WR Wealth Planners, LLC historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 11 quarters from 2022-03-31 to 2024-12-31, WR Wealth Planners, LLC opened 1,201 positions, added to 1,819, reduced 911 and sold out of 774.
- Q4 2024: Stock NVDA; Country of operation United States; Class Stock; Shares before 31,978.
- Q4 2024: Stock AMZN; Country of operation United States; Class Stock; Shares before 34,430.
- Q4 2024: Stock STE; Country of operation Ireland; Class Stock; Shares before 3,171.
- Q4 2024: Stock DE; Country of operation United States; Class Stock; Shares before 5,777.
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 | NVDA
NVIDIA CORPORATION COM | United States | Stock | 31,978 | 20,068 | -11,910 | $3,883,413 | $2,694,994 | -$1,188,419 | 2025-02-05 |
|---|
| Q4 2024 | AMZN
AMAZON COM INC COM | United States | Stock | 34,430 | 34,212 | -218 | $6,415,342 | $7,505,771 | +$1,090,429 | 2025-02-05 |
|---|
| Q4 2024 | STE
STERIS PLC SHS USD | Ireland | Stock | 3,171 | 67 | -3,104 | $769,108 | $13,784 | -$755,324 | 2025-02-05 |
|---|
| Q4 2024 | DE
DEERE & CO COM | United States | Stock | 5,777 | 4,079 | -1,698 | $2,410,750 | $1,728,293 | -$682,457 | 2025-02-05 |
|---|
| Q4 2024 | MSFT
MICROSOFT CORP COM | United States | Stock | 11,243 | 10,349 | -894 | $4,838,027 | $4,362,227 | -$475,800 | 2025-02-05 |
|---|
| Q4 2024 | TSLA
TESLA INC COM | United States | Stock | 3,786 | 3,624 | -162 | $990,531 | $1,463,516 | +$472,985 | 2025-02-05 |
|---|
| Q4 2024 | MMS
MAXIMUS INC COM | United States | Stock | 4,657 | 46 | -4,611 | $433,846 | $3,434 | -$430,412 | 2025-02-05 |
|---|
| Q4 2024 | NEE
NEXTERA ENERGY INC COM | United States | Stock | 13,807 | 10,358 | -3,449 | $1,167,128 | $742,559 | -$424,569 | 2025-02-05 |
|---|
| Q4 2024 | CAT
CATERPILLAR INC COM | United States | Stock | 9,589 | 9,285 | -304 | $3,750,254 | $3,368,045 | -$382,209 | 2025-02-05 |
|---|
| Q4 2024 | UNH
UNITEDHEALTH GROUP INC COM | United States | Stock | 2,632 | 2,315 | -317 | $1,538,705 | $1,170,916 | -$367,789 | 2025-02-05 |
|---|
| Q4 2024 | TTEK
TETRA TECH INC NEW COM | United States | Stock | 16,439 | 10,501 | -5,938 | $775,263 | $418,360 | -$356,903 | 2025-02-05 |
|---|
| Q4 2024 | INTU
INTUIT COM | United States | Stock | 1,466 | 941 | -525 | $910,386 | $591,419 | -$318,967 | 2025-02-05 |
|---|
| Q4 2024 | MPWR
MONOLITHIC PWR SYS INC COM | United States | Stock | 801 | 713 | -88 | $740,525 | $421,882 | -$318,643 | 2025-02-05 |
|---|
| Q4 2024 | LLY
ELI LILLY & CO COM | United States | Stock | 1,707 | 1,567 | -140 | $1,512,301 | $1,209,754 | -$302,547 | 2025-02-05 |
|---|
| Q4 2024 | BAC
BANK AMERICA CORP COM | United States | Stock | 8,666 | 1,189 | -7,477 | $343,850 | $52,270 | -$291,580 | 2025-02-05 |
|---|
| Q4 2024 | ICLR
ICON PLC SHS | | Stock | 2,459 | 2,206 | -253 | $706,495 | $462,620 | -$243,875 | 2025-02-05 |
|---|
