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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
GLDMSpdr Gold Minishares Trust
Recent Activity
Decreased -6.52%
1.9%
$6.817M
130,768 shares@ $52.14 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 0.19%
1.79%
$6.415M
34,430 shares@ $186.34 avg price
AVUVAvantis U.s. Small Cap Value Etf
Recent Activity
Increased 24.68%
1.73%
$6.199M
64,608 shares@ $95.96 avg price
SPLGSpdr Portfolio S&p 500 Etf
Recent Activity
Decreased -30.46%
1.48%
$5.316M
78,739 shares@ $67.51 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 0.38%
1.35%
$4.838M
11,243 shares@ $430.32 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 1.88%
1.17%
$4.205M
7,289 shares@ $576.86 avg price
LMBSFirst Trust Low Duration Opportunities Etf
Recent Activity
Increased 5.93%
1.1%
$3.949M
79,926 shares@ $49.42 avg price
CGBLCapital Group Core Balanced Etf
Recent Activity
Decreased -0.71%
1.09%
$3.884M
125,090 shares@ $31.06 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -8.74%
1.09%
$3.883M
31,978 shares@ $121.45 avg price
CATCaterpillar Inc Com
Recent Activity
Decreased -0.23%
1.05%
$3.75M
9,589 shares@ $391.1 avg price