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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
BDCBelden Inc Com
Recent Activity
New Position
0.01%
$23,426
200 shares@ $117.13 avg price
FTAIFtai Aviation Ltd Shs
Recent Activity
New Position
0.01%
$19,935
150 shares@ $132.9 avg price
CWCurtiss Wright Corp Com
Recent Activity
New Position
0.01%
$17,421
53 shares@ $328.7 avg price
SAIASaia Inc Com
Recent Activity
New Position
0.01%
$17,053
39 shares@ $437.26 avg price
FCNFti Consulting Inc Com
Recent Activity
New Position
0.01%
$16,384
72 shares@ $227.56 avg price
SCHVSchwab U.s. Large-cap Value Etf
Recent Activity
New Position
0.01%
$14,467
180 shares@ $80.38 avg price
ASTSAst Spacemobile Inc Com Cl A
Recent Activity
New Position
0.01%
$12,421
475 shares@ $26.15 avg price
SOFISofi Technologies Inc Com
Recent Activity
New Position
0.01%
$12,214
1,554 shares@ $7.86 avg price
DITAmcon Distrg Co Com New
Recent Activity
New Position
0.01%
$7,248
50 shares@ $144.96 avg price
3899⤦Grayscale Bitcoin Mini Trust (btc)
Recent Activity
New Position
0.01%
$6,137
1,090 shares@ $5.64 avg price