Stock Taper

WR WEALTH PLANNERS, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Morgan StanleyMS410$51.58K
Yum! Brands, Inc.YUM402$53.98K
Amgen Inc.AMGN401$104.52K
Canadian Natural Resources LimitedCNQ400$12.35K
Coherent, Inc.COHR400$37.89K
Takeda Pharmaceutical Company LimitedTAK397$5.26K
Citizens Financial Group, Inc.CFG394$17.24K
Grifols, S.A.GRFS387$2.88K
Automatic Data Processing, Inc.ADP377$110.36K
eBay Inc.EBAY377$23.32K
Expedia Group, Inc.EXPE358$66.71K
Lockheed Martin CorporationLMT358$174.01K
Citigroup Inc.C354$24.92K
Northwest Natural Holding CompanyNWN351$13.89K
ChargePoint Holdings, Inc.CHPT350$375
Intuitive Surgical, Inc.ISRG338$176.42K
Cigna CorporationCI337$93.03K
Main Street Capital CorporationMAIN337$19.73K
Realty Income CorporationO336$17.95K
Constellation Energy CorporationCEG331$74.05K