WR Wealth Planners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$360M
Signature - Title
Carmen McClennon - CCO
Location
Columbia, MO
Summary
This page shows a list of all the recent 13F filings made by WR Wealth Planners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WR Wealth Planners, LLC reported 1135 stock holdings with total value $360M as of Q3 2024. Top holdings included SPY, GBIL, COWZ, AVDE, and AVUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,135 $360M +$32.8M -$18.7M +$14.1M SPY, GBIL, COWZ, AVDE, AVUS 13F-HR 10/17/2024, 12:19 PM
Q2 2024 1,140 $328M +$16.5M -$10.4M +$6.14M SPY, GBIL, COWZ, AVUS, AVDE 13F-HR 7/31/2024, 04:43 PM
Q1 2024 1,171 $322M +$83.4M -$48.4M +$34.9M SPY, COWZ, GBIL, AVUS, AVDE 13F-HR 7/31/2024, 03:00 PM
Q4 2023 184 $269M +$16.4M -$29.7M -$13.3M COWZ, SPY, GBIL, AVUS, AVDE 13F-HR 7/30/2024, 11:34 AM
Q3 2023 916 $263M +$20.5M -$7.91M +$12.6M COWZ, SPY, GBIL, AVDE, AVUS 13F-HR 8/1/2024, 01:43 PM
Q2 2023 900 $258M +$26.8M -$9.19M +$17.6M COWZ, SPY, AVDE, AVUS, GBIL 13F-HR 8/1/2024, 01:32 PM
Q1 2023 934 $231M +$89.6M -$28.6M +$61M COWZ, SPY, AVDE, AVUS, DIVO 13F-HR 8/1/2024, 01:24 PM
Q4 2022 502 $162M +$21.3M -$12.5M +$8.82M COWZ, SPY, AVUS, DIVO, ESGU 13F-HR 10/10/2024, 01:45 PM
Q3 2022 522 $142M +$3.47M -$4.51M -$1.04M COWZ, SPY, AVUS, ESGU, LMBS 13F-HR 10/10/2024, 01:54 PM
Q2 2022 526 $152M +$13.6M -$7.14M +$6.44M COWZ, SPY, AVUS, ESGU, IAU 13F-HR 10/17/2024, 01:46 PM
Q1 2022 518 $168M $0 $0 COWZ, SPY, AVUS, ESGU, IAU 13F-HR 10/17/2024, 01:55 PM