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
RSG
Republic Services, Inc.

Industrials
-113
- 11.12%
$198.0 - $218.75 $22.4K - $24.7K
903 $181K
ADM
Archer Daniels Midland CO

Consumer Defensive
-190
- 13.03%
$49.38 - $59.52 $9.38K - $11.3K
1.27K $64K
IAU
Ishares Gold Trust

ETFs
-435
- 13.03%
$48.37 - $52.65 $21K - $22.9K
2.9K $143K
HL
Hecla Mining CO

Basic Materials
-2.8K
- 58.36%
$4.86 - $7.53 $13.6K - $21K
1.99K $9K
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 13.76%
$873.59 - $994.69 $26.2K - $29.8K
188 $172K
EMR
Emerson Electric CO

Industrials
-311
- 25.64%
$108.13 - $134.33 $33.6K - $41.8K
902 $111K
TSN
Tyson Foods, Inc.

Consumer Defensive
-300
- 15.61%
$57.14 - $64.54 $17.1K - $19.4K
1.62K $93K
VLO
Valero Energy Corp

Energy
-148
- 48.84%
$118.59 - $144.02 $17.6K - $21.3K
155 $19K
SHEL
Shell PLC

Energy
-293
- 30.75%
$60.63 - $70.23 $17.8K - $20.6K
660 $41K
FCX
Freeport Mcmoran Inc

Basic Materials
-357
- 57.4%
$38.08 - $50.82 $13.6K - $18.1K
265 $10K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
-587
- 51.4%
$28.98 - $32.34 $17K - $19K
555 $16K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-534
- 52.98%
$30.48 - $34.2 $16.3K - $18.3K
474 $14K
GRWG
Grow Generation Corp.

Consumer Cyclical
-8.31K
- 77.93%
$1.54 - $2.24 $12.8K - $18.6K
2.35K $3K
SPMD
Spdr Portfolio

ETFs
-346
- 48.39%
$54.13 - $59.56 $18.7K - $20.6K
369 $20K
HRB
H&R Block Inc

Consumer Cyclical
-278
- 96.86%
$52.14 - $63.36 $14.5K - $17.6K
9 $0
SAP
Sap Se

Technology
-79
- 87.78%
$218.13 - $255.54 $17.2K - $20.2K
11 $2K
IDXX
Idexx Laboratories Inc

Healthcare
-28
- 51.85%
$406.92 - $495.42 $11.4K - $13.9K
26 $10K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-270
- 8.82%
$51.54 - $52.55 $13.9K - $14.2K
2.79K $144K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-103
- 74.1%
$173.13 - $258.09 $17.8K - $26.6K
36 $8K
ETN
Eaton Corp PLC

Industrials
-47
- 17.22%
$326.96 - $377.52 $15.4K - $17.7K
226 $75K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-138
- 0.68%
$50.37 - $50.6 $6.95K - $6.98K
20.3K $1.02M
NSC
Norfolk Southern Corp

Industrials
-19
- 2.66%
$230.6 - $277.0 $4.38K - $5.26K
694 $162K
CDNS
Cadence Design Systems Inc

Technology
-278
- 11.73%
$249.1 - $324.54 $69.2K - $90.2K
2.09K $628K
ORCL
Oracle Corp

Technology
-40
- 1.9%
$165.41 - $192.43 $6.62K - $7.7K
2.07K $344K
DRI
Darden Restaurants Inc

Consumer Cyclical
-101
- 49.51%
$155.96 - $188.66 $15.8K - $19.1K
103 $19K
CSCO
Cisco Systems, Inc.

Technology
-404
- 24.47%
$52.45 - $60.02 $21.2K - $24.2K
1.25K $73K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-64
- 35.75%
$229.83 - $258.46 $14.7K - $16.5K
115 $28K
DEO
Diageo PLC

Consumer Defensive
-75
- 27.27%
$118.0 - $139.88 $8.85K - $10.5K
200 $25K
CRL
Charles River Laboratories International, Inc.

Healthcare
-5
- 0.5%
$178.58 - $220.69 $893 - $1.1K
1K $184K
TTE
Total Energies Se

Energy
-165
- 80.49%
N/A
40 $2K
TM
Toyota Motor Corp

Consumer Cyclical
-65
- 86.67%
$169.2 - $199.52 $11K - $13K
10 $1K
EEMV
Ishares Msci Emerging Markets

ETFs
-183
- 84.33%
$57.85 - $63.11 $10.6K - $11.5K
34 $1K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-147
- 59.04%
$64.29 - $75.41 $9.45K - $11.1K
102 $6K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-25
- 20.16%
$521.84 - $558.82 $13K - $14K
99 $53K
CAG
Conagra Brands Inc.

Consumer Defensive
-200
- 16.16%
$26.48 - $32.72 $5.3K - $6.54K
1.04K $28K
UNP
Union Pacific Corp

Industrials
-37
- 22.16%
$223.15 - $249.32 $8.26K - $9.22K
130 $29K
DOCU
Docusign, Inc.

Technology
-208
- 75.91%
$61.42 - $106.99 $12.8K - $22.3K
66 $5K
RKLB
Rocket Lab Usa, Inc.

Industrials
-1.37K
- 95.32%
$9.23 - $28.44 $12.6K - $38.8K
67 $1K
MELI
Mercadolibre Inc

Consumer Cyclical
-5
- 45.45%
$1666.0 - $2117.3 $8.33K - $10.6K
6 $10K
F
Ford Motor CO

Consumer Cyclical
-1.06K
- 60.0%
$9.69 - $11.4 $10.3K - $12.1K
706 $6K
KLAC
Kla Corp

Technology
-13
- 61.9%
$614.46 - $829.55 $7.99K - $10.8K
8 $5K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-584
- 13.34%
$172.07 - $207.36 $100K - $121K
3.79K $749K
KD
Kyndryl Holdings, Inc.

Technology
-500
- 98.04%
$22.43 - $35.79 $11.2K - $17.9K
10 $0
SYK
Stryker Corp

Healthcare
-29
- 6.2%
$345.14 - $392.15 $10K - $11.4K
439 $158K
BLDR
Builders First Source, Inc.

Industrials
-6
- 2.96%
$142.93 - $198.25 $858 - $1.19K
197 $28K
HWM
Howmet Aerospace Inc.

Industrials
-106
- 60.92%
$99.72 - $120.09 $10.6K - $12.7K
68 $7K
NOC
Northrop Grumman Corp

Industrials
-16
- 44.44%
$466.52 - $543.88 $7.46K - $8.7K
20 $9K
NUE
Nucor Corp

Basic Materials
-25
- 11.06%
$115.78 - $167.74 $2.89K - $4.19K
201 $23K
WEC
Wec Energy Group, Inc.

Utilities
-110
- 76.39%
$92.94 - $101.82 $10.2K - $11.2K
34 $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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