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
EOG
Eog Resources Inc

Energy
122
+ 32.11%
$117.9 - $132.65 $14.4K - $16.2K
502 $61K
MO
Altria Group, Inc.

Consumer Defensive
62
+ 3.28%
$45.95 - $54.71 $2.85K - $3.39K
1.95K $99K
ROST
Ross Stores, Inc.

Consumer Cyclical
88
+ 129.41%
$136.06 - $155.24 $12K - $13.7K
156 $23K
EMB
Ishares Tr

ETFs
112
+ 20.59%
$87.75 - $93.74 $9.83K - $10.5K
656 $61K
LNTH
Lantheus Holdings, Inc.

Healthcare
94
+ 109.3%
$77.7 - $123.62 $7.3K - $11.6K
180 $19K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
61
+ 508.33%
$194.69 - $239.18 $11.9K - $14.6K
73 $15K
PLD
Prologis, Inc.

Real Estate
14
+ 1.81%
$111.95 - $132.43 $1.57K - $1.85K
786 $99K
LYB
Lyondell Basell Industries N.V.

Basic Materials
138
+ 75.41%
$92.56 - $99.46 $12.8K - $13.7K
321 $30K
RKLB
Rocket Lab Usa, Inc.

Industrials
1.37K
+ 2038.81%
$4.54 - $9.78 $6.2K - $13.4K
1.43K $13K
IRM
Iron Mountain Inc

Real Estate
33
+ 10.82%
$89.69 - $119.32 $2.96K - $3.94K
338 $40K
CI
Cigna Corp

Healthcare
13
+ 3.1%
$319.12 - $367.1 $4.15K - $4.77K
433 $150K
PWR
Quanta Services, Inc.

Industrials
35
+ 152.17%
$239.58 - $298.23 $8.39K - $10.4K
58 $17K
UPS
United Parcel Service Inc

Industrials
89
+ 58.94%
$123.32 - $147.38 $11K - $13.1K
240 $32K
TSCO
Tractor Supply CO

Consumer Cyclical
30
+ 21.58%
$251.95 - $290.93 $7.56K - $8.73K
169 $49K
PM
Philip Morris International Inc.

Consumer Defensive
46
+ 17.62%
$101.25 - $127.45 $4.66K - $5.86K
307 $37K
STLD
Steel Dynamics Inc

Basic Materials
113
+ 141.25%
N/A
193 $18K
KD
Kyndryl Holdings, Inc.

Technology
474
+ 1316.67%
$21.78 - $27.63 $10.3K - $13.1K
510 $11K
EXPE
Expedia Group, Inc.

Consumer Cyclical
26
+ 8.28%
$112.12 - $149.09 $2.92K - $3.88K
340 $50K
EME
Emcor Group, Inc.

Industrials
20
+ 42.55%
$340.22 - $435.6 $6.8K - $8.71K
67 $28K
OMC
Omnicom Group Inc.

Communication Services
96
+ 91.43%
$87.69 - $103.9 $8.42K - $9.97K
201 $20K
TGT
Target Corp

Consumer Defensive
38
+ 7.76%
$133.47 - $159.25 $5.07K - $6.05K
528 $82K
COF
Capital One Financial Corp

Financial Services
56
+ 50.45%
$131.42 - $153.05 $7.36K - $8.57K
167 $25K
TMUS
T Mobile Us, Inc.

Communication Services
19
+ 9.95%
$175.14 - $206.36 $3.33K - $3.92K
210 $43K
UBER
Uber Technologies, Inc

Technology
115
+ 28.4%
$58.48 - $77.47 $6.73K - $8.91K
520 $39K
CTVA
Corteva, Inc.

Basic Materials
5
+ 0.26%
$50.72 - $58.78 $254 - $294
1.9K $111K
CF
Cf Industries Holdings, Inc.

Basic Materials
75
+ 25.34%
$69.38 - $85.8 $5.2K - $6.44K
371 $31K
VRT
Vertiv Holdings CO

Industrials
116
+ 362.5%
$86.66 - $86.66 $10.1K - $10.1K
148 $12K
CPER
United States Copper Index Fun

ETFs
260
+ 11.22%
$24.71 - $28.93 $6.42K - $7.52K
2.58K $73K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.93%
$801.83 - $917.05 $1.6K - $1.83K
218 $193K
BUSE
First Busey Corp

Financial Services
37
+ 0.83%
$23.54 - $28.41 $871 - $1.05K
4.51K $117K
PHM
Pultegroup Inc

Consumer Cyclical
9
+ 3.88%
$103.95 - $144.98 $936 - $1.3K
241 $34K
BCE
Bce Inc

Communication Services
182
+ 18.78%
$31.33 - $36.08 $5.7K - $6.57K
1.15K $40K
TSN
Tyson Foods, Inc.

Consumer Defensive
81
+ 4.4%
$55.91 - $65.87 $4.53K - $5.34K
1.92K $114K
ROK
Rockwell Automation, Inc

Industrials
95
+ 4.07%
$248.27 - $294.37 $23.6K - $28K
2.43K $652K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
159
+ 22.46%
$33.74 - $37.96 $5.36K - $6.04K
867 $32K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
264
+ 240.0%
$28.08 - $32.61 $7.41K - $8.61K
374 $11K
SPMD
Spdr Portfolio

ETFs
108
+ 17.79%
$50.29 - $54.92 $5.43K - $5.93K
715 $39K
CTSH
Cognizant Technology Solutions Corp

Technology
22
+ 3.49%
$66.89 - $77.87 $1.47K - $1.71K
653 $50K
BKR
Baker Hughes CO

Energy
149
+ 7.18%
$32.92 - $38.72 $4.91K - $5.77K
2.22K $80K
PH
Parker Hannifin Corp

Industrials
6
+ 20.69%
$501.01 - $635.92 $3.01K - $3.82K
35 $22K
PGR
Progressive Corp

Financial Services
8
+ 6.5%
$209.46 - $259.24 $1.68K - $2.07K
131 $33K
CRM
Salesforce, Inc.

Technology
1
+ 0.24%
$238.42 - $276.53 $238 - $277
412 $112K
AJG
Arthur J. Gallagher & Co.

Financial Services
20
+ 24.1%
$259.22 - $299.75 $5.18K - $6K
103 $28K
GE
General Electric CO

Industrials
7
+ 3.98%
$156.66 - $189.66 $1.1K - $1.33K
183 $34K
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.27%
$95.54 - $108.77 $191 - $218
753 $78K
OKE
Oneok Inc

Energy
30
+ 7.18%
$78.62 - $95.27 $2.36K - $2.86K
448 $40K
PAYX
Paychex Inc

Industrials
19
+ 8.56%
$116.17 - $135.19 $2.21K - $2.57K
241 $32K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 4.41%
$531.86 - $624.21 $1.6K - $1.87K
71 $43K
SPYG
Spdr Portfolio

ETFs
80
+ 307.69%
$73.38 - $84.1 $5.87K - $6.73K
106 $8K
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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