Wms Partners, LLC Purchases in Q3 2024

Wms Partners, LLC

  • $1.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
1.11K
New
$172.58 - $196.48 $192K - $218K
1.11K $216K
EXPD
Expeditors International Of Washington Inc

Industrials
1.43K
+ 32.97%
$116.1 - $131.42 $165K - $187K
5.75K $755K
FDS
Factset Research Systems Inc

Financial Services
462
New
$397.04 - $469.48 $183K - $217K
462 $212K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.81K
New
$103.87 - $117.59 $188K - $212K
1.81K $211K
VCR
Vanguard Consumer Discretionar

ETFs
620
New
$291.88 - $341.94 $181K - $212K
620 $211K
IWV
Ishares Russell 3000 ETF

ETFs
644
New
$294.75 - $326.73 $190K - $210K
644 $210K
GPC
Genuine Parts CO

Consumer Cyclical
1.51K
New
$131.04 - $147.11 $197K - $222K
1.51K $210K
CARR
Carrier Global Corp

Industrials
2.6K
New
$61.9 - $80.88 $161K - $210K
2.6K $209K
CF
Cf Industries Holdings, Inc.

Basic Materials
2.43K
New
$69.38 - $85.8 $169K - $209K
2.43K $208K
TOST
Toast, Inc.

Technology
7.3K
New
$22.71 - $28.31 $166K - $207K
7.3K $206K
LHX
L3 Harris Technologies, Inc.

Industrials
858
New
$221.96 - $243.27 $190K - $209K
858 $204K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.78K
New
$66.31 - $74.08 $184K - $206K
2.78K $204K
DFS
Discover Financial Services

Financial Services
1.46K
New
$123.41 - $144.72 $180K - $211K
1.46K $204K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.17K
+ 59.62%
$75.32 - $84.37 $163K - $183K
5.81K $485K
JPM
Jpmorgan Chase & CO

Financial Services
124
+ 0.62%
$194.9 - $224.8 $24.2K - $27.9K
20.3K $4.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
721
+ 6.63%
$117.9 - $128.2 $85K - $92.4K
11.6K $1.49M
FAST
Fastenal CO

Industrials
2.31K
+ 62.78%
$62.09 - $71.83 $143K - $166K
5.98K $427K
VNQ
Vanguard Specialized Funds Van

ETFs
242
+ 1.96%
$82.97 - $98.97 $20.1K - $24K
12.6K $1.22M
CAT
Caterpillar Inc

Industrials
7
+ 0.23%
$316.8 - $391.12 $2.22K - $2.74K
3.1K $1.21M
ADP
Automatic Data Processing Inc

Industrials
266
+ 9.76%
$233.44 - $279.45 $62.1K - $74.3K
2.99K $827K
TJX
Tjx Companies Inc

Consumer Cyclical
1.13K
+ 26.13%
$107.93 - $120.23 $122K - $136K
5.46K $642K
AVGO
Broadcom Inc.

Technology
2.17K
+ 1484.25%
$136.27 - $1745.86 $295K - $3.78M
2.31K $399K
FISV
Fiserv Inc

Technology
1.31K
New
N/A
1.31K $164K
FDX
Fedex Corp

Industrials
663
+ 91.32%
$254.64 - $313.52 $169K - $208K
1.39K $380K
PFE
Pfizer Inc

Healthcare
3.45K
+ 7.31%
$27.7 - $31.39 $95.5K - $108K
50.6K $1.46M
TGT
Target Corp

Consumer Defensive
787
+ 28.44%
$133.47 - $159.25 $105K - $125K
3.55K $553K
LOW
Lowes Companies Inc

Consumer Cyclical
248
+ 16.79%
$213.3 - $270.78 $52.9K - $67.2K
1.73K $467K
VB
Vanguard Small Cap ETF

ETFs
116
+ 2.15%
$214.77 - $237.72 $24.9K - $27.6K
5.51K $1.31M
AVSD
American Centy ETF Tr Avantis

ETFs
1.35K
+ 18.5%
$53.92 - $61.11 $72.6K - $82.3K
8.62K $522K
FNDA
Schwab Fundamental U S Small C

ETFs
441
+ 2.23%
$54.26 - $60.01 $23.9K - $26.5K
20.2K $1.2M
GRMN
Garmin LTD

Technology
508
+ 29.26%
$161.1 - $183.29 $81.8K - $93.1K
2.24K $394K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.25K
+ 37.59%
$81.31 - $83.29 $102K - $104K
4.58K $380K
AVSC
American Centy ETF Tr Avantis
65
+ 0.28%
$49.07 - $56.13 $3.19K - $3.65K
23.7K $1.28M
OUNZ
Van Eck Merk Gold Trust

ETFs
1.72K
+ 9.09%
$22.51 - $25.83 $38.7K - $44.4K
20.6K $523K
CSX
Csx Corp

Industrials
2.22K
+ 11.02%
$32.48 - $35.45 $72.1K - $78.7K
22.4K $772K
CMCSA
Comcast Corp

Communication Services
1.8K
+ 31.41%
$37.33 - $41.78 $67.2K - $75.2K
7.53K $314K
COP
Conocophillips

Energy
994
+ 56.64%
$102.3 - $116.61 $102K - $116K
2.75K $289K
PNC
Pnc Financial Services Group, Inc.

Financial Services
71
+ 3.04%
$156.14 - $187.2 $11.1K - $13.3K
2.41K $444K
ITW
Illinois Tool Works Inc

Industrials
63
+ 2.48%
$233.14 - $263.97 $14.7K - $16.6K
2.6K $682K
VZ
Verizon Communications Inc

Communication Services
1.18K
+ 22.92%
$38.89 - $45.0 $46K - $53.3K
6.35K $285K
AVSE
American Centy ETF Tr Avantis

ETFs
898
+ 15.01%
$48.92 - $56.14 $43.9K - $50.4K
6.88K $380K
HON
Honeywell International Inc

Industrials
410
+ 17.84%
$196.73 - $220.21 $80.7K - $90.3K
2.71K $559K
KMB
Kimberly Clark Corp

Consumer Defensive
266
+ 4.56%
$135.05 - $148.35 $35.9K - $39.5K
6.1K $867K
DFAI
Dimensional ETF Tr

ETFs
496
+ 2.61%
$28.69 - $32.06 $14.2K - $15.9K
19.5K $618K
XLB
Select Sector Spdr Fd Material

ETFs
130
+ 2.45%
$86.95 - $97.09 $11.3K - $12.6K
5.43K $523K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
800
+ 9.5%
$51.02 - $52.74 $40.8K - $42.2K
9.22K $485K
PBI
Pitney Bowes Inc

Industrials
72
+ 0.27%
$5.65 - $7.49 $407 - $539
26.3K $187K
PRF
Invesco Exchange Traded Fd Tr

ETFs
742
+ 13.25%
$37.33 - $40.63 $27.7K - $30.1K
6.34K $257K
GOLD
Barrick Gold Corp

Basic Materials
472
+ 4.68%
$16.56 - $21.01 $7.82K - $9.92K
10.6K $210K
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
Track This Portfolio

Track Wms Partners, LLC Portfolio

Follow Wms Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wms Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wms Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email