WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BABA | 1K | $114.55K |
 | TOL | 1K | $169.78K |
 | CLX | 1K | $218.00K |
 | CAH | 1K | $157.88K |
 | BP | 1K | $38.48K |
 | CRBG | 1K | $38.43K |
 | RTX | 1K | $147.54K |
 | ADM | 1K | $64.06K |
 | BA | 1K | $221.96K |
 | CSCO | 1K | $73.85K |
 | BCE | 1K | $28.46K |
 | ABEV | 1K | $2.27K |
 | WFC | 1K | $85.98K |
 | KR | 1K | $73.81K |
 | GBDC | 1K | $18.19K |
 | PSNL | 1K | $6.94K |
 | BAC | 1K | $52.27K |
 | LYB | 1K | $87.27K |
 | NFLX | 1K | $988.47K |
 | AMT | 1K | $199.18K |
Alibaba Group Holding Limited
BABA
Shares Held
1K
Value
$114.55K
Toll Brothers, Inc.
TOL
Shares Held
1K
Value
$169.78K
The Clorox Company
CLX
Shares Held
1K
Value
$218.00K
Cardinal Health, Inc.
CAH
Shares Held
1K
Value
$157.88K
BP p.l.c.
BP
Shares Held
1K
Value
$38.48K
Corebridge Financial, Inc.
CRBG
Shares Held
1K
Value
$38.43K
RTX Corporation
RTX
Shares Held
1K
Value
$147.54K
Archer-Daniels-Midland Company
ADM
Shares Held
1K
Value
$64.06K
The Boeing Company
BA
Shares Held
1K
Value
$221.96K
Cisco Systems, Inc.
CSCO
Shares Held
1K
Value
$73.85K
BCE Inc.
BCE
Shares Held
1K
Value
$28.46K
Ambev S.A.
ABEV
Shares Held
1K
Value
$2.27K
Wells Fargo & Company
WFC
Shares Held
1K
Value
$85.98K
The Kroger Co.
KR
Shares Held
1K
Value
$73.81K
Golub Capital BDC, Inc.
GBDC
Shares Held
1K
Value
$18.19K
Personalis, Inc.
PSNL
Shares Held
1K
Value
$6.94K
Bank of America Corporation
BAC
Shares Held
1K
Value
$52.27K
LyondellBasell Industries N.V.
LYB
Shares Held
1K
Value
$87.27K
Netflix, Inc.
NFLX
Shares Held
1K
Value
$988.47K
American Tower Corporation
AMT
Shares Held
1K
Value
$199.18K