WMS Partners, LLC

CIK 1480916 · SEC EDGAR'da Görüntüle ↗

Portföy Değeri
$1.8B
13F değerine göre 9.443 içinde 1.637. · en iyi 17.3%
Pozisyonlar
298
Tarih itibarıyla
31 Aralık 2024 Q4 2024 itibarıyla veriler
En iyi 10 pozisyon ağırlığı
53,60%
En iyi 25 pozisyon ağırlığı
79,67%
%1'in üzerindeki pozisyonlar
19
Etkin pozisyon sayısı
27,2

Yalnızca 13F uzun-öz sermaye varlıklarına dayanmaktadır (nakit, tahvil, kısa pozisyonlar açıklanmamıştır)

Yeni pozisyonlar
298
Artırıldı
0
Azaldı
0
Kapalı
0
Bu sayfada

Sektör dağılımı

Financial Services
8,3%
Technology
6,9%
Communication Services
2,1%
Healthcare
2,0%
Industrials
1,7%
Retail
1,2%
Financials
1,1%
Consumer Staples
1,0%
Consumer products
0,6%
Consumer Discretionary
0,5%
Energy
0,5%
Materials
0,2%
Real Estate
0,1%
Communications
0,1%
Logistics & Transportation
0,1%
Utilities
0,1%
Telecommunication
0,0%
Packaging
0,0%
Diğer/Eşleştirilemeyen
73,6%

