WR Wealth Planners, LLC
Follow13F filer, CIK 2031978, COLUMBIA, MO
WR Wealth Planners, LLC reported $311,026,553 across 1,104 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-05. Its ten largest share positions make up 50.42% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002031978-25-000001
- Period
- 2024-12-31
- Reported value
- $311M
- Holdings
- 1,104
- Top 10 weight
- 50.42%
- New
- 77
- Sold out
- 117
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPYadded | +2,018 | $1.18M |
| AVDEadded | +16,966 | $1.04M |
| COWZadded | +17,376 | $981K |
| FISVadded | +3,505 | $720K |
| JEFnew | +9,017 | $707K |
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 |
|---|---|---|
| CGGRreduced | -148,205 | -$5.51M |
| CGDVreduced | -123,901 | -$4.37M |
| GBILreduced | -28,559 | -$2.85M |
| SPYMreduced | -39,805 | -$2.74M |
| QQQreduced | -5,278 | -$2.7M |
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 1,104 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| APTIV PLCAPTIV PLC | 9,881 | $712K | shares |
| ARISTA NETWORKS INCARISTA NETWORKS INC | 1,642 | $630K | shares |
| SPTLSPDR SERIES TRUST | 6,282 | $183K | shares |
| ENPHENPHASE ENERGY INC | 1,050 | $119K | shares |
| IBNICICI BK LTD | 2,772 | $82.7K | shares |
| SPTMSPDR SERIES TRUST | 1,039 | $72.8K | shares |
| BMRNBIOMARIN PHARMACEUTICAL INC | 693 | $48.7K | shares |
| MILLER HOWARD HIGH INC EQTYMILLER HOWARD HIGH INC EQTY | 2,000 | $24.4K | shares |
| PPAINVESCO EXCHANGE TRADED FD T | 200 | $23K | shares |
| HIMSHIMS & HERS HEALTH INC | 1,170 | $21.6K | shares |
| RGLDROYAL GOLD INC | 150 | $21K | shares |
| ARKQARK ETF TR | 290 | $17.7K | shares |
| GWXSPDR INDEX SHS FDS | 465 | $15.9K | shares |
| ASTSAST SPACEMOBILE INC | 475 | $12.4K | shares |
| AOAISHARES TR | 156 | $12.3K | shares |
| HQYHEALTHEQUITY INC | 150 | $12.3K | shares |
| KIMKIMCO REALTY CORP | 471 | $10.9K | shares |
| XLGINVESCO EXCHANGE TRADED FD T | 230 | $10.9K | shares |
| SANBANCO SANTANDER SA | 2,126 | $10.8K | shares |
| RGTIRIGETTI COMPUTING INC | 12,800 | $10K | shares |
| VGKVANGUARD INTL EQUITY INDEX F | 140 | $9.95K | shares |
| REFRRESEARCH FRONTIERS INC | 4,500 | $9.86K | call |
| AGGYWISDOMTREE TR | 218 | $9.75K | shares |
| LNWOLIGHT & WONDER INC | 100 | $9.07K | shares |
| UTHRUNITED THERAPEUTICS CORP DEL | 25 | $8.96K | shares |
| TECBISHARES TR | 161 | $8.25K | shares |
| BHPBHP BILLITON LIMITED | 125 | $7.76K | shares |
| IXJISHARES TR | 79 | $7.75K | shares |
| BBVABANCO BILBAO VIZCAYA ARGENTA | 712 | $7.72K | shares |
| IHFISHARES TR | 135 | $7.71K | shares |
| INGING GROEP N.V. | 415 | $7.54K | shares |
| FMCFMC CORP | 114 | $7.52K | shares |
| FHIFEDERATED HERMES INC | 203 | $7.46K | shares |
| DITAMCON DISTRG CO | 50 | $7.25K | shares |
| EZUISHARES INC | 132 | $6.89K | shares |
| RIORIO TINTO PLC | 92 | $6.55K | shares |
