Stock Taper

WR WEALTH PLANNERS, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intuitive Surgical, Inc.ISRG338$176.42K
ChargePoint Holdings, Inc.CHPT350$375
Northwest Natural Holding CompanyNWN351$13.89K
Citigroup Inc.C354$24.92K
Expedia Group, Inc.EXPE358$66.71K
Lockheed Martin CorporationLMT358$174.01K
Automatic Data Processing, Inc.ADP377$110.36K
eBay Inc.EBAY377$23.32K
Grifols, S.A.GRFS387$2.88K
Citizens Financial Group, Inc.CFG394$17.24K
Takeda Pharmaceutical Company LimitedTAK397$5.26K
Coherent, Inc.COHR400$37.89K
Canadian Natural Resources LimitedCNQ400$12.35K
Amgen Inc.AMGN401$104.52K
Yum! Brands, Inc.YUM402$53.98K
Morgan StanleyMS410$51.58K
Plug Power Inc.PLUG414$882
Cabaletta Bio, Inc.CABA417$947
Enel Chile S.A.ENIC417$1.2K
CEMEX, S.A.B. de C.V.CX423$2.39K