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
OTEX
Open Text Corp

Technology
16
+ 26.23%
$27.37 - $34.05 $438 - $545
77 $2K
PTEN
Patterson Uti Energy Inc

Energy
1
+ 1.59%
$7.26 - $8.7 $7.26 - $8.7
64 $0
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 33.33%
$198.04 - $221.51 $198 - $222
4 $0
HOOD
Robinhood Markets, Inc.

Technology
12
+ 240.0%
$22.33 - $43.2 $268 - $518
17 $0
KEY
Keycorp

Financial Services
18
+ 3.0%
$16.21 - $19.97 $292 - $359
618 $10K
PRG
Prog Holdings, Inc.

Industrials
7
+ 70.0%
$41.69 - $49.65 $292 - $348
17 $0
HYLB
Xtrackers Usd High Yield Corp

ETFs
19
+ 2.22%
$35.95 - $36.76 $683 - $698
873 $31K
CVNA
Carvana Co.

Consumer Cyclical
2
New
$175.8 - $260.8 $352 - $522
2 $0
DORM
Dorman Products, Inc.

Consumer Cyclical
3
New
$108.64 - $142.83 $326 - $428
3 $0
WTTR
Select Energy Services, Inc.

Energy
36
New
$10.31 - $15.0 $371 - $540
36 $0
Ubs Ag Etracs Crude Oil Shares Covered Call Etns Due April 24, 2037
1
+ 3.45%
N/A
30 $0
Unusual Whales Subversive Republican Trading ETF
200
New
N/A
200 $0
HBI
Hanesbrands Inc.

Consumer Cyclical
30
New
$6.91 - $8.91 $207 - $267
30 $0
NGG
National Grid PLC

Utilities
4
+ 9.76%
$57.68 - $70.03 $231 - $280
45 $2K
QSIAW
Quantum Si Inc
66
New
N/A
66 $0
IBKR
Interactive Brokers Group, Inc.

Financial Services
2
New
$138.3 - $192.95 $277 - $386
2 $0
APOG
Apogee Enterprises, Inc.

Industrials
3
New
$68.43 - $87.22 $205 - $262
3 $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
1
+ 1.19%
$71.75 - $75.11 $71.8 - $75.1
85 $6K
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 5.56%
$57.29 - $63.1 $57.3 - $63.1
19 $1K
SCHV
Schwab Strategic Tr Us Large C

ETFs
360
+ 200.0%
$25.79 - $80.4 $9.28K - $28.9K
540 $14K
EFX
Equifax Inc

Industrials
2
+ 15.38%
$245.03 - $293.5 $490 - $587
15 $3K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
18
New
$12.98 - $13.79 $234 - $248
18 $0
CX
Cemex Sab De Cv

Basic Materials
88
+ 26.27%
$5.17 - $6.16 $455 - $542
423 $2K
VST
Vistra Corp.

Utilities
3
+ 17.65%
$115.74 - $166.61 $347 - $500
20 $2K
STWD
Starwood Property Trust, Inc.

Real Estate
3
+ 2.65%
$18.95 - $20.37 $56.8 - $61.1
116 $2K
AVGE
American Centy ETF Tr Avantis
1.87K
+ 7.26%
N/A
27.6K $0
VNQI
Vanguard Global Ex U.S. Real

ETFs
2
+ 3.17%
$39.22 - $47.52 $78.4 - $95
65 $2K
FITB
Fifth Third Bancorp

Financial Services
10
+ 7.09%
$41.76 - $48.44 $418 - $484
151 $6K
WPC
W. P. Carey Inc.

Real Estate
6
+ 6.82%
$53.44 - $61.33 $321 - $368
94 $5K
Proshares Ultrapro Short Qqq
3
New
N/A
3 $0
HMC
Honda Motor CO LTD

Consumer Cyclical
16
+ 23.53%
$23.7 - $32.62 $379 - $522
84 $2K
EXPD
Expeditors International Of Washington Inc

Industrials
3
New
$110.5 - $128.26 $332 - $385
3 $0
NVS
Novartis Ag

Healthcare
3
+ 5.88%
$96.78 - $117.18 $290 - $352
54 $5K
XEL
Xcel Energy Inc

Utilities
6
+ 7.79%
$62.16 - $72.92 $373 - $438
83 $5K
LDOS
Leidos Holdings, Inc.

Technology
9
+ 8.11%
$143.17 - $201.39 $1.29K - $1.81K
120 $17K
CVS
Cvs Health Corp

Healthcare
24
+ 19.83%
$43.78 - $67.46 $1.05K - $1.62K
145 $6K
SCHO
Schwab Short Term Us Treasury

ETFs
1.24K
+ 102.48%
$24.06 - $48.88 $29.8K - $60.6K
2.45K $58K
HOG
Harley Davidson, Inc.

Consumer Cyclical
1
+ 1.14%
$29.69 - $38.02 $29.7 - $38
89 $2K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2
+ 5.56%
$176.4 - $231.84 $353 - $464
38 $6K
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 1.04%
$183.23 - $199.79 $183 - $200
97 $17K
D
Dominion Energy, Inc

Utilities
7
+ 3.93%
$52.63 - $60.92 $368 - $426
185 $9K
CABA
Cabaletta Bio, Inc.

Healthcare
17
+ 4.25%
$1.87 - $4.91 $31.8 - $83.5
417 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 2.33%
$209.89 - $233.24 $420 - $466
88 $18K
HCA
Hca Healthcare, Inc.

Healthcare
3
+ 23.08%
$297.52 - $415.61 $893 - $1.25K
16 $4K
SCHP
Schwab Strategic Us Tips ETF

ETFs
207
+ 90.0%
$25.74 - $53.78 $5.33K - $11.1K
437 $11K
CC
Chemours CO

Basic Materials
4
+ 1.4%
$16.82 - $21.94 $67.3 - $87.8
289 $4K
ROP
Roper Technologies Inc

Industrials
1
+ 2.86%
$519.85 - $575.95 $520 - $576
36 $18K
ABR
Arbor Realty Trust Inc

Real Estate
8
+ 3.0%
$13.66 - $15.64 $109 - $125
275 $3K
PDI
Pimco Dynamic Income Fund

Financial Services
28
+ 3.46%
$18.33 - $20.85 $513 - $584
837 $15K
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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