WR Wealth Planners, LLC
Follow13F filer, CIK 2031978, COLUMBIA, MO
WR Wealth Planners, LLC reported holdings worth $268,770,047 (the sum of its rows) across 184 holdings for the quarter ended 2023-12-31, in a 13F-HR filed 2024-07-30. The total stated on the cover page is $290,661,983. Its ten largest share positions make up 44.36% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002031978-24-000001
The cover page states a total of $290,661,983, 8% more than the sum of the rows, $268,770,047. This page uses the sum of the rows.
- Period
- 2023-12-31
- Value, sum of rows
- $269M
- Stated on the cover page
- $291M
- Holdings
- 184
- Top 10 weight
- 44.36%
- New
- 2
- Sold out
- 735
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GBILadded | +33,514 | $3.34M |
| CGGRadded | +70,348 | $1.99M |
| CGDVadded | +47,655 | $1.42M |
| CGBLnew | +51,564 | $1.41M |
| QQQadded | +1,905 | $780K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| ESGUreduced | -7,963 | -$835K |
| JPSTreduced | -9,246 | -$464K |
| IGSBexited | -9,108 | -$454K |
| GOVTreduced | -18,740 | -$432K |
| EFGreduced | -4,452 | -$431K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 184 share positions
Sold out in Q4 2023
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MCKMCKESSON CORP | 11 | $4.78K | shares |
| MPMP MATERIALS CORP | 250 | $4.78K | shares |
| SAMBOSTON BEER INC | 12 | $4.67K | shares |
| FIWFIRST TR EXCHANGE-TRADED FD | 56 | $4.61K | shares |
| RDVYFIRST TR EXCHANGE TRADED FD | 100 | $4.59K | shares |
| EXPDEXPEDITORS INTL WASH INC | 40 | $4.58K | shares |
| SPGPINVESCO EXCHANGE TRADED FD T | 50 | $4.56K | shares |
| ABEVAMBEV SA | 1,742 | $4.49K | shares |
| WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC | 200 | $4.45K | shares |
| CCICROWN CASTLE INC | 48 | $4.42K | shares |
| MATMATTEL INC | 200 | $4.41K | shares |
| EQIXEQUINIX INC | 6 | $4.36K | shares |
| NEW RELIC INCNEW RELIC INC | 50 | $4.28K | shares |
| VIVTELEFONICA BRASIL SA | 499 | $4.27K | shares |
| NTAPNETAPP INC | 56 | $4.25K | shares |
| UALUNITED AIRLS HLDGS INC | 100 | $4.23K | shares |
| TYGTORTOISE ENERGY INFRSTRCTR C | 143 | $4.13K | shares |
| MDYSTATE STR SPDR S&P MIDCAP 40 | 9 | $4.11K | shares |
| SHGSHINHAN FINANCIAL GROUP CO L | 154 | $4.08K | shares |
| OTISOTIS WORLDWIDE CORP | 50 | $4.02K | shares |
| DFAXDIMENSIONAL ETF TRUST | 174 | $3.92K | shares |
| HRTXHERON THERAPEUTICS INC | 3,800 | $3.91K | shares |
| CASSCASS INFORMATION SYS INC | 105 | $3.9K | shares |
| SONOSONOS INC | 300 | $3.87K | shares |
| CAVACAVA GROUP INC | 125 | $3.83K | shares |
| PCARPACCAR INC | 45 | $3.83K | shares |
| TRNTRINITY INDS INC | 156 | $3.8K | shares |
