DOSSIER · 13F-HR · Q4 2024

WR Wealth Planners, LLC

WR Wealth Planners's pension fund based in Stamford, CT — $311M in tracked AUM across 1,104 positions as of Q4 2024.

WW

WR Wealth Planners·Stamford, CT·Pension Fund

CIK 0002031978 · last filed Dec 31, 2024

Total AUM

$311M

▲ 8.7%

vs prior

Holdings

1,104

—

positions

Whale Score

38

tracked

Activity

—

no data

changes this Q

Top sector

Financials

19% weight

concentration

AI Analysis · Q4 2024 · Q4 2024

WR Wealth Planners, LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight

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