Carmen McClennon

@Wr Wealth Planners, Llc

Latest period2024 - Q3

Reported3mo 2d ago

Managed Assets$359.525M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JPMJpmorgan Chase & Co. Com Recent Activity Increased 0.61%	0.57%	$2.033M 9,641 shares@ $210.87 avg price	Increased 0.61%
SPIBSpdr Portfolio Intermediate Term Corporate Bond Etf Recent Activity Increased 12.86%	0.56%	$2M 59,330 shares@ $33.72 avg price	Increased 12.86%
IYWIshares U.s. Technology Etf Recent Activity Increased 2.74%	0.56%	$1.993M 13,142 shares@ $151.63 avg price	Increased 2.74%
IVWIshares S&p 500 Growth Etf Recent Activity Increased 504.58%	0.55%	$1.973M 20,610 shares@ $95.76 avg price	Increased 504.58%
AVGEAvantis All Equity Markets Etf Recent Activity Increased 8.35%	0.53%	$1.902M 25,748 shares@ $73.88 avg price	Increased 8.35%
JAAAJanus Detroit Street Trust Janus Henderson Aaa Clo Etf Recent Activity New Position	0.51%	$1.828M 35,924 shares@ $50.88 avg price	New Position
MUBIshares National Muni Bond Etf Recent Activity Increased 1.42%	0.48%	$1.709M 15,729 shares@ $108.63 avg price	Increased 1.42%
QUALIshares Msci Usa Quality Factor Etf Recent Activity Increased 40.14%	0.48%	$1.691M 9,428 shares@ $179.31 avg price	Increased 40.14%
COMDirexion Auspice Broad Commodity Strategy Etf Recent Activity Decreased -4.68%	0.47%	$1.663M 57,846 shares@ $28.75 avg price	Decreased -4.68%
BRK.BBerkshire Hathaway Inc Del Cl B New Recent Activity Decreased -0.75%	0.46%	$1.643M 3,569 shares@ $460.27 avg price	Decreased -0.75%