Wr Wealth Planners, LLC Purchases in Q3 2024

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
304
+ 2.19%
$65.15 - $72.97 $19.8K - $22.2K
14.2K $1.03M
ORCL
Oracle Corp

Technology
232
+ 12.38%
$125.9 - $170.35 $29.2K - $39.5K
2.11K $358K
JPM
Jpmorgan Chase & CO

Financial Services
58
+ 0.61%
$194.9 - $224.8 $11.3K - $13K
9.64K $2.03M
T
At&T Inc.

Communication Services
1.56K
+ 7.82%
$18.21 - $22.28 $28.5K - $34.8K
21.6K $474K
IEMG
Ishares Inc

ETFs
1.6K
+ 20.33%
$53.64 - $53.64 $85.8K - $85.8K
9.47K $507K
V
Visa Inc.

Financial Services
53
+ 1.04%
$253.74 - $291.56 $13.4K - $15.5K
5.13K $1.41M
CLX
Clorox CO

Consumer Defensive
308
+ 31.14%
$131.73 - $166.97 $40.6K - $51.4K
1.3K $211K
SPGI
S&P Global Inc.

Financial Services
2
+ 0.19%
$446.32 - $527.38 $893 - $1.05K
1.08K $556K
PLTR
Palantir Technologies Inc.

Technology
835
+ 23.81%
$24.09 - $37.95 $20.1K - $31.7K
4.34K $161K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.68K
+ 37.54%
$29.85 - $41.1 $50.1K - $69K
6.16K $241K
PFE
Pfizer Inc

Healthcare
2.21K
+ 35.97%
$27.7 - $31.39 $61.1K - $69.2K
8.34K $241K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.51K
New
$43.99 - $46.63 $66.5K - $70.5K
1.51K $70K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
700
+ 23.66%
$58.35 - $66.29 $40.8K - $46.4K
3.66K $242K
DVN
Devon Energy Corp

Energy
2.24K
+ 95.47%
$37.87 - $48.65 $84.7K - $109K
4.58K $179K
BRKR
Bruker Corp

Healthcare
326
+ 3.76%
$60.3 - $70.67 $19.7K - $23K
9K $621K
IYW
Ishares Dj Us Tech ETF

ETFs
350
+ 2.74%
$133.16 - $158.73 $46.6K - $55.6K
13.1K $1.99M
CNM
Core & Main, Inc.

Industrials
1.51K
+ 714.22%
$38.0 - $54.22 $57.3K - $81.7K
1.72K $76K
TECK
Teck Resources LTD

Basic Materials
1K
+ 37.04%
$43.48 - $53.4 $43.5K - $53.4K
3.7K $193K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
657
+ 34.91%
$82.41 - $92.06 $54.1K - $60.5K
2.54K $229K
SYY
Sysco Corp

Consumer Defensive
453
+ 13.2%
$69.16 - $78.98 $31.3K - $35.8K
3.88K $303K
FNDX
Schwab Fundamental U S Large C

ETFs
830
New
$65.36 - $71.76 $54.2K - $59.6K
830 $59K
SCHO
Schwab Short Term Us Treasury

ETFs
1.21K
New
$47.93 - $49.06 $58K - $59.4K
1.21K $59K
LMT
Lockheed Martin Corp

Industrials
37
+ 12.37%
$460.3 - $584.56 $17K - $21.6K
336 $196K
MUB
Ishares National Muni Bond ETF

ETFs
220
+ 1.42%
$106.13 - $108.7 $23.3K - $23.9K
15.7K $1.71M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.85K
+ 13.02%
$22.38 - $23.66 $41.3K - $43.7K
16K $375K
PEP
Pepsico Inc

Consumer Defensive
118
+ 1.78%
$161.9 - $179.3 $19.1K - $21.2K
6.76K $1.15M
FTSL
First Trust Senior Ln Fund

ETFs
1.19K
New
$45.51 - $46.26 $54.1K - $55K
1.19K $54K
SFNC
Simmons First National Corp

Financial Services
147
+ 1.18%
$17.05 - $22.07 $2.51K - $3.24K
12.6K $270K
HRL
Hormel Foods Corp

Consumer Defensive
1.49K
+ 53.72%
$30.04 - $33.14 $44.9K - $49.5K
4.28K $135K
KO
Coca Cola CO

Consumer Defensive
231
+ 5.46%
$62.69 - $73.01 $14.5K - $16.9K
4.46K $320K
MDLZ
Mondelez International, Inc.

Consumer Defensive
351
+ 12.12%
$64.35 - $75.71 $22.6K - $26.6K
3.25K $239K
MPLX
Mplx LP

Energy
1K
+ 41.1%
$40.44 - $45.07 $40.4K - $45.1K
3.43K $152K
AMD
Advanced Micro Devices Inc

Technology
271
+ 15.45%
$128.67 - $183.96 $34.9K - $49.9K
2.03K $332K
ISRG
Intuitive Surgical Inc

Healthcare
30
+ 4.24%
$416.14 - $494.01 $12.5K - $14.8K
737 $362K
LOW
Lowes Companies Inc

Consumer Cyclical
86
+ 18.38%
$213.3 - $270.78 $18.3K - $23.3K
554 $150K
LNT
Alliant Energy Corp

Utilities
392
+ 17.54%
$50.74 - $60.74 $19.9K - $23.8K
2.63K $159K
MMS
Maximus, Inc.

Industrials
132
+ 2.92%
$84.08 - $93.17 $11.1K - $12.3K
4.66K $433K
BDX
Becton Dickinson & CO

Healthcare
99
+ 3.32%
$221.47 - $242.41 $21.9K - $24K
3.08K $741K
AXP
American Express CO

Financial Services
14
+ 1.36%
$225.92 - $271.17 $3.16K - $3.8K
1.05K $283K
PRU
Prudential Financial Inc

Financial Services
369
+ 259.86%
$105.53 - $127.32 $38.9K - $47K
511 $61K
KMB
Kimberly Clark Corp

Consumer Defensive
249
+ 12.02%
$135.05 - $148.35 $33.6K - $36.9K
2.32K $330K
URI
United Rentals, Inc.

Industrials
41
+ 67.21%
$627.41 - $814.1 $25.7K - $33.4K
102 $82K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
305
+ 3.6%
$36.02 - $41.68 $11K - $12.7K
8.78K $362K
MA
Mastercard Inc

Financial Services
31
+ 5.96%
$429.6 - $500.99 $13.3K - $15.5K
551 $272K
IYR
Ishares Tr

ETFs
421
New
$86.93 - $103.61 $36.6K - $43.6K
421 $42K
CEG
Constellation Energy Corp

Utilities
102
+ 38.93%
$167.08 - $262.86 $17K - $26.8K
364 $94K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
204
+ 7.18%
$100.75 - $111.62 $20.6K - $22.8K
3.05K $332K
DOX
Amdocs LTD

Technology
370
+ 36.13%
$78.13 - $87.85 $28.9K - $32.5K
1.39K $121K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
721
+ 21.79%
$31.95 - $38.02 $23K - $27.4K
4.03K $151K
Activity Summary
Buys All Purchases 455 New Holdings 83 Increased Positions 372 Sells All Sells 249 Reductions 245 Sold out 4 Options Calls 1 Puts 0
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