WR Wealth Planners, LLC
CIK 2031978
13F portfolio (2024-Q4)
$311M
Positions
1,104
As reported on this filer's Form 13F for 2024-Q4, filed 2025-02-05. Long positions in SEC Section 13(f) securities; a lagged quarterly snapshot, filed up to 45 days after quarter-end. This filer has stopped filing 13F reports.
| 1 | SPY | STATE STR SPDR S&P 500 ETF T |
| 2 | GBIL | GOLDMAN SACHS ETF TR |
| 3 | COWZ | PACER FDS TR |
| 4 | AVDE | AMERICAN CENTY ETF TR |
| 5 | AVUS | AMERICAN CENTY ETF TR |
Top holdings — weights and history with Pro
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