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
IPG
Interpublic Group Of Companies, Inc.

Communication Services
90
+ 24.06%
$27.09 - $32.06 $2.44K - $2.89K
464 $13K
CME
Cme Group Inc.

Financial Services
5
+ 21.74%
$221.17 - $246.02 $1.11K - $1.23K
28 $6K
PCG
Pg&E Corp

Utilities
20
+ 20.2%
$19.2 - $21.63 $384 - $433
119 $2K
STT
State Street Corp

Financial Services
15
+ 60.0%
$85.96 - $100.78 $1.29K - $1.51K
40 $3K
BURL
Burlington Stores, Inc.

Consumer Cyclical
2
+ 20.0%
$242.7 - $295.49 $485 - $591
12 $3K
TXN
Texas Instruments Inc

Technology
4
+ 0.19%
N/A
2.08K $405K
CPNG
Coupang, Inc.

Consumer Cyclical
39
+ 63.93%
$21.98 - $26.89 $857 - $1.05K
100 $2K
ABNB
Airbnb, Inc.

Consumer Cyclical
7
+ 21.21%
$125.36 - $147.37 $878 - $1.03K
40 $5K
VTR
Ventas, Inc.

Real Estate
29
+ 181.25%
$57.73 - $66.48 $1.67K - $1.93K
45 $2K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 20.0%
$246.06 - $292.59 $492 - $585
12 $3K
PPG
Ppg Industries Inc

Basic Materials
13
+ 81.25%
$119.09 - $131.37 $1.55K - $1.71K
29 $3K
CRSP
Crispr Therapeutics Ag

Healthcare
42
New
$38.65 - $55.15 $1.62K - $2.32K
42 $1K
HTGC
Hercules Capital, Inc.

Financial Services
6
+ 2.47%
$18.53 - $20.22 $111 - $121
249 $5K
ETR
Entergy Corp

Utilities
16
New
$73.19 - $156.4 $1.17K - $2.5K
16 $1K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
116
+ 13.86%
$44.04 - $49.49 $5.11K - $5.74K
953 $41K
IBM
International Business Machines Corp

Technology
14
+ 0.87%
$204.9 - $238.04 $2.87K - $3.33K
1.62K $355K
FTSL
First Trust Senior Ln Fund

ETFs
21
+ 1.77%
$45.9 - $46.48 $964 - $976
1.21K $55K
TTD
Trade Desk, Inc.

Technology
6
+ 19.35%
$108.7 - $139.51 $652 - $837
37 $4K
MATX
Matson, Inc.

Industrials
7
+ 175.0%
$131.18 - $167.37 $918 - $1.17K
11 $1K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
7
+ 43.75%
$101.51 - $140.63 $711 - $984
23 $2K
CODI
Compass Diversified Holdings

Industrials
10
+ 1.19%
$20.56 - $24.27 $206 - $243
852 $19K
NU
Nu Holdings Ltd.

Financial Services
126
New
$10.24 - $15.89 $1.29K - $2K
126 $1K
AON
Aon PLC

Financial Services
1
+ 5.88%
$344.14 - $393.31 $344 - $393
18 $6K
HES
Hess Corp

Energy
9
+ 13.04%
$127.66 - $148.65 $1.15K - $1.34K
78 $10K
ABC
Amerisourcebergen Corp

Healthcare
8
+ 36.36%
N/A
30 $5K
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 15.0%
$262.86 - $294.75 $789 - $884
23 $6K
PCAR
Paccar Inc

Industrials
10
+ 21.74%
$97.92 - $118.41 $979 - $1.18K
56 $5K
ADSK
Autodesk, Inc.

Technology
2
+ 16.67%
N/A
14 $3K
EPR
Epr Properties

Real Estate
25
+ 40.98%
$43.17 - $49.39 $1.08K - $1.23K
86 $3K
CINF
Cincinnati Financial Corp

Financial Services
8
+ 44.44%
$132.86 - $160.16 $1.06K - $1.28K
26 $3K
EA
Electronic Arts Inc.

Communication Services
2
+ 2.25%
$140.69 - $167.97 $281 - $336
91 $13K
AEP
American Electric Power CO Inc

Utilities
8
+ 32.0%
$90.91 - $102.21 $727 - $818
33 $3K
AME
Ametek Inc

Industrials
2
+ 1.87%
$165.89 - $197.38 $332 - $395
109 $19K
SNPS
Synopsys Inc

Technology
2
+ 22.22%
$485.36 - $588.0 $971 - $1.18K
11 $5K
CDE
Coeur Mining, Inc.

Basic Materials
200
New
$5.61 - $7.39 $1.12K - $1.48K
200 $1K
TTWO
Take Two Interactive Software Inc

Communication Services
2
+ 22.22%
$147.66 - $190.46 $295 - $381
11 $2K
A
Agilent Technologies, Inc.

Healthcare
16
+ 57.14%
$125.69 - $146.56 $2.01K - $2.34K
44 $5K
VMC
Vulcan Materials CO

Basic Materials
2
+ 18.18%
$237.95 - $292.31 $476 - $585
13 $3K
MNST
Monster Beverage Corp

Consumer Defensive
7
+ 7.78%
$49.24 - $56.38 $345 - $395
97 $5K
DELL
Dell Technologies Inc.

Technology
20
+ 9.05%
$111.96 - $144.21 $2.24K - $2.88K
241 $27K
CPRT
Copart Inc

Consumer Cyclical
20
+ 44.44%
$51.36 - $63.8 $1.03K - $1.28K
65 $3K
ON
On Semiconductor Corp

Technology
25
+ 80.65%
$63.05 - $74.7 $1.58K - $1.87K
56 $3K
EAT
Brinker International, Inc

Consumer Cyclical
3
+ 60.0%
$78.76 - $137.19 $236 - $412
8 $1K
HST
Host Hotels & Resorts, Inc.

Real Estate
45
+ 97.83%
$17.24 - $19.07 $776 - $858
91 $1K
IDCC
Inter Digital, Inc.

Communication Services
4
+ 36.36%
$142.61 - $200.59 $570 - $802
15 $2K
DXCM
Dexcom Inc

Healthcare
11
+ 110.0%
$65.68 - $81.01 $722 - $891
21 $1K
OMF
One Main Holdings, Inc.

Financial Services
1
+ 5.26%
$45.27 - $57.43 $45.3 - $57.4
20 $1K
WELL
Welltower Inc.

Real Estate
8
+ 28.57%
$123.11 - $139.3 $985 - $1.11K
36 $4K
STM
St Microelectronics N.V.

Technology
42
New
$24.48 - $28.92 $1.03K - $1.21K
42 $1K
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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