Notify me when WR Wealth Planners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 1,099 | $311,025,855 | +$11,408,712 | -$56,644,668 | -$45,235,956 | SPY, GBIL, COWZ, AVDE, AVUS | 13F-HR | 05 Feb 2025, 13:30 |
| Q3 2024 | 1,135 | $359,515,163 | +$32,771,811 | -$18,697,958 | +$14,073,853 | SPY, GBIL, COWZ, AVDE, AVUS | 13F-HR | 17 Oct 2024, 12:19 |
| Q2 2024 | 1,140 | $327,830,603 | +$16,517,129 | -$10,380,150 | +$6,136,979 | SPY, GBIL, COWZ, AVUS, AVDE | 13F-HR | 31 Jul 2024, 16:43 |
| Q1 2024 | 1,171 | $321,605,690 | +$83,359,599 | -$48,433,119 | +$34,926,480 | SPY, COWZ, GBIL, AVUS, AVDE | 13F-HR | 31 Jul 2024, 15:00 |
| Q4 2023 | 184 | $268,770,047 | +$16,421,194 | -$29,683,425 | -$13,262,231 | COWZ, SPY, GBIL, AVUS, AVDE | 13F-HR | 30 Jul 2024, 11:34 |
| Q3 2023 | 916 | $262,578,836 | +$20,465,122 | -$7,909,029 | +$12,556,093 | COWZ, SPY, GBIL, AVDE, AVUS | 13F-HR | 01 Aug 2024, 13:43 |
| Q2 2023 | 900 | $258,233,838 | +$26,795,937 | -$9,194,501 | +$17,601,436 | COWZ, SPY, AVDE, AVUS, GBIL | 13F-HR | 01 Aug 2024, 13:32 |
| Q1 2023 | 934 | $231,436,086 | +$89,585,926 | -$28,633,439 | +$60,952,487 | COWZ, SPY, AVDE, AVUS, DIVO | 13F-HR | 01 Aug 2024, 13:24 |
| Q4 2022 | 502 | $162,406,104 | +$21,297,369 | -$12,474,161 | +$8,823,208 | COWZ, SPY, AVUS, DIVO, ESGU | 13F-HR | 10 Oct 2024, 13:45 |
| Q3 2022 | 522 | $142,075,385 | +$3,472,057 | -$4,514,129 | -$1,042,072 | COWZ, SPY, AVUS, ESGU, LMBS | 13F-HR | 10 Oct 2024, 13:54 |
| Q2 2022 | 526 | $151,771,756 | +$13,579,526 | -$7,137,434 | +$6,442,092 | COWZ, SPY, AVUS, ESGU, IAU | 13F-HR | 17 Oct 2024, 13:46 |
| Q1 2022 | 518 | $167,928,173 | $0 | $0 | $0 | COWZ, SPY, AVUS, ESGU, IAU | 13F-HR | 17 Oct 2024, 13:55 |