| PIDINVESCO EXCHANGE TRADED FD T | 225 | $3.76K | shares |
| METMETLIFE INC | 59 | $3.71K | shares |
| GNRCGENERAC HLDGS INC | 34 | $3.71K | shares |
| AIGAMERICAN INTL GROUP INC | 61 | $3.7K | shares |
| PSAPUBLIC STORAGE | 14 | $3.69K | shares |
| WTRGESSENTIAL UTILS INC | 106 | $3.64K | shares |
| BTIBRITISH AMERN TOB PLC | 115 | $3.61K | shares |
| EMX RTY CORPEMX RTY CORP | 2,000 | $3.56K | shares |
| IPINTERNATIONAL PAPER CO | 100 | $3.55K | shares |
| SRESEMPRA | 52 | $3.54K | shares |
| ITBISHARES TR | 45 | $3.53K | shares |
| MCOMOODYS CORP | 11 | $3.48K | shares |
| GRMNGARMIN LTD | 32 | $3.37K | shares |
| PBIPITNEY BOWES INC | 1,096 | $3.31K | shares |
| DLRDIGITAL RLTY TR INC | 27 | $3.27K | shares |
| ENICENEL CHILE SA | 1,104 | $3.27K | shares |
| PXEINVESCO EXCHANGE TRADED FD T | 100 | $3.25K | shares |
| SPROSPERO THERAPEUTICS INC | 2,600 | $3.15K | shares |
| FTREFORTREA HLDGS INC | 107 | $3.06K | shares |
| DJTTRUMP MEDIA & TECHNOLOGY GRO | 186 | $3.05K | shares |
| IQLTISHARES TR | 90 | $3.02K | shares |
| DRLLEA SERIES TRUST | 100 | $3.01K | shares |
| MHKMOHAWK INDS INC | 35 | $3K | shares |
| VTIVANGUARD INDEX FDS | 14 | $2.97K | shares |
| AESAES CORP | 195 | $2.96K | shares |
| WCLDWISDOMTREE TR | 100 | $2.96K | shares |
| MRNAMODERNA INC | 28 | $2.89K | shares |
| GPCGENUINE PARTS CO | 20 | $2.89K | shares |
| HOGHARLEY DAVIDSON INC | 87 | $2.87K | shares |
| RODMLATTICE STRATEGIES TR | 108 | $2.77K | shares |
| PHINPHINIA INC | 100 | $2.68K | shares |
| IYRISHARES TR | 34 | $2.67K | shares |
| PFDFLAHERTY & CRUMRINE PFD INCO | 291 | $2.66K | shares |
| FSLYFASTLY INC | 138 | $2.65K | shares |
| IFVFIRST TR EXCHANGE TRADED FD | 149 | $2.64K | shares |
| AEGAEGON LTD | 547 | $2.63K | shares |
| SSOPROSHARES TR | 49 | $2.62K | shares |
| RIORIO TINTO PLC | 40 | $2.55K | shares |
| WRBBERKLEY W R CORP | 40 | $2.54K | shares |
| CMCCOMMERCIAL METALS CO | 51 | $2.52K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 37 | $2.52K | shares |
| QSQUANTUMSCAPE CORP | 376 | $2.52K | shares |
| TENBTENABLE HLDGS INC | 56 | $2.51K | shares |
| KTOSKRATOS DEFENSE & SEC SOLUTIO | 166 | $2.49K | shares |
| LNGCHENIERE ENERGY INC | 15 | $2.49K | shares |
| RGAREINSURANCE GROUP AMER INC | 17 | $2.47K | shares |
| MNSTMONSTER BEVERAGE CORP NEW | 46 | $2.44K | shares |
| VALEVALE S A | 175 | $2.35K | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 10 | $2.34K | shares |
| TWLOTWILIO INC | 40 | $2.34K | shares |
| LUMNLUMEN TECHNOLOGIES INC | 1,639 | $2.33K | shares |
| UNITI GROUP INCUNITI GROUP INC | 490 | $2.31K | shares |
| AMCAMC ENTMT HLDGS INC | 288 | $2.3K | shares |
| VNQIVANGUARD INTL EQUITY INDEX F | 58 | $2.26K | shares |
