Wms Partners, LLC Incresed Positions in Q3 2024

Wms Partners, LLC

  • $1.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
117K
+ 6.75%
$60.09 - $67.67 $7.05M - $7.94M
1.86M $124M
JCPB
J P Morgan Exchange Traded Fd

ETFs
258K
+ 18.4%
$45.87 - $48.53 $11.9M - $12.5M
1.66M $80.2M
AAPL
Apple Inc.

Technology
43.8K
+ 20.58%
$207.23 - $234.82 $9.07M - $10.3M
257K $59.8M
VTI
Vanguard Total Stock Market Et

ETFs
18.9K
+ 4.73%
$255.18 - $283.2 $4.83M - $5.36M
419K $119M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
57.7K
+ 6.91%
$101.72 - $112.94 $5.87M - $6.51M
893K $101M
AVUS
American Centy ETF Tr Avantis

ETFs
67.4K
+ 7.66%
$86.27 - $95.15 $5.81M - $6.41M
947K $90.1M
MSFT
Microsoft Corp

Technology
23.5K
+ 30.78%
$395.15 - $467.56 $9.31M - $11M
100K $43M
AVUV
American Centy ETF Tr Avantis

ETFs
31.8K
+ 4.55%
$88.24 - $99.7 $2.8M - $3.17M
730K $70M
AVEM
American Centy ETF Tr Avantis

ETFs
54.2K
+ 5.47%
$57.2 - $65.59 $3.1M - $3.56M
1.04M $67.5M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
75.7K
+ 4.78%
$31.15 - $35.67 $2.36M - $2.7M
1.66M $58.3M
VIG
Vanguard Dividend Appreciation

ETFs
26K
+ 8.67%
$182.15 - $182.15 $4.73M - $4.73M
326K $59.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.86K
+ 85.56%
$517.38 - $573.86 $3.55M - $3.93M
14.9K $8.53M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
132K
+ 4.69%
N/A
2.94M $92.7M
UNH
Unitedhealth Group Inc

Healthcare
5.34K
+ 314.73%
$488.01 - $604.18 $2.61M - $3.23M
7.04K $4.11M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
39.4K
+ 4.14%
$46.16 - $47.63 $1.82M - $1.87M
989K $47M
V
Visa Inc.

Financial Services
7.54K
+ 17.26%
$253.74 - $291.56 $1.91M - $2.2M
51.2K $14.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.73K
+ 32.2%
$405.19 - $478.57 $1.51M - $1.78M
15.3K $7.05M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26K
+ 333.24%
$71.45 - $75.64 $1.86M - $1.97M
33.9K $2.54M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.11K
+ 0.61%
$104.5 - $114.97 $116K - $128K
182K $20.9M
AMZN
Amazon Com Inc

Consumer Cyclical
10.5K
+ 29.86%
$161.02 - $200.0 $1.69M - $2.1M
45.8K $8.53M
JNJ
Johnson & Johnson

Healthcare
4.96K
+ 9.09%
$145.48 - $167.38 $721K - $829K
59.5K $9.64M
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.4K
+ 453.33%
$61.11 - $67.85 $1.25M - $1.39M
24.9K $1.69M
MCD
Mcdonalds Corp

Consumer Cyclical
1.55K
+ 8.54%
$245.82 - $304.51 $380K - $471K
19.7K $5.98M
ABBV
Abb Vie Inc.

Healthcare
4.49K
+ 60.1%
$163.84 - $199.33 $735K - $895K
12K $2.36M
KO
Coca Cola CO

Consumer Defensive
11.1K
+ 34.49%
$62.69 - $73.01 $697K - $811K
43.3K $3.11M
HD
Home Depot, Inc.

Consumer Cyclical
1.86K
+ 39.93%
$333.64 - $405.2 $622K - $755K
6.53K $2.65M
PEP
Pepsico Inc

Consumer Defensive
4.98K
+ 21.21%
$161.9 - $179.3 $806K - $893K
28.5K $4.84M
VTV
Vanguard Value ETF

ETFs
4.96K
+ 74.17%
$159.75 - $174.57 $793K - $867K
11.7K $2.03M
PG
Procter & Gamble CO

Consumer Defensive
3.53K
+ 9.68%
$160.76 - $177.82 $568K - $628K
40K $6.93M
LLY
Eli Lilly & CO

Healthcare
1.01K
+ 65.03%
$772.14 - $960.02 $777K - $966K
2.55K $2.26M
VO
Vanguard Mid Cap ETF

ETFs
1.04K
+ 4.02%
$237.84 - $263.83 $247K - $274K
26.9K $7.09M
DE
Deere & CO

Industrials
1.81K
+ 103.25%
$344.84 - $418.0 $625K - $758K
3.57K $1.49M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.36K
+ 33.35%
$475.2 - $527.7 $647K - $718K
5.44K $2.87M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.03K
+ 48.72%
$332.02 - $382.76 $675K - $778K
6.21K $2.33M
PWR
Quanta Services, Inc.

Industrials
184
+ 1.07%
$239.58 - $298.23 $44.1K - $54.9K
17.3K $5.16M
IVV
Ishares Core S&P 500 ETF

ETFs
354
+ 2.1%
$520.18 - $576.82 $184K - $204K
17.2K $9.91M
VHT
Vanguard Health Care ETF

ETFs
2.3K
+ 84.67%
$261.88 - $288.1 $603K - $663K
5.02K $1.42M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.91K
+ 31.06%
$162.83 - $179.16 $474K - $522K
12.3K $2.2M
VGT
Vanguard Information Technolog

ETFs
1.04K
+ 40.22%
$514.43 - $606.85 $537K - $634K
3.64K $2.13M
ABT
Abbott Laboratories

Healthcare
411
+ 0.73%
$100.07 - $118.13 $41.1K - $48.6K
56.6K $6.45M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.73K
+ 202.69%
$285.48 - $330.24 $495K - $572K
2.59K $833K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.08K
+ 30.89%
$434.77 - $502.96 $471K - $545K
4.59K $2.24M
GS
Goldman Sachs Group Inc

Financial Services
880
+ 65.38%
$459.02 - $510.25 $404K - $449K
2.23K $1.1M
META
Meta Platforms, Inc.

Communication Services
576
+ 31.65%
$453.41 - $572.44 $261K - $330K
2.4K $1.37M
GLD
Spdr Gold Trust

ETFs
624
+ 6.0%
$215.56 - $246.98 $135K - $154K
11K $2.68M
DEO
Diageo PLC

Consumer Defensive
1.06K
+ 5.55%
$120.02 - $140.77 $127K - $149K
20.1K $2.83M
MGV
Vanguard Mega Cap Value

ETFs
3.04K
+ 115.2%
$118.0 - $128.28 $359K - $390K
5.68K $728K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
11.1K
+ 17.08%
$25.21 - $28.46 $279K - $315K
75.7K $2.13M
AFL
Aflac Inc

Financial Services
1.8K
+ 22.83%
$88.52 - $111.8 $159K - $201K
9.68K $1.08M
Activity Summary
Buys All Purchases 179 New Holdings 56 Increased Positions 123 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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