Stock Taper

WR WEALTH PLANNERS, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
PTC Inc.PTC46$8.46K
Maximus, Inc.MMS46$3.43K
Microchip Technology IncorporatedMCHP46$2.64K
United Airlines Holdings, Inc.UAL46$4.47K
ER EQUITY RESIDENTIAL SH BEN INTEQR46$3.3K
Energizer Holdings, Inc.ENR47$1.66K
Nano Nuclear Energy Inc.NNE50$1.25K
Check Point Software Technologies Ltd.CHKP50$9.34K
Lululemon Athletica Inc.LULU50$19.12K
Consolidated Edison, Inc.ED50$4.46K
Essential Utilities, Inc.WTRG50$1.82K
Cinemark Holdings, Inc.CNK51$1.58K
Fortive CorporationFTV52$3.9K
Curtiss-Wright CorporationCW53$18.81K
Aurora Cannabis Inc.ACB54$230
Novartis AGNVS54$5.25K
CBRE Group, Inc.CBRE54$7.09K
CRH plcCRH55$5.09K
PACCAR IncPCAR56$5.83K
ON Semiconductor CorporationON56$3.53K