Wms Partners, LLC New Holdings in Q2 2024

Wms Partners, LLC

Stock	Shares change	Price Range	Shares Held
LPLA Lpl Financial Holdings Inc. Financial Services	5K New	$256.41 - $288.82 $1.28M - $1.44M	5K $1.4M
AEP American Electric Power CO Inc Utilities	5.12K New	$79.51 - $92.67 $407K - $474K	5.12K $449K
MGV Vanguard Mega Cap Value ETFs	2.64K New	$113.61 - $120.34 $300K - $317K	2.64K $312K
SCHX Schwab Strategic Tr Us Large C ETFs	4.5K New	$58.7 - $64.78 $264K - $292K	4.5K $289K
DUK Duke Energy Corp Utilities	2.79K New	$92.87 - $104.6 $259K - $291K	2.79K $279K
MGK Vanguard Mega Cap Growth ETF ETFs	855 New	$267.84 - $317.0 $229K - $271K	855 $268K
AVGO Broadcom Inc. Technology	146 New	$1204.71 - $1828.87 $176K - $267K	146 $234K
APD Air Products & Chemicals, Inc. Basic Materials	883 New	$227.76 - $285.31 $201K - $252K	883 $227K
WFC Wells Fargo & Company Financial Services	3.75K New	$56.41 - $62.34 $212K - $234K	3.75K $222K
FDX Fedex Corp Industrials	726 New	$245.11 - $299.84 $178K - $218K	726 $217K
NEE Nextera Energy Inc Utilities	2.86K New	$61.7 - $80.02 $177K - $229K	2.86K $202K
OLO Olo Inc. Technology	19.2K New	$4.32 - $5.37 $82.8K - $103K	19.2K $84K
Proshares Tr	20.5K New	N/A	20.5K $0
UTWO Rbb Fd Inc Us Treas 2 Yr Nt Et	8K New	N/A	8K $0
Ge Vernova Inc	1.71K New	N/A	1.71K $0

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