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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
WMWaste Mgmt Inc Del Com
Recent Activity
Increased 2.49%
0.32%
$1.123M
5,408 shares@ $207.6 avg price
AFLAflac Inc Com
Recent Activity
Increased 2.18%
0.32%
$1.119M
10,007 shares@ $111.81 avg price
ALLAllstate Corp Com
Recent Activity
Increased 1.94%
0.3%
$1.077M
5,681 shares@ $189.65 avg price
FLEXFlex Ltd Ord
Recent Activity
Increased 3.81%
0.3%
$1.063M
31,785 shares@ $33.44 avg price
ULUnilever Plc Spon Adr New
Recent Activity
Increased 3.56%
0.29%
$1.036M
15,947 shares@ $64.96 avg price
IMCGIshares Morningstar Mid-cap Growth Etf
Recent Activity
Increased 2.2%
0.29%
$1.034M
14,174 shares@ $72.97 avg price
TSLATesla Inc Com
Recent Activity
Increased 3.08%
0.28%
$990,531
3,786 shares@ $261.63 avg price
GEHCGe Healthcare Technologies Inc Common Stock
Recent Activity
Increased 3.57%
0.27%
$956,144
10,188 shares@ $93.86 avg price
ADBEAdobe Inc Com
Recent Activity
Increased 1.53%
0.26%
$929,415
1,795 shares@ $517.78 avg price
INTUIntuit Com
Recent Activity
Increased 3.54%
0.26%
$910,386
1,466 shares@ $621.0 avg price