WR Wealth Planners, LLC - Portfolio overview

WR Wealth Planners, LLC has 1103 reported holdings in this dataset, with the latest filing dated 2025-02-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TRUST, 10.72%
2. GBIL - ACCESS TREASURY 0-1 YEAR ETF, 8.25%
3. COWZ - PACER US CASH COWS 100 ETF, 8.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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