Wms Partners, LLC Purchases in Q4 2024

Wms Partners, LLC

  • $1.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
913
+ 107.67%
$239.6 - $268.88 $219K - $245K
1.76K $421K
CSCO
Cisco Systems, Inc.

Technology
391
+ 1.34%
$52.45 - $60.02 $20.5K - $23.5K
29.7K $1.76M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
668
+ 4.36%
$442.29 - $483.08 $295K - $323K
16K $7.24M
HON
Honeywell International Inc

Industrials
609
+ 22.49%
$202.84 - $236.0 $124K - $144K
3.32K $749K
COST
Costco Wholesale Corp

Consumer Defensive
118
+ 4.55%
$873.59 - $994.69 $103K - $117K
2.71K $2.49M
TJX
Tjx Companies Inc

Consumer Cyclical
1.28K
+ 23.41%
$112.15 - $127.2 $143K - $163K
6.74K $814K
MKL
Markel Corp

Financial Services
39
+ 5.93%
$1542.01 - $1785.11 $60.1K - $69.6K
697 $1.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
189
+ 3.47%
$521.84 - $558.82 $98.6K - $106K
5.63K $3.03M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.65K
+ 45.52%
$75.1 - $82.99 $199K - $220K
8.46K $639K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.15K
+ 9.31%
$174.22 - $187.62 $199K - $215K
13.4K $2.36M
FAST
Fastenal CO

Industrials
1.89K
+ 31.56%
$69.99 - $84.35 $132K - $159K
7.87K $565K
TXN
Texas Instruments Inc

Technology
693
+ 18.71%
N/A
4.4K $855K
FNB
Fnb Corp

Financial Services
61
+ 0.03%
$13.56 - $17.29 $827 - $1.05K
197K $2.92M
COP
Conocophillips

Energy
1.47K
+ 53.55%
$95.12 - $114.72 $140K - $169K
4.22K $418K
ORCL
Oracle Corp

Technology
1.03K
+ 8.79%
$165.41 - $192.43 $171K - $199K
12.8K $2.13M
CRM
Salesforce, Inc.

Technology
100
+ 6.49%
$270.87 - $367.87 $27.1K - $36.8K
1.64K $548K
OLO
Olo Inc.

Technology
8.61K
+ 44.96%
$4.64 - $8.02 $40K - $69.1K
27.8K $213K
INTU
Intuit Inc

Technology
180
+ 47.62%
$602.01 - $706.25 $108K - $127K
558 $350K
EEM
Ishares Msci Emerging Markets

ETFs
3.16K
+ 71.11%
$41.82 - $47.36 $132K - $149K
7.59K $317K
BAC
Bank Of America Corp

Financial Services
1.59K
+ 15.86%
$39.22 - $47.77 $62.3K - $75.9K
11.6K $510K
DFAI
Dimensional ETF Tr

ETFs
5.56K
+ 28.53%
$29.0 - $31.6 $161K - $176K
25K $730K
IEFA
Ishares Tr

ETFs
1.79K
+ 61.01%
$70.06 - $77.43 $125K - $139K
4.72K $332K
SPGI
S&P Global Inc.

Financial Services
233
+ 29.72%
$480.36 - $529.17 $112K - $123K
1.02K $506K
PANW
Palo Alto Networks Inc

Technology
1.2K
+ 135.36%
$181.96 - $405.9 $219K - $488K
2.09K $380K
FISV
Fiserv Inc

Technology
586
+ 44.6%
N/A
1.9K $237K
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.28K
+ 18.84%
$25.61 - $28.0 $135K - $148K
33.3K $861K
PRF
Invesco Exchange Traded Fd Tr

ETFs
1.65K
+ 25.99%
$40.15 - $42.9 $66.2K - $70.7K
7.99K $322K
AVSU
American Centy ETF Tr Avantis

ETFs
586
+ 2.51%
$64.29 - $69.59 $37.7K - $40.8K
23.9K $1.58M
BA
Boeing CO

Industrials
19
+ 0.88%
$138.14 - $180.72 $2.62K - $3.43K
2.17K $383K
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.27%
$280.08 - $307.97 $2.24K - $2.46K
3K $877K
CMI
Cummins Inc

Industrials
13
+ 0.77%
$324.93 - $383.42 $4.22K - $4.98K
1.7K $592K
PNC
Pnc Financial Services Group, Inc.

Financial Services
131
+ 5.45%
$178.39 - $215.0 $23.4K - $28.2K
2.54K $489K
XOM
Exxon Mobil Corp

Energy
4.23K
+ 9.92%
$105.51 - $125.37 $446K - $530K
46.8K $5.04M
QUAL
Ishares Msci Usa Quality Facto

ETFs
252
+ 16.07%
$176.42 - $186.91 $44.5K - $47.1K
1.82K $324K
SCHX
Schwab Strategic Tr Us Large C

ETFs
49.8K
+ 200.0%
$22.4 - $68.28 $1.12M - $3.4M
74.8K $1.73M
ABT
Abbott Laboratories

Healthcare
820
+ 1.45%
$111.93 - $119.39 $91.8K - $97.9K
57.4K $6.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
659
+ 7.91%
$61.68 - $67.87 $40.6K - $44.7K
8.99K $559K
CMCSA
Comcast Corp

Communication Services
1.93K
+ 25.64%
$37.39 - $45.14 $72.2K - $87.2K
9.46K $355K
TRV
Travelers Companies, Inc.

Financial Services
66
+ 2.35%
$225.97 - $266.66 $14.9K - $17.6K
2.88K $692K
T
At&T Inc.

Communication Services
704
+ 3.23%
$21.22 - $23.88 $14.9K - $16.8K
22.5K $512K
BSX
Boston Scientific Corp

Healthcare
131
+ 3.96%
$83.62 - $91.5 $11K - $12K
3.44K $307K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
19
+ 9.0%
$1146.59 - $1270.6 $21.8K - $24.1K
230 $272K
VCR
Vanguard Consumer Discretionar

ETFs
9
+ 1.45%
$328.51 - $401.37 $2.96K - $3.61K
629 $236K
TTD
Trade Desk, Inc.

Technology
49
+ 1.97%
$108.7 - $139.51 $5.33K - $6.84K
2.53K $297K
ROK
Rockwell Automation, Inc

Industrials
24
+ 2.39%
$264.65 - $302.92 $6.35K - $7.27K
1.03K $293K
STT
State Street Corp

Financial Services
6
+ 0.26%
$85.96 - $100.78 $516 - $605
2.33K $228K
ROST
Ross Stores, Inc.

Consumer Cyclical
130
+ 4.83%
$138.59 - $156.61 $18K - $20.4K
2.82K $427K
PBI
Pitney Bowes Inc

Industrials
2.51K
+ 9.56%
$6.74 - $8.2 $16.9K - $20.6K
28.8K $208K
XLC
Select Sector Spdr Tr Communic

ETFs
8
+ 0.26%
$89.66 - $102.16 $717 - $817
3.04K $294K
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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