StockDriftsStockDriftsTop 50 Wr Wealth Planners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRUST | 10.72% | 56.9K | $33.4M | +3.68%(+2.02K) | — | 2024-12-31 | |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | 8.25% | 256.7K | $25.7M | -10.01%(-28.56K) | — | 2024-12-31 | |
| COWZ | PACER US CASH COWS 100 ETF | 8.08% | 445.1K | $25.1M | +4.06%(+17.38K) | — | 2024-12-31 | |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 5.22% | 264.5K | $16.2M | +6.85%(+16.97K) | — | 2024-12-31 | |
| AVUS | AVANTIS U.S. EQUITY ETF | 4.69% | 150.4K | $14.6M | +2.43%(+3.56K) | — | 2024-12-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 3.31% | 20.2K | $10.3M | -20.75%(-5.28K) | — | 2024-12-31 | |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | 2.76% | 185.8K | $8.6M | +5.27%(+9.30K) | — | 2024-12-31 | |
| AAPL | APPLE INC COM | 2.75% | 34.1K | $8.5M | -4.97%(-1.79K) | — | 2024-12-31 | |
| AMZN | AMAZON COM INC COM | 2.41% | 34.2K | $7.5M | -0.63%(-218) | — | 2024-12-31 | |
| GLDM | SPDR GOLD MINISHARES TRUST | 2.22% | 133.0K | $6.9M | +1.73%(+2.26K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Wr Wealth Planners, Llc reports $311.03M in US-listed equity holdings across 1,104 positions in its most recent 13F filing. Its largest disclosed positions are SPY (10.7%), GBIL (8.3%) and COWZ (8.1%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wr Wealth Planners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2031978). View Wr Wealth Planners, Llc’s 13F filings on SEC