Wms Partners, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.7 Billion distributed in 295 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $124M, Vanguard Total Stock Market Et with a value of $119M, Price T Rowe Group Inc with a value of $115M, Goldman Sachs ETF Tr Activebet with a value of $101M, and Goldman Sachs ETF Tr Activebet with a value of $92.7M.

Examining the 13F form we can see an increase of $187M in the current position value, from $1.51B to 1.7B.

Below you can find more details about Wms Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.7 Billion
ETFs: $1.24 Billion
Financial Services: $171 Million
Technology: $125 Million
Healthcare: $38.9 Million
Consumer Defensive: $32.3 Million
Communication Services: $31.7 Million
Consumer Cyclical: $24 Million
Industrials: $23.9 Million
Other: $12.5 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 295
  • Current Value $1.7 Billion
  • Prior Value $1.51 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 56 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
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