Stock Taper

WR WEALTH PLANNERS, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Cardinal Health, Inc.CAH1.33K$157.88K
BP p.l.c.BP1.3K$38.48K
Corebridge Financial, Inc.CRBG1.28K$38.43K
RTX CorporationRTX1.27K$147.54K
Archer-Daniels-Midland CompanyADM1.27K$64.06K
The Boeing CompanyBA1.25K$221.96K
Cisco Systems, Inc.CSCO1.25K$73.85K
BCE Inc.BCE1.23K$28.46K
Ambev S.A.ABEV1.23K$2.27K
Wells Fargo & CompanyWFC1.22K$85.98K
The Kroger Co.KR1.21K$73.81K
Personalis, Inc.PSNL1.2K$6.94K
Golub Capital BDC, Inc.GBDC1.2K$18.19K
Bank of America CorporationBAC1.19K$52.27K
LyondellBasell Industries N.V.LYB1.18K$87.27K
Netflix, Inc.NFLX1.11K$988.47K
American Tower CorporationAMT1.09K$199.18K
S&P Global Inc.SPGI1.08K$538.87K
U.S. BancorpUSB1.05K$50.46K
Conagra Brands, Inc.CAG1.04K$28.8K