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
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
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
XLC
Select Sector Spdr Tr Communic

ETFs
8
+ 0.26%
$89.66 - $102.16 $717 - $817
3.04K $294K
PBI
Pitney Bowes Inc

Industrials
2.51K
+ 9.56%
$6.74 - $8.2 $16.9K - $20.6K
28.8K $208K
OUNZ
Van Eck Merk Gold Trust

ETFs
804
+ 3.9%
$24.72 - $26.9 $19.9K - $21.6K
21.4K $542K
FDS
Factset Research Systems Inc

Financial Services
14
+ 3.03%
$449.69 - $495.72 $6.3K - $6.94K
476 $228K
VRSK
Verisk Analytics, Inc.

Industrials
18
+ 1.67%
$262.86 - $294.75 $4.73K - $5.31K
1.09K $301K
FDX
Fedex Corp

Industrials
6
+ 0.43%
$260.5 - $305.15 $1.56K - $1.83K
1.4K $392K
VEA
Vanguard Ftse Developed Market

ETFs
899
+ 12.32%
$47.57 - $52.44 $42.8K - $47.1K
8.2K $392K
RSG
Republic Services, Inc.

Industrials
11
+ 0.27%
$198.0 - $218.75 $2.18K - $2.41K
4.04K $812K
ACN
Accenture PLC

Technology
15
+ 1.01%
$343.9 - $376.86 $5.16K - $5.65K
1.5K $528K
TMO
Thermo Fisher Scientific Inc.

Healthcare
135
+ 19.42%
$501.29 - $612.85 $67.7K - $82.7K
830 $431K
XLP
Consumer Staples Sector Spdr

ETFs
2
+ 0.05%
N/A
4.24K $322K
Janus Detroit Str Tr
7.35K
+ 33.67%
N/A
29.2K $0
Linde PLC
269
+ 4.88%
N/A
5.78K $0
MDT
Medtronic PLC

Healthcare
336
+ 12.73%
$79.61 - $92.24 $26.7K - $31K
2.98K $237K
American Centy ETF Tr
84.1K
+ 52.9%
N/A
243K $0
CF
Cf Industries Holdings, Inc.

Basic Materials
4
+ 0.16%
$81.39 - $94.14 $326 - $377
2.44K $208K
Ge Vernova Inc
4
+ 0.23%
N/A
1.76K $0
SYK
Stryker Corp

Healthcare
14
+ 0.35%
$345.14 - $392.15 $4.83K - $5.49K
3.97K $1.43M
RTX
Raytheon Technologies Corp

Industrials
176
+ 3.88%
$114.45 - $127.21 $20.1K - $22.4K
4.72K $545K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
8
+ 0.17%
$81.68 - $82.93 $653 - $663
4.58K $375K
ITW
Illinois Tool Works Inc

Industrials
53
+ 2.04%
$253.56 - $278.5 $13.4K - $14.8K
2.66K $673K
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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