Wr Wealth Planners, LLC Sells in Q4 2024

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
-95
- 51.91%
$104.59 - $118.05 $9.94K - $11.2K
88 $9K
CMCSA
Comcast Corp

Communication Services
-87
- 5.95%
$37.39 - $45.14 $3.25K - $3.93K
1.37K $51K
SNY
Sanofi

Healthcare
-158
- 64.49%
$45.89 - $57.31 $7.25K - $9.05K
87 $4K
XLI
Industrial Sector Spdr

ETFs
-62
- 46.62%
$131.76 - $143.99 $8.17K - $8.93K
71 $9K
XLE
Energy Sector Spdr

ETFs
-97
- 21.65%
$83.32 - $97.27 $8.08K - $9.44K
351 $30K
MCO
Moodys Corp

Financial Services
-18
- 21.69%
$454.04 - $500.88 $8.17K - $9.02K
65 $30K
NEAR
Blackrock Short Maturity Bond

ETFs
-158
- 47.88%
$50.28 - $51.08 $7.94K - $8.07K
172 $8K
GIS
General Mills Inc

Consumer Defensive
-81
- 21.37%
$62.78 - $74.62 $5.09K - $6.04K
298 $19K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 2.82%
$501.29 - $612.85 $1K - $1.23K
69 $35K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-150
- 17.3%
$34.13 - $37.35 $5.12K - $5.6K
717 $24K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-187
- 46.98%
$41.64 - $45.75 $7.79K - $8.56K
211 $8K
AWK
American Water Works Company, Inc.

Utilities
-49
- 77.78%
$123.83 - $146.07 $6.07K - $7.16K
14 $1K
IYF
Ishares Tr

ETFs
-90
- 28.3%
$102.7 - $119.05 $9.24K - $10.7K
228 $25K
CB
Chubb LTD

Financial Services
-15
- 5.95%
$271.57 - $301.89 $4.07K - $4.53K
237 $65K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-15
- 16.85%
$4100.99 - $5300.34 $61.5K - $79.5K
74 $367K
VICI
Vici Properties Inc.

Real Estate
-176
- 47.7%
$28.27 - $33.19 $4.98K - $5.84K
193 $5K
STLD
Steel Dynamics Inc

Basic Materials
-76
- 39.38%
N/A
117 $11K
UPST
Upstart Holdings, Inc.

Financial Services
-187
- 87.38%
$37.78 - $84.46 $7.06K - $15.8K
27 $1K
EXC
Exelon Corp

Utilities
-140
- 21.44%
$36.22 - $40.97 $5.07K - $5.74K
513 $19K
BP
Bp PLC

Energy
-110
- 7.79%
$28.16 - $33.14 $3.1K - $3.65K
1.3K $38K
IRM
Iron Mountain Inc

Real Estate
-10
- 2.96%
$101.62 - $128.14 $1.02K - $1.28K
328 $34K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-131
- 22.47%
$42.33 - $43.3 $5.55K - $5.67K
452 $19K
UPS
United Parcel Service Inc

Industrials
-30
- 12.5%
$122.65 - $138.35 $3.68K - $4.15K
210 $26K
IYH
Ishares Tr

ETFs
-80
- 39.02%
$57.53 - $65.24 $4.6K - $5.22K
125 $7K
HAL
Halliburton CO

Energy
-152
- 13.1%
$25.77 - $31.99 $3.92K - $4.86K
1.01K $27K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-71
- 34.47%
$83.09 - $89.28 $5.9K - $6.34K
135 $11K
NTAP
Net App, Inc.

Technology
-48
- 64.0%
$115.31 - $131.11 $5.53K - $6.29K
27 $3K
CCI
Crown Castle International Corp

Real Estate
-43
- 51.81%
$89.78 - $119.11 $3.86K - $5.12K
40 $3K
RDVY
First Trust Rising Dividend Ac

ETFs
-97
- 13.27%
$58.65 - $64.37 $5.69K - $6.24K
634 $37K
ELV
Elevance Health, Inc.

Healthcare
-6
- 27.27%
$365.96 - $514.62 $2.2K - $3.09K
16 $5K
MDB
Mongo Db, Inc.

Technology
-20
- 60.61%
$232.81 - $350.13 $4.66K - $7K
13 $3K
XLP
Consumer Staples Sector Spdr

ETFs
-62
- 54.39%
N/A
52 $3K
PLUG
Plug Power Inc

Industrials
-2.17K
- 83.99%
$1.87 - $2.67 $4.06K - $5.8K
414 $0
MOH
Molina Healthcare, Inc.

Healthcare
-8
- 18.18%
$274.73 - $341.91 $2.2K - $2.74K
36 $10K
PWR
Quanta Services, Inc.

Industrials
-17
- 29.31%
$296.05 - $346.6 $5.03K - $5.89K
41 $12K
ZTS
Zoetis Inc.

Healthcare
-15
- 26.32%
$162.24 - $194.42 $2.43K - $2.92K
42 $6K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-166
- 15.79%
$26.55 - $27.32 $4.41K - $4.54K
885 $23K
IXG
Ishares Global Fin'L ETF

ETFs
-54
- 30.0%
$93.25 - $101.72 $5.04K - $5.49K
126 $12K
SOUN
Soundhound Ai, Inc.

Technology
-1.63K
- 89.07%
$4.51 - $24.23 $7.35K - $39.5K
200 $3K
CCL
Carnival Corp

Consumer Cyclical
-576
- 39.08%
$17.34 - $26.8 $9.99K - $15.4K
898 $22K
FSLR
First Solar, Inc.

Technology
-14
- 77.78%
$175.88 - $240.66 $2.46K - $3.37K
4 $0
VEEV
Veeva Systems Inc

Healthcare
-18
- 43.9%
$201.81 - $250.45 $3.63K - $4.51K
23 $4K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-280
- 21.31%
$45.39 - $62.98 $12.7K - $17.6K
1.03K $58K
EQIX
Equinix Inc

Real Estate
-5
- 45.45%
$865.69 - $985.0 $4.33K - $4.93K
6 $5K
JCI
Johnson Controls International PLC

Industrials
-55
- 33.74%
$74.23 - $86.6 $4.08K - $4.76K
108 $8K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-20
- 19.05%
$170.03 - $192.78 $3.4K - $3.86K
85 $15K
SRE
Sempra Energy

Utilities
-42
- 36.84%
$80.81 - $94.77 $3.39K - $3.98K
72 $6K
PHG
Koninklijke Philips Nv

Healthcare
-52
- 19.48%
$24.71 - $32.66 $1.28K - $1.7K
215 $5K
DLR
Digital Realty Trust, Inc.

Real Estate
-23
- 56.1%
$156.46 - $195.69 $3.6K - $4.5K
18 $3K
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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