Wr Wealth Planners, LLC Reduced Holdings in Q4 2024

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
-148K
- 56.33%
$34.49 - $39.24 $5.11M - $5.82M
115K $4.27M
CGDV
Capital Group Divid Value ETF

ETFs
-124K
- 59.45%
$35.16 - $37.12 $4.36M - $4.6M
84.5K $2.98M
GBIL
Goldman Sachs Access Treasury

ETFs
-28.6K
- 10.01%
$99.85 - $100.22 $2.85M - $2.86M
257K $25.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-39.8K
- 50.55%
$66.77 - $71.52 $2.66M - $2.85M
38.9K $2.68M
IVV
Ishares Core S&P 500 ETF

ETFs
-4.51K
- 61.87%
$570.51 - $610.59 $2.57M - $2.75M
2.78K $1.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.28K
- 20.75%
$481.22 - $538.17 $2.54M - $2.84M
20.2K $10.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.54K
- 9.1%
$25.33 - $51.16 $140K - $284K
55.4K $1.43M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-12.1K
- 54.66%
$124.61 - $133.96 $1.51M - $1.62M
10K $1.29M
CGGO
Capital Group Global Growth Eq

ETFs
-46.9K
- 60.9%
$29.21 - $30.67 $1.37M - $1.44M
30.1K $879K
MUB
Ishares National Muni Bond ETF

ETFs
-12.8K
- 81.17%
$105.78 - $108.7 $1.35M - $1.39M
2.96K $315K
NVDA
Nvidia Corp

Technology
-11.9K
- 37.24%
$117.0 - $148.88 $1.39M - $1.77M
20.1K $2.69M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-23.1K
- 49.97%
$45.07 - $47.1 $1.04M - $1.09M
23.1K $1.04M
IVW
Ishares S&P 500 Growth ETF

ETFs
-12.1K
- 58.65%
$94.43 - $105.47 $1.14M - $1.27M
8.52K $865K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-5.35K
- 56.69%
$176.42 - $186.91 $943K - $999K
4.08K $727K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-17K
- 57.15%
$49.03 - $53.35 $831K - $905K
12.7K $651K
IYW
Ishares Dj Us Tech ETF

ETFs
-5.71K
- 43.43%
$148.14 - $166.23 $846K - $949K
7.43K $1.19M
EFV
Msci Eafe Value ETF

ETFs
-12.5K
- 56.74%
$51.78 - $57.15 $649K - $716K
9.55K $501K
STE
Steris PLC

Healthcare
-3.1K
- 97.89%
$204.34 - $235.7 $634K - $732K
67 $13K
CGUS
Capital Group Core Equity ETF
-21.2K
- 57.51%
$33.96 - $36.24 $719K - $768K
15.7K $547K
DE
Deere & CO

Industrials
-1.7K
- 29.39%
$389.45 - $466.0 $661K - $791K
4.08K $1.73M
MSFT
Microsoft Corp

Technology
-894
- 7.95%
$406.35 - $454.46 $363K - $406K
10.3K $4.36M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.21K
- 64.03%
$55.45 - $61.08 $400K - $440K
4.05K $224K
IVE
Ishares S&P 500 Value ETF

ETFs
-2.27K
- 56.06%
$189.5 - $206.17 $430K - $468K
1.78K $339K
MMS
Maximus, Inc.

Industrials
-4.61K
- 99.01%
$69.81 - $92.82 $322K - $428K
46 $3K
NEE
Nextera Energy Inc

Utilities
-3.45K
- 24.98%
$69.77 - $85.43 $241K - $295K
10.4K $742K
CAT
Caterpillar Inc

Industrials
-304
- 3.17%
$360.37 - $416.88 $110K - $127K
9.29K $3.37M
UNH
Unitedhealth Group Inc

Healthcare
-317
- 12.04%
$485.52 - $625.25 $154K - $198K
2.32K $1.17M
TTEK
Tetra Tech Inc

Industrials
-5.94K
- 36.12%
$39.8 - $50.52 $236K - $300K
10.5K $418K
INTU
Intuit Inc

Technology
-525
- 35.81%
$602.01 - $706.25 $316K - $371K
941 $591K
MPWR
Monolithic Power Systems Inc

Technology
-88
- 10.99%
$560.06 - $942.58 $49.3K - $82.9K
713 $421K
LLY
Eli Lilly & CO

Healthcare
-140
- 8.2%
$727.2 - $932.06 $102K - $130K
1.57K $1.21M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.63K
- 86.31%
$99.04 - $109.59 $260K - $288K
417 $41K
BAC
Bank Of America Corp

Financial Services
-7.48K
- 86.28%
$39.22 - $47.77 $293K - $357K
1.19K $52K
MBB
Ishares Tr

ETFs
-2.88K
- 49.83%
$91.26 - $95.82 $263K - $276K
2.9K $266K
VEA
Vanguard Ftse Developed Market

ETFs
-5.19K
- 82.7%
$47.57 - $52.44 $247K - $272K
1.09K $51K
IEMG
Ishares Inc

ETFs
-5.1K
- 53.88%
N/A
4.37K $234K
IXN
Ishares Global Information Tec

ETFs
-3.25K
- 50.68%
$80.67 - $87.84 $262K - $285K
3.16K $267K
ICLR
Icon PLC

Healthcare
-253
- 10.29%
$187.22 - $297.57 $47.4K - $75.3K
2.21K $462K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.89K
- 58.29%
$82.28 - $117.52 $155K - $222K
1.35K $114K
ADBE
Adobe Inc.

Technology
-219
- 12.2%
$437.39 - $552.96 $95.8K - $121K
1.58K $700K
UL
Unilever PLC

Consumer Defensive
-1.68K
- 10.52%
$56.7 - $64.64 $95.1K - $108K
14.3K $809K
JNJ
Johnson & Johnson

Healthcare
-589
- 7.48%
$143.34 - $165.86 $84.4K - $97.7K
7.28K $1.05M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.89K
- 52.89%
$87.1 - $98.49 $165K - $186K
1.69K $147K
HD
Home Depot, Inc.

Consumer Cyclical
-415
- 18.85%
$385.02 - $431.37 $160K - $179K
1.79K $695K
ALC
Alcon Inc

Healthcare
-836
- 10.24%
$83.87 - $99.15 $70.1K - $82.9K
7.33K $621K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-8.06K
- 50.29%
$22.39 - $23.45 $180K - $189K
7.97K $183K
AFL
Aflac Inc

Financial Services
-1.05K
- 10.5%
$100.37 - $115.27 $105K - $121K
8.96K $926K
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.69K
- 50.31%
$104.01 - $115.38 $176K - $195K
1.67K $176K
PG
Procter & Gamble CO

Consumer Defensive
-692
- 5.24%
$161.05 - $179.7 $111K - $124K
12.5K $2.1M
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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