SEC Form 13F

WR Wealth Planners, LLC 13F Holdings

Report period2024-12-31
Publicly available2025-02-06
Reported value$311,026,553
Positions1,104

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR S&P 500 ETF TRUSTSPYETF$33,355,28456,913
ACCESS TREASURY 0-1 YEAR ETFGBILETF$25,654,169256,747
PACER US CASH COWS 100 ETFCOWZETF$25,140,702445,126
AVANTIS INTERNATIONAL EQUITY ETFAVDEETF$16,234,488264,535
AVANTIS U.S. EQUITY ETFAVUSETF$14,576,571150,382
INVESCO QQQ TRUST SERIES IQQQETF$10,307,77820,163
AVANTIS SHORT-TERM FIXED INCOME ETFAVSFETF$8,570,633185,753
APPLE INC COMAAPLStock$8,547,67134,133
AMAZON COM INC COMAMZNStock$7,505,77134,212
SPDR GOLD MINISHARES TRUSTGLDMETF$6,916,178133,029

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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