| UNUSUAL WHALES SUBVERSIVE R…UNUSUAL WHALES SUBVERSIVE REPUBLI… | 200 | $6.28K | shares |
| JMIAJUMIA TECHNOLOGIES AG | 1,170 | $6.25K | shares |
| Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF | 1,090 | $6.14K | shares |
| TRNTRINITY INDS INC | 156 | $5.43K | shares |
| GNRCGENERAC HLDGS INC | 34 | $5.4K | shares |
| XOPSPDR SERIES TRUST | 40 | $5.26K | shares |
| ALABASTERA LABS INC | 100 | $5.24K | shares |
| PIDINVESCO EXCHANGE TRADED FD T | 225 | $4.45K | shares |
| BTIBRITISH AMERN TOB PLC | 115 | $4.21K | shares |
| GSKGSK PLC | 101 | $4.13K | shares |
| PNQIINVESCO EXCHANGE TRADED FD T | 95 | $4.13K | shares |
| GLPIGAMING & LEISURE P | 78 | $4.01K | shares |
| INDIINDIE SEMICONDUCTOR INC | 1,000 | $3.99K | shares |
| IAIISHARES TR | 31 | $3.98K | shares |
| ENVXENOVIX CORPORATION | 400 | $3.74K | shares |
| SONOSONOS INC | 300 | $3.69K | shares |
| EGEVEREST GROUP LTD | 9 | $3.53K | shares |
| DANIMER SCIENTIFIC INCDANIMER SCIENTIFIC INC | 7,075 | $3.21K | shares |
| WCLDWISDOMTREE TR | 100 | $3.2K | shares |
| SONYSONY GROUP CORP | 33 | $3.19K | shares |
| XRTSPDR SERIES TRUST | 39 | $3.03K | shares |
| ALARALARUM TECHNOLOGIES LTD | 275 | $2.93K | shares |
| TRPTC ENERGY CORP | 61 | $2.9K | shares |
| AKTSQAkoustis Technologies Inc | 32,100 | $2.87K | shares |
| CMCCOMMERCIAL METALS CO | 51 | $2.8K | shares |
| SOUTHWESTERN ENERGY COSOUTHWESTERN ENERGY CO | 392 | $2.79K | shares |
| ENVESTNET INCENVESTNET INC | 43 | $2.69K | shares |
| RELXRELX PLC | 54 | $2.56K | shares |
| FSLYFASTLY INC | 338 | $2.56K | shares |
| FEPIETF OPPORTUNITIES TRUST | 49 | $2.51K | shares |
| CMSCMS ENERGY CORP | 35 | $2.47K | shares |
| KNTKKINETIK HOLDINGS INC | 54 | $2.44K | shares |
| KBRKBR INC | 35 | $2.28K | shares |
| MARATHON OIL CORPMARATHON OIL CORP | 84 | $2.24K | shares |
| EWBCEAST WEST BANCORP INC | 27 | $2.23K | shares |
| EUFNISHARES TR | 90 | $2.23K | shares |
| IYTISHARES TR | 32 | $2.21K | shares |
| PICKISHARES INC | 50 | $2.16K | shares |
| SGISOMNIGROUP INTERNATIONAL INC | 38 | $2.08K | shares |
| VALEVALE S A | 175 | $2.04K | shares |
| FCNCAFIRST CTZNS BANCSHARES INC D | 1 | $1.84K | shares |
| EWJISHARES INC | 23 | $1.65K | shares |
| HLNHALEON PLC | 140 | $1.48K | shares |
| ACHCACADIA HEALTHCARE COMPANY IN | 23 | $1.46K | shares |
| AAALCOA CORP | 36 | $1.39K | shares |
| LVSLAS VEGAS SANDS CORP | 25 | $1.26K | shares |
| MVISMICROVISION INC DEL | 1,000 | $1.14K | shares |
| WDSWOODSIDE ENERGY GROUP LTD | 45 | $776 | shares |
| ORANYORANGE-SPON ADR | 66 | $758 | shares |
| QSQUANTUMSCAPE CORP | 130 | $748 | shares |
| TRMBTRIMBLE INC | 12 | $745 | shares |
| VISTA OUTDOOR INCVISTA OUTDOOR INC | 17 | $666 | shares |
| PINSPINTEREST INC | 20 | $647 | shares |
| LIVEPERSON, INC.LIVEPERSON, INC. | 480 | $614 | shares |
| REZIRESIDEO TECHNOLOGIES INC | 25 | $504 | shares |
| ALKALASKA AIR GROUP INC | 10 | $452 | shares |
