Wr Wealth Planners, LLC Incresed Positions in Q3 2024

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
52.8K
+ 27.08%
$60.09 - $67.67 $3.17M - $3.57M
248K $16.6M
GBIL
Goldman Sachs Access Treasury

ETFs
31.5K
+ 12.39%
$99.7 - $100.3 $3.14M - $3.15M
285K $28.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
60.1K
+ 7760.26%
$46.9 - $51.96 $2.82M - $3.12M
60.9K $3.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.05K
+ 13.64%
$434.77 - $502.96 $1.33M - $1.54M
25.4K $12.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
17.2K
+ 504.58%
$84.77 - $97.13 $1.46M - $1.67M
20.6K $1.97M
AVUV
American Centy ETF Tr Avantis

ETFs
12.8K
+ 24.68%
$88.24 - $99.7 $1.13M - $1.27M
64.6K $6.2M
AVUS
American Centy ETF Tr Avantis

ETFs
1.84K
+ 1.27%
$86.27 - $95.15 $159K - $175K
147K $14M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15K
+ 102.4%
$44.24 - $49.47 $664K - $743K
29.7K $1.47M
CDNS
Cadence Design Systems Inc

Technology
2.35K
+ 10677.27%
$246.84 - $321.11 $580K - $754K
2.37K $642K
AVSF
American Centy ETF Tr Avantis

ETFs
9.7K
+ 5.81%
$45.96 - $47.18 $446K - $457K
176K $8.32M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.7K
+ 40.13%
$162.64 - $179.3 $439K - $484K
9.43K $1.69M
REFR
Research Frontiers Inc

Technology
18.5K
+ 2.0%
$1.79 - $2.35 $33K - $43.4K
941K $2.06M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
4.47K
+ 5.92%
$47.95 - $49.61 $214K - $222K
79.9K $3.95M
IVV
Ishares Core S&P 500 ETF

ETFs
134
+ 1.87%
$520.18 - $576.82 $69.7K - $77.3K
7.29K $4.2M
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.76K
+ 12.85%
$32.36 - $33.78 $219K - $228K
59.3K $2M
TSLA
Tesla, Inc.

Consumer Cyclical
113
+ 3.08%
$191.76 - $263.26 $21.7K - $29.7K
3.79K $990K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.97K
+ 54.34%
$56.04 - $62.99 $222K - $250K
11.3K $688K
AFL
Aflac Inc

Financial Services
213
+ 2.17%
$88.52 - $111.8 $18.9K - $23.8K
10K $1.12M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.16K
+ 296.03%
$92.63 - $105.69 $200K - $228K
2.89K $301K
NEE
Nextera Energy Inc

Utilities
524
+ 3.94%
$69.9 - $84.97 $36.6K - $44.5K
13.8K $1.17M
QDPL
Pacer Fds Tr Metaurus Us Large
5.74K
+ 117.57%
$34.97 - $38.41 $201K - $220K
10.6K $402K
MMM
3 M CO

Industrials
150
+ 2.64%
$99.69 - $139.42 $15K - $20.9K
5.84K $798K
UNH
Unitedhealth Group Inc

Healthcare
37
+ 1.43%
$488.01 - $604.18 $18.1K - $22.4K
2.63K $1.54M
UL
Unilever PLC

Consumer Defensive
547
+ 3.55%
$54.7 - $65.59 $29.9K - $35.9K
15.9K $1.04M
ALL
Allstate Corp

Financial Services
108
+ 1.94%
$158.43 - $192.86 $17.1K - $20.8K
5.68K $1.08M
CGUS
Capital Group Core Equity ETF
3.52K
+ 10.56%
$31.19 - $34.33 $110K - $121K
36.8K $1.26M
SA
Seabridge Gold Inc

Basic Materials
1.7K
+ 3.34%
$13.33 - $18.56 $22.7K - $31.6K
52.6K $882K
HEFA
Ishares Currency Hedged Msci E

ETFs
5.18K
+ 405.96%
$32.34 - $35.85 $167K - $186K
6.45K $228K
HD
Home Depot, Inc.

Consumer Cyclical
77
+ 3.62%
$333.64 - $405.2 $25.7K - $31.2K
2.2K $892K
FLEX
Flex Ltd.

Technology
1.17K
+ 3.8%
$28.1 - $34.0 $32.7K - $39.6K
31.8K $1.06M
JNJ
Johnson & Johnson

Healthcare
208
+ 2.71%
$145.48 - $167.38 $30.3K - $34.8K
7.87K $1.28M
ICE
Intercontinental Exchange, Inc.

Financial Services
145
+ 2.83%
$136.93 - $162.81 $19.9K - $23.6K
5.26K $845K
ACN
Accenture PLC

Technology
68
+ 3.01%
$295.44 - $355.81 $20.1K - $24.2K
2.33K $822K
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.48%
$245.82 - $304.51 $2.95K - $3.65K
2.53K $769K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
232
+ 7.72%
$72.18 - $107.33 $16.7K - $24.9K
3.24K $343K
TTEK
Tetra Tech Inc

Industrials
13.3K
+ 418.74%
$45.59 - $237.74 $605K - $3.15M
16.4K $774K
PG
Procter & Gamble CO

Consumer Defensive
75
+ 0.57%
$160.76 - $177.82 $12.1K - $13.3K
13.2K $2.29M
ALC
Alcon Inc

Healthcare
336
+ 4.29%
$88.07 - $100.79 $29.6K - $33.9K
8.16K $816K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.3K
+ 2596.0%
$77.02 - $85.06 $100K - $110K
1.35K $113K
STE
Steris PLC

Healthcare
129
+ 4.24%
$213.51 - $247.14 $27.5K - $31.9K
3.17K $769K
CASY
Caseys General Stores Inc

Consumer Cyclical
266
+ 3325.0%
$354.52 - $391.16 $94.3K - $104K
274 $102K
IVE
Ishares S&P 500 Value ETF

ETFs
205
+ 5.33%
$181.06 - $197.17 $37.1K - $40.4K
4.05K $798K
DHR
Danaher Corp

Healthcare
103
+ 4.22%
$239.25 - $280.76 $24.6K - $28.9K
2.54K $706K
MPWR
Monolithic Power Systems Inc

Technology
17
+ 2.17%
$757.04 - $947.16 $12.9K - $16.1K
801 $740K
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
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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