WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | V | 4K | $1.28M |
 | TSM | 4K | $749.28K |
 | TSLA | 4K | $1.46M |
 | BRK-B | 4K | $1.63M |
 | VZ | 4K | $140.25K |
 | NTNX | 4K | $214.13K |
 | FHN | 3K | $70.25K |
 | GOOG | 3K | $663.18K |
 | BMY | 3K | $190.26K |
 | PAAS | 3K | $66.73K |
 | WBD | 3K | $34.70K |
 | EDIT | 3K | $4.03K |
 | PANW | 3K | $574.63K |
 | PLTR | 3K | $227.87K |
 | AZN | 3K | $190.07K |
 | DVN | 3K | $94.24K |
 | HDB | 3K | $183.79K |
 | ROK | 3K | $817.36K |
 | AES | 3K | $36.51K |
 | BDX | 3K | $627.30K |
Visa Inc.
V
Shares Held
4K
Value
$1.28M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
4K
Value
$749.28K
Tesla, Inc.
TSLA
Shares Held
4K
Value
$1.46M
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.63M
Verizon Communications Inc.
VZ
Shares Held
4K
Value
$140.25K
Nutanix, Inc.
NTNX
Shares Held
4K
Value
$214.13K
First Horizon Corporation
FHN
Shares Held
3K
Value
$70.25K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$663.18K
Bristol-Myers Squibb Company
BMY
Shares Held
3K
Value
$190.26K
Pan American Silver Corp.
PAAS
Shares Held
3K
Value
$66.73K
Warner Bros. Discovery, Inc.
WBD
Shares Held
3K
Value
$34.70K
Editas Medicine, Inc.
EDIT
Shares Held
3K
Value
$4.03K
Palo Alto Networks, Inc.
PANW
Shares Held
3K
Value
$574.63K
Palantir Technologies Inc.
PLTR
Shares Held
3K
Value
$227.87K
AstraZeneca PLC
AZN
Shares Held
3K
Value
$190.07K
Devon Energy Corporation
DVN
Shares Held
3K
Value
$94.24K
HDFC Bank Limited
HDB
Shares Held
3K
Value
$183.79K
Rockwell Automation, Inc.
ROK
Shares Held
3K
Value
$817.36K
The AES Corporation
AES
Shares Held
3K
Value
$36.51K
Becton, Dickinson and Company
BDX
Shares Held
3K
Value
$627.30K