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
UPS
United Parcel Service Inc

Industrials
62
+ 3.38%
$122.65 - $138.35 $7.6K - $8.58K
1.9K $239K
LLY
Eli Lilly & CO

Healthcare
355
+ 13.91%
$727.2 - $932.06 $258K - $331K
2.91K $2.24M
SO
Southern CO

Utilities
27
+ 1.07%
$81.5 - $94.15 $2.2K - $2.54K
2.56K $210K
LOW
Lowes Companies Inc

Consumer Cyclical
85
+ 4.93%
$244.52 - $284.07 $20.8K - $24.1K
1.81K $446K
IWD
Ishares Russell 1000 Val ETF

ETFs
35
+ 0.59%
$183.23 - $199.79 $6.41K - $6.99K
6K $1.11M
NSC
Norfolk Southern Corp

Industrials
7
+ 0.38%
$230.6 - $277.0 $1.61K - $1.94K
1.83K $430K
FNDA
Schwab Fundamental U S Small C

ETFs
19.3K
+ 95.39%
$29.26 - $59.11 $564K - $1.14M
39.5K $1.17M
AVSD
American Centy ETF Tr Avantis

ETFs
116
+ 1.35%
$55.57 - $59.89 $6.45K - $6.95K
8.74K $486K
NEE
Nextera Energy Inc

Utilities
402
+ 7.95%
$69.77 - $85.43 $28K - $34.3K
5.46K $391K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.7K
+ 189.91%
$26.93 - $84.95 $343K - $1.08M
19.5K $531K
UNP
Union Pacific Corp

Industrials
332
+ 4.84%
$223.15 - $249.32 $74.1K - $82.8K
7.19K $1.64M
GGG
Graco Inc

Industrials
9
+ 0.05%
$81.45 - $92.29 $733 - $831
17.3K $1.46M
HD
Home Depot, Inc.

Consumer Cyclical
127
+ 1.94%
$385.02 - $431.37 $48.9K - $54.8K
6.66K $2.59M
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 0.31%
$406.92 - $495.42 $814 - $991
657 $271K
TGT
Target Corp

Consumer Defensive
28
+ 0.79%
$121.59 - $160.69 $3.4K - $4.5K
3.58K $484K
PG
Procter & Gamble CO

Consumer Defensive
890
+ 2.22%
$161.05 - $179.7 $143K - $160K
40.9K $6.86M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
334
+ 1.48%
$44.04 - $49.49 $14.7K - $16.5K
22.9K $1.01M
AFL
Aflac Inc

Financial Services
51
+ 0.53%
$100.37 - $115.27 $5.12K - $5.88K
9.73K $1.01M
GD
General Dynamics Corp

Industrials
39
+ 1.73%
$260.28 - $314.03 $10.2K - $12.2K
2.29K $602K
AMT
American Tower Corp

Real Estate
195
+ 6.41%
$179.4 - $232.01 $35K - $45.2K
3.24K $593K
NEM
Newmont Corp

Basic Materials
48
+ 0.56%
$37.0 - $58.68 $1.78K - $2.82K
8.68K $323K
DHR
Danaher Corp

Healthcare
960
+ 12.98%
$226.16 - $274.52 $217K - $264K
8.35K $1.92M
VHT
Vanguard Health Care ETF

ETFs
6
+ 0.12%
$250.81 - $283.3 $1.5K - $1.7K
5.03K $1.28M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10
+ 0.04%
$58.88 - $64.8 $589 - $648
25.5K $1.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
34
+ 0.3%
$59.25 - $72.99 $2.01K - $2.48K
11.2K $669K
ABBV
Abb Vie Inc.

Healthcare
407
+ 3.4%
$164.99 - $203.87 $67.2K - $83K
12.4K $2.2M
MSFT
Microsoft Corp

Technology
1.52K
+ 1.52%
$406.35 - $454.46 $617K - $690K
102K $42.8M
MRK
Merck & Co., Inc.

Healthcare
289
+ 1.49%
$96.31 - $114.76 $27.8K - $33.2K
19.7K $1.96M
UNH
Unitedhealth Group Inc

Healthcare
455
+ 6.46%
$485.52 - $625.25 $221K - $284K
7.49K $3.79M
PEP
Pepsico Inc

Consumer Defensive
509
+ 1.79%
$151.29 - $176.1 $77K - $89.6K
29K $4.41M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2.2K
+ 1.21%
$108.6 - $115.42 $239K - $254K
184K $20.1M
AVDE
American Centy ETF Tr Avantis

ETFs
126K
+ 6.8%
$60.9 - $66.69 $7.68M - $8.41M
1.98M $122M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
64.7K
+ 3.9%
$31.92 - $36.14 $2.06M - $2.34M
1.72M $55M
AVEM
American Centy ETF Tr Avantis

ETFs
36.6K
+ 3.51%
$58.59 - $66.14 $2.15M - $2.42M
1.08M $63.6M
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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