Wr Wealth Planners, LLC

CIK Number: 0002031978

311.03M
Market Value
1,040
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPY SPDR S&P 500 ET...
611.96
+0.80% 56.91K +3.68% 33.36M 469.68 10.72%
2 GBIL Goldman Sachs A...
100.11
+0.02% 256.75K -10.01% 25.65M 99.9 8.25%
3 COWZ Pacer US Cash C...
54.78
+0.81% 445.13K +4.06% 25.14M 49.25 8.08%
4 AVDE Avantis Interna...
73.33
+1.40% 264.54K +6.85% 16.23M 58.15 5.22%
5 AVUS Avantis U.S. Eq...
99.92
+1.07% 150.38K +2.43% 14.58M 76.32 4.69%
6 QQQ Invesco QQQ Tru...
546.29
+0.95% 20.16K -20.75% 10.31M 404.17 3.31%
7 AVSF Avantis Short-T...
46.99
+0.15% 185.75K +5.27% 8.57M 46.12 2.76%
8 AAPL Apple Inc.
201.21
-0.18% 34.13K -4.97% 8.55M 168.41 2.75%
9 AMZN Amazon.com, Inc...
217.26
+2.49% 34.21K -0.63% 7.51M 119.58 2.41%
10 GLDM SPDR Gold MiniS...
65.94
-0.14% 133.03K +1.73% 6.92M 39.29 2.22%
11 AVUV Avantis U.S. Sm...
90.91
+1.61% 67.42K +4.36% 6.51M 91.58 2.09%
12 QGRO American Centur...
107.64
+1.11% 44.43K +12.79% 4.43M 92.04 1.42%
13 MSFT Microsoft Corpo...
497.50
+1.06% 10.35K -7.95% 4.36M 313.09 1.40%
14 CGGR Capital Group G...
40.17
+1.04% 114.88K -56.33% 4.27M 30.28 1.37%
15 LMBS First Trust Low...
49.27
-0.12% 79.91K -0.02% 3.89M 48.84 1.25%
16 CAT Caterpillar Inc...
382.01
+2.81% 9.29K -3.17% 3.37M 230.87 1.08%
17 CGDV Capital Group D...
39.30
+1.00% 84.5K -59.45% 2.98M 31.56 0.96%
18 NVDA NVIDIA Corporat...
155.10
+0.51% 20.07K -37.24% 2.69M 27.85 0.87%
19 SPLG SPDR Portfolio ...
72.20
+0.80% 38.93K -50.55% 2.68M 52.09 0.86%
20 WMT Walmart Inc.
96.16
-1.13% 29.29K -4.28% 2.65M 50.49 0.85%
21 JPM JPMorgan Chase ...
288.83
+1.68% 9.46K -1.91% 2.27M 144.79 0.73%
22 SPIB SPDR Portfolio ...
33.52
+0.22% 64.03K +7.93% 2.1M 32.53 0.67%
23 PG The Procter & G...
158.66
-0.19% 12.51K -5.24% 2.1M 150.9 0.67%
24 AVGE Avantis All Equ...
76.75
+0.02% 27.62K +7.26% 2M 62.14 0.64%
25 JAAA Janus Henderson...
50.72
+0.12% 39.17K +9.03% 1.99M 50.87 0.64%
26 DE Deere & Company
508.48
+0.34% 4.08K -29.39% 1.73M 407.24 0.56%
27 IVV iShares Core S&...
614.96
+0.82% 2.78K -61.87% 1.64M 454.29 0.53%
28 BRK-B Berkshire Hatha...
485.71
-0.1% 3.6K +1.01% 1.63M 328.35 0.53%
29 REFR Research Fronti...
1.67
+0.60% 950.46K +0.98% 1.63M 1.72 0.52%
30 COM Direxion Auspic...
27.79
+0.38% 53.24K -7.97% 1.51M 32.03 0.48%
31 TSLA Tesla, Inc.
326.14
-0.43% 3.62K -4.28% 1.46M 210.25 0.47%
32 SCHA Schwab U.S. Sma...
25.27
+1.59% 55.38K -9.1% 1.43M 25.73 0.46%
33 CGBL Capital Group C...
33.33
+0.80% 45.09K -63.96% 1.41M 28.37 0.45%
34 GOOGL Alphabet Inc.
173.50
+1.65% 7.29K -4% 1.38M 114.7 0.44%
35 BRK-A Berkshire Hatha...
728620.02
-0.19% 2 0.00% 1.36M 517810 0.44%
36 ESGU iShares ESG Awa...
133.79
+0.79% 10.04K -54.66% 1.29M 101.27 0.42%
37 V Visa Inc.
346.26
