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
FNDF
Schwab Fundamental Intl Large

ETFs
-701
- 5.8%
$33.67 - $37.71 $23.6K - $26.4K
11.4K $425K
SYK
Stryker Corp

Healthcare
-21
- 4.29%
$315.94 - $371.96 $6.63K - $7.81K
468 $169K
VOT
Vanguard Mid Cap Growth Index

ETFs
-124
- 5.22%
$218.05 - $243.47 $27K - $30.2K
2.25K $548K
UPST
Upstart Holdings, Inc.

Financial Services
-7
- 3.17%
$22.9 - $44.11 $160 - $309
214 $8K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-20
- 0.65%
$51.02 - $52.74 $1.02K - $1.05K
3.06K $161K
KR
Kroger CO

Consumer Defensive
-83
- 6.95%
$50.43 - $57.3 $4.19K - $4.76K
1.11K $63K
GLD
Spdr Gold Trust

ETFs
-2
- 0.91%
$215.56 - $246.98 $431 - $494
218 $52K
RSG
Republic Services, Inc.

Industrials
-12
- 1.17%
$189.34 - $208.21 $2.27K - $2.5K
1.02K $204K
META
Meta Platforms, Inc.

Communication Services
-74
- 10.56%
$453.41 - $572.44 $33.6K - $42.4K
627 $358K
ABT
Abbott Laboratories

Healthcare
-84
- 5.83%
$100.07 - $118.13 $8.41K - $9.92K
1.36K $154K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1
- 0.12%
$175.46 - $203.3 $175 - $203
857 $173K
NSC
Norfolk Southern Corp

Industrials
-79
- 9.97%
$213.75 - $259.69 $16.9K - $20.5K
713 $177K
CSCO
Cisco Systems, Inc.

Technology
-17
- 1.02%
$44.74 - $53.22 $761 - $905
1.65K $87K
VUG
Vanguard Growth ETF

ETFs
-10
- 0.87%
$341.08 - $391.94 $3.41K - $3.92K
1.14K $437K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-199
- 3.71%
$32.04 - $37.11 $6.38K - $7.38K
5.16K $187K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-114
- 2.19%
$54.38 - $59.77 $6.2K - $6.81K
5.1K $301K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-500
- 5.52%
$21.72 - $25.05 $10.9K - $12.5K
8.55K $209K
ABBV
Abb Vie Inc.

Healthcare
-307
- 11.25%
$163.84 - $199.33 $50.3K - $61.2K
2.42K $478K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-18
- 0.29%
$26.69 - $29.87 $480 - $538
6.28K $182K
SAND
Sandstorm Gold LTD

Basic Materials
-1.2K
- 3.1%
$5.04 - $6.32 $6.05K - $7.58K
37.5K $225K
VTV
Vanguard Value ETF

ETFs
-23
- 1.58%
$159.75 - $174.57 $3.67K - $4.02K
1.44K $250K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.11%
$3305.62 - $4268.05 $3.31K - $4.27K
89 $374K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1
- 0.03%
$99.14 - $109.18 $99.1 - $109
3.37K $366K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-143
- 9.58%
$57.22 - $80.08 $8.18K - $11.5K
1.35K $105K
RTX
Raytheon Technologies Corp

Industrials
-98
- 6.11%
$99.55 - $123.34 $9.76K - $12.1K
1.51K $182K
VOE
Vanguard Mid Cap Value Index F

ETFs
-124
- 5.03%
$149.02 - $167.67 $18.5K - $20.8K
2.34K $392K
AEM
Agnico Eagle Mines LTD

Basic Materials
-196
- 7.49%
$65.04 - $84.24 $12.7K - $16.5K
2.42K $195K
NFLX
Netflix Inc

Communication Services
-17
- 1.48%
$598.55 - $722.26 $10.2K - $12.3K
1.13K $800K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-108
- 2.67%
$105.53 - $118.34 $11.4K - $12.8K
3.94K $460K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-48
- 1.85%
$162.83 - $179.16 $7.82K - $8.6K
2.55K $455K
AMT
American Tower Corp

Real Estate
-82
- 6.48%
$192.27 - $242.73 $15.8K - $19.9K
1.18K $275K
AVDV
American Centy ETF Tr Avantis

ETFs
-36
- 0.6%
$62.52 - $71.12 $2.25K - $2.56K
6.01K $424K
AEE
Ameren Corp

Utilities
-93
- 3.76%
$70.45 - $87.46 $6.55K - $8.13K
2.38K $208K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1K
- 9.03%
$52.04 - $64.22 $52K - $64.2K
10.1K $615K
IBM
International Business Machines Corp

Technology
-38
- 2.31%
$175.1 - $223.38 $6.65K - $8.49K
1.6K $354K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-71
- 0.15%
$44.83 - $47.42 $3.18K - $3.37K
46.1K $2.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-27
- 0.75%
$405.19 - $478.57 $10.9K - $12.9K
3.57K $1.64M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-22.8K
- 5.07%
$53.41 - $57.9 $1.22M - $1.32M
428K $24.7M
CGDV
Capital Group Divid Value ETF

ETFs
-11K
- 5.03%
$32.96 - $36.48 $364K - $403K
208K $7.59M
GLDM
World Gold Trust

ETFs
-9.14K
- 6.53%
$46.2 - $53.01 $422K - $484K
131K $6.82M
WMT
Walmart Inc.

Consumer Defensive
-100
- 0.33%
$66.91 - $81.4 $6.69K - $8.14K
30.6K $2.47M
CAT
Caterpillar Inc

Industrials
-23
- 0.24%
$316.8 - $391.12 $7.29K - $9K
9.59K $3.75M
AAPL
Apple Inc.

Technology
-308
- 0.85%
$207.23 - $234.82 $63.8K - $72.3K
35.9K $8.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
-407
- 0.74%
$517.38 - $573.86 $211K - $234K
54.9K $31.5M
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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