Tam portföy 298 pozisyonlar

Tür Seri 8 Çeyrek Trendi
AVDE $121.609.669 6,81% 1.981.582 Yukarı ×1
VTI $120.027.577 6,73% 414.160 Yukarı ×1
GSLC $110.245.799 6,18% 957.161 Yukarı ×1
TROW T. Rowe Price Group, Inc. - Common Stock $108.492.482 6,08% 959.346 Yukarı ×1
GSIE $103.343.923 5,79% 3.099.698 Yukarı ×1
AVUS $102.011.604 5,72% 1.052.425 Yukarı ×1
JCPB $84.611.576 4,74% 1.836.587 Yukarı ×1
AVUV $71.081.689 3,98% 736.369 Yukarı ×1
VIG $69.166.160 3,88% 353.195 Yukarı ×1
AAPL Apple Inc. - Common Stock $65.884.163 3,69% 263.095 Yukarı ×1
HTRB $64.834.200 3,63% 1.945.220 Yukarı ×1
AVEM $63.575.006 3,56% 1.081.391 Yukarı ×1
GEM $55.036.531 3,08% 1.724.202 Yukarı ×1
JSCP $49.333.111 2,76% 1.057.969 Yukarı ×1
IJR $43.122.640 2,42% 374.263 Yukarı ×1
MSFT Microsoft Corporation - Common Stock $42.813.822 2,40% 101.575 Yukarı ×1
DFAC $30.978.624 1,74% 895.595 Yukarı ×1
ACWV $20.144.570 1,13% 184.474 Yukarı ×1
GOOGL Alphabet Inc. - Class A Common Stock $18.906.454 1,06% 99.876 Yukarı ×1
V Visa Inc. $16.064.274 0,90% 50.830 Yukarı ×1
AVMC $15.804.809 0,89% 243.188 Yukarı ×1
GOOG Alphabet Inc. - Class C Capital Stock $12.807.154 0,72% 67.250 Yukarı ×1
AMZN Amazon.com, Inc. - Common Stock $11.132.288 0,62% 50.742 Yukarı ×1
VT $10.552.613 0,59% 89.825 Yukarı ×1
IVV $10.095.862 0,57% 17.150 Yukarı ×1
DFAU $8.920.514 0,50% 220.314 Yukarı ×1
AVDV $8.739.017 0,49% 134.281 Yukarı ×1
SPY SPY $8.713.293 0,49% 14.867 Yukarı ×1
JNJ Johnson & Johnson Common Stock $8.460.722 0,47% 58.503 Yukarı ×1
DFCF $8.246.242 0,46% 199.812 Yukarı ×1
AGG $7.305.984 0,41% 75.397 Yukarı ×1
BRKB $7.242.962 0,41% 15.979 Yukarı ×1
ACWI iShares MSCI ACWI ETF $7.197.580 0,40% 61.256 Yukarı ×1
KKR KKR & Co. Inc. Common Stock $7.020.549 0,39% 47.465 Yukarı ×1
VO $6.881.875 0,39% 26.055 Yukarı ×1
PG Procter & Gamble Company (The) Common Stock $6.857.312 0,38% 40.903 Yukarı ×1
ABT Abbott Laboratories Common Stock $6.493.306 0,36% 57.407 Yukarı ×1
MCD McDonald's Corporation Common Stock $5.689.229 0,32% 19.625 Yukarı ×1
PWR Quanta Services, Inc. Common Stock $5.559.032 0,31% 17.589 Yukarı ×1
XOM Exxon Mobil Corporation Common Stock $5.037.320 0,28% 46.828 Yukarı ×1
NVDA NVIDIA Corporation - Common Stock $4.840.109 0,27% 36.042 Yukarı ×1
RSPT $4.786.804 0,27% 127.921 Yukarı ×1
BN Brookfield Corporation Class A Limited Voting Shares $4.757.607 0,27% 82.813 Yukarı ×1
IWB $4.713.201 0,26% 14.630 Yukarı ×1
IAU $4.671.120 0,26% 94.347 Yukarı ×1
JPM JP Morgan Chase & Co. Common Stock $4.581.862 0,26% 19.114 Yukarı ×1
PEP PepsiCo, Inc. - Common Stock $4.406.302 0,25% 28.977 Yukarı ×1
VIGI Vanguard International Dividend Appreciation ETF $4.051.632 0,23% 50.652 Yukarı ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $3.790.409 0,21% 7.493 Yukarı ×1
UBER Uber Technologies, Inc. Common Stock $3.515.631 0,20% 58.283 Yukarı ×1
RYAN Ryan Specialty Holdings, Inc. Class A Common Stock $3.500.634 0,20% 54.561 Yukarı ×1
MA Mastercard Incorporated Common Stock $3.330.029 0,19% 6.324 Yukarı ×1
MKC McCormick & Company, Incorporated Common Stock $3.274.276 0,18% 42.947 Yukarı ×1
VCSH Vanguard Short-Term Corporate Bond ETF $3.205.120 0,18% 41.086 Yukarı ×1
VOO $3.033.808 0,17% 5.631 Yukarı ×1
FNB F.N.B. Corporation Common Stock $2.916.257 0,16% 197.311 Yukarı ×1
MKCV $2.785.271 0,16% 36.745 Yukarı ×1
GLD $2.631.711 0,15% 10.869 Yukarı ×1