| Q4 2024 | GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | United States | Stock | 10,188 | 9,124 | -1,064 | $956,144 | $713,314 | -$242,830 | 2025-02-05 |
|---|
| Q4 2024 | JPM
JPMORGAN CHASE & CO. COM | United States | Stock | 9,641 | 9,457 | -184 | $2,032,961 | $2,267,039 | +$234,078 | 2025-02-05 |
|---|
| Q4 2024 | ADBE
ADOBE INC COM | United States | Stock | 1,795 | 1,576 | -219 | $929,415 | $700,816 | -$228,599 | 2025-02-05 |
|---|
| Q4 2024 | JNJ
JOHNSON & JOHNSON COM | United States | Stock | 7,871 | 7,282 | -589 | $1,275,595 | $1,053,076 | -$222,519 | 2025-02-05 |
|---|
| Q4 2024 | VLTO
VERALTO CORP COM SHS | United States | Stock | 10,585 | 9,471 | -1,114 | $1,184,038 | $964,621 | -$219,417 | 2025-02-05 |
|---|
| Q4 2024 | HD
HOME DEPOT INC COM | United States | Stock | 2,202 | 1,787 | -415 | $892,067 | $695,007 | -$197,060 | 2025-02-05 |
|---|
| Q4 2024 | ALC
ALCON AG ORD SHS | | Stock | 8,161 | 7,325 | -836 | $816,671 | $621,819 | -$194,852 | 2025-02-05 |
|---|
| Q4 2024 | AFL
AFLAC INC COM | United States | Stock | 10,007 | 8,956 | -1,051 | $1,118,783 | $926,409 | -$192,374 | 2025-02-05 |
|---|
| Q4 2024 | PG
PROCTER AND GAMBLE CO COM | United States | Stock | 13,200 | 12,508 | -692 | $2,286,209 | $2,097,013 | -$189,196 | 2025-02-05 |
|---|
| Q4 2024 | NFLX
NETFLIX INC COM | United States | Stock | 1,128 | 1,109 | -19 | $800,057 | $988,474 | +$188,417 | 2025-02-05 |
|---|
| Q4 2024 | DHR
DANAHER CORPORATION COM | United States | Stock | 2,541 | 2,267 | -274 | $706,449 | $520,390 | -$186,059 | 2025-02-05 |
|---|
| Q4 2024 | ISRG
INTUITIVE SURGICAL INC COM NEW | United States | Stock | 737 | 338 | -399 | $362,066 | $176,422 | -$185,644 | 2025-02-05 |
|---|
| Q4 2024 | AAPL
APPLE INC COM | United States | Stock | 35,920 | 34,133 | -1,787 | $8,369,268 | $8,547,671 | +$178,403 | 2025-02-05 |
|---|
| Q4 2024 | WMT
WALMART INC COM | United States | Stock | 30,596 | 29,288 | -1,308 | $2,470,666 | $2,646,214 | +$175,548 | 2025-02-05 |
|---|
| Q4 2024 | NXPI
NXP SEMICONDUCTORS N V COM | | Stock | 2,882 | 2,581 | -301 | $691,728 | $536,478 | -$155,250 | 2025-02-05 |
|---|
| Q4 2024 | BRKR
BRUKER CORP COM | United States | Stock | 9,004 | 8,050 | -954 | $621,816 | $471,891 | -$149,925 | 2025-02-05 |
|---|
| Q4 2024 | DKNG
DRAFTKINGS INC NEW COM CL A | United States | Stock | 6,155 | 2,589 | -3,566 | $241,276 | $96,311 | -$144,965 | 2025-02-05 |
|---|
| Q4 2024 | PEP
PEPSICO INC COM | United States | Stock | 6,756 | 6,655 | -101 | $1,148,790 | $1,011,985 | -$136,805 | 2025-02-05 |
|---|
| Q4 2024 | BLD
TOPBUILD CORP COM | United States | Stock | 1,053 | 944 | -109 | $428,371 | $293,905 | -$134,466 | 2025-02-05 |
|---|
| Q4 2024 | V
VISA INC COM CL A | United States | Stock | 5,129 | 4,037 | -1,092 | $1,410,326 | $1,275,987 | -$134,339 | 2025-02-05 |
|---|
| Q4 2024 | AMD
ADVANCED MICRO DEVICES INC COM | United States | Stock | 2,025 | 1,656 | -369 | $332,262 | $200,028 | -$132,234 | 2025-02-05 |
