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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
SCHASchwab U.s. Small-cap Etf
Recent Activity
Increased 7760.26%
0.88%
$3.137M
60,917 shares@ $51.51 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 0.58%
0.64%
$2.286M
13,200 shares@ $173.2 avg price
EFGIshares Msci Eafe Growth Etf
Recent Activity
Increased 27.59%
0.6%
$2.129M
19,775 shares@ $107.65 avg price
REFRResearch Frontiers Inc Com
Recent Activity
Increased 2.49%
0.58%
$2.071M
945,758 shares@ $2.19 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 0.61%
0.57%
$2.033M
9,641 shares@ $210.87 avg price
SPIBSpdr Portfolio Intermediate Term Corporate Bond Etf
Recent Activity
Increased 12.86%
0.56%
$2M
59,330 shares@ $33.72 avg price
IYWIshares U.s. Technology Etf
Recent Activity
Increased 2.74%
0.56%
$1.993M
13,142 shares@ $151.63 avg price
IVWIshares S&p 500 Growth Etf
Recent Activity
Increased 504.58%
0.55%
$1.973M
20,610 shares@ $95.76 avg price
AVGEAvantis All Equity Markets Etf
Recent Activity
Increased 8.35%
0.53%
$1.902M
25,748 shares@ $73.88 avg price
MUBIshares National Muni Bond Etf
Recent Activity
Increased 1.42%
0.48%
$1.709M
15,729 shares@ $108.63 avg price