WR Wealth Planners, LLC

CIK

2031978

Location

COLUMBIA, MO

Portfolio Value

Small $308,682,873

Diversification

Diversified

Filing Date

Global Rank

#4,140 / 8,126 ▼ 421 · as of Dec 2024

Top Industry

Consumer Electronics 8.2%

3Y Alpha vs SPY

+4.9%

Period ended 1 year ago

Filed Feb 5, 2025 · 1y

12 quarters · since Mar 2022

Clone Performance

Sep 2023–Jul 2025 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+48.3%

SPY

+40.0%

Annualised alpha

+3.8%

Max drawdown

−14.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 7 quarters.WR Wealth Planners, LLC has stopped filing, so the simulation ends in Jul 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

880 tracked positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024

Top Position

14.3%

+2.1 pts

Top 5

45.7%

+1.7 pts

Top 10

59.3%

+2.2 pts

HHI

535

Diversified+68

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2024

Sector	% Portfolio	Value	Positions
Unclassified	66.1%	$204,080,590	112
Technology	9.6%	$29,521,930	121
Financial Services	5.1%	$15,845,830	117
Consumer Cyclical	4.5%	$13,799,503	88
Industrials	4.3%	$13,286,459	116
Healthcare	3.1%	$9,591,978	90
Consumer Defensive	3.1%	$9,489,654	44
Communication Services	1.4%	$4,466,245	32
Energy	1.1%	$3,491,786	45
Basic Materials	0.9%	$2,707,371	51
Utilities	0.6%	$1,780,222	30
Real Estate	0.2%	$621,305	34

