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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
QUALIshares Msci Usa Quality Factor Etf
Recent Activity
Increased 40.14%
0.48%
$1.691M
9,428 shares@ $179.31 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Increased 1.43%
0.43%
$1.539M
2,632 shares@ $584.62 avg price
DYNFBlackrock U.s. Equity Factor Rotation Etf
Recent Activity
Increased 102.41%
0.41%
$1.468M
29,676 shares@ $49.48 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 1.05%
0.4%
$1.41M
5,129 shares@ $274.98 avg price
JNJJohnson & Johnson Com
Recent Activity
Increased 2.72%
0.36%
$1.276M
7,871 shares@ $162.07 avg price
CGUSCapital Group Core Equity Etf
Recent Activity
Increased 10.57%
0.36%
$1.263M
36,836 shares@ $34.28 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 0.98%
0.36%
$1.26M
7,598 shares@ $165.85 avg price
VLTOVeralto Corp Com Shs
Recent Activity
Increased 2.81%
0.33%
$1.184M
10,585 shares@ $111.86 avg price
NEENextera Energy Inc Com
Recent Activity
Increased 3.95%
0.33%
$1.167M
13,807 shares@ $84.54 avg price
PEPPepsico Inc Com
Recent Activity
Increased 1.78%
0.32%
$1.149M
6,756 shares@ $170.04 avg price