| SWXSOUTHWEST GAS HLDGS INC | 37 | $2.23K | shares |
| RGNXREGENXBIO INC | 135 | $2.22K | shares |
| COLDAMERICOLD REALTY TRUST INC | 73 | $2.22K | shares |
| MVISMICROVISION INC DEL | 1,000 | $2.19K | shares |
| EQUITRANS MIDSTREAM CORP NPVEQUITRANS MIDSTREAM CORP NPV | 232 | $2.17K | shares |
| IGLBISHARES TR | 46 | $2.17K | shares |
| INGRINGREDION INC | 22 | $2.17K | shares |
| CBSHCOMMERCE BANCSHARES INC | 45 | $2.16K | shares |
| ABATAMERICAN BATTERY TECHNOLOGY | 250 | $2.15K | shares |
| NGGNATIONAL GRID PLC | 35 | $2.12K | shares |
| TRPTC ENERGY CORP | 61 | $2.1K | shares |
| KBRKBR INC | 35 | $2.06K | shares |
| TTTRANE TECHNOLOGIES PLC | 10 | $2.03K | shares |
| GOOSCANADA GOOSE HLDGS INC | 136 | $1.99K | shares |
| DDOMINION ENERGY INC | 44 | $1.97K | shares |
| KDKYNDRYL HLDGS INC | 130 | $1.96K | shares |
| FMQQEXCHANGE TRADED CONCEPTS TRU | 180 | $1.87K | shares |
| LIVEPERSON, INC.LIVEPERSON, INC. | 480 | $1.87K | shares |
| CMSCMS ENERGY CORP | 35 | $1.86K | shares |
| EGEVEREST GROUP LTD | 5 | $1.86K | shares |
| FURYFURY GOLD MINES LIMITED | 5,431 | $1.85K | shares |
| EBAYEBAY INC. | 41 | $1.83K | shares |
| RELXRELX PLC | 54 | $1.82K | shares |
| ADMAADMA BIOLOGICS INC | 500 | $1.79K | shares |
| WPCWP CAREY INC | 33 | $1.78K | shares |
| CHAMPIONX CORPORATIONCHAMPIONX CORPORATION | 50 | $1.78K | shares |
| RIGTRANSOCEAN LTD | 215 | $1.76K | shares |
| LHXL3HARRIS TECHNOLOGIES INC | 10 | $1.74K | shares |
| BF-BBROWN FORMAN CORP | 30 | $1.73K | shares |
| ENVESTNET INCENVESTNET INC | 39 | $1.72K | shares |
| TWOTWO HARBORS INVENTMENT CORPO | 125 | $1.66K | shares |
| COINCOINBASE GLOBAL INC | 22 | $1.65K | shares |
| SGISOMNIGROUP INTERNATIONAL INC | 38 | $1.65K | shares |
| ACHCACADIA HEALTHCARE COMPANY IN | 23 | $1.62K | shares |
| IGROISHARES TR | 27 | $1.6K | shares |
| EPCEDGEWELL PERSONAL CARE CO | 43 | $1.6K | shares |
| REVGREV GROUP INC | 100 | $1.6K | shares |
| DLTRDOLLAR TREE INC | 15 | $1.6K | shares |
| ELLAUDER ESTEE COS INC | 11 | $1.59K | shares |
| PAWZPROSHARES TR | 35 | $1.56K | shares |
| AAPADVANCE AUTO PARTS INC | 27 | $1.51K | shares |
| VOVANGUARD INDEX FDS | 7 | $1.46K | shares |
| PSNLPERSONALIS INC | 1,200 | $1.45K | shares |
| ENRENERGIZER HLDGS INC | 45 | $1.45K | shares |
| EFAISHARES TR | 21 | $1.45K | shares |
| RUNSUNRUN INC | 114 | $1.43K | shares |
| ANVSANNOVIS BIO INC | 150 | $1.42K | shares |
| EWBCEAST WEST BANCORP INC | 27 | $1.42K | shares |
| STLDSTEEL DYNAMICS INC | 13 | $1.39K | shares |
| FCNCAFIRST CTZNS BANCSHARES INC D | 1 | $1.38K | shares |
| KARSKRANESHARES TRUST | 50 | $1.38K | shares |
| LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC | 300 | $1.36K | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 47 | $1.35K | shares |
| SSRMSSR MINING IN | 100 | $1.33K | shares |
| CROXCROCS INC | 15 | $1.32K | shares |
| XIGDXVOYA GLBL EQTY DIV & PREM OP | 270 | $1.32K | shares |
| DOCNDIGITALOCEAN HLDGS INC | 55 | $1.32K | shares |
| WUWESTERN UN CO | 100 | $1.32K | shares |
| DKSDICKS SPORTING GOODS INC | 12 | $1.3K | shares |
| RNACCARTESIAN THERAPEUTICS INC | 1,200 | $1.27K | shares |
| EMOCLEARBRIDGE ENERGY MIDSTREAM | 40 | $1.27K | shares |
| TILRAY INCTILRAY INC | 509 | $1.22K | shares |
| TQQQPROSHARES TR | 33 | $1.18K | shares |
| SEDGSOLAREDGE TECHNOLOGIES INC | 9 | $1.17K | shares |
| LVSLAS VEGAS SANDS CORP | 25 | $1.15K | shares |
| TDOCTELADOC HEALTH INC | 61 | $1.13K | shares |
| FSLRFIRST SOLAR INC | 7 | $1.13K | shares |
| VVVVALVOLINE INC | 35 | $1.13K | shares |
| FDNFIRST TR EXCHANGE-TRADED FD | 7 | $1.12K | shares |
| AAALCOA CORP | 36 | $1.05K | shares |
| VEGIISHARES INC | 26 | $990 | shares |
| EXREXTRA SPACE STORAGE INC | 8 | $973 | shares |
| POWWOUTDOOR HOLDING CO | 438 | $885 | shares |
| CLFCLEVELAND-CLIFFS INC NEW | 55 | $860 | shares |
| DGXQUEST DIAGNOSTICS INC | 7 | $853 | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 35 | $850 | shares |
| PTENPATTERSON-UTI ENERGY INC | 61 | $845 | shares |
| ARKGARK ETF TR | 30 | $836 | shares |
| ORANYORANGE-SPON ADR | 66 | $758 | shares |
| CHWYCHEWY INC | 41 | $749 | shares |
| FMSFRESENIUS MEDICAL CARE AG | 34 | $732 | shares |
| EMBCEMBECTA CORP | 49 | $731 | shares |
| USHYISHARES TR | 21 | $729 | shares |
| CGCCANOPY GROWTH CORPORATION | 898 | $703 | shares |
| EXELEXELIXIS INC | 30 | $656 | shares |
| TRMBTRIMBLE INC | 12 | $646 | shares |
| CALIBERCOS INC CL A NEWCALIBERCOS INC CL A NEW | 446 | $607 | shares |
| RFILRF INDS LTD | 200 | $602 | shares |
| TNF PHARMACEUTICALS INCTNF PHARMACEUTICALS INC | 1,000 | $592 | shares |
| SNAPSNAP INC | 66 | $588 | shares |
| PINSPINTEREST INC | 20 | $541 | shares |
| WABWABTEC | 5 | $537 | shares |
| GNWGENWORTH FINL INC | 90 | $527 | shares |
| ACBAURORA CANNABIS INC | 885 | $518 | shares |
| ACHRARCHER AVIATION INC | 100 | $506 | shares |
| ProShares UltraPro Short S&…ProShares UltraPro Short S&P 500 | 40 | $478 | shares |
| GPMTGRANITE PT MTG TR INC | 94 | $459 | shares |
| BCSBARCLAYS PLC | 56 | $436 | shares |
| BTGB2GOLD CORP | 150 | $434 | shares |
| SKYWSKYWEST INC | 10 | $419 | shares |
| VTRSVIATRIS INC | 42 | $413 | shares |
| ISHARES TRISHARES TR | 30 | $413 | shares |
| CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC | 80 | $398 | shares |
| REZIRESIDEO TECHNOLOGIES INC | 25 | $395 | shares |
| SPCEVIRGIN GALACTIC HOLDINGS INC | 217 | $391 | shares |