Last Quarter's Activity

Export CSV

Dec 31, 2024 vs Sep 30, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACSG	American Century Small Cap Growth Insights ETF	+29,110	562,170	$44,239,297
AAAP	Pacer Barings CLO Market Flex ETF	+21,267	461,190	$25,758,950
ACGR	American Century Large Cap Growth ETF	+9,300	185,753	$8,570,643
FNDA	Schwab Fundamental U.S. Small Company ETF	+5,468	87,126	$2,332,403
REFR	Research Frontiers Inc	+4,700	950,458	$1,625,283
IDR	Idaho Strategic Resources, Inc.	+4,507	8,430	$85,901
FISV	Fiserv Inc	+3,505	4,151	$852,698
ANET	Arista Networks, Inc.	+3,344	4,986	$551,102
JA	Janus Henderson AA-A CLO ETF	+3,243	39,177	$1,986,599
PSLV	Sprott Physical Silver Trust	+2,975	26,422	$254,972
RGA	Reinsurance Group Of America Inc	+2,730	2,742	$585,773
RUNN	Strategic Trust Running Oak Efficient Growth ETF	+2,600	12,860	$421,422
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+2,463	27,949	$1,438,071
GLDM	World Gold Trust	+2,261	133,029	$6,916,177
SPY	Spdr S&P 500 ETF Trust	+2,018	56,913	$33,355,571
GAUZ	Gauzy Ltd.	+2,000	3,000	$29,730
BTG	B2gold Corp	+2,000	2,150	$5,246
AES	Aes Corp	+1,369	2,837	$36,512
PANW	Palo Alto Networks Inc	+1,324	3,158	$574,629
AG	First Majestic Silver Corp	+1,000	17,100	$93,879
XOM	ExxonMobil Holdings Corp	+891	8,066	$867,659
LYB	LyondellBasell Industries N.V.	+854	1,175	$87,267
SII	Sprott Inc.	+850	7,990	$336,938
IBIT	iShares Bitcoin Trust ETF	+768	1,974	$104,720
ONON	On Holding AG	+736	11,393	$623,994
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGGR	Capital Group Growth ETF	−148,205	114,882	$4,270,163
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−148,128	140,416	$12,199,477
CGDV	Capital Group Dividend Value ETF	−123,901	84,503	$2,979,575
CGBL	Capital Group Core Balanced ETF	−80,005	45,085	$1,409,807
CGGO	Capital Group Global Growth Equity ETF	−46,867	30,094	$879,346
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−42,803	103,932	$4,850,519
CGCB	Capital Group Core Bond ETF	−30,339	32,226	$832,020
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	−28,559	256,747	$25,654,160
CGUS	Capital Group Core Equity ETF	−21,184	15,652	$547,350
BAI	iShares A.I. Innovation and Tech Active ETF	−16,959	12,717	$651,746
BKF	iShares MSCI BIC ETF	−13,174	12,797	$1,465,914
NVDA	Nvidia Corp	−11,910	20,068	$2,694,931
GRWG	GrowGeneration Corp.	−8,310	2,354	$3,978
BAC	Bank Of America Corp /De/	−7,477	1,189	$52,256
FLEX	Flex Ltd.	−7,440	24,345	$934,604
FSCO	FS Credit Opportunities Corp.	−7,436	8,304	$56,633
TTEK	Tetra Tech Inc	−5,938	10,501	$418,359
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	−5,765	54,620	$1,631,762
QQQ	Invesco Qqq Trust, Series 1	−5,278	20,163	$10,307,930
VEA	Vanguard FTSE Developed Markets ETF	−5,188	1,085	$51,884
MMS	Maximus, Inc.	−4,611	46	$3,433
CALY	Callaway Golf Co	−4,150	251	$1,972
DKNG	DraftKings Inc.	−3,566	2,589	$96,310
NEE	Nextera Energy Inc	−3,449	10,358	$742,565
AGNG	Global X Funds Global X Aging Population ETF	−3,379	2,698	$109,627
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
JEF	Jefferies Financial Group Inc.	9,017	$706,932
APTV	Aptiv PLC	8,822	$533,554
LW	Lamb Weston Holdings, Inc.	1,717	$114,747
ETHE	Grayscale Ethereum Staking ETF	1,084	$30,373
CSWC	Capital Southwest Corp	1,000	$21,820
AUR	Aurora Innovation, Inc.	2,000	$12,600
LRCX	Lam Research Corp	133	$9,606
HODL	VanEck Bitcoin ETF	88	$9,302
APP	AppLovin Corp	22	$7,124
FCSH	Federated Hermes Short Duration Corporate ETF	198	$4,886
DCI	DONALDSON Co INC	59	$3,973
ETH	Grayscale Ethereum Staking Mini ETF	108	$3,400
EXE	EXPAND ENERGY Corp	33	$3,285
NET	Cloudflare, Inc.	30	$3,230
BANF	Bancfirst Corp /Ok/	23	$2,695
BTDR	Bitdeer Technologies Group	100	$2,167
SG	Sweetgreen, Inc.	67	$2,148
DINO	HF Sinclair Corp	60	$2,103
ULTA	Ulta Beauty, Inc.	4	$1,739
CRSP	CRISPR Therapeutics AG	42	$1,653
KEYS	Keysight Technologies, Inc.	10	$1,606
NU	Nu Holdings Ltd.	126	$1,305
NNE	Nano Nuclear Energy Inc.	50	$1,244
ETR	Entergy Corp /De/	16	$1,213
AIPO	Defiance AI & Power Infrastructure ETF	69	$1,169
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
ENPH	Enphase Energy, Inc.	1,050	$118,671
IBN	Icici Bank Ltd	2,772	$82,744
BMRN	Biomarin Pharmaceutical Inc	693	$48,710
HIMS	Hims & Hers Health, Inc.	1,170	$21,551
RGLD	Royal Gold Inc	150	$21,045
ASTS	AST SpaceMobile, Inc.	475	$12,421
AOA	iShares Core 80/20 Aggressive Allocation ETF	156	$12,309
HQY	Healthequity, Inc.	150	$12,277
KIM	Kimco Realty Corp	471	$10,936
SAN	Banco Santander, S.A.	2,126	$10,842
RGTI	Rigetti Computing, Inc.	12,800	$10,022
UTHR	UNITED THERAPEUTICS Corp	25	$8,958
BHP	BHP Group Ltd	125	$7,763
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	712	$7,718
ING	Ing Groep NV	415	$7,536
FMC	Fmc Corp	114	$7,517
FHI	Federated Hermes, Inc.	203	$7,464
DIT	Amcon Distributing Co	50	$7,247
RIO	Rio Tinto PLC	92	$6,547
JMIA	Jumia Technologies AG	1,170	$6,247
TRN	Trinity Industries Inc	156	$5,435
GNRC	Generac Holdings Inc.	34	$5,401
ALAB	Astera Labs, Inc.	100	$5,239
BTI	British American Tobacco p.l.c.	115	$4,206
GSK	GSK plc	101	$4,128
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

880 tracked positions · $308,682,873 total · filing declares 1,104 positions · $311,026,553 · as of Dec 31, 2024

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 880 positions by value · page 1 of 18

