WR Wealth Planners, LLC
CIK 2031978 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $311.0M
- المراكز
- 1104
- حتى تاريخ
- 31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
#5084 من 9443 حسب قيمة 13F · أعلى 53.8%
- وزن أكبر 10 مقتنيات
- 50,42%
- وزن أكبر 25 مقتنية
- 65,94%
- المراكز فوق 1%
- 16
- العدد الفعلي للمراكز
- 27,8
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
- مراكز جديدة
- 1104
- زيادة
- 0
- انخفض
- 0
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
7,9%
Industrials
5,6%
Retail
4,0%
Healthcare
3,3%
Financials
2,1%
Financial Services
2,0%
Consumer Discretionary
1,4%
Communication Services
1,2%
Consumer products
1,1%
Energy
1,1%
Consumer Staples
0,8%
Materials
0,8%
Utilities
0,6%
Communications
0,2%
Telecommunication
0,2%
Real Estate
0,2%
Logistics & Transportation
0,0%
Packaging
0,0%
Diversified Consumer Services
0,0%
Paper & Forest
0,0%
أخرى/غير معينة
67,4%
المحفظة الكاملة 1104 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $33355284 | 10,72% | 56913 | صعود ×1 | |||
| GBIL | $25654169 | 8,25% | 256747 | صعود ×1 | |||
| COWZ | $25140702 | 8,08% | 445126 | صعود ×1 | |||
| AVDE | $16234488 | 5,22% | 264535 | صعود ×1 | |||
| AVUS | $14576571 | 4,69% | 150382 | صعود ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $10307778 | 3,31% | 20163 | صعود ×1 | |||
| AVSF | $8570633 | 2,76% | 185753 | صعود ×1 | |||
| AAPL Apple Inc. - Common Stock | $8547671 | 2,75% | 34133 | صعود ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $7505771 | 2,41% | 34212 | صعود ×1 | |||
| GLDM | $6916178 | 2,22% | 133029 | صعود ×1 | |||
| AVUV | $6508309 | 2,09% | 67423 | صعود ×1 | |||
| QGRO | $4429443 | 1,42% | 44428 | صعود ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $4362227 | 1,40% | 10349 | صعود ×1 | |||
| CGGR | $4270146 | 1,37% | 114882 | صعود ×1 | |||
| LMBS First Trust Low Duration Opportunities ETF | $3889356 | 1,25% | 79913 | صعود ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $3368045 | 1,08% | 9285 | صعود ×1 | |||
| CGDV | $2979564 | 0,96% | 84503 | صعود ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $2694994 | 0,87% | 20068 | صعود ×1 | |||
| SPYM | $2684130 | 0,86% | 38934 | صعود ×1 | |||
| WMT Walmart Inc. - Common Stock | $2646214 | 0,85% | 29288 | صعود ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2267039 | 0,73% | 9457 | صعود ×1 | |||
| SPIB | $2097781 | 0,67% | 64035 | صعود ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $2097013 | 0,67% | 12508 | صعود ×1 | |||
| AVGE | $1998696 | 0,64% | 27618 | صعود ×1 | |||
| JAAA | $1986181 | 0,64% | 39167 | صعود ×1 | |||
| DE Deere & Company Common Stock | $1728293 | 0,56% | 4079 | صعود ×1 | |||
| IVV | $1635706 | 0,53% | 2779 | صعود ×1 | |||
| BRKB | $1634074 | 0,53% | 3605 | صعود ×1 | |||
| REFR Research Frontiers Incorporated - Common Stock | $1625283 | 0,52% | 950458 | صعود ×1 | |||
| COM | $1507702 | 0,48% | 53238 | صعود ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1463516 | 0,47% | 3624 | صعود ×1 | |||
| SCHA | $1431986 | 0,46% | 55375 | صعود ×1 | |||
| CGBL | $1409808 | 0,45% | 45085 | صعود ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1380774 | 0,44% | 7294 | صعود ×1 | |||
| BRKA | $1361840 | 0,44% | 2 | صعود ×1 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $1293385 | 0,42% | 10040 | صعود ×1 | |||
| V Visa Inc. | $1275987 | 0,41% | 4037 | صعود ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1209754 | 0,39% | 1567 | صعود ×1 | |||
| IYW | $1185872 | 0,38% | 7434 | صعود ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1170916 | 0,38% | 2315 | صعود ×1 | |||
| ALL Allstate Corporation (The) Common Stock | $1097218 | 0,35% | 5691 | صعود ×1 | |||
| JNJ Johnson & Johnson Common Stock | $1053076 | 0,34% | 7282 | صعود ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $1043130 | 0,34% | 23078 | صعود ×1 | |||
| JPST | $1021830 | 0,33% | 20286 | صعود ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $1011985 | 0,33% | 6655 | صعود ×1 | |||
| WM Waste Management, Inc. Common Stock | $1003947 | 0,32% | 4975 | صعود ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $988474 | 0,32% | 1109 | صعود ×1 | |||
| VLTO Veralto Corp Common Stock | $964621 | 0,31% | 9471 | صعود ×1 | |||
| FLEX Flex Ltd. - Ordinary Shares | $934605 | 0,30% | 24345 | صعود ×1 | |||
| IMCG | $928896 | 0,30% | 12298 | صعود ×1 | |||