| PROSHARES TR IIPROSHARES TR II | 7 | $381 | shares |
| ALKALASKA AIR GROUP INC | 10 | $371 | shares |
| FVRRFIVERR INTL LTD | 15 | $367 | shares |
| BLNKBLINK CHARGING CO | 120 | $367 | shares |
| IYZISHARES TR | 16 | $341 | shares |
| ONLORION PROPERTIES INC | 60 | $312 | shares |
| CNKCINEMARK HLDGS INC | 15 | $275 | shares |
| SWBISMITH & WESSON BRANDS INC | 19 | $245 | shares |
| DIREXION DAILY REAL ESTATE …DIREXION DAILY REAL ESTATE BEAR 3… | 4 | $241 | shares |
| BARGRANITESHARES GOLD TR | 13 | $238 | shares |
| NIONIO INC | 25 | $226 | shares |
| BEPBROOKFIELD RENEWABLE ENERGY | 9 | $196 | shares |
| PTONPELOTON INTERACTIVE INC | 38 | $192 | shares |
| DXCDXC TECHNOLOGY CO | 8 | $167 | shares |
| AVNSAVANOS MED INC | 8 | $162 | shares |
| MOMENTUS INCMOMENTUS INC | 80 | $160 | shares |
| NVAXNOVAVAX INC | 21 | $152 | shares |
| VNQVANGUARD INDEX FDS | 2 | $151 | shares |
| RNGRINGCENTRAL INC | 5 | $148 | shares |
| AEIALSET INC | 108 | $143 | shares |
| FOOT LOCKER INCFOOT LOCKER INC | 8 | $139 | shares |
| OGNORGANON & CO | 7 | $122 | shares |
| GTXGARRETT MOTION INC | 15 | $118 | shares |
| AOUTAMERICAN OUTDOOR BRANDS INC | 11 | $108 | shares |
| DIREXION SHS ETF TRDIREXION SHS ETF TR | 10 | $106 | shares |
| OSKOSHKOSH CORP | 1 | $95 | shares |
| MPTMEDICAL PROPERTIES TRUST INC | 16 | $87 | shares |
| SPXLDIREXION SHARES ETF TRUST | 1 | $79 | shares |
| BFLYBUTTERFLY NETWORK INC | 60 | $71 | shares |
| HNSTHONEST CO INC | 55 | $69 | shares |
| CITIUS PHARMACEUTICALS INCCITIUS PHARMACEUTICALS INC | 100 | $68 | shares |
| AYRO INCAYRO INC | 25 | $58 | shares |
| LEUCENTRUS ENERGY CORP | 1 | $57 | shares |
| DUN & BRADSTREET HLDGS INCDUN & BRADSTREET HLDGS INC | 5 | $50 | shares |
| HOODROBINHOOD MKTS INC | 5 | $49 | shares |
| AEROCENTURY CORPAEROCENTURY CORP | 46 | $40 | shares |
| HTZWWHERTZ GLOBAL HLDGS INC | 6 | $37 | shares |
| PROSPECTOR CAPITAL CORPPROSPECTOR CAPITAL CORP | 666 | $37 | shares |
| BYNDBEYOND MEAT INC | 3 | $29 | shares |
| CANOO INCCANOO INC | 50 | $25 | shares |
| EKSO BIONICS HLDGS INCEKSO BIONICS HLDGS INC | 29 | $21 | shares |
| VFFVILLAGE FARMS INTL INC | 20 | $16 | shares |
| ORGANIGRAM HLDGS INCORGANIGRAM HLDGS INC | 12 | $16 | shares |
| HTZHERTZ GLOBAL HLDGS INC | 1 | $12 | shares |
| SBGISINCLAIR INC | 1 | $11 | shares |
| CRISCURIS INC | 1 | $7 | shares |
| IBIO INC COMIBIO INC COM | 8 | $2 | shares |
| SURGALIGN HOLDINGS INC COM …SURGALIGN HOLDINGS INC COM NEW | 101 | $1 | shares |
| MBTMOBILE TELESYSTEMS PJSC | 416 | $0 | shares |
How Q4 2023 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002031978-24-000001 | base | 2024-07-30 | acceptance time not in the bulk data set |