Wr Wealth Planners, LLC Reduced Holdings in Q4 2024

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
-84
- 49.41%
$31.58 - $36.88 $2.65K - $3.1K
86 $2K
WOLF
Wolfspeed, Inc.

Technology
-329
- 97.92%
$6.44 - $16.2 $2.12K - $5.33K
7 $0
TFLO
Ishares Treasury Floating Rate

ETFs
-66
- 28.82%
$50.37 - $50.63 $3.32K - $3.34K
163 $8K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-106
- 32.42%
$24.66 - $27.63 $2.61K - $2.93K
221 $5K
UAL
United Airlines Holdings, Inc.

Industrials
-77
- 62.6%
$55.62 - $102.44 $4.28K - $7.89K
46 $4K
STZ
Constellation Brands, Inc.

Consumer Defensive
-2
- 5.13%
$219.66 - $257.62 $439 - $515
37 $8K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-12
- 1.92%
$51.33 - $53.74 $616 - $645
612 $31K
ACGL
Arch Capital Group Ltd.

Financial Services
-13
- 27.66%
$88.71 - $114.86 $1.15K - $1.49K
34 $3K
HRTX
Heron Therapeutics, Inc.

Healthcare
-700
- 25.0%
$1.06 - $2.12 $742 - $1.48K
2.1K $3K
EXR
Extra Space Storage Inc.

Real Estate
-6
- 24.0%
$142.35 - $178.32 $854 - $1.07K
19 $2K
TREX
Trex CO Inc

Industrials
-28
- 60.87%
$62.94 - $79.88 $1.76K - $2.24K
18 $1K
PHYS
Sprott Physical Gold Trust

Financial Services
-5
- 0.08%
$19.66 - $21.66 $98.3 - $108
6.3K $126K
GWW
W.W. Grainger, Inc.

Industrials
-3
- 3.75%
$1023.06 - $1220.93 $3.07K - $3.66K
77 $81K
MGM
Mgm Resorts International

Consumer Cyclical
-57
- 63.33%
$33.44 - $41.99 $1.91K - $2.39K
33 $1K
LHX
L3 Harris Technologies, Inc.

Industrials
-8
- 44.44%
$208.94 - $264.22 $1.67K - $2.11K
10 $2K
DHI
Horton D R Inc

Consumer Cyclical
-2
- 6.06%
$137.24 - $194.56 $274 - $389
31 $4K
CTRA
Coterra Energy Inc.

Energy
-130
- 20.97%
$22.71 - $27.63 $2.95K - $3.59K
490 $12K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-11
- 14.67%
$178.39 - $215.0 $1.96K - $2.37K
64 $12K
GME
Game Stop Corp.

Consumer Cyclical
-120
- 32.43%
$20.5 - $32.99 $2.46K - $3.96K
250 $7K
FOXA
Fox Corp

Communication Services
-97
- 17.14%
$41.35 - $49.99 $4.01K - $4.85K
469 $22K
CSGP
Costar Group, Inc.

Real Estate
-14
- 29.17%
$69.7 - $81.97 $976 - $1.15K
34 $2K
PENN
Penn National Gaming Inc

Consumer Cyclical
-59
- 25.11%
$18.13 - $22.34 $1.07K - $1.32K
176 $3K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13
- 5.78%
$61.68 - $67.87 $802 - $882
212 $13K
EW
Edwards Lifesciences Corp

Healthcare
-32
- 43.84%
$64.54 - $75.92 $2.07K - $2.43K
41 $3K
Ge Vernova Inc Com
-39
- 40.63%
N/A
57 $0
Veralto Corp Com Shs
-1.11K
- 10.52%
N/A
9.47K $0
HYDB
Ishares Tr Edge High Yield Def

ETFs
-2
- 20.0%
$46.68 - $47.95 $93.4 - $95.9
8 $0
Capital Group Short Duration Municipal Income ETF
-1.52K
- 57.36%
N/A
1.13K $0
Capital Group Core Balanced ETF
-80K
- 63.96%
N/A
45.1K $0
INGR
Ingredion Inc

Consumer Defensive
-2
- 7.69%
$132.76 - $154.86 $266 - $310
24 $3K
Capital Group Core Bond ETF
-4.15K
- 50.49%
N/A
4.07K $0
Canopy Growth Corp Com New
-9
- 12.16%
N/A
65 $0
MRVL
Marvell Technology, Inc.

Technology
-275
- 35.48%
$70.31 - $124.78 $19.3K - $34.3K
500 $55K
Te Connectivity PLC Ord Shs
-540
- 10.54%
N/A
4.59K $0
Tko Group Holdings Inc Cl A
-155
- 70.14%
N/A
66 $0
Ge Healthcare Technologies Inc Common Stock
-1.06K
- 10.44%
N/A
9.12K $0
Blackrock Inc Com
-12
- 42.86%
N/A
16 $0
DRS
Leonardo Drs, Inc.
-500
- 50.0%
N/A
500 $0
Ishares Flexible Income Active ETF
-1.61K
- 51.85%
N/A
1.49K $0
TDOC
Teladoc Health, Inc.

Healthcare
-27
- 65.85%
$8.57 - $12.02 $231 - $325
14 $0
Cava Group Inc Com
-11
- 35.48%
N/A
20 $0
TFC
Truist Financial Corp

Financial Services
-5
- 1.96%
$41.51 - $48.1 $208 - $241
250 $10K
Coherent Corp Com
-49
- 10.91%
N/A
400 $0
CGMU
Capital Group Core Plus Income
-3.87K
- 51.55%
N/A
3.64K $0
PAYX
Paychex Inc

Industrials
-10
- 4.15%
$135.86 - $148.73 $1.36K - $1.49K
231 $32K
CGMS
Capital Grp Core Plus Income E
-12.3K
- 47.93%
N/A
13.4K $0
Aurora Cannabis Inc Com
-20
- 27.03%
N/A
54 $0
Arm Holdings PLC Sponsored Ads
-72
- 53.33%
N/A
63 $0
Sofi Select 500 ETF
-1.05K
- 80.02%
N/A
263 $0
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
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