WR WEALTH PLANNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SPGI | 1K | $538.87K |
 | USB | 1K | $50.46K |
 | CAG | 1K | $28.80K |
 | LUV | 1K | $34.20K |
 | HAL | 1K | $27.41K |
 | LEN | 1K | $137.19K |
 | CRL | 1K | $184.60K |
 | CSWC | 1K | $21.82K |
 | APPS | 1K | $1.69K |
 | KMI | 991 | $27.15K |
 | KMX | 990 | $80.94K |
 | AEE | 988 | $88.11K |
 | AXP | 987 | $292.97K |
 | AVGO | 986 | $228.70K |
 | HPQ | 982 | $32.04K |
 | BSX | 975 | $87.09K |
 | ABAT | 950 | $2.34K |
 | BLD | 944 | $293.90K |
 | INTU | 941 | $591.42K |
 | SCHW | 929 | $68.72K |
S&P Global Inc.
SPGI
Shares Held
1K
Value
$538.87K
U.S. Bancorp
USB
Shares Held
1K
Value
$50.46K
Conagra Brands, Inc.
CAG
Shares Held
1K
Value
$28.80K
Southwest Airlines Co.
LUV
Shares Held
1K
Value
$34.20K
Halliburton Company
HAL
Shares Held
1K
Value
$27.41K
Lennar Corporation
LEN
Shares Held
1K
Value
$137.19K
Charles River Laboratories International, Inc.
CRL
Shares Held
1K
Value
$184.60K
Capital Southwest Corporation
CSWC
Shares Held
1K
Value
$21.82K
Digital Turbine, Inc.
APPS
Shares Held
1K
Value
$1.69K
Kinder Morgan, Inc.
KMI
Shares Held
991
Value
$27.15K
CarMax, Inc.
KMX
Shares Held
990
Value
$80.94K
Ameren Corporation
AEE
Shares Held
988
Value
$88.11K
American Express Company
AXP
Shares Held
987
Value
$292.97K
Broadcom Inc.
AVGO
Shares Held
986
Value
$228.70K
HP Inc.
HPQ
Shares Held
982
Value
$32.04K
Boston Scientific Corporation
BSX
Shares Held
975
Value
$87.09K
American Battery Technology Company Common Stock
ABAT
Shares Held
950
Value
$2.34K
TopBuild Corp.
BLD
Shares Held
944
Value
$293.90K
Intuit Inc.
INTU
Shares Held
941
Value
$591.42K
The Charles Schwab Corporation
SCHW
Shares Held
929
Value
$68.72K