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
PAVE
Global X Fds Us Infrastructure

ETFs
543
+ 12.12%
$36.39 - $41.16 $19.8K - $22.3K
5.02K $206K
SII
Sprott Inc.

Financial Services
650
+ 10.02%
$38.73 - $46.3 $25.2K - $30.1K
7.14K $309K
BMY
Bristol Myers Squibb CO

Healthcare
63
+ 1.76%
$39.66 - $51.75 $2.5K - $3.26K
3.65K $188K
ITOT
Ishares Core S&P Total U.S. St

ETFs
257
+ 22.31%
$113.41 - $125.62 $29.1K - $32.3K
1.41K $176K
APTV
Aptiv PLC

Consumer Cyclical
352
+ 3.69%
$65.39 - $74.24 $23K - $26.1K
9.88K $711K
AMP
Ameriprise Financial Inc

Financial Services
79
+ 202.56%
$391.53 - $469.81 $30.9K - $37.1K
118 $55K
SO
Southern CO

Utilities
95
+ 3.99%
$77.0 - $90.52 $7.32K - $8.6K
2.48K $223K
LEN
Lennar Corp

Consumer Cyclical
2
+ 0.2%
$142.5 - $192.45 $285 - $385
1.02K $190K
RDVY
First Trust Rising Dividend Ac

ETFs
631
+ 631.0%
$53.68 - $59.24 $33.9K - $37.4K
731 $43K
HDV
Ishares Core High Dividend ETF

ETFs
197
+ 13.48%
$107.62 - $118.76 $21.2K - $23.4K
1.66K $195K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
175
+ 3.36%
$43.65 - $51.09 $7.64K - $8.94K
5.38K $270K
DUK
Duke Energy Corp

Utilities
93
+ 5.98%
$99.35 - $117.71 $9.24K - $10.9K
1.65K $190K
BLD
Top Build Corp

Industrials
31
+ 3.03%
$360.4 - $479.09 $11.2K - $14.9K
1.05K $428K
VZ
Verizon Communications Inc

Communication Services
553
+ 20.9%
$38.89 - $45.0 $21.5K - $24.9K
3.2K $143K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
392
New
$77.23 - $87.97 $30.3K - $34.5K
392 $34K
GS
Goldman Sachs Group Inc

Financial Services
51
+ 30.72%
$459.02 - $510.25 $23.4K - $26K
217 $107K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
642
New
$49.93 - $51.15 $32.1K - $32.8K
642 $32K
HYLB
Xtrackers Usd High Yield Corp

ETFs
854
New
$35.26 - $36.92 $30.1K - $31.5K
854 $31K
MPC
Marathon Petroleum Corp

Energy
214
+ 49.65%
$158.61 - $180.75 $33.9K - $38.7K
645 $105K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.09K
New
$25.45 - $29.53 $27.7K - $32.2K
1.09K $31K
MBB
Ishares Tr

ETFs
77
+ 1.35%
$90.85 - $96.66 $7K - $7.44K
5.79K $554K
SYF
Synchrony Financial

Financial Services
554
+ 77.37%
$43.77 - $52.22 $24.2K - $28.9K
1.27K $63K
APO
Apollo Global Management, Inc.

Financial Services
232
+ 177.1%
$99.16 - $125.81 $23K - $29.2K
363 $45K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
749
New
$36.98 - $41.55 $27.7K - $31.1K
749 $30K
SHW
Sherwin Williams CO

Basic Materials
74
+ 740.0%
$294.65 - $384.0 $21.8K - $28.4K
84 $32K
GILD
Gilead Sciences, Inc.

Healthcare
130
+ 10.62%
$66.59 - $83.99 $8.66K - $10.9K
1.35K $113K
TLT
Ishares Barclays 20+ Year Trea

ETFs
47
+ 1.33%
$89.91 - $101.33 $4.23K - $4.76K
3.58K $350K
DD
Du Pont De Nemours, Inc.

Basic Materials
123
+ 7.15%
$77.22 - $89.49 $9.5K - $11K
1.84K $164K
ADP
Automatic Data Processing Inc

Industrials
41
+ 12.09%
$233.44 - $279.45 $9.57K - $11.5K
380 $105K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
89
+ 0.83%
$31.05 - $34.29 $2.76K - $3.05K
10.8K $371K
IYF
Ishares Tr

ETFs
227
+ 249.45%
$93.83 - $105.05 $21.3K - $23.8K
318 $33K
KKR
Kkr & Co. Inc.

Financial Services
40
+ 5.23%
$104.51 - $133.23 $4.18K - $5.33K
805 $105K
TJX
Tjx Companies Inc

Consumer Cyclical
182
+ 47.03%
$107.93 - $120.23 $19.6K - $21.9K
569 $66K
BDC
Belden Inc.

Technology
200
New
$89.54 - $117.13 $17.9K - $23.4K
200 $23K
HSY
Hershey CO

Consumer Defensive
42
+ 2.24%
$182.45 - $203.25 $7.66K - $8.54K
1.92K $367K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
395
+ 235.12%
$49.83 - $62.75 $19.7K - $24.8K
563 $32K
CE
Celanese Corp

Basic Materials
161
+ 203.8%
$119.16 - $147.51 $19.2K - $23.7K
240 $32K
AVGO
Broadcom Inc.

Technology
1.13K
+ 933.06%
$136.27 - $1745.86 $154K - $1.97M
1.25K $215K
MCO
Moodys Corp

Financial Services
39
+ 88.64%
$421.49 - $494.67 $16.4K - $19.3K
83 $39K
BSY
Bentley Systems Inc

Technology
231
+ 3.59%
$44.79 - $51.95 $10.3K - $12K
6.67K $338K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
377
+ 29.64%
$49.7 - $56.11 $18.7K - $21.2K
1.65K $90K
CMI
Cummins Inc

Industrials
36
+ 19.05%
$266.63 - $326.4 $9.6K - $11.8K
225 $72K
CRBG
Corebridge Financial, Inc.

Financial Services
698
+ 213.46%
$24.9 - $30.12 $17.4K - $21K
1.03K $29K
AES
Aes Corp

Utilities
878
+ 148.81%
$16.18 - $20.07 $14.2K - $17.6K
1.47K $29K
EQX
Equinox Gold Corp.

Basic Materials
2K
+ 23.53%
$4.66 - $6.46 $9.32K - $12.9K
10.5K $63K
IAU
Ishares Gold Trust

ETFs
15
+ 0.45%
$44.06 - $50.5 $661 - $758
3.34K $165K
ITW
Illinois Tool Works Inc

Industrials
62
+ 96.88%
$233.14 - $263.97 $14.5K - $16.4K
126 $33K
AMGN
Amgen Inc

Healthcare
46
+ 14.02%
$309.38 - $337.38 $14.2K - $15.5K
374 $120K
EMR
Emerson Electric CO

Industrials
172
+ 16.52%
$98.19 - $118.87 $16.9K - $20.4K
1.21K $132K
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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