WR Wealth Planners, LLC historic quarter change: USA Everything Else, Added
In partnership units, exchange-traded notes and anything else (listed in the US), over 11 quarters from 2022-03-31 to 2024-12-31, WR Wealth Planners, LLC opened 106 positions, added to 56, reduced 41 and sold out of 110.
- Q4 2024: Stock DUPONT DE NEMOURS INC COM; Country of operation United States; Class Stock; Shares before 1,844.
- Q4 2024: Stock HESS CORP COM; Country of operation United States; Class Stock; Shares before 69.
- Q4 2024: Stock ANSYS INC COM; Country of operation United States; Class Stock; Shares before 7.
- Q3 2024: Stock SEABRIDGE GOLD INC COM; Country of operation —; Class Stock; Shares before 50,880.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2031978), 11 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-07-31); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-07-30); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-08-01); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-08-01); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-08-01); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-10-10); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-10-10); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-10-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | DUPONT DE NEMOURS INC COM
CUSIP 26614N102 | United States | Stock | 1,844 | 1,884 | +40 | $164,321 | $143,656 | -$20,665 | 2025-02-05 |
|---|
| Q4 2024 | HESS CORP COM
CUSIP 42809H107 | United States | Stock | 69 | 78 | +9 | $9,370 | $10,375 | +$1,005 | 2025-02-05 |
|---|
| Q4 2024 | ANSYS INC COM
CUSIP 03662Q105 | United States | Stock | 7 | 8 | +1 | $2,230 | $2,699 | +$469 | 2025-02-05 |
|---|
| Q3 2024 | SEABRIDGE GOLD INC COM
CUSIP 811916105 | | Stock | 50,880 | 52,580 | +1,700 | $696,547 | $882,818 | +$186,271 | 2024-10-17 |
|---|
| Q3 2024 | ARISTA NETWORKS INC COM
CUSIP 040413106 | United States | Stock | 1,599 | 1,642 | +43 | $560,418 | $630,232 | +$69,814 | 2024-10-17 |
|---|
| Q3 2024 | APTIV PLC SHS
CUSIP G6095L109 | | Stock | 9,529 | 9,881 | +352 | $671,032 | $711,531 | +$40,499 | 2024-10-17 |
|---|
| Q3 2024 | DUPONT DE NEMOURS INC COM
CUSIP 26614N102 | United States | Stock | 1,721 | 1,844 | +123 | $138,539 | $164,321 | +$25,782 | 2024-10-17 |
|---|
| Q3 2024 | ROCKET LAB USA INC COM
CUSIP 773122106 | United States | Stock | 67 | 1,433 | +1,366 | $322 | $13,943 | +$13,621 | 2024-10-17 |
|---|
| Q3 2024 | HESS CORP COM
CUSIP 42809H107 | United States | Stock | 65 | 69 | +4 | $9,589 | $9,370 | -$219 | 2024-10-17 |
|---|
| Q3 2024 | ENVESTNET INC COM
CUSIP 29404K106 | United States | Stock | 40 | 43 | +3 | $2,504 | $2,693 | +$189 | 2024-10-17 |
|---|
| Q2 2024 | ARISTA NETWORKS INC COM
CUSIP 040413106 | United States | Stock | 7 | 1,599 | +1,592 | $2,030 | $560,418 | +$558,388 | 2024-07-31 |
|---|
| Q2 2024 | TE CONNECTIVITY LTD SHS
CUSIP H84989104 | | Stock | 4,341 | 4,928 | +587 | $630,487 | $741,319 | +$110,832 | 2024-07-31 |
|---|
| Q2 2024 | APTIV PLC SHS
