WR Wealth Planners, LLC
CIK 2031978 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $311.0M
- Posisi
- 1.104
- Per tanggal
- 31 Des. 2024 Data per Q4 2024
#5.084 dari 9.443 berdasarkan nilai 13F · top 53.8%
- Bobot 10 kepemilikan teratas
- 50,42%
- Bobot 25 kepemilikan teratas
- 65,94%
- Posisi di atas 1%
- 16
- Jumlah posisi efektif
- 27,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
- Posisi baru
- 1.104
- Meningkat
- 0
- Menurun
- 0
- Tertutup
- 0
Di halaman ini
Rincian sektor
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%
Lainnya/Tidak terpetakan
67,4%
Portofolio lengkap 1.104 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $33.355.284 | 10,72% | 56.913 | Naik ×1 | |||
| GBIL | $25.654.169 | 8,25% | 256.747 | Naik ×1 | |||
| COWZ | $25.140.702 | 8,08% | 445.126 | Naik ×1 | |||
| AVDE | $16.234.488 | 5,22% | 264.535 | Naik ×1 | |||
| AVUS | $14.576.571 | 4,69% | 150.382 | Naik ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $10.307.778 | 3,31% | 20.163 | Naik ×1 | |||
| AVSF | $8.570.633 | 2,76% | 185.753 | Naik ×1 | |||
| AAPL Apple Inc. - Common Stock | $8.547.671 | 2,75% | 34.133 | Naik ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $7.505.771 | 2,41% | 34.212 | Naik ×1 | |||
| GLDM | $6.916.178 | 2,22% | 133.029 | Naik ×1 | |||
| AVUV | $6.508.309 | 2,09% | 67.423 | Naik ×1 | |||
| QGRO | $4.429.443 | 1,42% | 44.428 | Naik ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $4.362.227 | 1,40% | 10.349 | Naik ×1 | |||
| CGGR | $4.270.146 | 1,37% | 114.882 | Naik ×1 | |||
| LMBS First Trust Low Duration Opportunities ETF | $3.889.356 | 1,25% | 79.913 | Naik ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $3.368.045 | 1,08% | 9.285 | Naik ×1 | |||
| CGDV | $2.979.564 | 0,96% | 84.503 | Naik ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $2.694.994 | 0,87% | 20.068 | Naik ×1 | |||
| SPYM | $2.684.130 | 0,86% | 38.934 | Naik ×1 | |||
| WMT Walmart Inc. - Common Stock | $2.646.214 | 0,85% | 29.288 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2.267.039 | 0,73% | 9.457 | Naik ×1 | |||
| SPIB | $2.097.781 | 0,67% | 64.035 | Naik ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $2.097.013 | 0,67% | 12.508 | Naik ×1 | |||
| AVGE | $1.998.696 | 0,64% | 27.618 | Naik ×1 | |||
| JAAA | $1.986.181 | 0,64% | 39.167 | Naik ×1 | |||
| DE Deere & Company Common Stock | $1.728.293 | 0,56% | 4.079 | Naik ×1 | |||
| IVV | $1.635.706 | 0,53% | 2.779 | Naik ×1 | |||
| BRKB | $1.634.074 | 0,53% | 3.605 | Naik ×1 | |||
| REFR Research Frontiers Incorporated - Common Stock | $1.625.283 | 0,52% | 950.458 | Naik ×1 | |||
| COM | $1.507.702 | 0,48% | 53.238 | Naik ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1.463.516 | 0,47% | 3.624 | Naik ×1 | |||
| SCHA | $1.431.986 | 0,46% | 55.375 | Naik ×1 | |||
| CGBL | $1.409.808 | 0,45% | 45.085 | Naik ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.380.774 | 0,44% | 7.294 | Naik ×1 | |||
| BRKA | $1.361.840 | 0,44% | 2 | Naik ×1 | |||
| ESGU iShares ESG Aware MSCI USA ETF | $1.293.385 | 0,42% | 10.040 | Naik ×1 | |||
| V Visa Inc. | $1.275.987 | 0,41% | 4.037 | Naik ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1.209.754 | 0,39% | 1.567 | Naik ×1 | |||
| IYW | $1.185.872 | 0,38% | 7.434 | Naik ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1.170.916 | 0,38% | 2.315 | Naik ×1 | |||
| ALL Allstate Corporation (The) Common Stock | $1.097.218 | 0,35% | 5.691 | Naik ×1 | |||
| JNJ Johnson & Johnson Common Stock | $1.053.076 | 0,34% | 7.282 | Naik ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $1.043.130 | 0,34% | 23.078 | Naik ×1 | |||
| JPST | $1.021.830 | 0,33% | 20.286 | Naik ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $1.011.985 | 0,33% | 6.655 | Naik ×1 | |||
| WM Waste Management, Inc. Common Stock | $1.003.947 | 0,32% | 4.975 | Naik ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $988.474 | 0,32% | 1.109 | Naik ×1 | |||
| VLTO Veralto Corp Common Stock | $964.621 | 0,31% | 9.471 | Naik ×1 | |||
| FLEX Flex Ltd. - Ordinary Shares | $934.605 | 0,30% | 24.345 | Naik ×1 | |||
| IMCG | $928.896 | 0,30% | 12.298 | Naik ×1 | |||
| AFL AFLAC Incorporated Common Stock | $926.409 | 0,30% | 8.956 | Naik ×1 | |||
| CGGO | $879.360 | 0,28% | 30.094 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $867.709 | 0,28% | 8.066 | Naik ×1 | |||
