
TDOC
Shares Held
14
Value
$127
Autodesk, Inc.
ADSK
Shares Held
14
Value
$4.14K