Wms Partners, LLC Purchases in Q4 2024

Wms Partners, LLC

  • $1.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
SYK
Stryker Corp

Healthcare
14
+ 0.35%
$345.14 - $392.15 $4.83K - $5.49K
3.97K $1.43M
Snap Inc
12K
New
N/A
12K $0
Root Inc
21.3K
New
N/A
21.3K $0
Janus Detroit Str Tr
7.35K
+ 33.67%
N/A
29.2K $0
Blackrock Inc
204
New
N/A
204 $0
Blackstone Mortgage Trust In
17K
New
N/A
17K $0
Ge Vernova Inc
4
+ 0.23%
N/A
1.76K $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
CF
Cf Industries Holdings, Inc.

Basic Materials
4
+ 0.16%
$81.39 - $94.14 $326 - $377
2.44K $208K
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
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
NEE
Nextera Energy Inc

Utilities
402
+ 7.95%
$69.77 - $85.43 $28K - $34.3K
5.46K $391K
AVSD
American Centy ETF Tr Avantis

ETFs
116
+ 1.35%
$55.57 - $59.89 $6.45K - $6.95K
8.74K $486K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.7K
+ 189.91%
$26.93 - $84.95 $343K - $1.08M
19.5K $531K
AEP
American Electric Power CO Inc

Utilities
36
+ 0.72%
$90.91 - $102.21 $3.27K - $3.68K
5.04K $464K
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
DHR
Danaher Corp

Healthcare
960
+ 12.98%
$226.16 - $274.52 $217K - $264K
8.35K $1.92M
NEM
Newmont Corp

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