Stock Taper

WR WEALTH PLANNERS, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Toronto-Dominion BankTD200$10.65K
SoundHound AI, Inc.SOUN200$3.97K
Mattel, Inc.MAT200$3.55K
Church & Dwight Co., Inc.CHD200$20.94K
Diageo plcDEO200$25.43K
Builders FirstSource, Inc.BLDR197$28.16K
RB Global, Inc.RBA197$17.77K
Graco Inc.GGG196$16.52K
Telefônica Brasil S.A.VIV196$1.48K
Blue Owl Capital CorporationOBDC195$2.95K
VICI Properties Inc.VICI193$5.64K
CrowdStrike Holdings, Inc.CRWD193$66.04K
Atmos Energy CorporationATO192$26.75K
Ross Stores, Inc.ROST192$29.04K
The Toro CompanyTTC192$15.38K
The Goldman Sachs Group, Inc.GS191$109.37K
FedEx CorporationFDX190$53.42K
Costco Wholesale CorporationCOST188$172.54K
Dominion Energy, Inc.D185$9.96K
Lantheus Holdings, Inc.LNTH185$16.55K