+0.29% 4.04K -21.29% 1.28M 227.56 0.41%
38 LLY Eli Lilly and C...
795.71
+0.43% 1.57K -8.2% 1.21M 417.51 0.39%
39 IYW iShares U.S. Te...
171.64
+0.87% 7.43K -43.43% 1.19M 93.33 0.38%
40 UNH UnitedHealth Gr...
302.52
+0.17% 2.31K -12.04% 1.17M 498.7 0.38%
41 ALL The Allstate Co...
194.31
+1.76% 5.69K +0.18% 1.1M 133.98 0.35%
42 JNJ Johnson & Johns...
152.17
-0.07% 7.28K -7.48% 1.05M 161.19 0.34%
43 IUSB iShares Core To...
46.16
+0.27% 23.08K -49.97% 1.04M 48.88 0.34%
44 JPST JPMorgan Ultra-...
50.65
+0.07% 20.29K -0.68% 1.02M 50.24 0.33%
45 PEP PepsiCo, Inc.
128.20
+0.14% 6.66K -1.5% 1.01M 180.92 0.33%
46 WM Waste Managemen...
226.77
-0.79% 4.97K -8.01% 1M 164.5 0.32%
47 NFLX Netflix, Inc.
1306.80
+2.47% 1.11K -1.68% 988.47K 363.37 0.32%
48 VLTO Veralto Corpora...
101.25
+1.08% 9.47K -10.52% 964.62K 83.93 0.31%
49 FLEX Flex Ltd.
50.13
+2.26% 24.34K -23.41% 934.61K 22.5 0.30%
50 IMCG iShares Morning...
79.24
+0.80% 12.3K -13.24% 928.9K 55.16 0.30%
51 AFL Aflac Incorpora...
104.00
+1.48% 8.96K -10.5% 926.41K 68.9 0.30%
52 CGGO Capital Group G...
31.91
+1.08% 30.09K -60.9% 879.36K 28.04 0.28%
53 XOM Exxon Mobil Cor...
110.07
+1.57% 8.07K +12.42% 867.71K 108.34 0.28%
54 IVW iShares S&P 500...
108.89
+0.98% 8.52K -58.65% 865.24K 93.01 0.28%
55 FI Fiserv, Inc.
171.40
+0.61% 4.15K +542.57% 852.7K 198.14 0.27%
56 EFG iShares MSCI EA...
110.53
+1.15% 8.71K -55.94% 843.58K 98.28 0.27%
57 ROK Rockwell Automa...
326.53
+1.26% 2.86K +17.65% 817.36K 277.12 0.26%
58 UL Unilever PLC
60.66
-1.02% 14.27K -10.52% 809.05K 51.43 0.26%
59 ICE Intercontinenta...
180.94
+0.23% 5.39K +2.43% 803.18K 126.51 0.26%
60 MMM 3M Company
150.88
+2.12% 5.91K +1.23% 763.14K 102.51 0.25%
61 FTSM First Trust Enh...
60.05
+0.07% 12.64K +1.66% 755.54K 59.49 0.24%
62 TSM Taiwan Semicond...
224.01
+0.57% 3.79K -13.34% 749.28K 170.98 0.24%
63 ACN Accenture plc
296.02
+0.48% 2.12K -9.07% 744.04K 287.51 0.24%
64 NEE NextEra Energy,...
71.02
+0.97% 10.36K -24.98% 742.56K 63.79 0.24%
65 QUAL iShares MSCI US...
180.45
+0.60% 4.08K -56.69% 727.1K 142.71 0.23%
66 MCD McDonald's Corp...
285.78
+0.08% 2.49K -1.38% 722.59K 276.9 0.23%
67 GEHC GE HealthCare T...
74.92
+3.00% 9.12K -10.44% 713.31K 85.1 0.23%
68 JEF Jefferies Finan...
56.20
+0.50% 9.02K +100.00% 706.93K 78.4 0.23%
69 ADBE Adobe Inc.
385.00
-0.66% 1.58K -12.2% 700.82K 463.26 0.23%
70 HD The Home Depot,...
363.71
+0.51% 1.79K -18.85% 695.01K 308.71 0.22%
71 GOOG Alphabet Inc.
174.38
+1.69% 3.48K +4.85% 663.18K 111.7 0.21%
72 TEL TE Connectivity...
169.38
+0.90% 4.58K -10.54% 655.52K 150.99 0.21%
73 DYNF BlackRock U.S. ...
53.90
+0.96% 12.72K -57.15% 651.75K 47.15 0.21%
74 CDNS Cadence Design ...
303.65
+2.06% 2.09K -11.72% 628.86K 271.41 0.20%
75 BDX Becton, Dickins...
169.88