IWF $2.629.145 0,15% 6.547 Yukarı ×1
HD Home Depot, Inc. (The) Common Stock $2.590.236 0,15% 6.659 Yukarı ×1
KO Coca-Cola Company (The) Common Stock $2.582.046 0,14% 41.472 Yukarı ×1
ZBH Zimmer Biomet Holdings, Inc. Common Stock $2.530.367 0,14% 23.955 Yukarı ×1
COST Costco Wholesale Corporation - Common Stock $2.486.757 0,14% 2.714 Yukarı ×1
WMT Walmart Inc. - Common Stock $2.463.579 0,14% 27.267 Yukarı ×1
LIN Linde plc - Ordinary Shares $2.421.169 0,14% 5.783 Yukarı ×1
RSP $2.355.260 0,13% 13.441 Yukarı ×1
PM Philip Morris International Inc Common Stock $2.353.684 0,13% 19.557 Yukarı ×1
QQQ Invesco QQQ Trust, Series 1 $2.317.888 0,13% 4.534 Yukarı ×1
VUG $2.253.181 0,13% 5.490 Yukarı ×1
LLY Eli Lilly and Company Common Stock $2.244.783 0,13% 2.908 Yukarı ×1
DEO Diageo plc Common Stock $2.235.746 0,13% 17.586 Yukarı ×1
BND Vanguard Total Bond Market ETF $2.232.446 0,13% 31.045 Yukarı ×1
ABBV AbbVie Inc. Common Stock $2.197.261 0,12% 12.365 Yukarı ×1
VGT $2.176.909 0,12% 3.501 Yukarı ×1
ORCL Oracle Corporation Common Stock $2.129.455 0,12% 12.779 Yukarı ×1
KEYS Keysight Technologies Inc. Common Stock $2.098.953 0,12% 13.067 Yukarı ×1
IVW $2.058.804 0,12% 20.278 Yukarı ×1
META Meta Platforms, Inc. - Class A Common Stock $2.052.799 0,12% 3.506 Yukarı ×1
FRPH FRP Holdings, Inc. - Common Stock $1.986.877 0,11% 64.867 Yukarı ×1
MRK Merck & Company, Inc. Common Stock (new) $1.964.203 0,11% 19.745 Yukarı ×1
DHR Danaher Corporation Common Stock $1.917.661 0,11% 8.354 Yukarı ×1
CSCO Cisco Systems, Inc. - Common Stock $1.755.941 0,10% 29.661 Yukarı ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $1.738.475 0,10% 3.036 Yukarı ×1
SCHX $1.733.076 0,10% 74.766 Yukarı ×1
DFEM $1.688.313 0,09% 64.464 Yukarı ×1
CAT Caterpillar, Inc. Common Stock $1.660.564 0,09% 4.578 Yukarı ×1
DIS Walt Disney Company (The) Common Stock $1.654.410 0,09% 14.858 Yukarı ×1
UNP Union Pacific Corporation Common Stock $1.640.441 0,09% 7.194 Yukarı ×1
LPLA LPL Financial Holdings Inc. - Common Stock $1.634.183 0,09% 5.005 Yukarı ×1
AVSU $1.581.896 0,09% 23.924 Yukarı ×1
BZH Beazer Homes USA, Inc. Common Stock $1.576.177 0,09% 57.399 Yukarı ×1
ROOT Root, Inc. - Common Stock $1.543.046 0,09% 21.257 Yukarı ×1
NZF Nuveen Municipal Credit Income Fund $1.521.250 0,09% 125.000 Yukarı ×1
JSI $1.512.430 0,08% 29.192 Yukarı ×1
VXUS Vanguard Total International Stock ETF $1.504.572 0,08% 25.531 Yukarı ×1
VYM $1.479.463 0,08% 11.595 Yukarı ×1
NVG Nuveen AMT-Free Municipal Credit Income Fund $1.465.438 0,08% 119.530 Yukarı ×1
GSSC $1.459.592 0,08% 21.114 Yukarı ×1
GGG Graco Inc. Common Stock $1.456.616 0,08% 17.281 Yukarı ×1
VGSH Vanguard Short-Term Treasury ETF $1.453.579 0,08% 24.984 Yukarı ×1

En büyük yeni yatırımlar

Bu çeyrekte açılan yeni pozisyonlar, en büyüğünden başlayarak.

Menkul Kıymet Değer Hisse senetleri % portföyün
AVDE $121.609.669 1.981.582 6,81%
VTI $120.027.577 414.160 6,73%
GSLC $110.245.799 957.161 6,18%
TROW $108.492.482 959.346 6,08%
GSIE $103.343.923 3.099.698 5,79%
AVUS $102.011.604 1.052.425 5,72%
JCPB $84.611.576 1.836.587 4,74%
AVUV $71.081.689 736.369 3,98%
VIG $69.166.160 353.195 3,88%
AAPL $65.884.163 263.095 3,69%
HTRB $64.834.200 1.945.220 3,63%
AVEM $63.575.006 1.081.391 3,56%
GEM $55.036.531 1.724.202 3,08%
JSCP $49.333.111 1.057.969 2,76%
IJR $43.122.640 374.263 2,42%