Stock Taper

WR WEALTH PLANNERS, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Netflix, Inc.NFLX1.11K$988.47K
LyondellBasell Industries N.V.LYB1.18K$87.27K
Bank of America CorporationBAC1.19K$52.27K
Personalis, Inc.PSNL1.2K$6.94K
Golub Capital BDC, Inc.GBDC1.2K$18.19K
The Kroger Co.KR1.21K$73.81K
Wells Fargo & CompanyWFC1.22K$85.98K
Ambev S.A.ABEV1.23K$2.27K
BCE Inc.BCE1.23K$28.46K
Cisco Systems, Inc.CSCO1.25K$73.85K
The Boeing CompanyBA1.25K$221.96K
Archer-Daniels-Midland CompanyADM1.27K$64.06K
RTX CorporationRTX1.27K$147.54K
Corebridge Financial, Inc.CRBG1.28K$38.43K
BP p.l.c.BP1.3K$38.48K
Cardinal Health, Inc.CAH1.33K$157.88K
The Clorox CompanyCLX1.34K$218K
Toll Brothers, Inc.TOL1.35K$169.78K
Alibaba Group Holding LimitedBABA1.35K$114.55K
Chevron CorporationCVX1.35K$196.28K