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
PDI
Pimco Dynamic Income Fund

Financial Services
27
+ 3.45%
$18.7 - $20.25 $505 - $547
809 $16K
CSGP
Costar Group, Inc.

Real Estate
22
+ 84.62%
$71.59 - $79.61 $1.57K - $1.75K
48 $3K
WDAY
Workday, Inc.

Technology
3
+ 3.03%
$207.75 - $264.68 $623 - $794
102 $24K
SQ
Block, Inc.

Technology
26
+ 57.78%
$57.21 - $72.07 $1.49K - $1.87K
71 $4K
ED
Consolidated Edison Inc

Utilities
14
+ 38.89%
$88.42 - $104.97 $1.24K - $1.47K
50 $5K
MHK
Mohawk Industries Inc

Consumer Cyclical
2
+ 5.71%
$108.83 - $162.7 $218 - $325
37 $5K
A
Agilent Technologies, Inc.

Healthcare
7
+ 33.33%
$125.42 - $148.48 $878 - $1.04K
28 $4K
AWK
American Water Works Company, Inc.

Utilities
7
+ 12.5%
$127.76 - $149.9 $894 - $1.05K
63 $9K
CME
Cme Group Inc.

Financial Services
4
+ 21.05%
$193.43 - $220.62 $774 - $882
23 $5K
CCI
Crown Castle International Corp

Real Estate
10
+ 13.7%
$95.29 - $120.24 $953 - $1.2K
83 $9K
IT
Gartner Inc

Technology
2
+ 100.0%
$441.32 - $516.47 $883 - $1.03K
4 $2K
AKAM
Akamai Technologies Inc

Technology
4
+ 36.36%
N/A
15 $1K
KHC
Kraft Heinz CO

Consumer Defensive
9
+ 18.37%
$31.86 - $36.13 $287 - $325
58 $2K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1
+ 1.52%
$87.56 - $95.49 $87.6 - $95.5
67 $6K
FTV
Fortive Corp

Technology
10
+ 23.81%
$67.01 - $79.2 $670 - $792
52 $4K
KLAC
Kla Corp

Technology
2
+ 10.53%
$696.17 - $892.35 $1.39K - $1.78K
21 $16K
HPE
Hewlett Packard Enterprise CO

Technology
40
+ 14.39%
$16.1 - $21.44 $644 - $858
318 $6K
CNK
Cinemark Holdings, Inc.

Communication Services
36
+ 240.0%
$20.78 - $28.78 $748 - $1.04K
51 $1K
DAL
Delta Air Lines, Inc.

Industrials
2
+ 0.52%
$37.32 - $51.8 $74.6 - $104
385 $19K
LUV
Southwest Airlines CO

Industrials
1
+ 0.1%
$23.7 - $29.93 $23.7 - $29.9
1.02K $30K
ABR
Arbor Realty Trust Inc

Real Estate
8
+ 3.09%
$12.89 - $15.66 $103 - $125
267 $4K
EQR
Equity Residential

Real Estate
15
+ 48.39%
$67.19 - $78.09 $1.01K - $1.17K
46 $3K
HPQ
Hp Inc

Technology
6
+ 0.71%
$32.02 - $38.11 $192 - $229
855 $30K
GDDY
Go Daddy Inc.

Technology
7
+ 70.0%
$141.41 - $167.41 $990 - $1.17K
17 $2K
VRSK
Verisk Analytics, Inc.

Industrials
4
+ 25.0%
$260.31 - $285.99 $1.04K - $1.14K
20 $5K
CASS
Cass Information Systems Inc

Industrials
1
+ 0.46%
$38.24 - $46.2 $38.2 - $46.2
219 $9K
UPRO
Proshares Trust Proshares Ultr

ETFs
1
+ 1.1%
$64.53 - $86.19 $64.5 - $86.2
92 $7K
ON
On Semiconductor Corp

Technology
6
+ 24.0%
$66.39 - $78.74 $398 - $472
31 $2K
TTD
Trade Desk, Inc.

Technology
4
+ 14.81%
$83.08 - $110.79 $332 - $443
31 $3K
GRMN
Garmin LTD

Technology
5
+ 45.45%
$161.1 - $183.29 $806 - $916
16 $2K
FSLR
First Solar, Inc.

Technology
4
+ 28.57%
$205.36 - $255.78 $821 - $1.02K
18 $4K
PFFA
Etfis Ser Tr I

ETFs
3
+ 3.23%
$20.94 - $22.98 $62.8 - $68.9
96 $2K
ABNB
Airbnb, Inc.

Consumer Cyclical
9
+ 37.5%
$113.01 - $154.34 $1.02K - $1.39K
33 $4K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 1.2%
$71.45 - $75.64 $71.5 - $75.6
84 $6K
IFF
International Flavors & Fragrances Inc

Basic Materials
13
+ 216.67%
$93.14 - $105.12 $1.21K - $1.37K
19 $1K
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.88%
$51.0 - $57.07 $51 - $57.1
114 $6K
NTAP
Net App, Inc.

Technology
8
+ 11.94%
$114.18 - $134.62 $913 - $1.08K
75 $9K
INGR
Ingredion Inc

Consumer Defensive
3
+ 13.04%
$111.98 - $137.59 $336 - $413
26 $3K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2
+ 12.5%
$150.01 - $182.29 $300 - $365
18 $3K
VEEV
Veeva Systems Inc

Healthcare
2
+ 5.13%
$180.43 - $223.9 $361 - $448
41 $8K
XYL
Xylem Inc.

Industrials
9
+ 56.25%
$126.14 - $141.53 $1.14K - $1.27K
25 $3K
ACGL
Arch Capital Group Ltd.

Financial Services
7
+ 17.5%
$94.47 - $114.25 $661 - $800
47 $5K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 4.55%
$200.87 - $224.6 $201 - $225
23 $5K
WPC
W. P. Carey Inc.

Real Estate
1
+ 1.15%
$54.63 - $63.96 $54.6 - $64
88 $5K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 1.41%
$194.66 - $225.97 $195 - $226
72 $15K
AMZA
Etfis Ser Tr I

ETFs
2
+ 2.3%
$38.51 - $42.7 $77 - $85.4
89 $3K
LRN
Stride, Inc.

Consumer Defensive
6
+ 120.0%
$66.21 - $85.31 $397 - $512
11 $0
Ge Healthcare Technologies Inc Common Stock
351
+ 3.57%
N/A
10.2K $0
Jacobs Solutions Inc Com
21
+ 22.58%
N/A
114 $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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