Stock Taper

WR WEALTH PLANNERS, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Southwest Airlines Co.LUV1.02K$34.2K
Halliburton CompanyHAL1.01K$27.41K
Lennar CorporationLEN1.01K$137.19K
Digital Turbine, Inc.APPS1K$1.69K
Capital Southwest CorporationCSWC1K$21.82K
Charles River Laboratories International, Inc.CRL1K$184.6K
Kinder Morgan, Inc.KMI991$27.15K
CarMax, Inc.KMX990$80.94K
Ameren CorporationAEE988$88.11K
American Express CompanyAXP987$292.97K
Broadcom Inc.AVGO986$228.7K
HP Inc.HPQ982$32.04K
Boston Scientific CorporationBSX975$87.09K
American Battery Technology Company Common StockABAT950$2.34K
TC TOPBUILD CORP COMBLD944$293.9K
Intuit Inc.INTU941$591.42K
The Charles Schwab CorporationSCHW929$68.72K
Abbott LaboratoriesABT917$103.72K
Dollar General CorporationDG917$69.5K
Solventum CorporationSOLV907$59.92K