Wms Partners, LLC Incresed Positions 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
META
Meta Platforms, Inc.

Communication Services
1.11K
+ 46.33%
$554.08 - $632.68 $615K - $702K
3.51K $2.07M
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
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
PWR
Quanta Services, Inc.

Industrials
285
+ 1.65%
$296.05 - $346.6 $84.4K - $98.8K
17.6K $5.56M
MA
Mastercard Inc

Financial Services
351
+ 5.88%
$491.3 - $536.15 $172K - $188K
6.32K $3.33M
IWF
Ishares Russell 1000 Gr ETF

ETFs
341
+ 5.49%
$370.24 - $418.94 $126K - $143K
6.55K $2.63M
CNI
Canadian National Railway CO

Industrials
3.69K
+ 47.17%
$100.62 - $117.12 $371K - $432K
11.5K $1.17M
ETN
Eaton Corp PLC

Industrials
711
+ 82.48%
$326.96 - $377.52 $232K - $268K
1.57K $522K
COF
Capital One Financial Corp

Financial Services
963
+ 49.38%
$145.19 - $192.01 $140K - $185K
2.91K $519K
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
BX
Blackstone Inc.

Financial Services
498
+ 15.47%
$148.45 - $199.05 $73.9K - $99.1K
3.72K $640K
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
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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