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
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.93%
$801.83 - $917.05 $1.6K - $1.83K
218 $193K
CPER
United States Copper Index Fun

ETFs
260
+ 11.22%
$24.71 - $28.93 $6.42K - $7.52K
2.58K $73K
PHM
Pultegroup Inc

Consumer Cyclical
9
+ 3.88%
$103.95 - $144.98 $936 - $1.3K
241 $34K
BUSE
First Busey Corp

Financial Services
37
+ 0.83%
$23.54 - $28.41 $871 - $1.05K
4.51K $117K
ROK
Rockwell Automation, Inc

Industrials
95
+ 4.07%
$248.27 - $294.37 $23.6K - $28K
2.43K $652K
BCE
Bce Inc

Communication Services
182
+ 18.78%
$31.33 - $36.08 $5.7K - $6.57K
1.15K $40K
TSN
Tyson Foods, Inc.

Consumer Defensive
81
+ 4.4%
$55.91 - $65.87 $4.53K - $5.34K
1.92K $114K
SPMD
Spdr Portfolio

ETFs
108
+ 17.79%
$50.29 - $54.92 $5.43K - $5.93K
715 $39K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
264
+ 240.0%
$28.08 - $32.61 $7.41K - $8.61K
374 $11K
BKR
Baker Hughes CO

Energy
149
+ 7.18%
$32.92 - $38.72 $4.91K - $5.77K
2.22K $80K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
159
+ 22.46%
$33.74 - $37.96 $5.36K - $6.04K
867 $32K
CTSH
Cognizant Technology Solutions Corp

Technology
22
+ 3.49%
$66.89 - $77.87 $1.47K - $1.71K
653 $50K
PH
Parker Hannifin Corp

Industrials
6
+ 20.69%
$501.01 - $635.92 $3.01K - $3.82K
35 $22K
DIT
Amcon Distributing CO

Consumer Defensive
50
New
$134.21 - $161.57 $6.71K - $8.08K
50 $7K
CRM
Salesforce, Inc.

Technology
1
+ 0.24%
$238.42 - $276.53 $238 - $277
412 $112K
GE
General Electric CO

Industrials
7
+ 3.98%
$156.66 - $189.66 $1.1K - $1.33K
183 $34K
AJG
Arthur J. Gallagher & Co.

Financial Services
20
+ 24.1%
$259.22 - $299.75 $5.18K - $6K
103 $28K
IR
Ingersoll Rand Inc.

Industrials
47
+ 30.52%
$86.9 - $100.4 $4.08K - $4.72K
201 $19K
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.27%
$95.54 - $108.77 $191 - $218
753 $78K
ITT
Itt Inc.

Industrials
24
+ 24.74%
$125.05 - $150.55 $3K - $3.61K
121 $18K
NWE
Northwestern Corp

Utilities
29
+ 4.46%
$48.68 - $57.27 $1.41K - $1.66K
679 $38K
SPYG
Spdr Portfolio

ETFs
80
+ 307.69%
$73.38 - $84.1 $5.87K - $6.73K
106 $8K
FDS
Factset Research Systems Inc

Financial Services
8
+ 27.59%
$397.04 - $469.48 $3.18K - $3.76K
37 $17K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 4.41%
$531.86 - $624.21 $1.6K - $1.87K
71 $43K
DRI
Darden Restaurants Inc

Consumer Cyclical
20
+ 10.87%
$138.06 - $172.74 $2.76K - $3.45K
204 $33K
SUB
Ishares Short Term National Mu

ETFs
31
+ 2.18%
$104.3 - $106.3 $3.23K - $3.3K
1.45K $154K
PAYX
Paychex Inc

Industrials
19
+ 8.56%
$116.17 - $135.19 $2.21K - $2.57K
241 $32K
OKE
Oneok Inc

Energy
30
+ 7.18%
$78.62 - $95.27 $2.36K - $2.86K
448 $40K
FELE
Franklin Electric CO Inc

Industrials
36
+ 28.13%
$93.65 - $106.62 $3.37K - $3.84K
164 $17K
GGG
Graco Inc

Industrials
40
+ 25.64%
$77.82 - $87.64 $3.11K - $3.51K
196 $17K
APD
Air Products & Chemicals, Inc.

Basic Materials
11
+ 16.67%
$247.34 - $300.11 $2.72K - $3.3K
77 $22K
MSTR
Microstrategy Inc

Technology
190
+ 863.64%
$114.3 - $1800.09 $21.7K - $342K
212 $35K
TDY
Teledyne Technologies Inc

Technology
7
+ 23.33%
$381.47 - $437.71 $2.67K - $3.06K
37 $16K
WSO
Watsco Inc

Industrials
8
+ 29.63%
$448.73 - $519.89 $3.59K - $4.16K
35 $17K
IQV
Iqvia Holdings Inc.

Healthcare
11
+ 14.86%
$206.81 - $251.55 $2.27K - $2.77K
85 $20K
EXC
Exelon Corp

Utilities
43
+ 7.05%
$34.24 - $40.55 $1.47K - $1.74K
653 $26K
PRI
Primerica, Inc.

Financial Services
11
+ 20.37%
$233.01 - $266.6 $2.56K - $2.93K
65 $17K
BBUS
J P Morgan Exchg Traded Fd

ETFs
56
New
$93.22 - $103.58 $5.22K - $5.8K
56 $5K
OEF
Ishares S&P 100 ETF

ETFs
14
+ 2.07%
$266.03 - $266.03 $3.72K - $3.72K
691 $183K
CSL
Carlisle Companies Inc

Industrials
9
+ 27.27%
$376.5 - $449.34 $3.39K - $4.04K
42 $18K
AME
Ametek Inc

Industrials
24
+ 28.92%
$152.74 - $176.01 $3.67K - $4.22K
107 $18K
LDOS
Leidos Holdings, Inc.

Technology
21
+ 23.33%
$142.66 - $163.02 $3K - $3.42K
111 $18K
AVY
Avery Dennison Corp

Industrials
15
+ 25.86%
$202.27 - $224.18 $3.03K - $3.36K
73 $16K
MRVL
Marvell Technology, Inc.

Technology
32
+ 4.31%
$56.15 - $76.24 $1.8K - $2.44K
775 $55K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
115
New
$39.37 - $41.68 $4.53K - $4.79K
115 $4K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.75%
$125.95 - $139.96 $378 - $420
402 $56K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
103
New
$44.65 - $47.21 $4.6K - $4.86K
103 $4K
CRWD
Crowd Strike Holdings, Inc.

Technology
119
+ 41.18%
$217.89 - $392.15 $25.9K - $46.7K
408 $114K
GTO
Invesco Actively Managed ETF T

ETFs
100
New
$46.22 - $48.77 $4.62K - $4.88K
100 $4K
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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