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
ENB
Enbridge Inc

Energy
-9
- 5.96%
$40.4 - $43.92 $364 - $395
142 $6K
Leddartech Hldgs Inc Com
-2K
- 86.96%
N/A
300 $0
Virgin Galactic Holdings Inc Com New
-8
- 80.0%
N/A
2 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-2
- 9.09%
$9.71 - $15.34 $19.4 - $30.7
20 $0
CGSD
Capital Grp Core Plus Income E
-1.86K
- 33.63%
N/A
3.66K $0
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-80
- 18.6%
$1.07 - $1.47 $85.6 - $118
350 $0
ZM
Zoom Video Communications, Inc.

Technology
-10
- 13.51%
$67.21 - $89.03 $672 - $890
64 $5K
FSCO
Fs Cr Opportunities Corp Com
-7.44K
- 47.24%
N/A
8.3K $0
UBS
Ubs Group Ag

Financial Services
-3
- 1.36%
$29.78 - $33.08 $89.3 - $99.2
218 $6K
BETZ
Listed Fds Trroundhill Sports
-181
- 16.98%
N/A
885 $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-5
- 83.33%
$100.24 - $101.35 $501 - $507
1 $0
STRL
Sterling Construction CO Inc

Industrials
-100
- 14.25%
$142.94 - $199.03 $14.3K - $19.9K
602 $101K
Amc Entmt Hldgs Inc Cl A New
-106
- 45.11%
N/A
129 $0
STEM
Stem, Inc.

Technology
-200
- 11.11%
$0.32 - $0.75 $64 - $150
1.6K $0
Solventum Corp Com Shs
-267
- 22.74%
N/A
907 $0
Atlassian Corporation Cl A
-116
- 44.11%
N/A
147 $0
SKYW
Skywest Inc

Industrials
-6
- 30.0%
$83.51 - $115.11 $501 - $691
14 $1K
DASH
Door Dash, Inc.

Communication Services
-4
- 11.76%
$141.93 - $180.48 $568 - $722
30 $5K
C
Citigroup Inc

Financial Services
-29
- 7.57%
$61.31 - $72.5 $1.78K - $2.1K
354 $24K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-1
- 0.84%
$22.72 - $28.29 $22.7 - $28.3
118 $3K
CNM
Core & Main, Inc.

Industrials
-200
- 11.64%
$41.91 - $55.78 $8.38K - $11.2K
1.52K $77K
MS
Morgan Stanley

Financial Services
-78
- 15.98%
$104.42 - $134.99 $8.14K - $10.5K
410 $51K
SNA
Snap On Inc

Industrials
-1
- 5.88%
$285.44 - $371.35 $285 - $371
16 $5K
BMY
Bristol Myers Squibb CO

Healthcare
-282
- 7.73%
$51.92 - $59.94 $14.6K - $16.9K
3.36K $190K
GS
Goldman Sachs Group Inc

Financial Services
-26
- 11.98%
$486.1 - $608.57 $12.6K - $15.8K
191 $109K
BX
Blackstone Inc.

Financial Services
-58
- 9.68%
$148.45 - $199.05 $8.61K - $11.5K
541 $93K
SHOP
Shopify Inc.

Technology
-16
- 12.9%
$78.14 - $119.49 $1.25K - $1.91K
108 $11K
TWLO
Twilio Inc

Communication Services
-1
- 2.22%
$63.73 - $114.96 $63.7 - $115
44 $4K
MCK
Mckesson Corp

Healthcare
-9
- 7.83%
$482.27 - $628.5 $4.34K - $5.66K
106 $60K
ADP
Automatic Data Processing Inc

Industrials
-3
- 0.79%
$280.08 - $307.97 $840 - $924
377 $110K
CMI
Cummins Inc

Industrials
-2
- 0.89%
$324.93 - $383.42 $650 - $767
223 $77K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2
- 3.85%
$260.53 - $404.79 $521 - $810
50 $19K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-267
- 24.5%
$47.29 - $84.74 $12.6K - $22.6K
823 $61K
SCHW
Schwab Charles Corp

Financial Services
-18
- 1.9%
$63.31 - $82.85 $1.14K - $1.49K
929 $68K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-87
- 2.58%
$7.33 - $12.37 $638 - $1.08K
3.28K $34K
XLY
Select Sector Spdr Consumer Di

ETFs
-32
- 5.1%
$194.8 - $239.43 $6.23K - $7.66K
596 $133K
AXP
American Express CO

Financial Services
-59
- 5.64%
$267.35 - $305.57 $15.8K - $18K
987 $292K
AVGO
Broadcom Inc.

Technology
-264
- 21.12%
$159.67 - $250.0 $42.2K - $66K
986 $228K
ONDS
Ondas Holdings Inc.

Technology
-500
- 5.0%
$0.67 - $2.79 $335 - $1.4K
9.5K $24K
HBAN
Huntington Bancshares Inc

Financial Services
-496
- 2.42%
$14.18 - $18.2 $7.03K - $9.03K
20K $325K
BA
Boeing CO

Industrials
-41
- 3.17%
$138.14 - $180.72 $5.66K - $7.41K
1.25K $221K
HON
Honeywell International Inc

Industrials
-55
- 2.36%
$202.84 - $236.0 $11.2K - $13K
2.28K $515K
ET
Energy Transfer LP

Energy
-3.02K
- 9.39%
$16.05 - $19.86 $48.4K - $59.9K
29.1K $570K
PLTR
Palantir Technologies Inc.

Technology
-1.33K
- 30.61%
$36.46 - $82.38 $48.5K - $109K
3.01K $227K
GOOGL
Alphabet Inc.

Communication Services
-304
- 4.0%
$161.86 - $196.66 $49.2K - $59.8K
7.29K $1.38M
WMT
Walmart Inc.

Consumer Defensive
-1.31K
- 4.28%
$79.1 - $95.7 $103K - $125K
29.3K $2.65M
AAPL
Apple Inc.

Technology
-1.79K
- 4.97%
$221.69 - $259.02 $396K - $463K
34.1K $8.55M
NFLX
Netflix Inc

Communication Services
-19
- 1.68%
$687.65 - $936.56 $13.1K - $17.8K
1.11K $988K
JPM
Jpmorgan Chase & CO

Financial Services
-184
- 1.91%
$205.18 - $250.29 $37.8K - $46.1K
9.46K $2.27M
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