| AFL AFLAC Incorporated Common Stock | $926409 | 0,30% | 8956 | صعود ×1 | |||
| CGGO | $879360 | 0,28% | 30094 | صعود ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $867709 | 0,28% | 8066 | صعود ×1 | |||
| IVW | $865239 | 0,28% | 8522 | صعود ×1 | |||
| FISV Fiserv, Inc. - Common Stock | $852698 | 0,27% | 4151 | صعود ×1 | |||
| EFG | $843583 | 0,27% | 8712 | صعود ×1 | |||
| ROK Rockwell Automation, Inc. Common Stock | $817359 | 0,26% | 2860 | صعود ×1 | |||
| ULXXXX | $809052 | 0,26% | 14269 | صعود ×1 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $803185 | 0,26% | 5390 | صعود ×1 | |||
| MMM 3M Company Common Stock | $763144 | 0,25% | 5912 | صعود ×1 | |||
| FTSM First Trust Enhanced Short Maturity ETF | $755538 | 0,24% | 12641 | صعود ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $749277 | 0,24% | 3794 | صعود ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $744036 | 0,24% | 2115 | صعود ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $742559 | 0,24% | 10358 | صعود ×1 | |||
| QUAL | $727101 | 0,23% | 4083 | صعود ×1 | |||
| MCD McDonald's Corporation Common Stock | $722589 | 0,23% | 2493 | صعود ×1 | |||
| GEHC GE HealthCare Technologies Inc. - Common Stock | $713314 | 0,23% | 9124 | صعود ×1 | |||
| JEF Jefferies Financial Group Inc. Common Stock | $706933 | 0,23% | 9017 | صعود ×1 | |||
| ADBE Adobe Inc. - Common Stock | $700816 | 0,23% | 1576 | صعود ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $695007 | 0,22% | 1787 | صعود ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $663178 | 0,21% | 3482 | صعود ×1 | |||
| TEL TE Connectivity plc Ordinary Shares | $655517 | 0,21% | 4585 | صعود ×1 | |||
| DYNF | $651746 | 0,21% | 12717 | صعود ×1 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $628863 | 0,20% | 2093 | صعود ×1 | |||
| BDX Becton, Dickinson and Company Common Stock | $627296 | 0,20% | 2765 | صعود ×1 | |||
| ONON On Holding AG Class A Ordinary Shares | $623995 | 0,20% | 11393 | صعود ×1 | |||
| ALC Alcon Inc. Ordinary Shares | $621819 | 0,20% | 7325 | صعود ×1 | |||
| SA Seabridge Gold, Inc. Ordinary Shares (Canada) | $599938 | 0,19% | 52580 | صعود ×1 | |||
| INTU Intuit Inc. - Common Stock | $591419 | 0,19% | 941 | صعود ×1 | |||
| RGA Reinsurance Group of America, Incorporated Common Stock | $585773 | 0,19% | 2742 | صعود ×1 | |||
| ACM AECOM Common Stock | $580139 | 0,19% | 5431 | صعود ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $574630 | 0,18% | 3158 | صعود ×1 | |||
| QDPL | $574430 | 0,18% | 14963 | صعود ×1 | |||
| VOT | $571191 | 0,18% | 2251 | صعود ×1 | |||
| ET Energy Transfer LP Common Units | $570402 | 0,18% | 29117 | صعود ×1 | |||
| FICO Fair Isaac Corporation Common Stock | $569406 | 0,18% | 286 | صعود ×1 | |||
| ANET Arista Networks, Inc. Common Stock | $551103 | 0,18% | 4986 | صعود ×1 | |||
| CGUS | $547350 | 0,18% | 15652 | صعود ×1 | |||
| SPGI S&P Global Inc. Common Stock | $538868 | 0,17% | 1082 | صعود ×1 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $536478 | 0,17% | 2581 | صعود ×1 | |||
| APTV Aptiv PLC Ordinary Shares | $533555 | 0,17% | 8822 | صعود ×1 | |||
| HXL Hexcel Corporation Common Stock | $522103 | 0,17% | 8327 | صعود ×1 | |||
| DHR Danaher Corporation Common Stock | $520390 | 0,17% | 2267 | صعود ×1 | |||
| WPM Wheaton Precious Metals Corp Common Shares (Canada) | $516883 | 0,17% | 9191 | صعود ×1 | |||
| HON Honeywell International Inc. - Common Stock | $515029 | 0,17% | 2280 | صعود ×1 | |||
| EFV | $501183 | 0,16% | 9552 | صعود ×1 | |||
| T AT&T Inc. | $496803 | 0,16% | 21818 | صعود ×1 | |||
| VUG | $478181 | 0,15% | 1165 | صعود ×1 | |||
| BRKR Bruker Corporation - Common Stock | $471891 | 0,15% | 8050 | صعود ×1 | |||
| ICLR ICON plc - Ordinary Shares | $462620 | 0,15% | 2206 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| SPY | $33355284 | 56913 | 10,72% |
| GBIL | $25654169 | 256747 | 8,25% |
| COWZ | $25140702 | 445126 | 8,08% |
| AVDE | $16234488 | 264535 | 5,22% |
| AVUS | $14576571 | 150382 | 4,69% |
| QQQ | $10307778 | 20163 | 3,31% |
| AVSF | $8570633 | 185753 | 2,76% |
| AAPL | $8547671 | 34133 | 2,75% |
| AMZN | $7505771 | 34212 | 2,41% |
| GLDM | $6916178 | 133029 | 2,22% |
| AVUV | $6508309 | 67423 | 2,09% |
| QGRO | $4429443 | 44428 | 1,42% |
| MSFT | $4362227 | 10349 | 1,40% |
| CGGR | $4270146 | 114882 | 1,37% |
| LMBS | $3889356 | 79913 | 1,25% |