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
BBUSJpmorgan Betabuilders U.s. Equity Etf Recent Activity New Position	0.01%	$5,800 56 shares@ $103.58 avg price	New Position
ALABAstera Labs Inc Com Recent Activity New Position	0.01%	$5,239 100 shares@ $52.39 avg price	New Position
GTOInvesco Total Return Bond Etf Recent Activity New Position	0.01%	$4,830 100 shares@ $48.3 avg price	New Position
FBNDFidelity Total Bond Etf Recent Activity New Position	0.01%	$4,814 103 shares@ $46.74 avg price	New Position
TOTLSpdr Doubleline Total Return Tactical Etf Recent Activity New Position	0.01%	$4,761 115 shares@ $41.4 avg price	New Position
BONDPimco Active Bond Exchange-traded Fund Recent Activity New Position	0.01%	$4,068 43 shares@ $94.61 avg price	New Position
ENVXEnovix Corporation Com Recent Activity New Position	0.01%	$3,736 400 shares@ $9.34 avg price	New Position
SPYVSpdr Portfolio S&p 500 Value Etf Recent Activity New Position	0.01%	$3,224 61 shares@ $52.86 avg price	New Position
FERGFerguson Enterprises Inc Common Stock New Recent Activity New Position	0.01%	$3,177 16 shares@ $198.57 avg price	New Position
ISPYProshares S&p 500 High Income Etf Recent Activity New Position	0.01%	$2,779 62 shares@ $44.83 avg price	New Position