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
RWO
Spdr Dow Jones Global Real Est

ETFs
3
+ 0.9%
$42.41 - $47.31 $127 - $142
337 $14K
PGR
Progressive Corp

Financial Services
4
+ 3.05%
$239.6 - $268.88 $958 - $1.08K
135 $32K
IQV
Iqvia Holdings Inc.

Healthcare
12
+ 14.12%
$190.97 - $236.63 $2.29K - $2.84K
97 $19K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 3.57%
$516.5 - $619.58 $517 - $620
29 $14K
GD
General Dynamics Corp

Industrials
5
+ 7.04%
$260.28 - $314.03 $1.3K - $1.57K
76 $20K
IR
Ingersoll Rand Inc.

Industrials
4
+ 1.99%
$90.46 - $105.35 $362 - $421
205 $18K
OTIS
Otis Worldwide Corp

Industrials
4
+ 5.71%
$92.57 - $106.01 $370 - $424
74 $6K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
3
+ 0.39%
$33.43 - $36.52 $100 - $110
763 $25K
NWE
Northwestern Corp

Utilities
3
+ 0.44%
$50.44 - $57.24 $151 - $172
682 $36K
LOW
Lowes Companies Inc

Consumer Cyclical
48
+ 8.66%
$244.52 - $284.07 $11.7K - $13.6K
602 $148K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
31
+ 2.84%
$26.63 - $30.23 $826 - $937
1.12K $29K
CSL
Carlisle Companies Inc

Industrials
2
+ 4.76%
$368.67 - $480.91 $737 - $962
44 $16K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.73K
+ 202.67%
$26.93 - $84.95 $73.6K - $232K
4.08K $111K
O
Realty Income Corp

Real Estate
17
+ 5.33%
$51.76 - $64.71 $880 - $1.1K
336 $17K
VZ
Verizon Communications Inc

Communication Services
308
+ 9.63%
$39.6 - $45.21 $12.2K - $13.9K
3.51K $140K
CTVA
Corteva, Inc.

Basic Materials
15
+ 0.79%
$55.21 - $64.13 $828 - $962
1.91K $108K
LNTH
Lantheus Holdings, Inc.

Healthcare
5
+ 2.78%
$76.22 - $116.71 $381 - $584
185 $16K
IYR
Ishares Tr

ETFs
3
+ 0.71%
$90.74 - $102.87 $272 - $309
424 $39K
BBY
Best Buy CO Inc

Consumer Cyclical
19
+ 6.67%
$85.2 - $101.35 $1.62K - $1.93K
304 $26K
AG
First Majestic Silver Corp

Basic Materials
1K
+ 6.21%
$5.39 - $7.94 $5.39K - $7.94K
17.1K $93K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
58
+ 30.21%
$22.02 - $46.16 $1.28K - $2.68K
250 $5K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
293
+ 65.7%
$24.31 - $49.53 $7.12K - $14.5K
739 $18K
TSCO
Tractor Supply CO

Consumer Cyclical
681
+ 402.96%
$52.59 - $303.74 $35.8K - $207K
850 $45K
MDT
Medtronic PLC

Healthcare
32
+ 4.76%
$79.61 - $92.24 $2.55K - $2.95K
704 $56K
URI
United Rentals, Inc.

Industrials
9
+ 8.82%
$704.44 - $880.32 $6.34K - $7.92K
111 $78K
PFG
Principal Financial Group Inc

Financial Services
4
+ 0.93%
$74.91 - $91.26 $300 - $365
436 $33K
PHM
Pultegroup Inc

Consumer Cyclical
30
+ 12.45%
$108.86 - $149.04 $3.27K - $4.47K
271 $29K
VTV
Vanguard Value ETF

ETFs
1
+ 0.07%
$168.32 - $181.87 $168 - $182
1.44K $243K
DUK
Duke Energy Corp

Utilities
57
+ 3.46%
$105.76 - $120.76 $6.03K - $6.88K
1.71K $183K
NEM
Newmont Corp

Basic Materials
71
+ 10.64%
$37.0 - $58.68 $2.63K - $4.17K
738 $27K
CL
Colgate Palmolive CO

Consumer Defensive
17
+ 2.26%
$90.22 - $102.31 $1.53K - $1.74K
770 $70K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 1.01%
$442.29 - $483.08 $15.9K - $17.4K
3.61K $1.63M
BUSE
First Busey Corp

Financial Services
44
+ 0.98%
$23.57 - $27.55 $1.04K - $1.21K
4.56K $107K
BCE
Bce Inc

Communication Services
77
+ 6.69%
$22.53 - $34.84 $1.73K - $2.68K
1.23K $28K
KMB
Kimberly Clark Corp

Consumer Defensive
98
+ 4.22%
$130.37 - $146.09 $12.8K - $14.3K
2.42K $316K
SO
Southern CO

Utilities
64
+ 2.58%
$81.5 - $94.15 $5.22K - $6.03K
2.54K $209K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
181
+ 4.49%
$31.24 - $37.15 $5.65K - $6.72K
4.21K $135K
AMGN
Amgen Inc

Healthcare
27
+ 7.22%
$258.78 - $328.31 $6.99K - $8.86K
401 $104K
SPGI
S&P Global Inc.

Financial Services
4
+ 0.37%
$480.36 - $529.17 $1.92K - $2.12K
1.08K $538K
PFE
Pfizer Inc

Healthcare
83
+ 1.0%
$24.8 - $30.19 $2.06K - $2.51K
8.42K $223K
DD
Du Pont De Nemours, Inc.

Basic Materials
40
+ 2.17%
$75.95 - $88.05 $3.04K - $3.52K
1.88K $143K
DOW
Dow Inc.

Basic Materials
185
+ 8.78%
$39.1 - $55.34 $7.23K - $10.2K
2.29K $92K
LMT
Lockheed Martin Corp

Industrials
22
+ 6.55%
$479.66 - $614.62 $10.6K - $13.5K
358 $173K
HSY
Hershey CO

Consumer Defensive
104
+ 5.43%
$168.67 - $193.65 $17.5K - $20.1K
2.02K $341K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1
+ 1.09%
$701.85 - $1046.91 $702 - $1.05K
93 $66K
MMM
3 M CO

Industrials
72
+ 1.23%
$124.74 - $137.12 $8.98K - $9.87K
5.91K $763K
ICE
Intercontinental Exchange, Inc.

Financial Services
128
+ 2.43%
$148.29 - $166.93 $19K - $21.4K
5.39K $803K
PANW
Palo Alto Networks Inc

Technology
1.32K
+ 72.19%
$181.96 - $405.9 $241K - $537K
3.16K $574K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.49K
+ 120.86%
$25.93 - $105.3 $90.6K - $368K
6.39K $177K
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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