|---|
| Q4 2024 | FLEX
FLEX LTD ORD | | Stock | 31,785 | 24,345 | -7,440 | $1,062,573 | $934,605 | -$127,968 | 2025-02-05 |
|---|
| Q4 2024 | DG
DOLLAR GEN CORP NEW COM | United States | Stock | 2,262 | 917 | -1,345 | $191,326 | $69,497 | -$121,829 | 2025-02-05 |
|---|
| Q4 2024 | GOOGL
ALPHABET INC CAP STK CL A | United States | Stock | 7,598 | 7,294 | -304 | $1,260,091 | $1,380,774 | +$120,683 | 2025-02-05 |
|---|
| Q4 2024 | ABBV
ABBVIE INC COM | United States | Stock | 2,422 | 2,015 | -407 | $478,281 | $358,138 | -$120,143 | 2025-02-05 |
|---|
| Q4 2024 | AEE
AMEREN CORP COM | United States | Stock | 2,379 | 988 | -1,391 | $208,107 | $88,111 | -$119,996 | 2025-02-05 |
|---|
| Q4 2024 | WM
WASTE MGMT INC DEL COM | United States | Stock | 5,408 | 4,975 | -433 | $1,122,659 | $1,003,947 | -$118,712 | 2025-02-05 |
|---|
| Q4 2024 | TEL
TE CONNECTIVITY PLC ORD SHS | | Stock | 5,125 | 4,585 | -540 | $773,824 | $655,517 | -$118,307 | 2025-02-05 |
|---|
| Q4 2024 | BDX
BECTON DICKINSON & CO COM | United States | Stock | 3,077 | 2,765 | -312 | $741,865 | $627,296 | -$114,569 | 2025-02-05 |
|---|
| Q4 2024 | OXY
OCCIDENTAL PETE CORP COM | United States | Stock | 4,054 | 1,938 | -2,116 | $208,920 | $95,766 | -$113,154 | 2025-02-05 |
|---|
| Q4 2024 | RNR
RENAISSANCERE HLDGS LTD COM | | Stock | 580 | 204 | -376 | $157,992 | $50,757 | -$107,235 | 2025-02-05 |
|---|
| Q4 2024 | FNV
FRANCO NEV CORP COM | | Stock | 1,704 | 900 | -804 | $211,722 | $105,831 | -$105,891 | 2025-02-05 |
|---|
| Q4 2024 | AMAT
APPLIED MATLS INC COM | United States | Stock | 674 | 226 | -448 | $136,182 | $36,754 | -$99,428 | 2025-02-05 |
|---|
| Q4 2024 | WPM
WHEATON PRECIOUS METALS CORP COM | | Stock | 10,075 | 9,191 | -884 | $615,361 | $516,883 | -$98,478 | 2025-02-05 |
|---|
| Q4 2024 | HOLX
HOLOGIC INC COM | United States | Stock | 5,707 | 5,093 | -614 | $464,892 | $367,154 | -$97,738 | 2025-02-05 |
|---|
| Q4 2024 | MDLZ
MONDELEZ INTL INC CL A | United States | Stock | 3,246 | 2,505 | -741 | $239,102 | $149,619 | -$89,483 | 2025-02-05 |
|---|
| Q4 2024 | DVN
DEVON ENERGY CORP NEW COM | United States | Stock | 4,578 | 2,879 | -1,699 | $179,108 | $94,242 | -$84,866 | 2025-02-05 |
|---|
| Q4 2024 | TECK
TECK RESOURCES LTD CL B | | Stock | 3,700 | 2,700 | -1,000 | $193,288 | $109,431 | -$83,857 | 2025-02-05 |
|---|
| Q4 2024 | PYPL
PAYPAL HLDGS INC COM | United States | Stock | 1,350 | 263 | -1,087 | $105,313 | $22,417 | -$82,896 | 2025-02-05 |
|---|
| Q4 2024 | ACN
ACCENTURE PLC IRELAND SHS CLASS A | | Stock | 2,326 | 2,115 | -211 | $822,194 | $744,036 | -$78,158 | 2025-02-05 |
|---|
| Q4 2024 | AMT
AMERICAN TOWER CORP NEW COM | United States | REIT | 1,183 | 1,086 | -97 | $275,118 | $199,183 | -$75,935 | 2025-02-05 |
|---|
| Q4 2024 | NKE
NIKE INC CL B | United States | Stock | 1,039 | 294 | -745 | $91,852 | $22,254 | -$69,598 | 2025-02-05 |