-0.6% 2.77K -10.14% 627.3K 252.31 0.20%
76 ONON On Holding AG
51.56
+0.16% 11.39K +6.91% 624K 50.45 0.20%
77 ALC Alcon Inc.
87.16
-0.47% 7.33K -10.24% 621.82K 79.66 0.20%
78 SA Seabridge Gold ...
14.65
+2.58% 52.58K 0.00% 599.94K 13.03 0.19%
79 INTU Intuit Inc.
773.08
+2.01% 941 -35.81% 591.42K 461.45 0.19%
80 RGA Reinsurance Gro...
198.78
+1.72% 2.74K +22.75K% 585.77K 213.55 0.19%
81 ACM AECOM
112.28
+1.10% 5.43K -10.64% 580.14K 103.27 0.19%
82 PANW Palo Alto Netwo...
202.23
-1.01% 3.16K +72.19% 574.63K 121.3 0.18%
83 QDPL Pacer Metaurus ...
39.59
+0.79% 14.96K +40.99% 574.43K 37.61 0.18%
84 VOT Vanguard Mid-Ca...
280.12
+0.84% 2.25K 0.00% 571.19K 203.71 0.18%
85 ET Energy Transfer...
18.20
+3.03% 29.12K -9.39% 570.4K 12.53 0.18%
86 FICO Fair Isaac Corp...
1818.09
-3.98% 286 -12.27% 569.41K 952.18 0.18%
87 ANET Arista Networks...
101.72
+5.62% 4.99K +100.00% 551.1K 110.53 0.18%
88 CGUS Capital Group C...
36.69
+1.00% 15.65K -57.51% 547.35K 31.67 0.18%
89 SPGI S&P Global Inc.
515.63
-1.09% 1.08K +0.37% 538.87K 381.26 0.17%
90 NXPI NXP Semiconduct...
218.30
+0.93% 2.58K -10.44% 536.48K 210.28 0.17%
91 APTV Aptiv PLC
68.06
+0.96% 8.82K +100.00% 533.55K 60.48 0.17%
92 HXL Hexcel Corporat...
56.94
+2.19% 8.33K -10.67% 522.1K 63.12 0.17%
93 DHR Danaher Corpora...
201.71
+0.35% 2.27K -10.78% 520.39K 248.44 0.17%
94 WPM Wheaton Preciou...
90.21
+1.02% 9.19K -8.77% 516.88K 48.12 0.17%
95 HON Honeywell Inter...
226.44
+2.10% 2.28K -2.36% 515.03K 191.67 0.17%
96 EFV iShares MSCI EA...
63.08
+1.07% 9.55K -56.74% 501.18K 49.98 0.16%
97 T AT&T Inc.
28.04
+0.41% 21.82K +1.14% 496.8K 18.3 0.16%
98 VUG Vanguard Growth...
433.78
+0.82% 1.17K +2.28% 478.18K 277.8 0.15%
99 BRKR Bruker Corporat...
42.20
+3.10% 8.05K -10.6% 471.89K 64.35 0.15%
100 ICLR ICON Public Lim...
146.75
+0.57% 2.21K -10.29% 462.62K 224.05 0.15%
101 GLW Corning Incorpo...
51.76
+0.72% 9.01K +0.14% 428.19K 35.18 0.14%
102 USO United States O...
73.61
+0.40% 5.65K 0.00% 426.71K 74.12 0.14%
103 MPWR Monolithic Powe...
735.33
+1.73% 713 -10.99% 421.88K 572.08 0.14%
104 RUNN Running Oak Eff...
33.45
+0.54% 12.86K +25.34% 421.42K 31.26 0.14%
105 TTEK Tetra Tech, Inc...
36.06
+0.21% 10.5K -36.12% 418.36K 33.14 0.13%
106 RSP Invesco S&P 500...
180.32
+0.81% 2.38K -6.6% 416.55K 155.03 0.13%
107 TXN Texas Instrumen...
206.37
+0.48% 2.08K +0.19% 390.58K 185.09 0.13%
108 IJR iShares Core S&...
109.20
+1.52% 3.37K -14.26% 388.79K 104.59 0.13%
109 VOE Vanguard Mid-Ca...
164.11
+0.73% 2.34K 0.00% 378.38K 137.72 0.12%
110 FNDF Schwab Fundamen...
39.70
+1.19% 11.38K 0.00% 378K 32.1 0.12%
111 BKNG Booking Holding...
5600.68
+2.10% 74 -16.85% 367.66K 2684.34 0.12%
112 HOLX Hologic, Inc.
65.14
+1.35% 5.09K -10.76% 367.15K 81.46 0.12%
113 CGMS Capital Group U...
