Stock Taper

WR WEALTH PLANNERS, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Annovis Bio, Inc.ANVS150$755
FTAI Aviation Ltd.FTAI150$21.61K
Fifth Third BancorpFITB151$6.38K
Valero Energy CorporationVLO155$19K
Whirlpool CorporationWHR159$18.2K
Vestis CorporationVSTS160$2.44K
Brown & Brown, Inc.BRO161$16.43K
Pentair plcPNR162$16.3K
Franklin Electric Co., Inc.FELE164$15.98K
Jabil Inc.JBL167$24.03K
Uber Technologies, Inc.UBER167$10.07K
Simon Property Group, Inc.SPG167$28.76K
Oaktree Specialty Lending CorporationOCSL169$2.58K
América Móvil, S.A.B. de C.V.AMX169$2.42K
Mitsubishi UFJ Financial Group, Inc.MUFG169$1.98K
PENN Entertainment, Inc.PENN176$3.49K
Dominion Energy, Inc.D185$9.96K
Lantheus Holdings, Inc.LNTH185$16.55K
Costco Wholesale CorporationCOST188$172.54K
FedEx CorporationFDX190$53.42K