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
HOOD
Robinhood Markets, Inc.

Technology
12
+ 240.0%
$22.33 - $43.2 $268 - $518
17 $0
CARR
Carrier Global Corp

Industrials
49
+ 20.16%
$66.69 - $82.65 $3.27K - $4.05K
292 $19K
CX
Cemex Sab De Cv

Basic Materials
88
+ 26.27%
$5.17 - $6.16 $455 - $542
423 $2K
OTEX
Open Text Corp

Technology
16
+ 26.23%
$27.37 - $34.05 $438 - $545
77 $2K
ORCC
Owl Rock Capital Corp

Financial Services
5
+ 2.63%
N/A
195 $2K
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 1.14%
$29.69 - $38.02 $29.7 - $38
89 $2K
SCHO
Schwab Short Term Us Treasury

ETFs
1.24K
+ 102.48%
$24.06 - $48.88 $29.8K - $60.6K
2.45K $58K
GD
General Dynamics Corp

Industrials
5
+ 7.04%
$260.28 - $314.03 $1.3K - $1.57K
76 $20K
ABR
Arbor Realty Trust Inc

Real Estate
8
+ 3.0%
$13.66 - $15.64 $109 - $125
275 $3K
PDI
Pimco Dynamic Income Fund

Financial Services
28
+ 3.46%
$18.33 - $20.85 $513 - $584
837 $15K
SCHP
Schwab Strategic Us Tips ETF

ETFs
207
+ 90.0%
$25.74 - $53.78 $5.33K - $11.1K
437 $11K
ROP
Roper Technologies Inc

Industrials
1
+ 2.86%
$519.85 - $575.95 $520 - $576
36 $18K
OTIS
Otis Worldwide Corp

Industrials
4
+ 5.71%
$92.57 - $106.01 $370 - $424
74 $6K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
+ 5.56%
$176.4 - $231.84 $353 - $464
38 $6K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 1.04%
$183.23 - $199.79 $183 - $200
97 $17K
CC
Chemours CO

Basic Materials
4
+ 1.4%
$16.82 - $21.94 $67.3 - $87.8
289 $4K
IQV
Iqvia Holdings Inc.

Healthcare
12
+ 14.12%
$190.97 - $236.63 $2.29K - $2.84K
97 $19K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 3.57%
$516.5 - $619.58 $517 - $620
29 $14K
IR
Ingersoll Rand Inc.

Industrials
4
+ 1.99%
$90.46 - $105.35 $362 - $421
205 $18K
PGR
Progressive Corp

Financial Services
4
+ 3.05%
$239.6 - $268.88 $958 - $1.08K
135 $32K
CABA
Cabaletta Bio, Inc.

Healthcare
17
+ 4.25%
$1.87 - $4.91 $31.8 - $83.5
417 $0
LDOS
Leidos Holdings, Inc.

Technology
9
+ 8.11%
$143.17 - $201.39 $1.29K - $1.81K
120 $17K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 2.33%
$209.89 - $233.24 $420 - $466
88 $18K
HCA
Hca Healthcare, Inc.

Healthcare
3
+ 23.08%
$297.52 - $415.61 $893 - $1.25K
16 $4K
D
Dominion Energy, Inc

Utilities
7
+ 3.93%
$52.63 - $60.92 $368 - $426
185 $9K
CVS
Cvs Health Corp

Healthcare
24
+ 19.83%
$43.78 - $67.46 $1.05K - $1.62K
145 $6K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
31
+ 2.84%
$26.63 - $30.23 $826 - $937
1.12K $29K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
781
+ 104.27%
$18.41 - $40.87 $14.4K - $31.9K
1.53K $28K
CSL
Carlisle Companies Inc

Industrials
2
+ 4.76%
$368.67 - $480.91 $737 - $962
44 $16K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
3
+ 0.39%
$33.43 - $36.52 $100 - $110
763 $25K
LOW
Lowes Companies Inc

Consumer Cyclical
48
+ 8.66%
$244.52 - $284.07 $11.7K - $13.6K
602 $148K
NWE
Northwestern Corp

Utilities
3
+ 0.44%
$50.44 - $57.24 $151 - $172
682 $36K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.73K
+ 202.67%
$26.93 - $84.95 $73.6K - $232K
4.08K $111K
LNTH
Lantheus Holdings, Inc.

Healthcare
5
+ 2.78%
$76.22 - $116.71 $381 - $584
185 $16K
CTVA
Corteva, Inc.

Basic Materials
15
+ 0.79%
$55.21 - $64.13 $828 - $962
1.91K $108K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
58
+ 30.21%
$22.02 - $46.16 $1.28K - $2.68K
250 $5K
IYR
Ishares Tr

ETFs
3
+ 0.71%
$90.74 - $102.87 $272 - $309
424 $39K
AG
First Majestic Silver Corp

Basic Materials
1K
+ 6.21%
$5.39 - $7.94 $5.39K - $7.94K
17.1K $93K
VZ
Verizon Communications Inc

Communication Services
308
+ 9.63%
$39.6 - $45.21 $12.2K - $13.9K
3.51K $140K
BBY
Best Buy CO Inc

Consumer Cyclical
19
+ 6.67%
$85.2 - $101.35 $1.62K - $1.93K
304 $26K
O
Realty Income Corp

Real Estate
17
+ 5.33%
$51.76 - $64.71 $880 - $1.1K
336 $17K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
293
+ 65.7%
$24.31 - $49.53 $7.12K - $14.5K
739 $18K
URI
United Rentals, Inc.

Industrials
9
+ 8.82%
$704.44 - $880.32 $6.34K - $7.92K
111 $78K
TSCO
Tractor Supply CO

Consumer Cyclical
681
+ 402.96%
$52.59 - $303.74 $35.8K - $207K
850 $45K
PFG
Principal Financial Group Inc

Financial Services
4
+ 0.93%
$74.91 - $91.26 $300 - $365
436 $33K
MDT
Medtronic PLC

Healthcare
32
+ 4.76%
$79.61 - $92.24 $2.55K - $2.95K
704 $56K
PHM
Pultegroup Inc

Consumer Cyclical
30
+ 12.45%
$108.86 - $149.04 $3.27K - $4.47K
271 $29K
VTV
Vanguard Value ETF

ETFs
1
+ 0.07%
$168.32 - $181.87 $168 - $182
1.44K $243K
DUK
Duke Energy Corp

Utilities
57
+ 3.46%
$105.76 - $120.76 $6.03K - $6.88K
1.71K $183K
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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