Wms Partners, LLC Purchases in Q3 2024

Wms Partners, LLC

  • $1.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
STZ
Constellation Brands, Inc.

Consumer Defensive
2.13K
New
$236.42 - $259.82 $502K - $552K
2.13K $547K
XLF
Financial Sector Spdr

ETFs
11.5K
New
$40.84 - $45.74 $468K - $524K
11.5K $519K
GS
Goldman Sachs Group Inc

Financial Services
880
+ 65.38%
$459.02 - $510.25 $404K - $449K
2.23K $1.1M
XLY
Select Sector Spdr Consumer Di

ETFs
2.27K
New
$170.05 - $200.86 $385K - $455K
2.27K $454K
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
ROST
Ross Stores, Inc.

Consumer Cyclical
2.69K
New
$136.06 - $155.24 $366K - $418K
2.69K $405K
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
HSY
Hershey CO

Consumer Defensive
1.97K
New
$182.45 - $203.25 $359K - $400K
1.97K $377K
AZO
Autozone Inc

Consumer Cyclical
115
New
$2815.0 - $3212.87 $324K - $369K
115 $362K
CSCO
Cisco Systems, Inc.

Technology
3.99K
+ 15.76%
$44.74 - $53.22 $178K - $212K
29.3K $1.56M
GOOGL
Alphabet Inc.

Communication Services
10.5K
+ 12.21%
$148.65 - $191.18 $1.56M - $2.01M
96.5K $16M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
10K
New
$30.53 - $33.02 $305K - $330K
10K $326K
XLP
Consumer Staples Sector Spdr

ETFs
4.23K
New
$76.04 - $76.04 $322K - $322K
4.23K $321K
AMT
American Tower Corp

Real Estate
986
+ 47.98%
$192.27 - $242.73 $190K - $239K
3.04K $707K
MRK
Merck & Co., Inc.

Healthcare
4.1K
+ 26.67%
$111.15 - $128.97 $455K - $528K
19.5K $2.21M
IBM
International Business Machines Corp

Technology
700
+ 22.24%
$175.1 - $223.38 $123K - $156K
3.85K $850K
PANW
Palo Alto Networks Inc

Technology
888
New
$294.18 - $368.01 $261K - $327K
888 $303K
MPC
Marathon Petroleum Corp

Energy
1.89K
+ 161.21%
$158.61 - $180.75 $300K - $342K
3.06K $499K
XLI
Industrial Sector Spdr

ETFs
1.85K
+ 59.43%
$120.56 - $135.44 $223K - $250K
4.95K $670K
ETN
Eaton Corp PLC

Industrials
862
New
$272.52 - $333.02 $235K - $287K
862 $285K
BSX
Boston Scientific Corp

Healthcare
3.31K
New
$72.96 - $84.0 $241K - $278K
3.31K $277K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.79K
+ 33.2%
$64.35 - $75.71 $179K - $211K
11.2K $823K
XLC
Select Sector Spdr Tr Communic

ETFs
3.03K
New
$82.16 - $90.4 $249K - $274K
3.03K $273K
AVY
Avery Dennison Corp

Industrials
1.18K
New
$202.27 - $224.18 $238K - $264K
1.18K $259K
GE
General Electric CO

Industrials
288
+ 4.22%
$156.66 - $189.66 $45.1K - $54.6K
7.12K $1.34M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.29K
New
$57.22 - $80.08 $188K - $263K
3.29K $256K
SPPP
Sprott Physical Platinum & Palladium Trust

Financial Services
25.9K
New
$8.71 - $10.3 $225K - $267K
25.9K $254K
NVDA
Nvidia Corp

Technology
2.64K
+ 8.07%
$98.91 - $134.91 $261K - $356K
35.3K $4.29M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.65K
+ 65.16%
$77.02 - $85.06 $204K - $225K
6.71K $567K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.92K
New
$85.84 - $85.84 $251K - $251K
2.92K $250K
VFH
Vanguard Financial ETF

ETFs
2.27K
New
$99.27 - $111.21 $226K - $253K
2.27K $249K
UPS
United Parcel Service Inc

Industrials
1.83K
New
$123.32 - $147.38 $226K - $270K
1.83K $249K
AVSU
American Centy ETF Tr Avantis

ETFs
2.53K
+ 12.18%
$59.01 - $65.3 $150K - $165K
23.3K $1.52M
DHI
Horton D R Inc

Consumer Cyclical
1.24K
New
$135.21 - $197.06 $168K - $244K
1.24K $236K
CMI
Cummins Inc

Industrials
563
+ 50.13%
$266.63 - $326.4 $150K - $184K
1.69K $545K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.66K
New
$125.95 - $142.04 $209K - $236K
1.66K $235K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.49K
+ 72.15%
$57.32 - $62.65 $200K - $219K
8.33K $518K
IWD
Ishares Russell 1000 Val ETF

ETFs
762
+ 14.64%
$173.36 - $189.8 $132K - $145K
5.97K $1.13M
NEE
Nextera Energy Inc

Utilities
2.19K
+ 76.62%
$69.9 - $84.97 $153K - $186K
5.06K $427K
BX
Blackstone Inc.

Financial Services
1.02K
+ 46.19%
$120.77 - $159.66 $123K - $162K
3.22K $492K
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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