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
SAP
Sap Se

Technology
-14
- 13.46%
$197.21 - $231.0 $2.76K - $3.23K
90 $20K
Capital Group Core Balanced ETF
-902
- 0.72%
N/A
125K $0
XOM
Exxon Mobil Corp

Energy
-135
- 1.85%
$109.72 - $119.0 $14.8K - $16.1K
7.18K $841K
TDOC
Teladoc Health, Inc.

Healthcare
-4
- 8.89%
$6.79 - $10.09 $27.2 - $40.4
41 $0
Gsk PLC Sponsored Adr
-1K
- 90.83%
N/A
101 $0
Capital Group Core Bond ETF
-11
- 0.13%
N/A
8.22K $0
BITI
Proshares Tr Short Bitcoin Str
-17
- 37.78%
$7.21 - $9.11 $123 - $155
28 $0
UAL
United Airlines Holdings, Inc.

Industrials
-36
- 22.64%
$37.88 - $58.85 $1.36K - $2.12K
123 $7K
EXP
Eagle Materials Inc

Basic Materials
-1
- 50.0%
$212.39 - $292.18 $212 - $292
1 $0
GPN
Global Payments Inc

Industrials
-10
- 33.33%
$92.66 - $112.97 $927 - $1.13K
20 $2K
LNG
Cheniere Energy, Inc.

Energy
-2
- 7.14%
$172.24 - $186.09 $344 - $372
26 $4K
LBRT
Liberty Energy Inc.

Energy
-10
- 25.64%
$18.68 - $24.15 $187 - $242
29 $0
CRI
Carters Inc

Consumer Cyclical
-5
- 55.56%
$57.26 - $71.06 $286 - $355
4 $0
QS
Quantum Scape Corp

Consumer Cyclical
-21
- 13.91%
$4.83 - $9.14 $101 - $192
130 $0
Coherent Corp Com
-600
- 57.2%
N/A
449 $0
BETZ
Listed Fds Trroundhill Sports
-735
- 40.81%
N/A
1.07K $0
PHYS
Sprott Physical Gold Trust

Financial Services
-810
- 11.38%
$18.12 - $20.72 $14.7K - $16.8K
6.31K $128K
America Movil Sab De Cv Spon Ads Rp Cl B
-41
- 19.52%
N/A
169 $0
RGA
Reinsurance Group Of America Inc

Financial Services
-1
- 7.69%
$192.62 - $225.79 $193 - $226
12 $2K
ZM
Zoom Video Communications, Inc.

Technology
-13
- 14.94%
$55.32 - $71.9 $719 - $935
74 $5K
Xos Inc Com
-1
- 6.67%
N/A
14 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-8
- 8.51%
$210.25 - $231.86 $1.68K - $1.85K
86 $19K
IYH
Ishares Tr

ETFs
-10
- 4.65%
$60.29 - $66.38 $603 - $664
205 $13K
OC
Owens Corning

Industrials
-1
- 1.75%
$154.02 - $186.38 $154 - $186
56 $9K
SNY
Sanofi

Healthcare
-53
- 17.79%
$48.54 - $58.53 $2.57K - $3.1K
245 $14K
IEFA
Ishares Tr

ETFs
-71
- 6.57%
$70.09 - $78.74 $4.98K - $5.59K
1.01K $78K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-1
- 25.0%
$129.86 - $184.59 $130 - $185
3 $0
JBL
Jabil Inc

Technology
-5
- 3.88%
$97.55 - $126.65 $488 - $633
124 $14K
WY
Weyerhaeuser CO

Real Estate
-4
- 18.18%
$27.05 - $33.84 $108 - $135
18 $0
VIV
Telefonica Brasil S.A.

Communication Services
-102
- 34.23%
$8.08 - $10.27 $824 - $1.05K
196 $2K
BELFB
Bel Fuse Inc.

Technology
-8
- 80.0%
$61.07 - $81.01 $489 - $648
2 $0
ROCK
Gibraltar Industries, Inc.

Industrials
-7
- 53.85%
$62.82 - $80.87 $440 - $566
6 $0
NGG
National Grid PLC

Utilities
-3
- 6.82%
$57.14 - $70.48 $171 - $211
41 $2K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-142
- 4.04%
$6.71 - $8.78 $953 - $1.25K
3.37K $27K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-1
- 0.22%
$48.09 - $49.69 $48.1 - $49.7
446 $22K
IFRA
Ishares Tr

ETFs
-369
- 10.17%
$41.55 - $46.97 $15.3K - $17.3K
3.26K $153K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-5
- 1.24%
$38.71 - $42.43 $194 - $212
398 $16K
DEO
Diageo PLC

Consumer Defensive
-25
- 8.33%
$120.02 - $140.77 $3K - $3.52K
275 $38K
DOV
Dover Corp

Industrials
-4
- 3.67%
$172.5 - $193.03 $690 - $772
105 $20K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-233
- 7.87%
$83.76 - $91.82 $19.5K - $21.4K
2.73K $249K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-75
- 5.4%
$39.47 - $49.4 $2.96K - $3.71K
1.31K $62K
FOXA
Fox Corp

Communication Services
-81
- 12.52%
$34.12 - $42.33 $2.76K - $3.43K
566 $23K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1
- 0.1%
$26.01 - $27.41 $26 - $27.4
1.05K $28K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2
- 1.08%
$95.81 - $109.03 $192 - $218
183 $19K
BSX
Boston Scientific Corp

Healthcare
-71
- 6.25%
$72.96 - $84.0 $5.18K - $5.96K
1.07K $89K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-21
- 2.04%
$29.23 - $33.51 $614 - $704
1.01K $33K
NOW
Service Now, Inc.

Technology
-3
- 6.67%
$730.87 - $937.36 $2.19K - $2.81K
42 $37K
VICI
Vici Properties Inc.

Real Estate
-8
- 2.12%
$27.64 - $34.08 $221 - $273
369 $12K
DOCU
Docusign, Inc.

Technology
-7
- 2.49%
$49.73 - $62.53 $348 - $438
274 $17K
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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