|---|
| Q4 2024 | PLTR
PALANTIR TECHNOLOGIES INC CL A | United States | Stock | 4,342 | 3,013 | -1,329 | $161,522 | $227,873 | +$66,351 | 2025-02-05 |
|---|
| Q4 2024 | FICO
FAIR ISAAC CORP COM | United States | Stock | 326 | 286 | -40 | $633,588 | $569,406 | -$64,182 | 2025-02-05 |
|---|
| Q4 2024 | BSY
BENTLEY SYS INC COM CL B | United States | Stock | 6,666 | 5,942 | -724 | $338,699 | $277,491 | -$61,208 | 2025-02-05 |
|---|
| Q4 2024 | INTC
INTEL CORP COM | United States | Stock | 7,314 | 5,642 | -1,672 | $171,577 | $113,114 | -$58,463 | 2025-02-05 |
|---|
| Q4 2024 | META
META PLATFORMS INC CL A | United States | Stock | 627 | 514 | -113 | $359,026 | $301,113 | -$57,913 | 2025-02-05 |
|---|
| Q4 2024 | CI
THE CIGNA GROUP COM | United States | Stock | 433 | 337 | -96 | $149,969 | $93,027 | -$56,942 | 2025-02-05 |
|---|
| Q4 2024 | ET
ENERGY TRANSFER L P COM UT LTD PTN | United States | Stock | 32,133 | 29,117 | -3,016 | $515,735 | $570,402 | +$54,667 | 2025-02-05 |
|---|
| Q4 2024 | HXL
HEXCEL CORP NEW COM | United States | Stock | 9,322 | 8,327 | -995 | $576,379 | $522,103 | -$54,276 | 2025-02-05 |
|---|
| Q4 2024 | LEN
LENNAR CORP CL A | United States | Stock | 1,018 | 1,006 | -12 | $190,855 | $137,188 | -$53,667 | 2025-02-05 |
|---|
| Q4 2024 | ABT
ABBOTT LABS COM | United States | Stock | 1,357 | 917 | -440 | $154,712 | $103,722 | -$50,990 | 2025-02-05 |
|---|
| Q4 2024 | CRWD
CROWDSTRIKE HLDGS INC CL A | United States | Stock | 408 | 193 | -215 | $114,432 | $66,037 | -$48,395 | 2025-02-05 |
|---|
| Q4 2024 | ACM
AECOM COM | United States | Stock | 6,078 | 5,431 | -647 | $627,675 | $580,139 | -$47,536 | 2025-02-05 |
|---|
| Q4 2024 | MCD
MCDONALDS CORP COM | United States | Stock | 2,528 | 2,493 | -35 | $769,807 | $722,589 | -$47,218 | 2025-02-05 |
|---|
| Q4 2024 | MRK
MERCK & CO INC COM | United States | Stock | 1,887 | 1,683 | -204 | $214,293 | $167,470 | -$46,823 | 2025-02-05 |
|---|
| Q4 2024 | KO
COCA COLA CO COM | United States | Stock | 4,463 | 4,423 | -40 | $320,681 | $275,355 | -$45,326 | 2025-02-05 |
|---|
| Q4 2024 | PSX
PHILLIPS 66 COM | United States | Stock | 958 | 708 | -250 | $125,886 | $80,625 | -$45,261 | 2025-02-05 |
|---|
| Q4 2024 | PLD
PROLOGIS INC. COM | United States | REIT | 786 | 522 | -264 | $99,222 | $55,201 | -$44,021 | 2025-02-05 |
|---|
| Q4 2024 | TGT
TARGET CORP COM | United States | Stock | 528 | 292 | -236 | $82,218 | $39,407 | -$42,811 | 2025-02-05 |
|---|
| Q4 2024 | MPLX
MPLX LP COM UNIT REP LTD | United States | Stock | 3,433 | 2,298 | -1,135 | $152,631 | $109,982 | -$42,649 | 2025-02-05 |
|---|
| Q4 2024 | MU
MICRON TECHNOLOGY INC COM | United States | Stock | 1,718 | 1,621 | -97 | $178,174 | $136,423 | -$41,751 | 2025-02-05 |
|---|
| Q4 2024 | CPER
UNITED STATES COPPER INDEX FUND | United States | ETF | 2,578 | 1,264 | -1,314 | $73,086 | $31,802 | -$41,284 | 2025-02-05 |
