Wr Wealth Planners, LLC Incresed Positions in Q4 2024

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EAT
Brinker International, Inc

Consumer Cyclical
3
+ 60.0%
$78.76 - $137.19 $236 - $412
8 $1K
EA
Electronic Arts Inc.

Communication Services
2
+ 2.25%
$140.69 - $167.97 $281 - $336
91 $13K
BURL
Burlington Stores, Inc.

Consumer Cyclical
2
+ 20.0%
$242.7 - $295.49 $485 - $591
12 $3K
A
Agilent Technologies, Inc.

Healthcare
16
+ 57.14%
$125.69 - $146.56 $2.01K - $2.34K
44 $5K
SNPS
Synopsys Inc

Technology
2
+ 22.22%
$485.36 - $588.0 $971 - $1.18K
11 $5K
CPNG
Coupang, Inc.

Consumer Cyclical
39
+ 63.93%
$21.98 - $26.89 $857 - $1.05K
100 $2K
CPRT
Copart Inc

Consumer Cyclical
20
+ 44.44%
$51.36 - $63.8 $1.03K - $1.28K
65 $3K
PCG
Pg&E Corp

Utilities
20
+ 20.2%
$19.2 - $21.63 $384 - $433
119 $2K
VTR
Ventas, Inc.

Real Estate
29
+ 181.25%
$57.73 - $66.48 $1.67K - $1.93K
45 $2K
MSCI
Msci Inc.

Financial Services
1
+ 10.0%
$569.09 - $635.99 $569 - $636
11 $6K
SFL
Sfl Corp Ltd.

Industrials
47
+ 82.46%
$9.72 - $11.76 $457 - $553
104 $1K
WELL
Welltower Inc.

Real Estate
8
+ 28.57%
$123.11 - $139.3 $985 - $1.11K
36 $4K
PCAR
Paccar Inc

Industrials
10
+ 21.74%
$97.92 - $118.41 $979 - $1.18K
56 $5K
HES
Hess Corp

Energy
9
+ 13.04%
$127.66 - $148.65 $1.15K - $1.34K
78 $10K
TTD
Trade Desk, Inc.

Technology
6
+ 19.35%
$108.7 - $139.51 $652 - $837
37 $4K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
7
+ 43.75%
$101.51 - $140.63 $711 - $984
23 $2K
ABC
Amerisourcebergen Corp

Healthcare
8
+ 36.36%
N/A
30 $5K
AON
Aon PLC

Financial Services
1
+ 5.88%
$344.14 - $393.31 $344 - $393
18 $6K
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 15.0%
$262.86 - $294.75 $789 - $884
23 $6K
HST
Host Hotels & Resorts, Inc.

Real Estate
45
+ 97.83%
$17.24 - $19.07 $776 - $858
91 $1K
DELL
Dell Technologies Inc.

Technology
20
+ 9.05%
$111.96 - $144.21 $2.24K - $2.88K
241 $27K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 20.0%
$246.06 - $292.59 $492 - $585
12 $3K
CME
Cme Group Inc.

Financial Services
5
+ 21.74%
$221.17 - $246.02 $1.11K - $1.23K
28 $6K
TTWO
Take Two Interactive Software Inc

Communication Services
2
+ 22.22%
$147.66 - $190.46 $295 - $381
11 $2K
OMF
One Main Holdings, Inc.

Financial Services
1
+ 5.26%
$45.27 - $57.43 $45.3 - $57.4
20 $1K
IDCC
Inter Digital, Inc.

Communication Services
4
+ 36.36%
$142.61 - $200.59 $570 - $802
15 $2K
DXCM
Dexcom Inc

Healthcare
11
+ 110.0%
$65.68 - $81.01 $722 - $891
21 $1K
CLF
Cleveland Cliffs Inc.

Basic Materials
45
+ 63.38%
$9.24 - $13.94 $416 - $627
116 $1K
PPG
Ppg Industries Inc

Basic Materials
13
+ 81.25%
$119.09 - $131.37 $1.55K - $1.71K
29 $3K
VMC
Vulcan Materials CO

Basic Materials
2
+ 18.18%
$237.95 - $292.31 $476 - $585
13 $3K
MNST
Monster Beverage Corp

Consumer Defensive
7
+ 7.78%
$49.24 - $56.38 $345 - $395
97 $5K
Kenvue Inc Com
12
+ 9.84%
N/A
134 $0
AVGE
American Centy ETF Tr Avantis
1.87K
+ 7.26%
N/A
27.6K $0
MLPX
Global X Mlp & Energy Infrastr

ETFs
1
+ 3.13%
$54.89 - $64.32 $54.9 - $64.3
33 $1K
FNDX
Schwab Fundamental U S Large C

ETFs
1.67K
+ 201.33%
$23.49 - $71.77 $39.3K - $120K
2.5K $59K
Running Oak Efficient Growth ETF
2.6K
+ 25.34%
N/A
12.9K $0
Jacobs Solutions Inc Com
17
+ 14.91%
N/A
131 $0
PTEN
Patterson Uti Energy Inc

Energy
1
+ 1.59%
$7.26 - $8.7 $7.26 - $8.7
64 $0
SWX
Southwest Gas Holdings, Inc.

Utilities
3
+ 8.33%
$67.87 - $79.16 $204 - $237
39 $2K
NRZ
New Residential Investment Corp.

Real Estate
7
+ 2.28%
N/A
314 $2K
RMD
Resmed Inc

Healthcare
2
+ 22.22%
$228.69 - $256.07 $457 - $512
11 $2K
DOV
Dover Corp

Industrials
2
+ 1.9%
$184.72 - $206.51 $369 - $413
107 $20K
ANSS
Ansys Inc

Technology
1
+ 14.29%
$313.05 - $361.45 $313 - $361
8 $2K
GPN
Global Payments Inc

Industrials
3
+ 15.0%
$97.57 - $119.38 $293 - $358
23 $2K
Ishares Bitcoin Trust ETF
768
+ 63.68%
N/A
1.97K $0
SRLN
Ssga Active Trust

ETFs
2
+ 3.92%
$41.48 - $42.08 $83 - $84.2
53 $2K
KEY
Keycorp

Financial Services
18
+ 3.0%
$16.21 - $19.97 $292 - $359
618 $10K
Gauzy LTD Shs
2K
+ 200.0%
N/A
3K $0
STWD
Starwood Property Trust, Inc.

Real Estate
3
+ 2.65%
$18.95 - $20.37 $56.8 - $61.1
116 $2K
Activity Summary
Buys All Purchases 402 New Holdings 80 Increased Positions 322 Sells All Sells 352 Reductions 352 Sold out 0 Options Calls 0 Puts 0
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