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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
QGROAmerican Century U.s. Quality Growth Etf
Recent Activity
New Position
1%
$3.587M
39,390 shares@ $91.06 avg price
SCHASchwab U.s. Small-cap Etf
Recent Activity
Increased 7760.26%
0.88%
$3.137M
60,917 shares@ $51.51 avg price
ESGUIshares Esg Aware Msci Usa Etf
Recent Activity
Decreased -11.11%
0.78%
$2.794M
22,144 shares@ $126.19 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -0.32%
0.69%
$2.471M
30,596 shares@ $80.76 avg price
DEDeere & Co Com
Recent Activity
Decreased -14.18%
0.68%
$2.411M
5,777 shares@ $417.31 avg price
CGGOCapital Group Global Growth Equity Etf
Recent Activity
Decreased -14.61%
0.65%
$2.32M
76,961 shares@ $30.15 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 0.58%
0.64%
$2.286M
13,200 shares@ $173.2 avg price
IUSBIshares Core Total Usd Bond Market Etf
Recent Activity
Decreased -0.15%
0.61%
$2.174M
46,128 shares@ $47.13 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