|---|
| Q4 2024 | CTAS
CINTAS CORP COM | United States | Stock | 628 | 483 | -145 | $129,293 | $88,244 | -$41,049 | 2025-02-05 |
|---|
| Q4 2024 | COP
CONOCOPHILLIPS COM | United States | Stock | 2,835 | 2,654 | -181 | $298,486 | $263,164 | -$35,322 | 2025-02-05 |
|---|
| Q4 2024 | RTX
RTX CORPORATION COM | United States | Stock | 1,506 | 1,275 | -231 | $182,467 | $147,543 | -$34,924 | 2025-02-05 |
|---|
| Q4 2024 | HONZZZZ
HONEYWELL INTL INC COM | | Stock | 2,335 | 2,280 | -55 | $482,668 | $515,029 | +$32,361 | 2025-02-05 |
|---|
| Q4 2024 | DDOG
DATADOG INC CL A COM | United States | Stock | 418 | 118 | -300 | $48,095 | $16,861 | -$31,234 | 2025-02-05 |
|---|
| Q4 2024 | UBER
UBER TECHNOLOGIES INC COM | United States | Stock | 520 | 167 | -353 | $39,083 | $10,073 | -$29,010 | 2025-02-05 |
|---|
| Q4 2024 | MPC
MARATHON PETE CORP COM | United States | Stock | 645 | 549 | -96 | $105,077 | $76,586 | -$28,491 | 2025-02-05 |
|---|
| Q4 2024 | CE
CELANESE CORP DEL COM | United States | Stock | 240 | 61 | -179 | $32,630 | $4,222 | -$28,408 | 2025-02-05 |
|---|
| Q4 2024 | QCOM
QUALCOMM INC COM | United States | Stock | 380 | 253 | -127 | $64,619 | $38,866 | -$25,753 | 2025-02-05 |
|---|
| Q4 2024 | BA
BOEING CO COM | United States | Stock | 1,295 | 1,254 | -41 | $196,892 | $221,958 | +$25,066 | 2025-02-05 |
|---|
| Q4 2024 | SBUX
STARBUCKS CORP COM | United States | Stock | 806 | 596 | -210 | $78,605 | $54,365 | -$24,240 | 2025-02-05 |
|---|
| Q4 2024 | HBAN
HUNTINGTON BANCSHARES INC COM | United States | Stock | 20,496 | 20,000 | -496 | $301,291 | $325,400 | +$24,109 | 2025-02-05 |
|---|
| Q4 2024 | PM
PHILIP MORRIS INTL INC COM | United States | Stock | 307 | 113 | -194 | $37,270 | $13,600 | -$23,670 | 2025-02-05 |
|---|
| Q4 2024 | VRTX
VERTEX PHARMACEUTICALS INC COM | United States | Stock | 82 | 37 | -45 | $38,137 | $14,900 | -$23,237 | 2025-02-05 |
|---|
| Q4 2024 | ADM
ARCHER DANIELS MIDLAND CO COM | United States | Stock | 1,458 | 1,268 | -190 | $87,101 | $64,059 | -$23,042 | 2025-02-05 |
|---|
| Q4 2024 | RSG
REPUBLIC SVCS INC COM | United States | Stock | 1,016 | 903 | -113 | $203,994 | $181,659 | -$22,335 | 2025-02-05 |
|---|
| Q4 2024 | IAU
ISHARES GOLD TRUST | United States | ETF | 3,339 | 2,904 | -435 | $165,948 | $143,777 | -$22,171 | 2025-02-05 |
|---|
| Q4 2024 | HL
HECLA MNG CO COM | United States | Stock | 4,789 | 1,994 | -2,795 | $31,943 | $9,791 | -$22,152 | 2025-02-05 |
|---|
| Q4 2024 | SOLV
SOLVENTUM CORP COM SHS | United States | Stock | 1,174 | 907 | -267 | $81,851 | $59,916 | -$21,935 | 2025-02-05 |
|---|
| Q4 2024 | VLO
VALERO ENERGY CORP COM | United States | Stock | 303 | 155 | -148 | $40,875 | $19,000 | -$21,875 | 2025-02-05 |
|---|
| Q4 2024 | TSN
TYSON FOODS INC CL A | United States | Stock | 1,922 | 1,622 | -300 | $114,500 | $93,177 | -$21,323 | 2025-02-05 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |