Wr Wealth Planners, LLC Top Holdings and 13F Report (2025) About Wr Wealth Planners, LLCInvestment ActivityWr Wealth Planners, LLC has $311.03 million in total holdings as of December 31, 2024.Wr Wealth Planners, LLC owns shares of 1,104 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 9.56% of the portfolio was purchased this quarter.About 20.06% of the portfolio was sold this quarter.This quarter, Wr Wealth Planners, LLC has purchased 1,143 new stocks and bought additional shares in 359 stocks.Wr Wealth Planners, LLC sold shares of 393 stocks and completely divested from 184 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $33,355,284Goldman Sachs Access Treasury 0-1 Year ETF $25,654,169Pacer US Cash Cows 100 ETF $25,140,702Avantis International Equity ETF $16,234,488Avantis U.S. Equity ETF $14,576,571 Largest New Holdings this Quarter 025072307 - American Century U.S. Quality Growth ETF $4,429,443 Holding47103U845 - Janus Henderson AAA CLO ETF $1,986,181 Holding47233W109 - Jefferies Financial Group $706,933 HoldingG87052109 - TE CONNECTIVITY PLC ORD SHS $655,517 HoldingH5919C104 - ON $623,995 Holding Largest Purchases this Quarter American Century U.S. Quality Growth ETF 44,428 shares (about $4.43M)Avantis International Equity ETF 69,725 shares (about $4.28M)Janus Henderson AAA CLO ETF 39,167 shares (about $1.99M)Avantis U.S. Small Cap Value ETF 15,603 shares (about $1.51M)Schwab US Small-Cap ETF 54,600 shares (about $1.41M) Largest Sales this Quarter Capital Group Growth ETF 182,354 shares (about $6.78M)SPDR Portfolio S&P 500 ETF 74,303 shares (about $5.12M)Capital Group Dividend Value ETF 134,941 shares (about $4.76M)iShares Core S&P 500 ETF 4,376 shares (about $2.58M)Pacer Global Cash Cows Dividend ETF 75,685 shares (about $2.55M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWr Wealth Planners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$33,355,284$944,167 ▲2.9%56,91310.7%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$25,654,169$289,169 ▲1.1%256,7478.2%ETFCOWZPacer US Cash Cows 100 ETF$25,140,702$307,646 ▼-1.2%445,1268.1%ETFAVDEAvantis International Equity ETF$16,234,488$4,279,017 ▲35.8%264,5355.2%ETFAVUSAvantis U.S. Equity ETF$14,576,571$524,102 ▲3.7%150,3824.7%ETFQQQInvesco QQQ$10,307,778$1,137,470 ▼-9.9%20,1633.3%ETFAVSFAvantis Short-Term Fixed Income ETF$8,570,633$876,474 ▲11.4%185,7532.8%ETFAAPLApple$8,547,671$524,635 ▼-5.8%34,1332.7%TechnologyAMZNAmazon.com$7,505,771$33,786 ▼-0.4%34,2122.4%Consumer DiscretionaryGLDMSPDR Gold MiniShares Trust$6,916,178$357,379 ▼-4.9%133,0292.2%ETFAVUVAvantis U.S. Small Cap Value ETF$6,508,309$1,506,150 ▲30.1%67,4232.1%ETFQGROAmerican Century U.S. Quality Growth ETF$4,429,443$4,429,443 ▲New Holding44,4281.4%ETFMSFTMicrosoft$4,362,227$359,128 ▼-7.6%10,3491.4%TechnologyCGGRCapital Group Growth ETF$4,270,146$6,778,070 ▼-61.3%114,8821.4%ETFLMBSFirst Trust Low Duration Opportunities ETF$3,889,356$216,873 ▲5.9%79,9131.3%ETFCATCaterpillar$3,368,045$118,616 ▼-3.4%9,2851.1%IndustrialsCGDVCapital Group Dividend Value ETF$2,979,564$4,758,001 ▼-61.5%84,5031.0%ETFNVDANVIDIA$2,694,994$2,011,039 ▼-42.7%20,0680.9%TechnologySPLGSPDR Portfolio S&P 500 ETF$2,684,130$5,122,487 ▼-65.6%38,9340.9%ETFWALMART INC COM$2,646,214$127,215 ▼-4.6%29,2880.9%StockJPMJPMorgan Chase & Co.$2,267,039$30,205 ▼-1.3%9,4570.7%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,097,781$375,527 ▲21.8%64,0350.7%ETFPGProcter & Gamble$2,097,013$103,442 ▼-4.7%12,5080.7%Consumer StaplesAVGEAvantis All Equity Markets ETF$1,998,696$278,839 ▲16.2%27,6180.6%ETFJAAAJanus Henderson AAA CLO ETF$1,986,181$1,986,181 ▲New Holding39,1670.6%ETFDEDeere & Company$1,728,293$1,124,090 ▼-39.4%4,0790.6%IndustrialsIVViShares Core S&P 500 ETF$1,635,706$2,575,692 ▼-61.2%2,7790.5%ETFBRK.BBerkshire Hathaway$1,634,074$4,080 ▲0.3%3,6050.5%FinanceREFRResearch Frontiers$1,625,283$47,281 ▲3.0%950,4580.5%TechnologyCOMDirexion Auspice Broad Commodity Strategy ETF$1,507,702$211,098 ▼-12.3%53,2380.5%ETFTSLATesla$1,463,516$19,788 ▼-1.3%3,6240.5%Consumer DiscretionarySCHASchwab US Small-Cap ETF$1,431,986$1,411,945 ▲7,045.2%55,3750.5%ETFCAPITAL GROUP CORE BALANCED ETF$1,409,808$2,529,962 ▼-64.2%45,0850.5%ETFGOOGLAlphabet$1,380,774$43,729 ▼-3.1%7,2940.4%Communication ServicesBRK.ABerkshire Hathaway$1,361,8400.0%20.4%FinanceESGUiShares ESG Aware MSCI USA ETF$1,293,385$1,916,116 ▼-59.7%10,0400.4%ETFVVisa$1,275,987$328,400 ▼-20.5%4,0370.4%FinanceLLYEli Lilly and Company$1,209,754$108,855 ▼-8.3%1,5670.4%HealthcareIYWiShares U.S. Technology ETF$1,185,872$854,708 ▼-41.9%7,4340.4%ETFUNHUnitedHealth Group$1,170,916$141,623 ▼-10.8%2,3150.4%HealthcareALLAllstate$1,097,218$22,750 ▲2.1%5,6910.4%FinanceJNJJohnson & Johnson$1,053,076$55,098 ▼-5.0%7,2820.3%HealthcareIUSBiShares Core Total USD Bond Market ETF$1,043,130$1,045,074 ▼-50.0%23,0780.3%ETFJPSTJPMorgan Ultra-Short Income ETF$1,021,830$1,505,746 ▼-59.6%20,2860.3%ETFPEPPepsiCo$1,011,985$2,585 ▲0.3%6,6550.3%Consumer StaplesWMWaste Management$1,003,947$60,943 ▼-5.7%4,9750.3%IndustrialsNFLXNetflix$988,474$32,088 ▼-3.1%1,1090.3%Communication ServicesVERALTO CORP COM SHS$964,621$84,026 ▼-8.0%9,4710.3%StockFLEXFlex$934,605$240,897 ▼-20.5%24,3450.3%TechnologyIMCGiShares Morningstar Mid-Cap Growth ETF$928,896$118,737 ▼-11.3%12,2980.3%ETFAFLAflac$926,409$86,683 ▼-8.6%8,9560.3%FinanceCGGOCapital Group Global Growth Equity ETF$879,360$1,754,278 ▼-66.6%30,0940.3%ETFXOMExxonMobil$867,709$81,328 ▲10.3%8,0660.3%EnergyIVWiShares S&P 500 Growth ETF$865,239$519,123 ▲150.0%8,5220.3%ETFFISERV INC COM$852,698$720,613 ▲545.6%4,1510.3%StockEFGiShares MSCI EAFE Growth ETF$843,583$657,282 ▼-43.8%8,7120.3%ETFROKRockwell Automation$817,359$149,754 ▲22.4%2,8600.3%IndustrialsULUnilever$809,052$64,128 ▼-7.3%14,2690.3%Consumer StaplesICEIntercontinental Exchange$803,185$40,681 ▲5.3%5,3900.3%FinanceMMM3M$763,144$28,657 ▲3.9%5,9120.2%IndustrialsFTSMFirst Trust Enhanced Short Maturity ETF$755,538$12,611 ▼-1.6%12,6410.2%ETFTSMTaiwan Semiconductor Manufacturing$749,277$94,993 ▼-11.3%3,7940.2%TechnologyACNAccenture$744,036$50,306 ▼-6.3%2,1150.2%TechnologyNEENextEra Energy$742,559$209,692 ▼-22.0%10,3580.2%UtilitiesQUALiShares MSCI USA Quality Factor ETF$727,101$471,022 ▼-39.3%4,0830.2%ETFMCDMcDonald's$722,589$6,666 ▼-0.9%2,4930.2%Consumer DiscretionaryGEHCGE HealthCare Technologies$713,314$55,742 ▼-7.2%9,1240.2%HealthcareJEFJefferies Financial Group$706,933$706,933 ▲New Holding9,0170.2%FinanceADBEAdobe$700,816$85,379 ▼-10.9%1,5760.2%TechnologyHDHome Depot$695,007$131,456 ▼-15.9%1,7870.2%Consumer DiscretionaryGOOGAlphabet$663,178$36,949 ▲5.9%3,4820.2%Communication ServicesTE CONNECTIVITY PLC ORD SHS$655,517$655,517 ▲New Holding4,5850.2%StockDYNFiShares U.S. Equity Factor Rotation Active ETF$651,746$99,681 ▼-13.3%12,7170.2%ETFCDNSCadence Design Systems$628,863$622,253 ▲9,413.6%2,0930.2%TechnologyBDXBecton, Dickinson and Company$627,296$48,323 ▼-7.2%2,7650.2%HealthcareONONON$623,995$623,995 ▲New Holding11,3930.2%Consumer DiscretionaryALCAlcon$621,819$42,445 ▼-6.4%7,3250.2%HealthcareSASeabridge Gold$599,938$19,397 ▲3.3%52,5800.2%MaterialsINTUIntuit$591,419$298,538 ▼-33.5%9410.2%TechnologyRGAReinsurance Group of America$585,773$582,996 ▲20,992.3%2,7420.2%FinanceACMAECOM$580,139$580,139 ▲New Holding5,4310.2%IndustrialsPANWPalo Alto Networks$574,630$145,204 ▲33.8%3,1580.2%TechnologyQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$574,430$387,163 ▲206.7%14,9630.2%ETFVOTVanguard Mid-Cap Growth ETF$571,191$31,465 ▼-5.2%2,2510.2%ETFETEnergy Transfer$570,402$48,897 ▼-7.9%29,1170.2%EnergyFICOFair Isaac$569,406$441,986 ▼-43.7%2860.2%TechnologyARISTA NETWORKS INC COM SHS$551,103$551,103 ▲New Holding4,9860.2%StockCGUSCapital Group Core Equity ETF$547,350$617,745 ▼-53.0%15,6520.2%ETFSPGIS&P Global$538,868$2,988 ▲0.6%1,0820.2%FinanceNXPINXP Semiconductors$536,478$43,442 ▼-7.5%2,5810.2%TechnologyAPTIV PLC COM SHS$533,555$533,555 ▲New Holding8,8220.2%StockHXLHexcel$522,103$41,069 ▼-7.3%8,3270.2%IndustrialsDHRDanaher$520,390$39,253 ▼-7.0%2,2670.2%HealthcareWPMWheaton Precious Metals$516,883$105,952 ▼-17.0%9,1910.2%MaterialsHONHoneywell International$515,029$8,810 ▼-1.7%2,2800.2%IndustrialsEFViShares MSCI EAFE Value ETF$501,183$1,235,853 ▼-71.1%9,5520.2%ETFTAT&T$496,803$41,192 ▲9.0%21,8180.2%Communication ServicesVUGVanguard Growth ETF$478,181$6,567 ▲1.4%1,1650.2%ETFBRKRBruker$471,891$36,813 ▼-7.2%8,0500.2%HealthcareICLRIcon$462,620$32,086 ▼-6.5%2,2060.1%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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