Wms Partners, LLC Purchases in Q4 2024

Wms Partners, LLC

  • $1.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
105K
+ 11.1%
$94.36 - $102.06 $9.93M - $10.7M
1.05M $102M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
64.6K
+ 7.24%
$111.85 - $120.71 $7.23M - $7.8M
957K $110M
AAPL
Apple Inc.

Technology
6.53K
+ 2.54%
$221.69 - $259.02 $1.45M - $1.69M
263K $65.9M
VIG
Vanguard Dividend Appreciation

ETFs
27.6K
+ 8.47%
N/A
353K $64.3M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
159K
+ 5.4%
N/A
3.1M $97.7M
JCPB
J P Morgan Exchange Traded Fd

ETFs
174K
+ 10.44%
$46.07 - $48.17 $8M - $8.36M
1.84M $84.6M
HTRB
Hartford Fds Total Return Bd E

ETFs
188K
+ 10.67%
$33.33 - $35.01 $6.25M - $6.57M
1.95M $64.8M
GOOGL
Alphabet Inc.

Communication Services
3.36K
+ 3.48%
$161.86 - $196.66 $543K - $660K
99.9K $18.9M
AMZN
Amazon Com Inc

Consumer Cyclical
4.97K
+ 10.85%
$180.88 - $232.93 $899K - $1.16M
50.7K $11.1M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
69K
+ 6.98%
$46.63 - $47.41 $3.22M - $3.27M
1.06M $49.3M
AVUV
American Centy ETF Tr Avantis

ETFs
6.81K
+ 0.93%
$94.37 - $106.41 $643K - $725K
736K $71.1M
FRPH
Frp Holdings, Inc.

Real Estate
32.9K
+ 102.92%
$29.0 - $32.48 $954K - $1.07M
64.9K $1.99M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
16.8K
New
$56.06 - $61.35 $944K - $1.03M
16.8K $951K
META
Meta Platforms, Inc.

Communication Services
1.11K
+ 46.33%
$554.08 - $632.68 $615K - $702K
3.51K $2.07M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10.3K
New
$65.67 - $69.79 $680K - $722K
10.3K $693K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.6K
+ 260.01%
N/A
10.5K $902K
EPD
Enterprise Products Partners L.P.

Energy
19.7K
+ 158.48%
$28.66 - $34.43 $564K - $677K
32.1K $1.01M
GS
Goldman Sachs Group Inc

Financial Services
810
+ 36.39%
$486.1 - $608.57 $394K - $493K
3.04K $1.74M
NVDA
Nvidia Corp

Technology
726
+ 2.06%
$117.0 - $148.88 $84.9K - $108K
36K $4.84M
AVGO
Broadcom Inc.

Technology
1.73K
+ 74.84%
$159.67 - $250.0 $276K - $433K
4.04K $937K
WMT
Walmart Inc.

Consumer Defensive
3.02K
+ 12.46%
$79.1 - $95.7 $239K - $289K
27.3K $2.46M
LPLA
Lpl Financial Holdings Inc.

Financial Services
5
+ 0.1%
$229.85 - $335.91 $1.15K - $1.68K
5.01K $1.63M
TSLA
Tesla, Inc.

Consumer Cyclical
37
+ 1.17%
$213.65 - $479.86 $7.91K - $17.8K
3.2K $1.29M
CAT
Caterpillar Inc

Industrials
1.48K
+ 47.58%
$360.37 - $416.88 $532K - $615K
4.58K $1.66M
ANSS
Ansys Inc

Technology
1.32K
New
$313.05 - $361.45 $413K - $477K
1.32K $445K
NFLX
Netflix Inc

Communication Services
318
+ 39.95%
$687.65 - $936.56 $219K - $298K
1.11K $992K
ISRG
Intuitive Surgical Inc

Healthcare
769
+ 167.9%
$471.27 - $550.62 $362K - $423K
1.23K $640K
WFC
Wells Fargo & Company

Financial Services
5.82K
New
$54.98 - $77.35 $320K - $450K
5.82K $408K
PWR
Quanta Services, Inc.

Industrials
285
+ 1.65%
$296.05 - $346.6 $84.4K - $98.8K
17.6K $5.56M
ET
Energy Transfer LP

Energy
19.6K
New
$16.05 - $19.86 $314K - $388K
19.6K $383K
EFX
Equifax Inc

Industrials
1.51K
New
$245.03 - $293.5 $369K - $442K
1.51K $383K
MA
Mastercard Inc

Financial Services
351
+ 5.88%
$491.3 - $536.15 $172K - $188K
6.32K $3.33M
MS
Morgan Stanley

Financial Services
3.01K
New
$104.42 - $134.99 $314K - $406K
3.01K $378K
NOW
Service Now, Inc.

Technology
328
New
$867.18 - $1148.42 $284K - $377K
328 $347K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.58K
New
$124.26 - $134.12 $320K - $346K
2.58K $331K
CB
Chubb LTD

Financial Services
1.12K
New
$271.57 - $301.89 $303K - $337K
1.12K $308K
IWF
Ishares Russell 1000 Gr ETF

ETFs
341
+ 5.49%
$370.24 - $418.94 $126K - $143K
6.55K $2.63M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
2.32K
New
$123.69 - $133.68 $287K - $310K
2.32K $289K
MCO
Moodys Corp

Financial Services
595
New
$454.04 - $500.88 $270K - $298K
595 $281K
PH
Parker Hannifin Corp

Industrials
401
New
$621.74 - $709.46 $249K - $284K
401 $255K
CNI
Canadian National Railway CO

Industrials
3.69K
+ 47.17%
$100.62 - $117.12 $371K - $432K
11.5K $1.17M
ROP
Roper Technologies Inc

Industrials
465
New
$519.85 - $575.95 $242K - $268K
465 $241K
BKNG
Booking Holdings Inc.

Consumer Cyclical
48
New
$4100.99 - $5300.34 $197K - $254K
48 $238K
ETN
Eaton Corp PLC

Industrials
711
+ 82.48%
$326.96 - $377.52 $232K - $268K
1.57K $522K
SPOT
Spotify Technology S.A.

Communication Services
523
New
$362.95 - $502.38 $190K - $263K
523 $233K
MSI
Motorola Solutions, Inc.

Technology
496
New
$449.08 - $504.6 $223K - $250K
496 $229K
COF
Capital One Financial Corp

Financial Services
963
+ 49.38%
$145.19 - $192.01 $140K - $185K
2.91K $519K
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.76K
New
$37.15 - $41.12 $214K - $237K
5.76K $218K
RBLX
Roblox Corp

Communication Services
3.65K
New
$39.86 - $61.45 $145K - $224K
3.65K $210K
Activity Summary
Buys All Purchases 158 New Holdings 23 Increased Positions 135 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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