Wr Wealth Planners, LLC Reduced Holdings in Q3 2024

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-75.7K
- 99.01%
$33.88 - $36.77 $2.56M - $2.78M
760 $27K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-34.5K
- 30.47%
$60.84 - $67.51 $2.1M - $2.33M
78.7K $5.32M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-29.8K
- 59.3%
$50.25 - $50.74 $1.5M - $1.51M
20.4K $1.04M
CGGR
Capital Group Growth ETF Shs C

ETFs
-34.1K
- 11.49%
$30.71 - $34.79 $1.05M - $1.19M
263K $9.15M
EFV
Msci Eafe Value ETF

ETFs
-11K
- 33.3%
$51.72 - $57.96 $570K - $639K
22.1K $1.27M
NVDA
Nvidia Corp

Technology
-3.07K
- 8.75%
$98.91 - $134.91 $303K - $413K
32K $3.88M
WST
West Pharmaceutical Services Inc

Healthcare
-1.23K
- 99.67%
$277.16 - $333.3 $340K - $409K
4 $1K
CGGO
Capital Group Global Growth Eq

ETFs
-13.2K
- 14.61%
$27.25 - $30.52 $359K - $402K
77K $2.32M
TFLO
Ishares Treasury Floating Rate

ETFs
-5.53K
- 96.03%
$50.42 - $50.66 $279K - $280K
229 $11K
TRV
Travelers Companies, Inc.

Financial Services
-1K
- 81.5%
$201.87 - $242.35 $202K - $242K
227 $53K
PANW
Palo Alto Networks Inc

Technology
-526
- 22.29%
$294.18 - $368.01 $155K - $194K
1.83K $626K
IXC
Ishares Tr Global Energy ETF

ETFs
-3.3K
- 66.88%
$38.94 - $42.35 $128K - $140K
1.63K $66K
EPD
Enterprise Products Partners L.P.

Energy
-4.4K
- 30.14%
$27.88 - $30.0 $123K - $132K
10.2K $296K
FICO
Fair Isaac Corp

Technology
-182
- 35.83%
$1496.51 - $1947.38 $272K - $354K
326 $634K
BAC
Bank Of America Corp

Financial Services
-2.83K
- 24.62%
$36.65 - $44.13 $104K - $125K
8.67K $343K
DE
Deere & CO

Industrials
-955
- 14.19%
$344.84 - $418.0 $329K - $399K
5.78K $2.41M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-2.85K
- 4.69%
$28.26 - $29.46 $80.4K - $83.8K
57.8K $1.66M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-191
- 60.63%
$475.2 - $527.7 $90.8K - $101K
124 $65K
BIIB
Biogen Inc.

Healthcare
-372
- 97.89%
$189.07 - $236.8 $70.3K - $88.1K
8 $1K
AMAT
Applied Materials Inc

Technology
-211
- 23.84%
$174.88 - $254.97 $36.9K - $53.8K
674 $136K
MRK
Merck & Co., Inc.

Healthcare
-397
- 17.38%
$111.15 - $128.97 $44.1K - $51.2K
1.89K $214K
SNOW
Snowflake Inc.

Technology
-466
- 95.49%
$108.56 - $143.02 $50.6K - $66.6K
22 $2K
INTC
Intel Corp

Technology
-182
- 2.43%
$18.9 - $34.87 $3.44K - $6.35K
7.31K $171K
SBUX
Starbucks Corp

Consumer Cyclical
-911
- 53.06%
$72.51 - $98.6 $66.1K - $89.8K
806 $78K
SCHW
Schwab Charles Corp

Financial Services
-574
- 37.74%
$61.74 - $76.08 $35.4K - $43.7K
947 $61K
WFC
Wells Fargo & Company

Financial Services
-805
- 43.12%
$51.58 - $60.97 $41.5K - $49.1K
1.06K $59K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-574
- 23.84%
$106.11 - $113.72 $60.9K - $65.3K
1.83K $207K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-934
- 45.76%
$50.61 - $50.96 $47.3K - $47.6K
1.11K $56K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-454
- 82.4%
$91.42 - $91.82 $41.5K - $41.7K
97 $8K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-133
- 69.63%
$283.28 - $314.39 $37.7K - $41.8K
58 $18K
LLY
Eli Lilly & CO

Healthcare
-1
- 0.06%
$772.14 - $960.02 $772 - $960
1.71K $1.51M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-43
- 23.63%
$1015.62 - $1159.62 $43.7K - $49.9K
139 $160K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-83
- 41.29%
$332.02 - $382.76 $27.6K - $31.8K
118 $44K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-380
- 24.87%
$101.06 - $115.49 $38.4K - $43.9K
1.15K $130K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-400
- 26.85%
$42.59 - $60.56 $17K - $24.2K
1.09K $55K
HBAN
Huntington Bancshares Inc

Financial Services
-4.05K
- 16.48%
$12.84 - $15.15 $51.9K - $61.3K
20.5K $301K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-418
- 3.25%
$59.61 - $60.15 $24.9K - $25.1K
12.4K $744K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-45
- 35.43%
$460.0 - $505.78 $20.7K - $22.8K
82 $38K
DGP
Db Bk Ag London Brh Db Gold Do

ETFs
-400
- 66.67%
$53.86 - $69.09 $21.5K - $27.6K
200 $13K
GLW
Corning Inc

Technology
-1.94K
- 17.71%
$37.76 - $46.2 $73.1K - $89.4K
9K $406K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-746
- 39.51%
$26.4 - $32.02 $19.7K - $23.9K
1.14K $36K
CNC
Centene Corp

Healthcare
-271
- 57.91%
$64.89 - $80.23 $17.6K - $21.7K
197 $14K
KMI
Kinder Morgan, Inc.

Energy
-940
- 49.53%
$19.72 - $22.22 $18.5K - $20.9K
958 $21K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-184
- 24.7%
$96.25 - $101.98 $17.7K - $18.8K
561 $56K
EEM
Ishares Msci Emerging Markets

ETFs
-461
- 26.51%
$40.42 - $46.7 $18.6K - $21.5K
1.28K $58K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-1.2K
- 23.08%
$19.52 - $21.75 $23.4K - $26.1K
4K $87K
BP
Bp PLC

Energy
-251
- 15.09%
$30.78 - $37.05 $7.73K - $9.3K
1.41K $44K
CVX
Chevron Corp

Energy
-19
- 1.48%
$137.88 - $161.97 $2.62K - $3.08K
1.26K $186K
CTRA
Coterra Energy Inc.

Energy
-416
- 40.15%
$22.62 - $27.37 $9.41K - $11.4K
620 $14K
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
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email