Wr Wealth Planners, LLC Purchases in Q4 2024

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KKR
Kkr & Co. Inc.

Financial Services
24
+ 2.98%
$129.87 - $162.87 $3.12K - $3.91K
829 $122K
BKR
Baker Hughes CO

Energy
144
+ 6.47%
$35.98 - $44.88 $5.18K - $6.46K
2.37K $97K
GILD
Gilead Sciences, Inc.

Healthcare
58
+ 4.28%
$83.95 - $97.9 $4.87K - $5.68K
1.41K $130K
EXPE
Expedia Group, Inc.

Consumer Cyclical
18
+ 5.29%
$146.47 - $191.01 $2.64K - $3.44K
358 $66K
PNR
Pentair PLC

Industrials
150
+ 1250.0%
$95.0 - $109.21 $14.3K - $16.4K
162 $16K
COIN
Coinbase Global, Inc.

Technology
47
+ 123.68%
$163.17 - $343.62 $7.67K - $16.2K
85 $21K
CAH
Cardinal Health Inc

Healthcare
39
+ 3.01%
$107.89 - $125.33 $4.21K - $4.89K
1.34K $157K
SLB
Schlumberger Limited

Energy
383
+ 279.56%
$36.83 - $45.59 $14.1K - $17.5K
520 $19K
CASY
Caseys General Stores Inc

Consumer Cyclical
17
+ 6.2%
$366.65 - $427.88 $6.23K - $7.27K
291 $115K
RBLX
Roblox Corp

Communication Services
75
+ 11.54%
$39.86 - $61.45 $2.99K - $4.61K
725 $41K
SFNC
Simmons First National Corp

Financial Services
125
+ 0.99%
$21.01 - $25.53 $2.63K - $3.19K
12.7K $281K
CG
Carlyle Group Inc.

Financial Services
143
+ 25.44%
$43.2 - $54.81 $6.18K - $7.84K
705 $35K
TJX
Tjx Companies Inc

Consumer Cyclical
76
+ 13.36%
$112.15 - $127.2 $8.52K - $9.67K
645 $77K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
207
+ 1.66%
$59.74 - $60.03 $12.4K - $12.4K
12.6K $755K
COF
Capital One Financial Corp

Financial Services
39
+ 23.35%
$145.19 - $192.01 $5.66K - $7.49K
206 $36K
CVX
Chevron Corp

Energy
91
+ 7.2%
$141.15 - $162.53 $12.8K - $14.8K
1.36K $196K
JBL
Jabil Inc

Technology
43
+ 34.68%
$118.97 - $147.77 $5.12K - $6.35K
167 $24K
KR
Kroger CO

Consumer Defensive
95
+ 8.54%
$55.21 - $63.3 $5.24K - $6.01K
1.21K $73K
PSLV
Sprott Physical Silver Trust

Financial Services
2.98K
+ 12.69%
$9.65 - $11.76 $28.7K - $35K
26.4K $254K
HYG
Ishares Tr

ETFs
132
+ 48.18%
$78.09 - $80.04 $10.3K - $10.6K
406 $31K
APD
Air Products & Chemicals, Inc.

Basic Materials
31
+ 40.26%
$285.5 - $335.62 $8.85K - $10.4K
108 $31K
WSM
Williams Sonoma Inc

Consumer Cyclical
30
+ 28.3%
$129.13 - $198.21 $3.87K - $5.95K
136 $25K
NOW
Service Now, Inc.

Technology
2
+ 4.76%
$867.18 - $1148.42 $1.73K - $2.3K
44 $46K
CRBG
Corebridge Financial, Inc.

Financial Services
259
+ 25.27%
$28.28 - $33.37 $7.32K - $8.64K
1.28K $38K
SGH
Smart Global Holdings, Inc.

Technology
500
New
$15.03 - $20.85 $7.52K - $10.4K
500 $8K
SHW
Sherwin Williams CO

Basic Materials
35
+ 41.67%
$338.75 - $399.71 $11.9K - $14K
119 $40K
HRL
Hormel Foods Corp

Consumer Defensive
304
+ 7.11%
$29.21 - $33.55 $8.88K - $10.2K
4.58K $143K
EOG
Eog Resources Inc

Energy
65
+ 12.95%
$118.22 - $136.54 $7.68K - $8.88K
567 $69K
DAL
Delta Air Lines, Inc.

Industrials
71
+ 18.44%
$47.46 - $65.77 $3.37K - $4.67K
456 $27K
AJG
Arthur J. Gallagher & Co.

Financial Services
21
+ 20.39%
$278.49 - $315.16 $5.85K - $6.62K
124 $35K
HIG
Hartford Financial Services Group, Inc.

Financial Services
72
+ 43.37%
$107.06 - $123.74 $7.71K - $8.91K
238 $26K
APP
App Lovin Corp

Technology
22
New
$130.67 - $401.5 $2.87K - $8.83K
22 $7K
AES
Aes Corp

Utilities
1.37K
+ 93.26%
$12.44 - $20.24 $17K - $27.7K
2.84K $36K
NTRS
Northern Trust Corp

Financial Services
69
+ 246.43%
$88.4 - $111.16 $6.1K - $7.67K
97 $9K
CFG
Citizens Financial Group Inc

Financial Services
141
+ 55.73%
$39.92 - $48.46 $5.63K - $6.83K
394 $17K
MTB
M&T Bank Corp

Financial Services
34
+ 85.0%
$172.48 - $221.95 $5.86K - $7.55K
74 $13K
CHTR
Charter Communications, Inc.

Communication Services
16
+ 55.17%
$315.38 - $408.02 $5.05K - $6.53K
45 $15K
CLX
Clorox CO

Consumer Defensive
45
+ 3.47%
$156.51 - $169.74 $7.04K - $7.64K
1.34K $217K
RS
Reliance Steel & Aluminum CO

Basic Materials
25
+ 65.79%
$264.2 - $326.32 $6.61K - $8.16K
63 $16K
KMI
Kinder Morgan, Inc.

Energy
33
+ 3.44%
$22.59 - $28.54 $745 - $942
991 $27K
DECK
Deckers Outdoor Corp

Consumer Cyclical
4
+ 3.39%
$152.04 - $211.12 $608 - $844
122 $24K
OMC
Omnicom Group Inc.

Communication Services
112
+ 55.72%
$85.82 - $105.47 $9.61K - $11.8K
313 $26K
ROST
Ross Stores, Inc.

Consumer Cyclical
36
+ 23.08%
$138.59 - $156.61 $4.99K - $5.64K
192 $29K
EBAY
Ebay Inc

Consumer Cyclical
96
+ 34.16%
$57.51 - $67.17 $5.52K - $6.45K
377 $23K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
57
+ 10.12%
$55.73 - $66.16 $3.18K - $3.77K
620 $37K
VRT
Vertiv Holdings CO

Industrials
53
+ 35.81%
N/A
201 $17K
TRV
Travelers Companies, Inc.

Financial Services
16
+ 7.05%
$225.97 - $266.66 $3.62K - $4.27K
243 $58K
WMB
Williams Companies, Inc.

Energy
5
+ 0.92%
$46.37 - $59.74 $232 - $299
547 $29K
BTG
B2 Gold Corp

Basic Materials
2K
+ 1333.33%
$2.42 - $3.47 $4.84K - $6.94K
2.15K $5K
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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