CUSIP G6095L109 | | Stock | 7,122 | 9,529 | +2,407 | $567,267 | $671,032 | +$103,765 | 2024-07-31 |
|---|
| Q2 2024 | SEABRIDGE GOLD INC COM
CUSIP 811916105 | | Stock | 48,880 | 50,880 | +2,000 | $739,066 | $696,547 | -$42,519 | 2024-07-31 |
|---|
| Q2 2024 | DUPONT DE NEMOURS INC COM
CUSIP 26614N102 | United States | Stock | 1,706 | 1,721 | +15 | $130,809 | $138,539 | +$7,730 | 2024-07-31 |
|---|
| Q2 2024 | LAM RESEARCH CORP COM
CUSIP 512807108 | United States | Stock | 35 | 37 | +2 | $34,005 | $39,399 | +$5,394 | 2024-07-31 |
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| Q2 2024 | DISCOVER FINL SVCS COM
CUSIP 254709108 | United States | Stock | 39 | 80 | +41 | $5,113 | $10,465 | +$5,352 | 2024-07-31 |
|---|
| Q2 2024 | SUPER MICRO COMPUTER INC COM
CUSIP 86800U104 | United States | Stock | 23 | 25 | +2 | $23,231 | $20,484 | -$2,747 | 2024-07-31 |
|---|
| Q2 2024 | HESS CORP COM
CUSIP 42809H107 | United States | Stock | 48 | 65 | +17 | $7,327 | $9,589 | +$2,262 | 2024-07-31 |
|---|
| Q2 2024 | MARATHON OIL CORP COM
CUSIP 565849106 | United States | Stock | 84 | 124 | +40 | $2,381 | $3,555 | +$1,174 | 2024-07-31 |
|---|
| Q2 2024 | ANSYS INC COM
CUSIP 03662Q105 | United States | Stock | 4 | 7 | +3 | $1,389 | $2,251 | +$862 | 2024-07-31 |
|---|
| Q2 2024 | FERGUSON PLC NEW SHS
CUSIP G3421J106 | | Stock | 11 | 14 | +3 | $2,403 | $2,711 | +$308 | 2024-07-31 |
|---|
| Q2 2024 | SITIO ROYALTIES CORP CLASS A COM
CUSIP 82983N108 | United States | Stock | 50 | 51 | +1 | $1,234 | $1,199 | -$35 | 2024-07-31 |
|---|
| Q1 2024 | APTIV PLC SHS
CUSIP G6095L109 | | Stock | 6,746 | 7,122 | +376 | $605,251 | $567,267 | -$37,984 | 2024-07-31 |
|---|
| Q1 2024 | TE CONNECTIVITY LTD SHS
CUSIP H84989104 | | Stock | 4,301 | 4,341 | +40 | $604,291 | $630,487 | +$26,196 | 2024-07-31 |
|---|
| Q4 2023 | APTIV PLC SHS
CUSIP G6095L109 | | Stock | 3,309 | 6,746 | +3,437 | $326,234 | $605,251 | +$279,017 | 2024-07-30 |
|---|
| Q4 2023 | TE CONNECTIVITY LTD SHS
CUSIP H84989104 | | Stock | 3,738 | 4,301 | +563 | $461,755 | $604,291 | +$142,536 | 2024-07-30 |
|---|
| Q4 2023 | CARNIVAL CORP PAIRED CTF
CUSIP 143658300 | | Stock | 13,009 | 13,365 | +356 | $178,483 | $247,787 | +$69,304 | 2024-07-30 |
|---|
| Q3 2023 | TE CONNECTIVITY LTD SHS
CUSIP H84989104 | | Stock | 3,572 | 3,738 | +166 | $500,652 | $461,755 | -$38,897 | 2024-08-01 |
|---|
| Q3 2023 | APTIV PLC SHS
CUSIP G6095L109 | | Stock | 3,161 | 3,309 | +148 | $322,706 | $326,234 | +$3,528 | 2024-08-01 |
|---|
| Q3 2023 | UNITI GROUP INC COM
CUSIP 91325V108 | United States | REIT | 475 | 490 | +15 | $2,194 | $2,313 | +$119 | 2024-08-01 |
|---|
| Q2 2023 | CARNIVAL CORP PAIRED CTF
CUSIP 143658300 | | Stock | 16,503 | 18,321 | +1,818 | $167,505 | $344,984 | +$177,479 | 2024-08-01 |
|---|
| Q2 2023 | LAM RESEARCH CORP COM
CUSIP 512807108 | United States | Stock | 1,179 | 1,190 | +11 | $624,800 | $764,748 | +$139,948 | 2024-08-01 |
|---|
| Q2 2023 | TE CONNECTIVITY LTD SHS
CUSIP H84989104 | | Stock | 3,440 | 3,572 | +132 | $451,156 | $500,652 | +$49,496 | 2024-08-01 |
|---|
| Q2 2023 | BLACKROCK INC COM
