Wr Wealth Planners, LLC Incresed Positions in Q4 2024

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BOND
Pimco Active Bond Exchange Tra

ETFs
54
+ 125.58%
$90.42 - $94.5 $4.88K - $5.1K
97 $8K
PRU
Prudential Financial Inc

Financial Services
39
+ 7.63%
$114.59 - $129.52 $4.47K - $5.05K
550 $65K
LUV
Southwest Airlines CO

Industrials
1
+ 0.1%
$28.99 - $34.84 $29 - $34.8
1.02K $34K
FTNT
Fortinet, Inc.

Technology
7
+ 3.27%
$76.49 - $99.21 $535 - $694
221 $20K
SPOT
Spotify Technology S.A.

Communication Services
9
+ 300.0%
$362.95 - $502.38 $3.27K - $4.52K
12 $5K
PH
Parker Hannifin Corp

Industrials
6
+ 17.14%
$621.74 - $709.46 $3.73K - $4.26K
41 $26K
CNC
Centene Corp

Healthcare
116
+ 58.88%
$56.71 - $73.94 $6.58K - $8.58K
313 $18K
FANG
Diamondback Energy, Inc.

Energy
24
+ 60.0%
$153.06 - $199.5 $3.67K - $4.79K
64 $10K
HUM
Humana Inc

Healthcare
11
+ 220.0%
$233.89 - $304.18 $2.57K - $3.35K
16 $4K
DOX
Amdocs LTD

Technology
69
+ 4.95%
$82.94 - $92.86 $5.72K - $6.41K
1.46K $124K
EME
Emcor Group, Inc.

Industrials
3
+ 4.48%
$427.96 - $526.95 $1.28K - $1.58K
70 $31K
GM
General Motors CO

Consumer Cyclical
31
+ 14.98%
$44.82 - $60.2 $1.39K - $1.87K
238 $12K
GDDY
Go Daddy Inc.

Technology
11
+ 64.71%
$153.16 - $209.03 $1.68K - $2.3K
28 $5K
AIG
American International Group, Inc.

Financial Services
40
+ 10.0%
$70.0 - $79.22 $2.8K - $3.17K
440 $32K
CBRE
Cbre Group, Inc.

Real Estate
18
+ 50.0%
$119.22 - $140.71 $2.15K - $2.53K
54 $7K
HPE
Hewlett Packard Enterprise CO

Technology
116
+ 36.48%
$19.31 - $23.95 $2.24K - $2.78K
434 $9K
MSI
Motorola Solutions, Inc.

Technology
2
+ 1.46%
$449.08 - $504.6 $898 - $1.01K
139 $64K
VO
Vanguard Mid Cap ETF

ETFs
11
+ 18.03%
$261.5 - $284.63 $2.88K - $3.13K
72 $19K
FDX
Fedex Corp

Industrials
7
+ 3.83%
$260.5 - $305.15 $1.82K - $2.14K
190 $53K
GRMN
Garmin LTD

Technology
12
+ 75.0%
$161.91 - $220.77 $1.94K - $2.65K
28 $5K
WDAY
Workday, Inc.

Technology
3
+ 2.94%
$233.85 - $279.91 $702 - $840
105 $27K
OC
Owens Corning

Industrials
16
+ 28.57%
$169.41 - $210.81 $2.71K - $3.37K
72 $12K
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 2.78%
$216.72 - $244.71 $433 - $489
74 $17K
SNOW
Snowflake Inc.

Technology
7
+ 31.82%
$109.65 - $186.51 $768 - $1.31K
29 $4K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9
+ 50.0%
$180.39 - $205.43 $1.62K - $1.85K
27 $5K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
90
+ 24.06%
$27.09 - $32.06 $2.44K - $2.89K
464 $13K
CROX
Crocs, Inc.

Consumer Cyclical
25
+ 166.67%
$96.51 - $141.93 $2.41K - $3.55K
40 $4K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3
+ 4.11%
$193.7 - $235.05 $581 - $705
76 $17K
FAST
Fastenal CO

Industrials
33
+ 75.0%
$69.99 - $84.35 $2.31K - $2.78K
77 $5K
ITW
Illinois Tool Works Inc

Industrials
15
+ 11.9%
$253.56 - $278.5 $3.8K - $4.18K
141 $35K
APH
Amphenol Corp

Technology
15
+ 25.86%
$62.07 - $75.35 $931 - $1.13K
73 $5K
HPQ
Hp Inc

Technology
127
+ 14.85%
$32.46 - $39.3 $4.12K - $4.99K
982 $32K
FIS
Fidelity National Information Services, Inc.

Technology
20
+ 24.39%
$80.14 - $90.95 $1.6K - $1.82K
102 $8K
SQ
Block, Inc.

Technology
9
+ 12.68%
$65.06 - $98.92 $586 - $890
80 $6K
ADSK
Autodesk, Inc.

Technology
2
+ 16.67%
N/A
14 $3K
ON
On Semiconductor Corp

Technology
25
+ 80.65%
$63.05 - $74.7 $1.58K - $1.87K
56 $3K
ABNB
Airbnb, Inc.

Consumer Cyclical
7
+ 21.21%
$125.36 - $147.37 $878 - $1.03K
40 $5K
AME
Ametek Inc

Industrials
2
+ 1.87%
$165.89 - $197.38 $332 - $395
109 $19K
FTSL
First Trust Senior Ln Fund

ETFs
21
+ 1.77%
$45.9 - $46.48 $964 - $976
1.21K $55K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
116
+ 13.86%
$44.04 - $49.49 $5.11K - $5.74K
953 $41K
EPR
Epr Properties

Real Estate
25
+ 40.98%
$43.17 - $49.39 $1.08K - $1.23K
86 $3K
MATX
Matson, Inc.

Industrials
7
+ 175.0%
$131.18 - $167.37 $918 - $1.17K
11 $1K
CODI
Compass Diversified Holdings

Industrials
10
+ 1.19%
$20.56 - $24.27 $206 - $243
852 $19K
TXN
Texas Instruments Inc

Technology
4
+ 0.19%
N/A
2.08K $405K
CINF
Cincinnati Financial Corp

Financial Services
8
+ 44.44%
$132.86 - $160.16 $1.06K - $1.28K
26 $3K
ARES
Ares Management Corp

Financial Services
8
+ 266.67%
$153.38 - $183.7 $1.23K - $1.47K
11 $1K
HTGC
Hercules Capital, Inc.

Financial Services
6
+ 2.47%
$18.53 - $20.22 $111 - $121
249 $5K
AEP
American Electric Power CO Inc

Utilities
8
+ 32.0%
$90.91 - $102.21 $727 - $818
33 $3K
IBM
International Business Machines Corp

Technology
14
+ 0.87%
$204.9 - $238.04 $2.87K - $3.33K
1.62K $355K
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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