Wr Wealth Planners, LLC Reduced Holdings in Q4 2024

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-274
- 10.78%
$226.16 - $274.52 $62K - $75.2K
2.27K $520K
ISRG
Intuitive Surgical Inc

Healthcare
-399
- 54.14%
$471.27 - $550.62 $188K - $220K
338 $176K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-2.2K
- 60.09%
$49.78 - $66.55 $109K - $146K
1.46K $73K
LDEM
Ishares Tr Esg Msci Em Leaders

ETFs
-3.03K
- 56.41%
$45.37 - $51.79 $138K - $157K
2.34K $106K
CGCP
Capital Group Core Plus Income

ETFs
-6.63K
- 51.08%
$22.13 - $23.17 $147K - $154K
6.35K $140K
NXPI
Nxp Semiconductors N.V.

Technology
-301
- 10.44%
$207.27 - $255.58 $62.4K - $76.9K
2.58K $536K
COM
Direxion Shs ETF Tr Auspice Br

ETFs
-4.61K
- 7.97%
$28.24 - $29.18 $130K - $134K
53.2K $1.51M
BRKR
Bruker Corp

Healthcare
-954
- 10.6%
$48.25 - $67.46 $46K - $64.4K
8.05K $471K
HEFA
Ishares Currency Hedged Msci E

ETFs
-4.18K
- 64.86%
$34.42 - $35.88 $144K - $150K
2.27K $78K
OEF
Ishares S&P 100 ETF

ETFs
-555
- 80.32%
N/A
136 $36K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.13K
- 80.13%
$124.26 - $134.12 $140K - $151K
280 $36K
PEP
Pepsico Inc

Consumer Defensive
-101
- 1.49%
$151.29 - $176.1 $15.3K - $17.8K
6.66K $1.01M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.45K
- 53.3%
$88.59 - $94.57 $129K - $138K
1.27K $113K
V
Visa Inc.

Financial Services
-1.09K
- 21.29%
$273.87 - $320.91 $299K - $350K
4.04K $1.28M
BLD
Top Build Corp

Industrials
-109
- 10.35%
$308.96 - $414.77 $33.7K - $45.2K
944 $293K
AMD
Advanced Micro Devices Inc

Technology
-369
- 18.22%
$118.88 - $172.8 $43.9K - $63.8K
1.66K $200K
FLEX
Flex Ltd.

Technology
-7.44K
- 23.41%
$32.52 - $41.3 $242K - $307K
24.3K $934K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.06K
- 58.02%
$106.56 - $113.11 $113K - $120K
770 $82K
DG
Dollar General Corp

Consumer Defensive
-1.35K
- 59.46%
$73.27 - $84.47 $98.5K - $114K
917 $69K
ABBV
Abb Vie Inc.

Healthcare
-407
- 16.8%
$164.99 - $203.87 $67.2K - $83K
2.02K $358K
AEE
Ameren Corp

Utilities
-1.39K
- 58.47%
$85.81 - $94.98 $119K - $132K
988 $88K
WM
Waste Management Inc

Industrials
-433
- 8.01%
$201.79 - $228.46 $87.4K - $98.9K
4.98K $1M
BDX
Becton Dickinson & CO

Healthcare
-312
- 10.14%
$220.02 - $243.75 $68.6K - $76.1K
2.77K $627K
HDV
Ishares Core High Dividend ETF

ETFs
-926
- 55.85%
$110.82 - $121.28 $103K - $112K
732 $82K
OXY
Occidental Petroleum Corp

Energy
-2.12K
- 52.2%
$45.36 - $55.91 $96K - $118K
1.94K $95K
PAVE
Global X Fds Us Infrastructure

ETFs
-2.72K
- 54.14%
$40.41 - $45.95 $110K - $125K
2.3K $93K
RNR
Renaissancere Holdings LTD

Financial Services
-376
- 64.83%
$241.97 - $287.47 $91K - $108K
204 $50K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.88K
- 13.24%
$72.18 - $81.41 $135K - $153K
12.3K $928K
FNV
Franco Nevada Corp

Basic Materials
-804
- 47.18%
$113.26 - $137.22 $91.1K - $110K
900 $105K
SUB
Ishares Short Term National Mu

ETFs
-979
- 67.42%
$104.94 - $106.2 $103K - $104K
473 $49K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-1.16K
- 45.57%
$89.01 - $96.24 $103K - $111K
1.38K $124K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.66K
- 32.51%
$57.38 - $61.11 $95.1K - $101K
3.44K $200K
AMAT
Applied Materials Inc

Technology
-448
- 66.47%
$161.44 - $213.89 $72.3K - $95.8K
226 $36K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-884
- 8.77%
$56.08 - $68.53 $49.6K - $60.6K
9.19K $516K
HOLX
Hologic Inc

Healthcare
-614
- 10.76%
$70.76 - $83.72 $43.4K - $51.4K
5.09K $367K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-741
- 22.83%
$59.25 - $72.99 $43.9K - $54.1K
2.51K $149K
DVN
Devon Energy Corp

Energy
-1.7K
- 37.11%
$30.52 - $42.96 $51.9K - $73K
2.88K $94K
IFRA
Ishares Tr

ETFs
-1.77K
- 54.23%
$45.94 - $51.71 $81.2K - $91.4K
1.49K $69K
TECK
Teck Resources LTD

Basic Materials
-1K
- 27.03%
$39.99 - $52.38 $40K - $52.4K
2.7K $109K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.09K
- 80.52%
$77.25 - $91.3 $84K - $99.2K
263 $22K
ACN
Accenture PLC

Technology
-211
- 9.07%
$343.9 - $376.86 $72.6K - $79.5K
2.12K $744K
ELY
Callaway Golf CO

Consumer Cyclical
-4.15K
- 94.3%
N/A
251 $4K
AMT
American Tower Corp

Real Estate
-97
- 8.2%
$179.4 - $232.01 $17.4K - $22.5K
1.09K $199K
AVDV
American Centy ETF Tr Avantis

ETFs
-587
- 9.77%
$63.85 - $70.4 $37.5K - $41.3K
5.42K $352K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-561
- 14.26%
$113.92 - $127.38 $63.9K - $71.5K
3.37K $388K
CGXU
Capital Group Intl Focus Equit

ETFs
-2.55K
- 60.42%
$24.67 - $26.94 $62.9K - $68.6K
1.67K $41K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.68K
- 32.59%
$33.39 - $37.66 $56.1K - $63.3K
3.48K $116K
NKE
Nike, Inc.

Consumer Cyclical
-745
- 71.7%
$73.36 - $89.13 $54.7K - $66.4K
294 $22K
FICO
Fair Isaac Corp

Technology
-40
- 12.27%
$1911.01 - $2382.4 $76.4K - $95.3K
286 $569K
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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