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
OKE
Oneok Inc

Energy
7
+ 1.56%
$92.28 - $117.05 $646 - $819
455 $45K
MET
Metlife Inc

Financial Services
66
+ 30.99%
$78.15 - $88.25 $5.16K - $5.82K
279 $22K
TT
Trane Technologies PLC

Industrials
14
+ 50.0%
$369.35 - $419.14 $5.17K - $5.87K
42 $15K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
9
+ 100.0%
$563.99 - $620.12 $5.08K - $5.58K
18 $10K
GE
General Electric CO

Industrials
56
+ 30.6%
$159.95 - $194.23 $8.96K - $10.9K
239 $39K
BK
Bank Of New York Mellon Corp

Financial Services
41
+ 17.67%
$70.82 - $81.87 $2.9K - $3.36K
273 $20K
SPOT
Spotify Technology S.A.

Communication Services
9
+ 300.0%
$362.95 - $502.38 $3.27K - $4.52K
12 $5K
PRU
Prudential Financial Inc

Financial Services
39
+ 7.63%
$114.59 - $129.52 $4.47K - $5.05K
550 $65K
FANG
Diamondback Energy, Inc.

Energy
24
+ 60.0%
$153.06 - $199.5 $3.67K - $4.79K
64 $10K
VV
Vanguard Large Cap ETF

ETFs
17
New
$260.27 - $280.65 $4.42K - $4.77K
17 $4K
PH
Parker Hannifin Corp

Industrials
6
+ 17.14%
$621.74 - $709.46 $3.73K - $4.26K
41 $26K
CNC
Centene Corp

Healthcare
116
+ 58.88%
$56.71 - $73.94 $6.58K - $8.58K
313 $18K
LUV
Southwest Airlines CO

Industrials
1
+ 0.1%
$28.99 - $34.84 $29 - $34.8
1.02K $34K
FTNT
Fortinet, Inc.

Technology
7
+ 3.27%
$76.49 - $99.21 $535 - $694
221 $20K
MO
Altria Group, Inc.

Consumer Defensive
29
+ 1.49%
$49.06 - $57.74 $1.42K - $1.67K
1.98K $103K
AIG
American International Group, Inc.

Financial Services
40
+ 10.0%
$70.0 - $79.22 $2.8K - $3.17K
440 $32K
DOX
Amdocs LTD

Technology
69
+ 4.95%
$82.94 - $92.86 $5.72K - $6.41K
1.46K $124K
HPE
Hewlett Packard Enterprise CO

Technology
116
+ 36.48%
$19.31 - $23.95 $2.24K - $2.78K
434 $9K
NET
Cloudflare, Inc.

Technology
30
New
$78.11 - $117.56 $2.34K - $3.53K
30 $3K
GDDY
Go Daddy Inc.

Technology
11
+ 64.71%
$153.16 - $209.03 $1.68K - $2.3K
28 $5K
VO
Vanguard Mid Cap ETF

ETFs
11
+ 18.03%
$261.5 - $284.63 $2.88K - $3.13K
72 $19K
GM
General Motors CO

Consumer Cyclical
31
+ 14.98%
$44.82 - $60.2 $1.39K - $1.87K
238 $12K
CBRE
Cbre Group, Inc.

Real Estate
18
+ 50.0%
$119.22 - $140.71 $2.15K - $2.53K
54 $7K
GRMN
Garmin LTD

Technology
12
+ 75.0%
$161.91 - $220.77 $1.94K - $2.65K
28 $5K
MAIN
Main Street Capital Corp

Financial Services
1
+ 0.3%
$49.95 - $58.58 $50 - $58.6
337 $19K
EME
Emcor Group, Inc.

Industrials
3
+ 4.48%
$427.96 - $526.95 $1.28K - $1.58K
70 $31K
MSI
Motorola Solutions, Inc.

Technology
2
+ 1.46%
$449.08 - $504.6 $898 - $1.01K
139 $64K
WDAY
Workday, Inc.

Technology
3
+ 2.94%
$233.85 - $279.91 $702 - $840
105 $27K
HUM
Humana Inc

Healthcare
11
+ 220.0%
$233.89 - $304.18 $2.57K - $3.35K
16 $4K
FDX
Fedex Corp

Industrials
7
+ 3.83%
$260.5 - $305.15 $1.82K - $2.14K
190 $53K
OC
Owens Corning

Industrials
16
+ 28.57%
$169.41 - $210.81 $2.71K - $3.37K
72 $12K
DCI
Donaldson CO Inc

Industrials
59
New
$67.28 - $78.27 $3.97K - $4.62K
59 $3K
FAST
Fastenal CO

Industrials
33
+ 75.0%
$69.99 - $84.35 $2.31K - $2.78K
77 $5K
BANF
Bancfirst Corp

Financial Services
23
New
$100.43 - $128.91 $2.31K - $2.96K
23 $2K
SG
Sweetgreen, Inc.

Consumer Cyclical
67
New
$31.7 - $43.97 $2.12K - $2.95K
67 $2K
SNOW
Snowflake Inc.

Technology
7
+ 31.82%
$109.65 - $186.51 $768 - $1.31K
29 $4K
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 2.78%
$216.72 - $244.71 $433 - $489
74 $17K
SSB
South State Corp

Financial Services
26
New
$94.05 - $111.93 $2.45K - $2.91K
26 $2K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
29
New
$70.1 - $76.53 $2.03K - $2.22K
29 $2K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
3
+ 4.11%
$193.7 - $235.05 $581 - $705
76 $17K
DINO
Hf Sinclair Corp

Energy
60
New
$33.69 - $47.67 $2.02K - $2.86K
60 $2K
HPQ
Hp Inc

Technology
127
+ 14.85%
$32.46 - $39.3 $4.12K - $4.99K
982 $32K
CHK
Chesapeake Energy Corp

Energy
33
New
$81.46 - $87.57 $2.69K - $2.89K
33 $2K
ITW
Illinois Tool Works Inc

Industrials
15
+ 11.9%
$253.56 - $278.5 $3.8K - $4.18K
141 $35K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9
+ 50.0%
$180.39 - $205.43 $1.62K - $1.85K
27 $5K
FIS
Fidelity National Information Services, Inc.

Technology
20
+ 24.39%
$80.14 - $90.95 $1.6K - $1.82K
102 $8K
APH
Amphenol Corp

Technology
15
+ 25.86%
$62.07 - $75.35 $931 - $1.13K
73 $5K
CROX
Crocs, Inc.

Consumer Cyclical
25
+ 166.67%
$96.51 - $141.93 $2.41K - $3.55K
40 $4K
SQ
Block, Inc.

Technology
9
+ 12.68%
$65.06 - $98.92 $586 - $890
80 $6K
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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