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
FDS
Factset Research Systems Inc

Financial Services
8
+ 27.59%
$397.04 - $469.48 $3.18K - $3.76K
37 $17K
DRI
Darden Restaurants Inc

Consumer Cyclical
20
+ 10.87%
$138.06 - $172.74 $2.76K - $3.45K
204 $33K
IR
Ingersoll Rand Inc.

Industrials
47
+ 30.52%
$86.9 - $100.4 $4.08K - $4.72K
201 $19K
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
SUB
Ishares Short Term National Mu

ETFs
31
+ 2.18%
$104.3 - $106.3 $3.23K - $3.3K
1.45K $154K
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
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
APD
Air Products & Chemicals, Inc.

Basic Materials
11
+ 16.67%
$247.34 - $300.11 $2.72K - $3.3K
77 $22K
IQV
Iqvia Holdings Inc.

Healthcare
11
+ 14.86%
$206.81 - $251.55 $2.27K - $2.77K
85 $20K
AME
Ametek Inc

Industrials
24
+ 28.92%
$152.74 - $176.01 $3.67K - $4.22K
107 $18K
EXC
Exelon Corp

Utilities
43
+ 7.05%
$34.24 - $40.55 $1.47K - $1.74K
653 $26K
OEF
Ishares S&P 100 ETF

ETFs
14
+ 2.07%
$266.03 - $266.03 $3.72K - $3.72K
691 $183K
WSO
Watsco Inc

Industrials
8
+ 29.63%
$448.73 - $519.89 $3.59K - $4.16K
35 $17K
PRI
Primerica, Inc.

Financial Services
11
+ 20.37%
$233.01 - $266.6 $2.56K - $2.93K
65 $17K
LDOS
Leidos Holdings, Inc.

Technology
21
+ 23.33%
$142.66 - $163.02 $3K - $3.42K
111 $18K
SSNC
Ss&C Technologies Holdings Inc

Technology
22
+ 10.78%
$61.42 - $76.46 $1.35K - $1.68K
226 $16K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.75%
$125.95 - $139.96 $378 - $420
402 $56K
CFG
Citizens Financial Group Inc

Financial Services
76
+ 42.94%
$35.24 - $43.24 $2.68K - $3.29K
253 $10K
CRWD
Crowd Strike Holdings, Inc.

Technology
119
+ 41.18%
$217.89 - $392.15 $25.9K - $46.7K
408 $114K
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
FTNT
Fortinet, Inc.

Technology
5
+ 2.39%
$55.39 - $77.55 $277 - $388
214 $16K
EBAY
Ebay Inc

Consumer Cyclical
13
+ 4.85%
$52.61 - $65.44 $684 - $851
281 $18K
GD
General Dynamics Corp

Industrials
10
+ 16.39%
$279.51 - $308.09 $2.8K - $3.08K
71 $21K
BK
Bank Of New York Mellon Corp

Financial Services
10
+ 4.5%
$59.54 - $72.17 $595 - $722
232 $16K
PNC
Pnc Financial Services Group, Inc.

Financial Services
9
+ 13.64%
$156.14 - $187.2 $1.41K - $1.68K
75 $13K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
18
+ 23.08%
$159.84 - $178.33 $2.88K - $3.21K
96 $16K
EDIT
Editas Medicine, Inc.

Healthcare
1.5K
+ 89.55%
$3.39 - $5.96 $5.09K - $8.94K
3.18K $10K
TRGP
Targa Resources Corp.

Energy
13
+ 86.67%
$127.86 - $156.46 $1.66K - $2.03K
28 $4K
BRO
Brown & Brown, Inc.

Financial Services
10
+ 6.62%
$89.11 - $105.82 $891 - $1.06K
161 $16K
MSCI
Msci Inc.

Financial Services
5
+ 100.0%
$479.31 - $584.91 $2.4K - $2.92K
10 $5K
PEG
Public Service Enterprise Group Inc

Utilities
17
+ 32.08%
$73.58 - $89.21 $1.25K - $1.52K
70 $6K
ET
Energy Transfer LP

Energy
520
+ 1.64%
$15.43 - $16.44 $8.02K - $8.55K
32.1K $515K
TTC
Toro CO

Industrials
48
+ 33.33%
$81.82 - $99.44 $3.93K - $4.77K
192 $16K
CBRE
Cbre Group, Inc.

Real Estate
14
+ 63.64%
$85.97 - $124.48 $1.2K - $1.74K
36 $4K
WEC
Wec Energy Group, Inc.

Utilities
10
+ 7.46%
$77.68 - $96.19 $777 - $962
144 $13K
BR
Broadridge Financial Solutions, Inc.

Technology
6
+ 8.11%
$196.56 - $218.55 $1.18K - $1.31K
80 $17K
ONDS
Ondas Holdings Inc.

Technology
2K
+ 25.0%
$0.55 - $1.13 $1.1K - $2.26K
10K $7K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4
+ 2.47%
$98.71 - $117.61 $395 - $470
166 $19K
XEL
Xcel Energy Inc

Utilities
18
+ 30.51%
$52.11 - $65.3 $938 - $1.18K
77 $5K
QCOM
Qualcomm Inc

Technology
64
+ 20.25%
$156.12 - $209.64 $9.99K - $13.4K
380 $64K
DECK
Deckers Outdoor Corp

Consumer Cyclical
101
+ 594.12%
$150.73 - $974.56 $15.2K - $98.4K
118 $18K
WHR
Whirlpool Corp

Consumer Cyclical
9
+ 6.0%
$90.25 - $112.34 $812 - $1.01K
159 $17K
CACI
Caci International Inc

Technology
5
+ 15.63%
$427.76 - $427.76 $2.14K - $2.14K
37 $15K
SNA
Snap On Inc

Industrials
7
+ 70.0%
$255.35 - $289.77 $1.79K - $2.03K
17 $4K
DGRO
Ishares Core Dividend Growth E

ETFs
21
+ 21.21%
$57.47 - $62.76 $1.21K - $1.32K
120 $7K
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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