WR Wealth Planners, LLC — 13F holdings

WR Wealth Planners, LLC reported 1,104 holdings worth $311M in its 13F filing for Q4 2024, filed February 5, 2025. Its 10 largest positions make up 50.4% of the portfolio.

WR Wealth Planners, LLC's largest positions in Q4 2024

  1. SPY SPDR S&P 500 ETF TR — $33.4M (10.7%)
  2. GBIL GOLDMAN SACHS ETF TR — $25.7M (8.2%)
  3. COWZ PACER FDS TR — $25.1M (8.1%)
  4. AVDE AMERICAN CENTY ETF TR — $16.2M (5.2%)
  5. AVUS AMERICAN CENTY ETF TR — $14.6M (4.7%)
  6. QQQ Invesco Qqq Tr — $10.3M (3.3%)
  7. AVSF AMERICAN CENTY ETF TR — $8.57M (2.8%)
  8. AAPL APPLE INC — $8.55M (2.7%)
  9. AMZN AMAZON COM INC — $7.51M (2.4%)
  10. GLDM WORLD GOLD TR — $6.92M (2.2%)
  11. AVUV AMERICAN CENTY ETF TR — $6.51M (2.1%)
  12. QGRO AMERICAN CENTY ETF TR — $4.43M (1.4%)
  13. MSFT MICROSOFT CORP — $4.36M (1.4%)
  14. CGGR CAPITAL GROUP GROWTH ETF — $4.27M (1.4%)
  15. LMBS FIRST TR EXCHANGE-TRADED FD — $3.89M (1.3%)
  16. CAT CATERPILLAR INC — $3.37M (1.1%)
  17. CGDV CAPITAL GROUP DIVIDEND VALUE — $2.98M (1.0%)
  18. NVDA NVIDIA CORPORATION — $2.69M (0.9%)
  19. SPYM SPDR SERIES TRUST — $2.68M (0.9%)
  20. WMT WALMART INC — $2.65M (0.9%)

What does WR Wealth Planners, LLC own?

Its largest positions in Q4 2024 were SPY, GBIL, COWZ, AVDE, AVUS, out of 1,104 holdings worth $311M.