Wr Wealth Planners, LLC Purchases in Q3 2024

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HES
Hess Corp

Energy
4
+ 6.15%
$126.3 - $155.44 $505 - $622
69 $9K
HTGC
Hercules Capital, Inc.

Financial Services
5
+ 2.1%
$17.71 - $21.67 $88.6 - $108
243 $4K
Ferguson Enterprises Inc Common Stock New
16
New
N/A
16 $0
HTRB
Hartford Fds Total Return Bd E

ETFs
8
New
$33.29 - $35.33 $266 - $283
8 $0
LRN
Stride, Inc.

Consumer Defensive
6
+ 120.0%
$66.21 - $85.31 $397 - $512
11 $0
BEN
Franklin Resources Inc

Financial Services
34
New
$19.13 - $23.97 $650 - $815
34 $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
2
+ 3.28%
$40.45 - $47.24 $80.9 - $94.5
63 $2K
PAGP
Plains Gp Holdings LP

Energy
1
+ 0.16%
$17.93 - $19.98 $17.9 - $20
608 $11K
ORCC
Owl Rock Capital Corp

Financial Services
4
+ 2.15%
N/A
190 $2K
VOD
Vodafone Group Public LTD CO

Communication Services
0
New
$8.8 - $10.35 $0 - $0
0 $0
SLVM
Sylvamo Corp

Basic Materials
4
New
$65.73 - $87.18 $263 - $349
4 $0
RIET
ETF Ser Solutions Hoya Capital

ETFs
1
+ 2.63%
$9.95 - $11.32 $9.95 - $11.3
39 $0
BROS
Dutch Bros Inc.

Consumer Cyclical
9
+ 150.0%
$29.1 - $42.81 $262 - $385
15 $0
NDAQ
Nasdaq, Inc.

Financial Services
2
New
$59.48 - $74.31 $119 - $149
2 $0
LPX
Louisiana Pacific Corp

Industrials
5
New
$80.06 - $107.45 $400 - $537
5 $0
CRC
California Resources Corp

Energy
1
+ 1.1%
$43.29 - $54.04 $43.3 - $54
92 $4K
Blackrock Inc Com
28
New
N/A
28 $0
Atlassian Corporation Cl A
50
+ 23.47%
N/A
263 $0
ICLN
Ishares

ETFs
22
New
$13.26 - $14.77 $292 - $325
22 $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3
New
$178.94 - $207.0 $537 - $621
3 $0
CRH.L
Crh PLC

Basic Materials
12
+ 41.38%
N/A
41 $0
Tko Group Holdings Inc Cl A
221
New
N/A
221 $0
WRB
Berkley W R Corp

Financial Services
3
+ 50.0%
$51.54 - $79.62 $155 - $239
9 $0
VSTO
Vista Outdoor Inc.

Consumer Cyclical
17
New
$36.41 - $40.8 $619 - $694
17 $0
Amplify Alternative Harvest ETF
335
New
N/A
335 $0
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
8
New
$43.42 - $48.95 $347 - $392
8 $0
CODI
Compass Diversified Holdings

Industrials
9
+ 1.08%
$20.23 - $24.06 $182 - $217
842 $18K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
7
+ 8.97%
$37.45 - $52.79 $262 - $370
85 $3K
CBT
Cabot Corp

Basic Materials
3
New
$86.96 - $111.73 $261 - $335
3 $0
TROW
Price T Rowe Group Inc

Financial Services
2
+ 12.5%
$101.71 - $120.75 $203 - $242
18 $1K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
19
New
$28.11 - $29.42 $534 - $559
19 $0
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
10
New
$56.88 - $63.65 $569 - $637
10 $0
Jpmorgan Global Select Equity ETF Global Select Equity ETF
38
New
N/A
38 $0
VCIT
Vanguard Intermediate Term Cor

ETFs
1
+ 1.23%
$79.29 - $84.02 $79.3 - $84
82 $6K
Jacobs Solutions Inc Com
21
+ 22.58%
N/A
114 $0
Astera Labs Inc Com
100
New
N/A
100 $0
FISV
Fiserv Inc

Technology
3
+ 0.47%
N/A
646 $80K
Ishares Bitcoin Trust ETF
801
+ 197.78%
N/A
1.21K $0
Cava Group Inc Com
1
+ 3.33%
N/A
31 $0
Running Oak Efficient Growth ETF
735
+ 7.72%
N/A
10.3K $0
AVGE
American Centy ETF Tr Avantis
1.98K
+ 8.34%
N/A
25.7K $0
MCHP
Microchip Technology Inc

Technology
16
+ 14.16%
$72.0 - $95.98 $1.15K - $1.54K
129 $10K
Fidelity Wise Origin Bitcoin Fund
593
New
N/A
593 $0
STWD
Starwood Property Trust, Inc.

Real Estate
2
+ 1.8%
$18.75 - $21.11 $37.5 - $42.2
113 $2K
Phinia Inc Common Stock
7
New
N/A
7 $0
SWX
Southwest Gas Holdings, Inc.

Utilities
2
+ 5.88%
$68.16 - $75.87 $136 - $152
36 $2K
LUMN
Lumen Technologies, Inc.

Communication Services
0
New
$1.03 - $7.28 $0 - $0
0 $0
NRZ
New Residential Investment Corp.

Real Estate
7
+ 2.33%
N/A
307 $2K
Ge Vernova Inc Com
59
+ 159.46%
N/A
96 $0
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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