Wr Wealth Planners, LLC Incresed Positions in Q3 2024

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
160
+ 36.45%
$120.77 - $159.66 $19.3K - $25.5K
599 $91K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
175
+ 3.36%
$43.65 - $51.09 $7.64K - $8.94K
5.38K $270K
BLD
Top Build Corp

Industrials
31
+ 3.03%
$360.4 - $479.09 $11.2K - $14.9K
1.05K $428K
DUK
Duke Energy Corp

Utilities
93
+ 5.98%
$99.35 - $117.71 $9.24K - $10.9K
1.65K $190K
VZ
Verizon Communications Inc

Communication Services
553
+ 20.9%
$38.89 - $45.0 $21.5K - $24.9K
3.2K $143K
GS
Goldman Sachs Group Inc

Financial Services
51
+ 30.72%
$459.02 - $510.25 $23.4K - $26K
217 $107K
MPC
Marathon Petroleum Corp

Energy
214
+ 49.65%
$158.61 - $180.75 $33.9K - $38.7K
645 $105K
APO
Apollo Global Management, Inc.

Financial Services
232
+ 177.1%
$99.16 - $125.81 $23K - $29.2K
363 $45K
SYF
Synchrony Financial

Financial Services
554
+ 77.37%
$43.77 - $52.22 $24.2K - $28.9K
1.27K $63K
SHW
Sherwin Williams CO

Basic Materials
74
+ 740.0%
$294.65 - $384.0 $21.8K - $28.4K
84 $32K
GILD
Gilead Sciences, Inc.

Healthcare
130
+ 10.62%
$66.59 - $83.99 $8.66K - $10.9K
1.35K $113K
TLT
Ishares Barclays 20+ Year Trea

ETFs
47
+ 1.33%
$89.91 - $101.33 $4.23K - $4.76K
3.58K $350K
DD
Du Pont De Nemours, Inc.

Basic Materials
123
+ 7.15%
$77.22 - $89.49 $9.5K - $11K
1.84K $164K
ADP
Automatic Data Processing Inc

Industrials
41
+ 12.09%
$233.44 - $279.45 $9.57K - $11.5K
380 $105K
IYF
Ishares Tr

ETFs
227
+ 249.45%
$93.83 - $105.05 $21.3K - $23.8K
318 $33K
KKR
Kkr & Co. Inc.

Financial Services
40
+ 5.23%
$104.51 - $133.23 $4.18K - $5.33K
805 $105K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
89
+ 0.83%
$31.05 - $34.29 $2.76K - $3.05K
10.8K $371K
TJX
Tjx Companies Inc

Consumer Cyclical
182
+ 47.03%
$107.93 - $120.23 $19.6K - $21.9K
569 $66K
HSY
Hershey CO

Consumer Defensive
42
+ 2.24%
$182.45 - $203.25 $7.66K - $8.54K
1.92K $367K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
395
+ 235.12%
$49.83 - $62.75 $19.7K - $24.8K
563 $32K
CE
Celanese Corp

Basic Materials
161
+ 203.8%
$119.16 - $147.51 $19.2K - $23.7K
240 $32K
AVGO
Broadcom Inc.

Technology
1.13K
+ 933.06%
$136.27 - $1745.86 $154K - $1.97M
1.25K $215K
MCO
Moodys Corp

Financial Services
39
+ 88.64%
$421.49 - $494.67 $16.4K - $19.3K
83 $39K
BSY
Bentley Systems Inc

Technology
231
+ 3.59%
$44.79 - $51.95 $10.3K - $12K
6.67K $338K
CMI
Cummins Inc

Industrials
36
+ 19.05%
$266.63 - $326.4 $9.6K - $11.8K
225 $72K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
377
+ 29.64%
$49.7 - $56.11 $18.7K - $21.2K
1.65K $90K
CRBG
Corebridge Financial, Inc.

Financial Services
698
+ 213.46%
$24.9 - $30.12 $17.4K - $21K
1.03K $29K
IAU
Ishares Gold Trust

ETFs
15
+ 0.45%
$44.06 - $50.5 $661 - $758
3.34K $165K
EQX
Equinox Gold Corp.

Basic Materials
2K
+ 23.53%
$4.66 - $6.46 $9.32K - $12.9K
10.5K $63K
AES
Aes Corp

Utilities
878
+ 148.81%
$16.18 - $20.07 $14.2K - $17.6K
1.47K $29K
AMGN
Amgen Inc

Healthcare
46
+ 14.02%
$309.38 - $337.38 $14.2K - $15.5K
374 $120K
CGCP
Capital Group Core Plus Income

ETFs
283
+ 2.23%
$22.12 - $23.31 $6.26K - $6.6K
13K $299K
CG
Carlyle Group Inc.

Financial Services
388
+ 222.99%
$37.24 - $49.74 $14.4K - $19.3K
562 $24K
NVT
N Vent Electric PLC

Industrials
256
+ 2327.27%
$60.72 - $81.19 $15.5K - $20.8K
267 $18K
DELL
Dell Technologies Inc.

Technology
157
+ 245.31%
$87.89 - $145.97 $13.8K - $22.9K
221 $26K
EMR
Emerson Electric CO

Industrials
172
+ 16.52%
$98.19 - $118.87 $16.9K - $20.4K
1.21K $132K
CAH
Cardinal Health Inc

Healthcare
18
+ 1.41%
$93.74 - $114.66 $1.69K - $2.06K
1.3K $143K
ITW
Illinois Tool Works Inc

Industrials
62
+ 96.88%
$233.14 - $263.97 $14.5K - $16.4K
126 $33K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
103
+ 2.41%
$147.95 - $191.05 $15.2K - $19.7K
4.38K $760K
PSX
Phillips 66

Energy
192
+ 25.07%
$125.0 - $147.17 $24K - $28.3K
958 $125K
BLDR
Builders First Source, Inc.

Industrials
40
+ 24.54%
$132.6 - $201.83 $5.3K - $8.07K
203 $39K
ROP
Roper Technologies Inc

Industrials
29
+ 483.33%
$515.25 - $576.55 $14.9K - $16.7K
35 $19K
HXL
Hexcel Corp

Industrials
340
+ 3.79%
$59.36 - $69.03 $20.2K - $23.5K
9.32K $576K
VLO
Valero Energy Corp

Energy
143
+ 89.38%
$132.81 - $163.48 $19K - $23.4K
303 $40K
CMCSA
Comcast Corp

Communication Services
278
+ 23.5%
$37.33 - $41.78 $10.4K - $11.6K
1.46K $61K
ICVT
Ishares Tr Convertible Bond Et

ETFs
169
+ 456.76%
$77.24 - $83.67 $13.1K - $14.1K
206 $17K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 3.9%
$896.19 - $1044.18 $2.69K - $3.13K
80 $83K
USB
Us Bancorp \De\

Financial Services
257
+ 74.06%
$39.04 - $47.23 $10K - $12.1K
604 $27K
WSM
Williams Sonoma Inc

Consumer Cyclical
98
+ 1225.0%
$128.47 - $280.94 $12.6K - $27.5K
106 $16K
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
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