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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 1.01%
$442.29 - $483.08 $15.9K - $17.4K
3.61K $1.63M
CL
Colgate Palmolive CO

Consumer Defensive
17
+ 2.26%
$90.22 - $102.31 $1.53K - $1.74K
770 $70K
NEM
Newmont Corp

Basic Materials
71
+ 10.64%
$37.0 - $58.68 $2.63K - $4.17K
738 $27K
BUSE
First Busey Corp

Financial Services
44
+ 0.98%
$23.57 - $27.55 $1.04K - $1.21K
4.56K $107K
BCE
Bce Inc

Communication Services
77
+ 6.69%
$22.53 - $34.84 $1.73K - $2.68K
1.23K $28K
SO
Southern CO

Utilities
64
+ 2.58%
$81.5 - $94.15 $5.22K - $6.03K
2.54K $209K
KMB
Kimberly Clark Corp

Consumer Defensive
98
+ 4.22%
$130.37 - $146.09 $12.8K - $14.3K
2.42K $316K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
181
+ 4.49%
$31.24 - $37.15 $5.65K - $6.72K
4.21K $135K
AMGN
Amgen Inc

Healthcare
27
+ 7.22%
$258.78 - $328.31 $6.99K - $8.86K
401 $104K
PFE
Pfizer Inc

Healthcare
83
+ 1.0%
$24.8 - $30.19 $2.06K - $2.51K
8.42K $223K
DD
Du Pont De Nemours, Inc.

Basic Materials
40
+ 2.17%
$75.95 - $88.05 $3.04K - $3.52K
1.88K $143K
LMT
Lockheed Martin Corp

Industrials
22
+ 6.55%
$479.66 - $614.62 $10.6K - $13.5K
358 $173K
DOW
Dow Inc.

Basic Materials
185
+ 8.78%
$39.1 - $55.34 $7.23K - $10.2K
2.29K $92K
HSY
Hershey CO

Consumer Defensive
104
+ 5.43%
$168.67 - $193.65 $17.5K - $20.1K
2.02K $341K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 1.09%
$701.85 - $1046.91 $702 - $1.05K
93 $66K
MMM
3 M CO

Industrials
72
+ 1.23%
$124.74 - $137.12 $8.98K - $9.87K
5.91K $763K
ICE
Intercontinental Exchange, Inc.

Financial Services
128
+ 2.43%
$148.29 - $166.93 $19K - $21.4K
5.39K $803K
PANW
Palo Alto Networks Inc

Technology
1.32K
+ 72.19%
$181.96 - $405.9 $241K - $537K
3.16K $574K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.49K
+ 120.86%
$25.93 - $105.3 $90.6K - $368K
6.39K $177K
AVDE
American Centy ETF Tr Avantis

ETFs
17K
+ 6.85%
$60.9 - $66.69 $1.03M - $1.13M
265K $16.2M
REFR
Research Frontiers Inc

Technology
9.2K
+ 0.98%
$1.53 - $2.29 $14.1K - $21.1K
950K $1.68M
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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