| PRIMO WATER CORPORATIONPRIMO WATER CORPORATION | 14 | $354 | shares |
| CONSOL ENERGY INC NEWCONSOL ENERGY INC NEW | 3 | $314 | shares |
| BUGGLOBAL X FDS | 10 | $310 | shares |
| LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC | 300 | $270 | shares |
| CARA THERAPEUTICS INCCARA THERAPEUTICS INC | 746 | $230 | shares |
| PROSHARES TRPROSHARES TR | 28 | $209 | shares |
| BLNKBLINK CHARGING CO | 120 | $206 | shares |
| DXCDXC TECHNOLOGY CO | 8 | $166 | shares |
| RNGRINGCENTRAL INC | 5 | $158 | shares |
| OGNORGANON & CO | 7 | $134 | shares |
| PROSHARES TRPROSHARES TR | 18 | $133 | shares |
| GTXGARRETT MOTION INC | 15 | $123 | shares |
| XOSXOS INC | 14 | $64 | shares |
| CHWYCHEWY INC | 2 | $59 | shares |
| CITIUS PHARMACEUTICALS INCCITIUS PHARMACEUTICALS INC | 100 | $50 | shares |
| MOMENTUS INCMOMENTUS INC | 80 | $35 | shares |
| AYRO INCAYRO INC | 25 | $21 | shares |
| LDTDFLEDDARTECH HLDGS INC WT EXP 12 | 666 | $18 | shares |
| QUBTQUANTUM COMPUTING INC | 1 | $1 | shares |
| WORKHORSE GROUP INCWORKHORSE GROUP INC | 1 | $1 | shares |
| ESRTEMPIRE ST RLTY TR INC | 0 | $0 | shares |
| TNLTRAVEL PLUS LEISURE CO | 0 | $0 | shares |
| ENSENERSYS | 0 | $0 | shares |
| MBTMOBILE TELESYSTEMS PJSC | 164 | $0 | shares |
| NAVBQNAVIDEA BIOPHARMACEUTICALS INC | 10 | $0 | shares |
How Q4 2024 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 0002031978-25-000001 | base | 2025-02-05 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002031978-25-000001 | Quarter ended 2024-12-31 | 2025-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0002031978-24-000012 | Quarter ended 2022-03-31 | 2024-10-17 | acceptance time not in the bulk data set | |
| 13F-HR 0002031978-24-000010 | Quarter ended 2024-09-30 | 2024-10-17 | acceptance time not in the bulk data set | |
| 13F-HR 0002031978-24-000011 | Quarter ended 2022-06-30 | 2024-10-17 | acceptance time not in the bulk data set | |
| 13F-HR 0002031978-24-000008 | Quarter ended 2022-12-31 | 2024-10-10 | acceptance time not in the bulk data set | |
| 13F-HR 0002031978-24-000009 | Quarter ended 2022-09-30 | 2024-10-10 | acceptance time not in the bulk data set | |
| 13F-HR 0002031978-24-000006 | Quarter ended 2023-06-30 | 2024-08-01 | acceptance time not in the bulk data set | |
| 13F-HR 0002031978-24-000007 | Quarter ended 2023-09-30 | 2024-08-01 | acceptance time not in the bulk data set | |
| 13F-HR 0002031978-24-000005 | Quarter ended 2023-03-31 | 2024-08-01 | acceptance time not in the bulk data set | |
| 13F-HR 0002031978-24-000003 | Quarter ended 2024-03-31 | 2024-07-31 | acceptance time not in the bulk data set | |
| 13F-HR 0002031978-24-000004 | Quarter ended 2024-06-30 | 2024-07-31 | acceptance time not in the bulk data set | |
| 13F-HR 0002031978-24-000001 | Quarter ended 2023-12-31 | 2024-07-30 | acceptance time not in the bulk data set |