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
XEL
Xcel Energy Inc

Utilities
6
+ 7.79%
$62.16 - $72.92 $373 - $438
83 $5K
Ferguson Enterprises Inc Common Stock New
3
+ 18.75%
N/A
19 $0
AMZA
Etfis Ser Tr I

ETFs
1
+ 1.12%
$39.41 - $47.31 $39.4 - $47.3
90 $3K
LNT
Alliant Energy Corp

Utilities
78
+ 2.97%
$56.24 - $63.63 $4.39K - $4.96K
2.71K $159K
GPS
Gap Inc

Consumer Cyclical
17
+ 3.31%
N/A
531 $10K
CRH.L
Crh PLC

Basic Materials
14
+ 34.15%
N/A
55 $0
Oaktree Specialty Lending Corp Com
137
+ 428.13%
N/A
169 $0
SNN
Smith & Nephew PLC

Healthcare
26
+ 25.24%
$24.29 - $30.81 $632 - $801
129 $3K
NDAQ
Nasdaq, Inc.

Financial Services
4
+ 200.0%
$70.87 - $83.05 $283 - $332
6 $0
WTW
Willis Towers Watson PLC

Financial Services
1
+ 14.29%
$287.99 - $332.53 $288 - $333
8 $2K
ADI
Analog Devices Inc

Technology
6
+ 27.27%
$206.35 - $236.48 $1.24K - $1.42K
28 $5K
Cartesian Therapeutics Inc Com New
194
+ 497.44%
N/A
233 $0
HYLB
Xtrackers Usd High Yield Corp

ETFs
19
+ 2.22%
$35.95 - $36.76 $683 - $698
873 $31K
Bunge Global Sa Com Shs
29
+ 72.5%
N/A
69 $0
MANH
Manhattan Associates Inc

Technology
1
+ 25.0%
$263.36 - $309.78 $263 - $310
5 $1K
CTSH
Cognizant Technology Solutions Corp

Technology
5
+ 0.77%
$74.37 - $82.32 $372 - $412
658 $50K
ACIW
Aci Worldwide, Inc.

Technology
9
+ 100.0%
$48.81 - $59.2 $439 - $533
18 $0
VST
Vistra Corp.

Utilities
3
+ 17.65%
$115.74 - $166.61 $347 - $500
20 $2K
UTG
Reaves Utility Income Fund

Financial Services
1
+ 5.88%
$30.81 - $34.99 $30.8 - $35
18 $0
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
2
+ 0.44%
$19.99 - $22.62 $40 - $45.2
458 $9K
American Battery Technology Com New
100
+ 11.76%
N/A
950 $0
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2
+ 50.0%
$232.27 - $300.43 $465 - $601
6 $1K
WPC
W. P. Carey Inc.

Real Estate
6
+ 6.82%
$53.44 - $61.33 $321 - $368
94 $5K
NVS
Novartis Ag

Healthcare
3
+ 5.88%
$96.78 - $117.18 $290 - $352
54 $5K
HMC
Honda Motor CO LTD

Consumer Cyclical
16
+ 23.53%
$23.7 - $32.62 $379 - $522
84 $2K
PATK
Patrick Industries Inc

Consumer Cyclical
4
+ 44.44%
$82.71 - $146.16 $331 - $585
13 $1K
RIET
ETF Ser Solutions Hoya Capital

ETFs
48
+ 123.08%
$9.94 - $11.2 $477 - $538
87 $0
PFFA
Etfis Ser Tr I

ETFs
2
+ 2.08%
$21.82 - $23.21 $43.6 - $46.4
98 $2K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 33.33%
$198.04 - $221.51 $198 - $222
4 $0
CBOE
Cboe Global Markets, Inc.

Financial Services
2
+ 40.0%
$191.61 - $217.84 $383 - $436
7 $1K
Linde PLC Shs
3
+ 21.43%
N/A
17 $0
MRNA
Moderna, Inc.

Healthcare
2
+ 28.57%
$36.85 - $63.93 $73.7 - $128
9 $0
Ubs Ag Etracs Crude Oil Shares Covered Call Etns Due April 24, 2037
1
+ 3.45%
N/A
30 $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
2
+ 3.17%
$39.22 - $47.52 $78.4 - $95
65 $2K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
27
+ 103.85%
$22.63 - $47.53 $611 - $1.28K
53 $1K
SCHV
Schwab Strategic Tr Us Large C

ETFs
360
+ 200.0%
$25.79 - $80.4 $9.28K - $28.9K
540 $14K
PSA
Public Storage

Real Estate
4
+ 26.67%
$289.33 - $360.21 $1.16K - $1.44K
19 $5K
XYL
Xylem Inc.

Industrials
3
+ 12.0%
$116.02 - $137.45 $348 - $412
28 $3K
EFX
Equifax Inc

Industrials
2
+ 15.38%
$245.03 - $293.5 $490 - $587
15 $3K
PRG
Prog Holdings, Inc.

Industrials
7
+ 70.0%
$41.69 - $49.65 $292 - $348
17 $0
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 5.56%
$57.29 - $63.1 $57.3 - $63.1
19 $1K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 1.19%
$71.75 - $75.11 $71.8 - $75.1
85 $6K
SCHX
Schwab Strategic Tr Us Large C

ETFs
80
+ 200.0%
$22.4 - $68.28 $1.79K - $5.46K
120 $2K
NGG
National Grid PLC

Utilities
4
+ 9.76%
$57.68 - $70.03 $231 - $280
45 $2K
FITB
Fifth Third Bancorp

Financial Services
10
+ 7.09%
$41.76 - $48.44 $418 - $484
151 $6K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
36
+ 200.0%
$27.54 - $83.04 $991 - $2.99K
54 $1K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3
+ 0.77%
$84.34 - $95.14 $253 - $285
395 $34K
VCIT
Vanguard Intermediate Term Cor

ETFs
1
+ 1.22%
$80.13 - $83.77 $80.1 - $83.8
83 $6K
EIX
Edison International

Utilities
5
+ 20.0%
$77.93 - $88.36 $390 - $442
30 $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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