WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LW | 2K | $114.75K |
 | DUK | 2K | $183.66K |
 | MRK | 2K | $167.47K |
 | AMD | 2K | $200.03K |
 | TSN | 2K | $93.18K |
 | MU | 2K | $136.42K |
 | IBM | 2K | $355.74K |
 | STEM | 2K | $965 |
 | ADBE | 2K | $700.82K |
 | LLY | 2K | $1.21M |
 | DIS | 2K | $173.75K |
 | SOFI | 2K | $23.93K |
 | CNM | 2K | $77.28K |
 | BEAM | 2K | $37.20K |
 | DOX | 1K | $124.57K |
 | BUD | 1K | $73.10K |
 | GILD | 1K | $130.38K |
 | SYF | 1K | $89.83K |
 | CMCSA | 1K | $51.57K |
 | CVX | 1K | $196.28K |
Lamb Weston Holdings, Inc.
LW
Shares Held
2K
Value
$114.75K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$183.66K
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$167.47K
Advanced Micro Devices, Inc.
AMD
Shares Held
2K
Value
$200.03K
Tyson Foods, Inc.
TSN
Shares Held
2K
Value
$93.18K
Micron Technology, Inc.
MU
Shares Held
2K
Value
$136.42K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$355.74K
Stem, Inc.
STEM
Shares Held
2K
Value
$965
Adobe Inc.
ADBE
Shares Held
2K
Value
$700.82K
Eli Lilly and Company
LLY
Shares Held
2K
Value
$1.21M
The Walt Disney Company
DIS
Shares Held
2K
Value
$173.75K
SoFi Technologies, Inc.
SOFI
Shares Held
2K
Value
$23.93K
Core & Main, Inc.
CNM
Shares Held
2K
Value
$77.28K
Beam Therapeutics Inc.
BEAM
Shares Held
2K
Value
$37.20K
Amdocs Limited
DOX
Shares Held
1K
Value
$124.57K
Anheuser-Busch InBev SA/NV
BUD
Shares Held
1K
Value
$73.10K
Gilead Sciences, Inc.
GILD
Shares Held
1K
Value
$130.38K
Synchrony Financial
SYF
Shares Held
1K
Value
$89.83K
Comcast Corporation
CMCSA
Shares Held
1K
Value
$51.57K
Chevron Corporation
CVX
Shares Held
1K
Value
$196.28K