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ACSG	American Century Small Cap Growth Insights ETF	Added	562,170	+29,110	$44,239,297	+3.2%	14.33%
SPY	Spdr S&P 500 ETF Trust	Added	56,913	+2,018	$33,355,571	+5.9%	10.81%
AAAP	Pacer Barings CLO Market Flex ETF	Added	461,190	+21,267	$25,758,950	+2.2%	8.34%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Reduced	256,747	-28,559	$25,654,160	−10.3%	8.31%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	140,416	-148,128	$12,199,477	−54.6%	3.95%
QQQ	Invesco Qqq Trust, Series 1	Reduced	20,163	-5,278	$10,307,930	−17.0%	3.34%
ACGR	American Century Large Cap Growth ETF	Added	185,753	+9,300	$8,570,643	+3.1%	2.78%
AAPL	Apple Inc. Technology	Reduced	34,133	-1,787	$8,547,585	+2.1%	2.77%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	34,212	-218	$7,505,770	+17.0%	2.43%
GLDM	World Gold Trust	Added	133,029	+2,261	$6,916,177	+1.5%	2.24%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	103,932	-42,803	$4,850,519	−36.7%	1.57%
CAAA	First Trust AAA CMBS ETF	Added	94,974	+215	$4,743,993	−0.9%	1.54%
MSFT	Microsoft Corp Technology	Reduced	10,349	-894	$4,362,103	−9.8%	1.41%
CGGR	Capital Group Growth ETF	Reduced	114,882	-148,205	$4,270,163	−53.3%	1.38%
CAT	Caterpillar Inc Industrials	Reduced	9,285	-304	$3,368,226	−10.2%	1.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,607	+36	$2,995,914	−1.0%	0.97%
CGDV	Capital Group Dividend Value ETF	Reduced	84,503	-123,901	$2,979,575	−60.8%	0.97%
NVDA	Nvidia Corp Technology	Reduced	20,068	-11,910	$2,694,931	−30.6%	0.87%
WMT	Walmart Inc. Consumer Defensive	Reduced	29,288	-1,308	$2,646,170	+7.1%	0.86%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	87,126	+5,468	$2,332,403	—	0.76%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,457	-184	$2,266,937	+11.5%	0.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,508	-692	$2,096,966	−8.3%	0.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,776	-143	$2,043,866	+12.6%	0.66%
JA	Janus Henderson AA-A CLO ETF	Added	39,177	+3,243	$1,986,599	+8.7%	0.64%
DE	Deere & Co Industrials	Reduced	4,079	-1,698	$1,728,272	−28.3%	0.56%
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	Reduced	54,620	-5,765	$1,631,762	−13.7%	0.53%
REFR	Research Frontiers Inc Technology	Added	950,458	+4,700	$1,625,283	−21.5%	0.53%
BKF	iShares MSCI BIC ETF	Reduced	12,797	-13,174	$1,465,914	−46.8%	0.47%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,624	-162	$1,463,516	+47.8%	0.47%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	27,949	+2,463	$1,438,071	+9.2%	0.47%
VB	Vanguard Morningstar Small-Cap ETF	Added	7,665	+184	$1,417,497	+3.5%	0.46%
CGBL	Capital Group Core Balanced ETF	Reduced	45,085	-80,005	$1,409,807	−63.7%	0.46%
V	Visa Inc. Financial Services	Reduced	4,037	-1,092	$1,275,853	−9.5%	0.41%
LLY	ELI LILLY & Co Healthcare	Reduced	1,567	-140	$1,209,724	−20.0%	0.39%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,315	-317	$1,171,065	−23.9%	0.38%
ALL	Allstate Corp Financial Services	Added	5,691	+10	$1,097,167	+1.8%	0.36%
JNJ	Johnson & Johnson Healthcare	Reduced	7,282	-589	$1,053,122	−17.4%	0.34%
PEP	Pepsico Inc Consumer Defensive	Reduced	6,655	-101	$1,011,959	−11.9%	0.33%
WM	Waste Management Inc Industrials	Reduced	4,975	-433	$1,003,905	−10.6%	0.33%
NFLX	Netflix Inc Communication Services	Reduced	1,109	-19	$988,473	+23.6%	0.32%
VLTO	Veralto Corp Industrials	Reduced	9,471	-1,114	$964,621	−18.5%	0.31%
FLEX	Flex Ltd. Technology	Reduced	24,345	-7,440	$934,604	−12.0%	0.30%
AFL	Aflac Inc Financial Services	Reduced	8,956	-1,051	$926,408	−17.2%	0.30%
CGGO	Capital Group Global Growth Equity ETF	Reduced	30,094	-46,867	$879,346	−62.1%	0.28%
XOM	ExxonMobil Holdings Corp Energy	Added	8,066	+891	$867,659	+3.2%	0.28%
FISV	Fiserv Inc	Added	4,151	+3,505	$852,698	+634.7%	0.28%
CGCB	Capital Group Core Bond ETF	Reduced	32,226	-30,339	$832,020	−49.7%	0.27%
ROK	Rockwell Automation, Inc Industrials	Added	2,860	+429	$817,359	+25.2%	0.26%
UL	Unilever PLC Consumer Defensive	Reduced	14,269	-1,678	$809,052	−21.9%	0.26%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	5,390	+128	$803,163	−5.0%	0.26%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.