Wr Wealth Planners, LLC Purchases in Q4 2024

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
2.02K
+ 3.68%
$567.81 - $607.81 $1.15M - $1.23M
56.9K $33.4M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
5.04K
+ 12.79%
$90.31 - $106.37 $455K - $536K
44.4K $4.43M
JEF
Jefferies Financial Group Inc.

Financial Services
9.02K
New
$61.95 - $81.75 $559K - $737K
9.02K $706K
AVUS
American Centy ETF Tr Avantis

ETFs
3.56K
+ 2.43%
$94.36 - $102.06 $336K - $364K
150K $14.6M
RGA
Reinsurance Group Of America Inc

Financial Services
2.73K
+ 22750.0%
$201.26 - $231.95 $549K - $633K
2.74K $585K
FISV
Fiserv Inc

Technology
3.51K
+ 542.57%
N/A
4.15K $519K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
17.4K
+ 4.06%
$56.06 - $61.35 $974K - $1.07M
445K $25.1M
AVUV
American Centy ETF Tr Avantis

ETFs
2.82K
+ 4.36%
$94.37 - $106.41 $266K - $300K
67.4K $6.51M
AVSF
American Centy ETF Tr Avantis

ETFs
9.3K
+ 5.27%
$46.02 - $47.0 $428K - $437K
186K $8.57M
QDPL
Pacer Fds Tr Metaurus Us Large
4.35K
+ 40.99%
$37.54 - $40.11 $163K - $174K
15K $574K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.24K
+ 9.03%
$50.62 - $50.97 $164K - $165K
39.2K $1.99M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.82K
New
$63.01 - $68.55 $115K - $125K
1.82K $115K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.72K
New
$62.09 - $82.32 $107K - $141K
1.72K $114K
GOOG
Alphabet Inc.

Communication Services
161
+ 4.85%
$163.08 - $198.16 $26.3K - $31.9K
3.48K $663K
GLDM
World Gold Trust

ETFs
2.26K
+ 1.73%
$50.76 - $55.23 $115K - $125K
133K $6.91M
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.71K
+ 7.93%
$32.65 - $33.68 $154K - $158K
64K $2.1M
ONON
On Holding Ag

Consumer Cyclical
736
+ 6.91%
$46.3 - $59.54 $34.1K - $43.8K
11.4K $623K
EQT
Eqt Corp

Energy
49
+ 0.84%
$35.62 - $46.89 $1.75K - $2.3K
5.88K $271K
LYB
Lyondell Basell Industries N.V.

Basic Materials
854
+ 266.04%
$72.97 - $96.75 $62.3K - $82.6K
1.18K $87K
VTI
Vanguard Total Stock Market Et

ETFs
154
+ 125.2%
$280.04 - $302.45 $43.1K - $46.6K
277 $80K
IWF
Ishares Russell 1000 Gr ETF

ETFs
106
+ 89.83%
$370.24 - $418.94 $39.2K - $44.4K
224 $89K
VUG
Vanguard Growth ETF

ETFs
26
+ 2.28%
$378.79 - $428.11 $9.85K - $11.1K
1.17K $478K
MSTR
Microstrategy Inc

Technology
48
+ 22.64%
$162.69 - $473.83 $7.81K - $22.7K
260 $75K
THC
Tenet Healthcare Corp

Healthcare
312
+ 2836.36%
$125.42 - $168.52 $39.1K - $52.6K
323 $40K
CRM
Salesforce, Inc.

Technology
37
+ 8.98%
$270.87 - $367.87 $10K - $13.6K
449 $150K
APO
Apollo Global Management, Inc.

Financial Services
92
+ 25.34%
$131.36 - $178.61 $12.1K - $16.4K
455 $75K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
308
+ 317.53%
$91.29 - $91.8 $28.1K - $28.3K
405 $37K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
432
+ 26.2%
$53.94 - $58.15 $23.3K - $25.1K
2.08K $117K
GLD
Spdr Gold Trust

ETFs
111
+ 50.92%
$236.59 - $257.5 $26.3K - $28.6K
329 $79K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
272
+ 24.57%
$115.08 - $119.55 $31.3K - $32.5K
1.38K $159K
SII
Sprott Inc.

Financial Services
850
+ 11.9%
$41.42 - $47.55 $35.2K - $40.4K
7.99K $336K
SYF
Synchrony Financial

Financial Services
112
+ 8.82%
$49.01 - $68.55 $5.49K - $7.68K
1.38K $89K
MA
Mastercard Inc

Financial Services
15
+ 2.72%
$491.3 - $536.15 $7.37K - $8.04K
566 $298K
IWR
Ishares Russell Mid Cap ETF

ETFs
294
+ 392.0%
$87.25 - $95.52 $25.7K - $28.1K
369 $32K
XOM
Exxon Mobil Corp

Energy
891
+ 12.42%
$105.51 - $125.37 $94K - $112K
8.07K $867K
WFC
Wells Fargo & Company

Financial Services
162
+ 15.25%
$54.98 - $77.35 $8.91K - $12.5K
1.22K $85K
DIS
Walt Disney CO

Communication Services
20
+ 1.3%
$92.39 - $117.6 $1.85K - $2.35K
1.56K $173K
IDR
Idaho Strategic Resources, Inc.

Basic Materials
4.51K
+ 114.89%
$9.9 - $18.0 $44.6K - $81.1K
8.43K $87K
CF
Cf Industries Holdings, Inc.

Basic Materials
282
+ 76.01%
$81.39 - $94.14 $23K - $26.5K
653 $55K
SYY
Sysco Corp

Consumer Defensive
386
+ 9.94%
$73.63 - $81.77 $28.4K - $31.6K
4.27K $326K
USB
Us Bancorp \De\

Financial Services
451
+ 74.67%
$43.98 - $53.66 $19.8K - $24.2K
1.06K $50K
GLW
Corning Inc

Technology
13
+ 0.14%
$44.11 - $49.76 $573 - $647
9.01K $428K
LNG
Cheniere Energy, Inc.

Energy
97
+ 373.08%
$181.07 - $225.92 $17.6K - $21.9K
123 $26K
AMP
Ameriprise Financial Inc

Financial Services
28
+ 23.73%
$473.15 - $574.01 $13.2K - $16.1K
146 $77K
SPG
Simon Property Group Inc

Real Estate
128
+ 328.21%
$167.23 - $183.84 $21.4K - $23.5K
167 $28K
T
At&T Inc.

Communication Services
245
+ 1.14%
$21.22 - $23.88 $5.2K - $5.85K
21.8K $496K
CSWC
Capital Southwest Corp

Financial Services
1K
New
$20.85 - $25.85 $20.9K - $25.9K
1K $21K
ALL
Allstate Corp

Financial Services
10
+ 0.18%
$181.25 - $208.2 $1.81K - $2.08K
5.69K $1.1M
FHN
First Horizon Corp

Financial Services
34
+ 0.98%
$14.91 - $21.42 $507 - $728
3.49K $70K
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
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