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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
TELTe Connectivity Ltd Shs
Recent Activity
Exited
0%
$741,319
4,928 shares@ $150.43 avg price
KEYSKeysight Technologies Inc Com
Recent Activity
Exited
0%
$658,178
4,813 shares@ $136.76 avg price
PWBInvesco Large Cap Growth Etf
Recent Activity
Exited
0%
$82,176
870 shares@ $94.46 avg price
SPHQInvesco S&p 500 Quality Etf
Recent Activity
Exited
0%
$52,230
822 shares@ $63.55 avg price
IRTIndependence Rlty Tr Inc Com
Recent Activity
Exited
0%
$45,538
2,430 shares@ $18.74 avg price
LRCXLam Research Corp Com
Recent Activity
Exited
0%
$39,399
37 shares@ $1064.84 avg price
WRKWestrock Co Com
Recent Activity
Exited
0%
$21,310
424 shares@ $50.26 avg price
SMCISuper Micro Computer Inc Com
Recent Activity
Exited
0%
$20,484
25 shares@ $819.36 avg price
BLKBlackrock Inc Com
Recent Activity
Exited
0%
$20,470
26 shares@ $787.31 avg price
JBHTHunt J B Trans Svcs Inc Com
Recent Activity
Exited
0%
$12,960
81 shares@ $160.0 avg price