CUSIP 09247X101 | United States | Stock | 60 | 124 | +64 | $40,114 | $85,701 | +$45,587 | 2024-08-01 |
|---|
| Q2 2023 | ACTIVISION BLIZZARD INC COM
CUSIP 00507V109 | United States | Stock | 768 | 1,083 | +315 | $65,690 | $91,255 | +$25,565 | 2024-08-01 |
|---|
| Q2 2023 | APTIV PLC SHS
CUSIP G6095L109 | | Stock | 3,028 | 3,161 | +133 | $339,711 | $322,706 | -$17,005 | 2024-08-01 |
|---|
| Q2 2023 | SEABRIDGE GOLD INC COM
CUSIP 811916105 | | Stock | 49,560 | 53,600 | +4,040 | $641,802 | $645,880 | +$4,078 | 2024-08-01 |
|---|
| Q2 2023 | UNITI GROUP INC COM
CUSIP 91325V108 | United States | REIT | 441 | 475 | +34 | $1,564 | $2,194 | +$630 | 2024-08-01 |
|---|
| Q1 2023 | CARNIVAL CORP PAIRED CTF
CUSIP 143658300 | | Stock | 146 | 16,503 | +16,357 | $1,177 | $167,505 | +$166,328 | 2024-08-01 |
|---|
| Q1 2023 | APTIV PLC SHS
CUSIP G6095L109 | | Stock | 2,142 | 3,028 | +886 | $199,484 | $339,711 | +$140,227 | 2024-08-01 |
|---|
| Q1 2023 | DUPONT DE NEMOURS INC COM
CUSIP 26614N102 | United States | Stock | 1,801 | 1,911 | +110 | $123,626 | $137,142 | +$13,516 | 2024-08-01 |
|---|
| Q1 2023 | TILRAY BRANDS INC COM
CUSIP 88688T100 | | Stock | 104 | 509 | +405 | $280 | $1,288 | +$1,008 | 2024-08-01 |
|---|
| Q4 2022 | APTIV PLC SHS
CUSIP G6095L109 | | Stock | 2,104 | 2,142 | +38 | $164,554 | $199,484 | +$34,930 | 2024-10-10 |
|---|
| Q4 2022 | DUPONT DE NEMOURS INC COM
CUSIP 26614N102 | United States | Stock | 1,793 | 1,801 | +8 | $90,351 | $123,626 | +$33,275 | 2024-10-10 |
|---|
| Q4 2022 | UNITI GROUP INC COM
CUSIP 91325V108 | United States | REIT | 429 | 441 | +12 | $2,982 | $2,436 | -$546 | 2024-10-10 |
|---|
| Q3 2022 | APTIV PLC SHS
CUSIP G6095L109 | | Stock | 1,980 | 2,104 | +124 | $176,359 | $164,554 | -$11,805 | 2024-10-10 |
|---|
| Q3 2022 | DUPONT DE NEMOURS INC COM
CUSIP 26614N102 | United States | Stock | 1,782 | 1,793 | +11 | $99,051 | $90,351 | -$8,700 | 2024-10-10 |
|---|
| Q3 2022 | UNITI GROUP INC COM
CUSIP 91325V108 | United States | REIT | 414 | 429 | +15 | $3,899 | $2,982 | -$917 | 2024-10-10 |
|---|
| Q3 2022 | CARNIVAL CORP PAIRED CTF
CUSIP 143658300 | | Stock | 86 | 146 | +60 | $744 | $1,026 | +$282 | 2024-10-10 |
|---|
| Q3 2022 | TILRAY BRANDS INC COM
CUSIP 88688T100 | | Stock | 84 | 104 | +20 | $262 | $286 | +$24 | 2024-10-10 |
|---|
| Q2 2022 | WOLFSPEED INC COM
CUSIP 977852102 | United States | Stock | 3,547 | 3,836 | +289 | $403,861 | $243,394 | -$160,467 | 2024-10-17 |
|---|
| Q2 2022 | APTIV PLC SHS
CUSIP G6095L109 | | Stock | 1,931 | 1,980 | +49 | $231,160 | $176,359 | -$54,801 | 2024-10-17 |
|---|
| Q2 2022 | ANSYS INC COM
CUSIP 03662Q105 | United States | Stock | 701 | 717 | +16 | $222,673 | $171,571 | -$51,102 | 2024-10-17 |
|---|
| Q2 2022 | DUPONT DE NEMOURS INC COM
CUSIP 26614N102 | United States | Stock | 1,773 | 1,782 | +9 | $130,424 | $99,051 | -$31,373 | 2024-10-17 |
|---|
| Q2 2022 | UNITI GROUP INC COM
CUSIP 91325V108 | United States | REIT | 409 | 414 | +5 | $5,632 | $3,899 | -$1,733 | 2024-10-17 |
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