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Carmen McClennon

@Wr Wealth Planners, Llc

Latest period2024 - Q3ReportedManaged Assets$359.525MTotal holdings1143
Assets growth rate9.67%Assets growth rate (2-Q avg)5.81%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Wr Wealth Planners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1143 positions.

Assets under management

The assets under management (AUM) of Wr Wealth Planners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 359.525M in assets, with a quarterly growth rate of 9.67% and a 2-quarter average growth rate of 5.81%. The portfolio is managed by Carmen McClennon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Trust
Recent Activity
Decreased -0.73%
8.77%
$31.496M
54,895 shares@ $573.76 avg price
GBILAccess Treasury 0-1 Year Etf
Recent Activity
Increased 12.4%
7.96%
$28.613M
285,306 shares@ $100.29 avg price
COWZPacer Us Cash Cows 100 Etf
Recent Activity
Decreased -5.06%
6.89%
$24.737M
427,750 shares@ $57.83 avg price
AVDEAvantis International Equity Etf
Recent Activity
Increased 27.09%
4.62%
$16.595M
247,569 shares@ $67.03 avg price
AVUSAvantis U.s. Equity Etf
Recent Activity
Increased 1.28%
3.89%
$13.97M
146,818 shares@ $95.15 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Increased 13.64%
3.46%
$12.417M
25,441 shares@ $488.08 avg price
CGGRCapital Group Growth Etf
Recent Activity
Decreased -11.48%
2.55%
$9.153M
263,087 shares@ $34.8 avg price
AAPLApple Inc Com
Recent Activity
Decreased -0.85%
2.33%
$8.369M
35,920 shares@ $233.0 avg price
AVSFAvantis Short-term Fixed Income Etf
Recent Activity
Increased 5.82%
2.32%
$8.316M
176,453 shares@ $47.13 avg price
CGDVCapital Group Dividend Value Etf
Recent Activity
Decreased -5.03%
2.12%
$7.594M
208,404 shares@ $36.45 avg price