| IVW | $865.239 | 0,28% | 8.522 | Naik ×1 | |||
| FISV Fiserv, Inc. - Common Stock | $852.698 | 0,27% | 4.151 | Naik ×1 | |||
| EFG | $843.583 | 0,27% | 8.712 | Naik ×1 | |||
| ROK Rockwell Automation, Inc. Common Stock | $817.359 | 0,26% | 2.860 | Naik ×1 | |||
| ULXXXX | $809.052 | 0,26% | 14.269 | Naik ×1 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $803.185 | 0,26% | 5.390 | Naik ×1 | |||
| MMM 3M Company Common Stock | $763.144 | 0,25% | 5.912 | Naik ×1 | |||
| FTSM First Trust Enhanced Short Maturity ETF | $755.538 | 0,24% | 12.641 | Naik ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $749.277 | 0,24% | 3.794 | Naik ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $744.036 | 0,24% | 2.115 | Naik ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $742.559 | 0,24% | 10.358 | Naik ×1 | |||
| QUAL | $727.101 | 0,23% | 4.083 | Naik ×1 | |||
| MCD McDonald's Corporation Common Stock | $722.589 | 0,23% | 2.493 | Naik ×1 | |||
| GEHC GE HealthCare Technologies Inc. - Common Stock | $713.314 | 0,23% | 9.124 | Naik ×1 | |||
| JEF Jefferies Financial Group Inc. Common Stock | $706.933 | 0,23% | 9.017 | Naik ×1 | |||
| ADBE Adobe Inc. - Common Stock | $700.816 | 0,23% | 1.576 | Naik ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $695.007 | 0,22% | 1.787 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $663.178 | 0,21% | 3.482 | Naik ×1 | |||
| TEL TE Connectivity plc Ordinary Shares | $655.517 | 0,21% | 4.585 | Naik ×1 | |||
| DYNF | $651.746 | 0,21% | 12.717 | Naik ×1 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $628.863 | 0,20% | 2.093 | Naik ×1 | |||
| BDX Becton, Dickinson and Company Common Stock | $627.296 | 0,20% | 2.765 | Naik ×1 | |||
| ONON On Holding AG Class A Ordinary Shares | $623.995 | 0,20% | 11.393 | Naik ×1 | |||
| ALC Alcon Inc. Ordinary Shares | $621.819 | 0,20% | 7.325 | Naik ×1 | |||
| SA Seabridge Gold, Inc. Ordinary Shares (Canada) | $599.938 | 0,19% | 52.580 | Naik ×1 | |||
| INTU Intuit Inc. - Common Stock | $591.419 | 0,19% | 941 | Naik ×1 | |||
| RGA Reinsurance Group of America, Incorporated Common Stock | $585.773 | 0,19% | 2.742 | Naik ×1 | |||
| ACM AECOM Common Stock | $580.139 | 0,19% | 5.431 | Naik ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $574.630 | 0,18% | 3.158 | Naik ×1 | |||
| QDPL | $574.430 | 0,18% | 14.963 | Naik ×1 | |||
| VOT | $571.191 | 0,18% | 2.251 | Naik ×1 | |||
| ET Energy Transfer LP Common Units | $570.402 | 0,18% | 29.117 | Naik ×1 | |||
| FICO Fair Isaac Corporation Common Stock | $569.406 | 0,18% | 286 | Naik ×1 | |||
| ANET Arista Networks, Inc. Common Stock | $551.103 | 0,18% | 4.986 | Naik ×1 | |||
| CGUS | $547.350 | 0,18% | 15.652 | Naik ×1 | |||
| SPGI S&P Global Inc. Common Stock | $538.868 | 0,17% | 1.082 | Naik ×1 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $536.478 | 0,17% | 2.581 | Naik ×1 | |||
| APTV Aptiv PLC Ordinary Shares | $533.555 | 0,17% | 8.822 | Naik ×1 | |||
| HXL Hexcel Corporation Common Stock | $522.103 | 0,17% | 8.327 | Naik ×1 | |||
| DHR Danaher Corporation Common Stock | $520.390 | 0,17% | 2.267 | Naik ×1 | |||
| WPM Wheaton Precious Metals Corp Common Shares (Canada) | $516.883 | 0,17% | 9.191 | Naik ×1 | |||
| HON Honeywell International Inc. - Common Stock | $515.029 | 0,17% | 2.280 | Naik ×1 | |||
| EFV | $501.183 | 0,16% | 9.552 | Naik ×1 | |||
| T AT&T Inc. | $496.803 | 0,16% | 21.818 | Naik ×1 | |||
| VUG | $478.181 | 0,15% | 1.165 | Naik ×1 | |||
| BRKR Bruker Corporation - Common Stock | $471.891 | 0,15% | 8.050 | Naik ×1 | |||
| ICLR ICON plc - Ordinary Shares | $462.620 | 0,15% | 2.206 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SPY | $33.355.284 | 56.913 | 10,72% |
| GBIL | $25.654.169 | 256.747 | 8,25% |
| COWZ | $25.140.702 | 445.126 | 8,08% |
| AVDE | $16.234.488 | 264.535 | 5,22% |
| AVUS | $14.576.571 | 150.382 | 4,69% |
| QQQ | $10.307.778 | 20.163 | 3,31% |
| AVSF | $8.570.633 | 185.753 | 2,76% |
| AAPL | $8.547.671 | 34.133 | 2,75% |
| AMZN | $7.505.771 | 34.212 | 2,41% |
| GLDM | $6.916.178 | 133.029 | 2,22% |
| AVUV | $6.508.309 | 67.423 | 2,09% |
| QGRO | $4.429.443 | 44.428 | 1,42% |
| MSFT | $4.362.227 | 10.349 | 1,40% |
| CGGR | $4.270.146 | 114.882 | 1,37% |
| LMBS | $3.889.356 | 79.913 | 1,25% |