27.66
+0.27% 13.38K -47.93% 364.9K 26.94 0.12%
114 ABBV AbbVie Inc.
186.97
+0.85% 2.02K -16.8% 358.14K 158.36 0.12%
115 IBM International B...
292.32
+0.43% 1.62K +0.87% 355.74K 135.09 0.11%
116 AVDV Avantis Interna...
78.47
+1.83% 5.42K -9.77% 352.9K 60.24 0.11%
117 ORCL Oracle Corporat...
213.02
+1.09% 2.07K -1.9% 344.28K 119.4 0.11%
118 HSY The Hershey Com...
166.98
-0.33% 2.02K +5.43% 341.92K 248.03 0.11%
119 IVE iShares S&P 500...
193.80
+0.67% 1.78K -56.06% 339.77K 186.19 0.11%
120 SII Sprott Inc.
67.69
-0.08% 7.99K +11.90% 336.94K 37.32 0.11%
121 DFAC Dimensional U.S...
35.55
+1.01% 9.51K -12.14% 328.92K 26.69 0.11%
122 SYY Sysco Corporati...
74.55
-0.67% 4.27K +9.94% 326.47K 77.14 0.10%
123 HBAN Huntington Banc...
16.64
+2.21% 20K -2.42% 325.4K 11.25 0.10%
124 EPD Enterprise Prod...
31.09
+1.11% 10.2K 0.00% 319.87K 25.9 0.10%
125 KMB Kimberly-Clark ...
126.85
-1.01% 2.42K +4.22% 316.9K 134.57 0.10%
126 MUB iShares Nationa...
104.33
+0.13% 2.96K -81.17% 315.6K 108.28 0.10%
127 SPEM SPDR Portfolio ...
42.67
+0.85% 7.98K -9.17% 306.05K 33.37 0.10%
128 XLK Technology Sele...
251.16
+0.73% 1.31K 0.00% 303.9K 169.19 0.10%
129 META Meta Platforms,...
726.45
+2.51% 514 -18.02% 301.11K 491.56 0.10%
130 MA Mastercard Inco...
546.24
-0.63% 566 +2.72% 298.04K 387.3 0.10%
131 BLD TopBuild Corp.
321.38
+0.60% 944 -10.35% 293.9K 217.4 0.09%
132 AXP American Expres...
311.66
+0.99% 987 -5.64% 292.97K 228.74 0.09%
133 SFNC Simmons First N...
19.04
+2.01% 12.7K +0.99% 281.76K 25.52 0.09%
134 BSY Bentley Systems...
52.66
+0.46% 5.94K -10.86% 277.49K 50.38 0.09%
135 KO The Coca-Cola C...
69.48
-0.21% 4.42K -0.9% 275.36K 62.01 0.09%
136 EQT EQT Corporation
58.14
-0.15% 5.88K +0.84% 271.19K 33.69 0.09%
137 IXN iShares Global ...
91.58
+0.89% 3.16K -50.68% 267.6K 58.13 0.09%
138 MBB iShares MBS ETF
93.88
+0.36% 2.9K -49.83% 266.12K 95.88 0.09%
139 COP ConocoPhillips
90.86
+2.08% 2.65K -6.38% 263.16K 102.79 0.08%
140 VTV Vanguard Value ...
176.23
+0.72% 1.44K +0.07% 243.05K 141.71 0.08%
141 AVGO Broadcom Inc.
270.21
+2.10% 986 -21.12% 228.7K 140.64 0.07%
142 IEMG iShares Core MS...
59.96
+0.69% 4.37K -53.88% 228.11K 50.25 0.07%
143 PLTR Palantir Techno...
144.33
+1.00% 3.01K -30.61% 227.87K 25.69 0.07%
144 EMXC iShares MSCI Em...
63.09
+1.01% 4.05K -64.03% 224.63K 58.87 0.07%
145 PFE Pfizer Inc.
24.28
+0.08% 8.42K +1.00% 223.42K 28.05 0.07%
146 BA The Boeing Comp...
202.60
+1.86% 1.25K -3.17% 221.96K 209.18 0.07%
147 CLX The Clorox Comp...
118.01
-1.23% 1.34K +3.47% 218K 152.67 0.07%
148 NTNX Nutanix, Inc.
75.32
+2.59% 3.5K 0.00% 214.13K 61.65 0.07%
149 SAND Sandstorm Gold ...
9.30
+0.87% 37.53K 0.00% 209.44K 5.81 0.07%
150 SO The Southern Co...
90.25
-0.16% 2.54K +2.58% 209.27K 72.09 0.07%