0002031978-24-000001.txt : 20240730 0002031978-24-000001.hdr.sgml : 20240730 20240730113441 ACCESSION NUMBER: 0002031978-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240730 DATE AS OF CHANGE: 20240730 EFFECTIVENESS DATE: 20240730 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WR Wealth Planners, LLC CENTRAL INDEX KEY: 0002031978 ORGANIZATION NAME: IRS NUMBER: 843688798 STATE OF INCORPORATION: MO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24246 FILM NUMBER: 241155622 BUSINESS ADDRESS: STREET 1: 200 E. SOUTHAMPTON DRIVE STREET 2: SUITE 101 CITY: COLUMBIA STATE: MO ZIP: 65203 BUSINESS PHONE: 573-875-3939 MAIL ADDRESS: STREET 1: 200 E. SOUTHAMPTON DRIVE STREET 2: SUITE 101 CITY: COLUMBIA STATE: MO ZIP: 65203 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002031978 XXXXXXXX 12-31-2023 12-31-2023 WR Wealth Planners, LLC

200 E. SOUTHAMPTON DRIVE SUITE 101 COLUMBIA MO 65203

13F HOLDINGS REPORT 028-24246 000306951 N Carmen McClennon 573-875-3939 Carmen McClennon Columbia MO 07-30-2024 0 999 290661983 false INFORMATION TABLE 2 wrw13fq42023.xml AMAZON COM INC COM Stock 023135106 5096068 33540 SH SOLE 0 33540 0 0 ISHARES MORNINGSTAR MID-CAP GROWTH ETF ETF 464288307 1139126 17675 SH SOLE 0 17674 0 0 INVESCO QQQ TRUST SERIES I ETF 46090E103 5626202 13739 SH SOLE 0 13738 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 284100 1476 SH SOLE 0 1476 0 0 JOHNSON & JOHNSON COM Stock 478160104 1168190 7453 SH SOLE 0 7453 0 0 WASTE MGMT INC DEL COM Stock 94106L109 906378 5061 SH SOLE 0 5060 0 0 ISHARES GLOBAL TECH ETF ETF 464287291 434638 6375 SH SOLE 0 6374 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 209445 317 SH SOLE 0 317 0 0 PACER GLOBAL CASH COWS DIVIDEND ETF ETF 69374H709 1618638 47232 SH SOLE 0 47231 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 1701279 11610 SH SOLE 0 11609 0 0 COCA COLA CO COM Stock 191216100 241208 4093 SH SOLE 0 4093 0 0 ENTERPRISE 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