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
NVT
N Vent Electric PLC

Industrials
256
+ 2327.27%
$60.72 - $81.19 $15.5K - $20.8K
267 $18K
CG
Carlyle Group Inc.

Financial Services
388
+ 222.99%
$37.24 - $49.74 $14.4K - $19.3K
562 $24K
CGCP
Capital Group Core Plus Income

ETFs
283
+ 2.23%
$22.12 - $23.31 $6.26K - $6.6K
13K $299K
CAH
Cardinal Health Inc

Healthcare
18
+ 1.41%
$93.74 - $114.66 $1.69K - $2.06K
1.3K $143K
DELL
Dell Technologies Inc.

Technology
157
+ 245.31%
$87.89 - $145.97 $13.8K - $22.9K
221 $26K
BLDR
Builders First Source, Inc.

Industrials
40
+ 24.54%
$132.6 - $201.83 $5.3K - $8.07K
203 $39K
CW
Curtiss Wright Corp

Industrials
53
New
$265.18 - $332.22 $14.1K - $17.6K
53 $17K
PSX
Phillips 66

Energy
192
+ 25.07%
$125.0 - $147.17 $24K - $28.3K
958 $125K
SAIA
Saia Inc

Industrials
39
New
$367.6 - $509.42 $14.3K - $19.9K
39 $17K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
103
+ 2.41%
$147.95 - $191.05 $15.2K - $19.7K
4.38K $760K
ROP
Roper Technologies Inc

Industrials
29
+ 483.33%
$515.25 - $576.55 $14.9K - $16.7K
35 $19K
FCN
Fti Consulting, Inc

Industrials
72
New
$213.61 - $230.59 $15.4K - $16.6K
72 $16K
VLO
Valero Energy Corp

Energy
143
+ 89.38%
$132.81 - $163.48 $19K - $23.4K
303 $40K
ICVT
Ishares Tr Convertible Bond Et

ETFs
169
+ 456.76%
$77.24 - $83.67 $13.1K - $14.1K
206 $17K
CMCSA
Comcast Corp

Communication Services
278
+ 23.5%
$37.33 - $41.78 $10.4K - $11.6K
1.46K $61K
ROST
Ross Stores, Inc.

Consumer Cyclical
88
+ 129.41%
$136.06 - $155.24 $12K - $13.7K
156 $23K
USB
Us Bancorp \De\

Financial Services
257
+ 74.06%
$39.04 - $47.23 $10K - $12.1K
604 $27K
MO
Altria Group, Inc.

Consumer Defensive
62
+ 3.28%
$45.95 - $54.71 $2.85K - $3.39K
1.95K $99K
EOG
Eog Resources Inc

Energy
122
+ 32.11%
$117.9 - $132.65 $14.4K - $16.2K
502 $61K
WSM
Williams Sonoma Inc

Consumer Cyclical
98
+ 1225.0%
$128.47 - $280.94 $12.6K - $27.5K
106 $16K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 3.9%
$896.19 - $1044.18 $2.69K - $3.13K
80 $83K
SCHV
Schwab Strategic Tr Us Large C

ETFs
180
New
$73.43 - $80.37 $13.2K - $14.5K
180 $14K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
61
+ 508.33%
$194.69 - $239.18 $11.9K - $14.6K
73 $15K
LNTH
Lantheus Holdings, Inc.

Healthcare
94
+ 109.3%
$77.7 - $123.62 $7.3K - $11.6K
180 $19K
RKLB
Rocket Lab Usa, Inc.

Industrials
1.37K
+ 2038.81%
$4.54 - $9.78 $6.2K - $13.4K
1.43K $13K
EMB
Ishares Tr

ETFs
112
+ 20.59%
$87.75 - $93.74 $9.83K - $10.5K
656 $61K
IRM
Iron Mountain Inc

Real Estate
33
+ 10.82%
$89.69 - $119.32 $2.96K - $3.94K
338 $40K
LYB
Lyondell Basell Industries N.V.

Basic Materials
138
+ 75.41%
$92.56 - $99.46 $12.8K - $13.7K
321 $30K
PLD
Prologis, Inc.

Real Estate
14
+ 1.81%
$111.95 - $132.43 $1.57K - $1.85K
786 $99K
ASTS
Ast Space Mobile, Inc.

Communication Services
475
New
$10.72 - $38.6 $5.09K - $18.3K
475 $12K
TSCO
Tractor Supply CO

Consumer Cyclical
30
+ 21.58%
$251.95 - $290.93 $7.56K - $8.73K
169 $49K
PWR
Quanta Services, Inc.

Industrials
35
+ 152.17%
$239.58 - $298.23 $8.39K - $10.4K
58 $17K
CI
Cigna Corp

Healthcare
13
+ 3.1%
$319.12 - $367.1 $4.15K - $4.77K
433 $150K
SOFI
So Fi Technologies, Inc.

Financial Services
1.55K
New
$6.32 - $8.19 $9.82K - $12.7K
1.55K $12K
UPS
United Parcel Service Inc

Industrials
89
+ 58.94%
$123.32 - $147.38 $11K - $13.1K
240 $32K
MET
Metlife Inc

Financial Services
135
+ 173.08%
$67.96 - $82.48 $9.17K - $11.1K
213 $17K
STLD
Steel Dynamics Inc

Basic Materials
113
+ 141.25%
N/A
193 $18K
EXPE
Expedia Group, Inc.

Consumer Cyclical
26
+ 8.28%
$112.12 - $149.09 $2.92K - $3.88K
340 $50K
KD
Kyndryl Holdings, Inc.

Technology
474
+ 1316.67%
$21.78 - $27.63 $10.3K - $13.1K
510 $11K
OMC
Omnicom Group Inc.

Communication Services
96
+ 91.43%
$87.69 - $103.9 $8.42K - $9.97K
201 $20K
EME
Emcor Group, Inc.

Industrials
20
+ 42.55%
$340.22 - $435.6 $6.8K - $8.71K
67 $28K
PM
Philip Morris International Inc.

Consumer Defensive
46
+ 17.62%
$101.25 - $127.45 $4.66K - $5.86K
307 $37K
TMUS
T Mobile Us, Inc.

Communication Services
19
+ 9.95%
$175.14 - $206.36 $3.33K - $3.92K
210 $43K
VRT
Vertiv Holdings CO

Industrials
116
+ 362.5%
$86.66 - $86.66 $10.1K - $10.1K
148 $12K
COF
Capital One Financial Corp

Financial Services
56
+ 50.45%
$131.42 - $153.05 $7.36K - $8.57K
167 $25K
CF
Cf Industries Holdings, Inc.

Basic Materials
75
+ 25.34%
$69.38 - $85.8 $5.2K - $6.44K
371 $31K
CTVA
Corteva, Inc.

Basic Materials
5
+ 0.26%
$50.72 - $58.78 $254 - $294
1.9K $111K
UBER
Uber Technologies, Inc

Technology
115
+ 28.4%
$58.48 - $77.47 $6.73K - $8.91K
520 $39K
TGT
Target Corp

Consumer Defensive
38
+ 7.76%
$133.47 - $159.25 $5.07K - $6.05K
528 $82K
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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