Wr Wealth Planners, LLC Reduced Holdings in Q3 2024

Wr Wealth Planners, LLC

  • $347 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
-56
- 17.02%
$272.52 - $333.02 $15.3K - $18.6K
273 $90K
SILV
Silver Crest Metals Inc.

Basic Materials
-6.5K
- 15.22%
$7.39 - $10.22 $48K - $66.4K
36.2K $335K
APH
Amphenol Corp

Technology
-189
- 76.52%
$58.39 - $70.41 $11K - $13.3K
58 $3K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-205
- 45.15%
$68.44 - $75.62 $14K - $15.5K
249 $18K
PFG
Principal Financial Group Inc

Financial Services
-211
- 32.81%
$72.94 - $87.46 $15.4K - $18.5K
432 $37K
UNP
Union Pacific Corp

Industrials
-71
- 29.83%
$221.78 - $256.09 $15.7K - $18.2K
167 $41K
ADI
Analog Devices Inc

Technology
-56
- 71.79%
$200.56 - $243.33 $11.2K - $13.6K
22 $5K
VEA
Vanguard Ftse Developed Market

ETFs
-665
- 9.58%
$47.6 - $53.31 $31.7K - $35.5K
6.27K $331K
F
Ford Motor CO

Consumer Cyclical
-570
- 24.41%
$9.71 - $14.55 $5.53K - $8.29K
1.77K $18K
AG
First Majestic Silver Corp

Basic Materials
-2K
- 11.05%
$4.62 - $6.84 $9.24K - $13.7K
16.1K $96K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-30
- 36.59%
$233.4 - $302.36 $7K - $9.07K
52 $14K
MDT
Medtronic PLC

Healthcare
-219
- 24.58%
$76.84 - $91.03 $16.8K - $19.9K
672 $60K
GRWG
Grow Generation Corp.

Consumer Cyclical
-3.77K
- 26.1%
$1.8 - $2.66 $6.78K - $10K
10.7K $22K
ECL
Ecolab Inc.

Basic Materials
-44
- 35.2%
$228.86 - $255.76 $10.1K - $11.3K
81 $20K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-293
- 25.93%
$41.9 - $48.26 $12.3K - $14.1K
837 $40K
IDXX
Idexx Laboratories Inc

Healthcare
-18
- 25.0%
$455.08 - $517.19 $8.19K - $9.31K
54 $27K
DFS
Discover Financial Services

Financial Services
-63
- 78.75%
$123.41 - $144.72 $7.77K - $9.12K
17 $2K
GIS
General Mills Inc

Consumer Defensive
-177
- 31.83%
$62.5 - $75.15 $11.1K - $13.3K
379 $27K
SHEL
Shell PLC

Energy
-19
- 1.95%
$65.65 - $73.28 $1.25K - $1.39K
953 $62K
DDOG
Datadog, Inc.

Technology
-15
- 3.46%
$104.97 - $134.56 $1.57K - $2.02K
418 $48K
CCL
Carnival Corp

Consumer Cyclical
-349
- 19.14%
$14.01 - $19.18 $4.89K - $6.69K
1.47K $27K
PSLV
Sprott Physical Silver Trust

Financial Services
-2K
- 7.86%
$9.17 - $10.84 $18.3K - $21.7K
23.4K $245K
NOK
Nokia Corp

Technology
-3.25K
- 28.89%
$3.62 - $4.48 $11.8K - $14.6K
8K $35K
SWKS
Skyworks Solutions, Inc.

Technology
-48
- 16.44%
$96.22 - $120.68 $4.62K - $5.79K
244 $24K
HAL
Halliburton CO

Energy
-19
- 1.61%
$27.81 - $36.44 $528 - $692
1.16K $33K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-156
- 99.36%
$37.98 - $41.19 $5.92K - $6.43K
1 $0
TFC
Truist Financial Corp

Financial Services
-174
- 40.56%
$38.22 - $44.94 $6.65K - $7.82K
255 $10K
LIT
Global X Fds Global X Lithium

ETFs
-285
- 22.18%
$35.01 - $43.59 $9.98K - $12.4K
1K $43K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-107
- 32.23%
$57.32 - $62.65 $6.13K - $6.7K
225 $14K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-103
- 91.15%
$46.14 - $48.06 $4.75K - $4.95K
10 $0
DRIV
Global X Fds Global X Autonomo

ETFs
-229
- 95.42%
$20.59 - $25.46 $4.72K - $5.83K
11 $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-73
- 15.73%
$117.9 - $128.2 $8.61K - $9.36K
391 $50K
IP
International Paper CO

Consumer Cyclical
-126
- 51.01%
$42.55 - $49.98 $5.36K - $6.3K
121 $5K
PLUG
Plug Power Inc

Industrials
-1.98K
- 43.41%
$1.61 - $3.34 $3.19K - $6.63K
2.59K $5K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-300
- 40.0%
$20.82 - $22.27 $6.25K - $6.68K
450 $10K
BNDX
Vanguard Total International B

ETFs
-86
- 91.49%
$48.42 - $50.35 $4.16K - $4.33K
8 $0
NUE
Nucor Corp

Basic Materials
-11
- 4.64%
$137.77 - $166.14 $1.52K - $1.83K
226 $33K
EQT
Eqt Corp

Energy
-63
- 1.07%
$30.21 - $37.21 $1.9K - $2.34K
5.83K $213K
SJM
J M Smucker CO

Consumer Defensive
-35
- 87.5%
$109.12 - $122.4 $3.82K - $4.28K
5 $0
NEWP
New Pacific Metals Corp

Basic Materials
-2K
- 3.18%
$1.21 - $1.79 $2.42K - $3.58K
60.8K $90K
EW
Edwards Lifesciences Corp

Healthcare
-23
- 23.96%
$59.7 - $93.78 $1.37K - $2.16K
73 $4K
MGM
Mgm Resorts International

Consumer Cyclical
-68
- 43.04%
$34.07 - $46.78 $2.32K - $3.18K
90 $3K
SHV
Ishares Tr

ETFs
-35
- 11.59%
$110.05 - $110.63 $3.85K - $3.87K
267 $29K
ELV
Elevance Health, Inc.

Healthcare
-7
- 24.14%
$500.12 - $562.29 $3.5K - $3.94K
22 $11K
C
Citigroup Inc

Financial Services
-43
- 10.09%
$56.11 - $67.61 $2.41K - $2.91K
383 $23K
ENB
Enbridge Inc

Energy
-154
- 50.49%
$35.27 - $41.18 $5.43K - $6.34K
151 $6K
WOLF
Wolfspeed, Inc.

Technology
-1
- 0.3%
$7.6 - $24.99 $7.6 - $25
336 $3K
TIP
Ishares Tr Tips Bd ETF

ETFs
-43
- 9.95%
$105.92 - $110.83 $4.55K - $4.77K
389 $42K
CHD
Church & Dwight CO Inc

Consumer Defensive
-30
- 13.04%
$98.01 - $106.59 $2.94K - $3.2K
200 $20K
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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