Wms Partners, LLC Incresed Positions in Q2 2024

Wms Partners, LLC

  • $1.51 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
TROW
Price T Rowe Group Inc

Financial Services
665K
+ 182.51%
$108.72 - $120.3 $72.3M - $80M
1.03M $119M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
66.2K
+ 8.62%
$98.05 - $107.78 $6.49M - $7.14M
835K $89.3M
AAPL
Apple Inc.

Technology
4.19K
+ 2.01%
$165.0 - $216.67 $692K - $909K
213K $44.8M
AVUS
American Centy ETF Tr Avantis

ETFs
73.6K
+ 9.14%
$84.59 - $90.63 $6.23M - $6.67M
880K $79.4M
JCPB
J P Morgan Exchange Traded Fd

ETFs
163K
+ 13.1%
$45.27 - $46.67 $7.37M - $7.59M
1.4M $65.1M
HTRB
Hartford Fds Total Return Bd E

ETFs
202K
+ 13.9%
$32.72 - $33.9 $6.6M - $6.84M
1.65M $55.4M
VIG
Vanguard Dividend Appreciation

ETFs
22.8K
+ 8.23%
$173.33 - $185.29 $3.95M - $4.22M
300K $54.7M
AVEM
American Centy ETF Tr Avantis

ETFs
9.31K
+ 0.95%
$56.42 - $62.42 $525K - $581K
991K $60.5M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
61.8K
+ 6.96%
$45.82 - $46.47 $2.83M - $2.87M
950K $44.1M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
5.9K
+ 0.37%
$30.41 - $33.31 $179K - $196K
1.58M $51.7M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
35.6K
+ 1.28%
N/A
2.81M $88.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
23.9K
+ 5.72%
$102.13 - $110.88 $2.44M - $2.65M
442K $47.1M
PRU
Prudential Financial Inc

Financial Services
7.91K
+ 82.8%
$107.35 - $121.31 $849K - $959K
17.5K $2.05M
JPM
Jpmorgan Chase & CO

Financial Services
4.06K
+ 25.24%
$180.08 - $204.79 $732K - $832K
20.2K $4.08M
IVV
Ishares Core S&P 500 ETF

ETFs
401
+ 2.44%
$497.53 - $549.64 $200K - $220K
16.8K $9.21M
AMZN
Amazon Com Inc

Consumer Cyclical
620
+ 1.79%
$173.67 - $197.85 $108K - $123K
35.3K $6.81M
AXP
American Express CO

Financial Services
2.22K
+ 92.21%
$217.5 - $243.08 $482K - $538K
4.62K $1.07M
AVSU
American Centy ETF Tr Avantis

ETFs
8.06K
+ 63.18%
$57.39 - $62.24 $462K - $501K
20.8K $1.28M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 0.32%
$704.88 - $870.75 $6.34K - $7.84K
2.84K $2.42M
TSLA
Tesla, Inc.

Consumer Cyclical
1.15K
+ 47.25%
$142.05 - $197.88 $163K - $227K
3.58K $708K
SLV
I Shares Silver Trust

ETFs
203
+ 0.3%
$22.86 - $29.27 $4.64K - $5.94K
68.9K $1.83M
CNI
Canadian National Railway CO

Industrials
3.25K
+ 36.99%
$116.77 - $131.52 $380K - $428K
12K $1.42M
QCOM
Qualcomm Inc

Technology
462
+ 9.94%
$157.63 - $227.09 $72.8K - $105K
5.11K $1.02M
PM
Philip Morris International Inc.

Consumer Defensive
124
+ 0.59%
$88.6 - $104.24 $11K - $12.9K
21.1K $2.13M
NEM
Newmont Corp

Basic Materials
3K
+ 27.51%
$36.43 - $44.44 $109K - $133K
13.9K $583K
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 0.3%
$495.16 - $548.49 $11.9K - $13.2K
8.01K $4.36M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.37K
+ 5.55%
$76.35 - $77.35 $181K - $184K
45.2K $3.49M
PG
Procter & Gamble CO

Consumer Defensive
453
+ 1.26%
$155.33 - $168.56 $70.4K - $76.4K
36.5K $6.02M
UNH
Unitedhealth Group Inc

Healthcare
261
+ 18.18%
$439.2 - $524.63 $115K - $137K
1.7K $864K
SYK
Stryker Corp

Healthcare
699
+ 13.79%
$324.3 - $354.67 $227K - $248K
5.77K $1.96M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.11%
$414.65 - $485.21 $1.66K - $1.94K
3.51K $1.68M
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.62K
+ 27.42%
$46.64 - $47.15 $122K - $124K
12.2K $572K
TXN
Texas Instruments Inc

Technology
197
+ 5.46%
$159.68 - $202.54 $31.5K - $39.9K
3.81K $740K
VTV
Vanguard Value ETF

ETFs
594
+ 9.74%
$154.57 - $163.65 $91.8K - $97.2K
6.69K $1.07M
CL
Colgate Palmolive CO

Consumer Defensive
310
+ 5.45%
$85.85 - $98.99 $26.6K - $30.7K
6K $582K
KMB
Kimberly Clark Corp

Consumer Defensive
129
+ 2.26%
$123.89 - $141.67 $16K - $18.3K
5.83K $805K
PBI
Pitney Bowes Inc

Industrials
9.48K
+ 56.58%
$3.92 - $5.72 $37.1K - $54.2K
26.2K $133K
HON
Honeywell International Inc

Industrials
203
+ 9.69%
$190.36 - $215.89 $38.6K - $43.8K
2.3K $490K
VRSK
Verisk Analytics, Inc.

Industrials
10
+ 0.62%
$217.96 - $272.27 $2.18K - $2.72K
1.63K $440K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.58K
+ 9.11%
$21.7 - $23.46 $34.2K - $37K
18.9K $424K
ADI
Analog Devices Inc

Technology
56
+ 4.56%
$183.36 - $240.16 $10.3K - $13.4K
1.28K $292K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 0.52%
$389.49 - $470.41 $2.73K - $3.29K
1.35K $608K
CVX
Chevron Corp

Energy
332
+ 4.45%
$152.57 - $166.33 $50.7K - $55.2K
7.79K $1.22M
WM
Waste Management Inc

Industrials
191
+ 19.39%
$200.55 - $213.34 $38.3K - $40.7K
1.18K $250K
RSG
Republic Services, Inc.

Industrials
116
+ 3.0%
$181.59 - $194.82 $21.1K - $22.6K
3.99K $774K
MO
Altria Group, Inc.

Consumer Defensive
329
+ 3.23%
$40.75 - $46.83 $13.4K - $15.4K
10.5K $478K
SO
Southern CO

Utilities
186
+ 5.9%
$67.77 - $80.71 $12.6K - $15K
3.34K $259K
BA
Boeing CO

Industrials
269
+ 17.05%
$164.33 - $191.42 $44.2K - $51.5K
1.85K $336K
RTX
Raytheon Technologies Corp

Industrials
136
+ 2.42%
$97.55 - $108.44 $13.3K - $14.7K
5.75K $577K
Activity Summary
Buys All Purchases 102 New Holdings 15 Increased Positions 87 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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