| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PACER US CASH COWS 100 ETF | 6 | Q2 2024 | 8.2% |
| SPDR S&P 500 ETF TRUST | 6 | Q2 2024 | 9.2% |
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | 6 | Q2 2024 | 7.8% |
| AVANTIS U.S. EQUITY ETF | 6 | Q2 2024 | 4.6% |
| AVANTIS INTERNATIONAL EQUITY ETF | 6 | Q2 2024 | 4.6% |
| SPDR PORTFOLIO S&P 500 ETF | 6 | Q2 2024 | 3.2% |
| APPLE INC COM | 6 | Q2 2024 | 3.0% |
| SPDR GOLD MINISHARES TRUST | 6 | Q2 2024 | 2.7% |
| INVESCO QQQ TRUST SERIES I | 6 | Q2 2024 | 3.3% |
| AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 6 | Q2 2024 | 3.2% |
View WR Wealth Planners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-30 |
View WR Wealth Planners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.