WMS PARTNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PM | 20K | $2.35M |
 | ET | 20K | $383.06K |
 | JPM | 19K | $4.58M |
 | PWR | 18K | $5.56M |
 | DEO | 18K | $2.24M |
 | GGG | 17K | $1.46M |
 | BRK-B | 16K | $7.24M |
 | DIS | 15K | $1.65M |
 | KEYS | 13K | $2.10M |
 | GNW | 13K | $90.87K |
 | ORCL | 13K | $2.13M |
 | ABBV | 12K | $2.20M |
 | WAFD | 12K | $398.10K |
 | UA | 12K | $91.51K |
 | BAC | 12K | $510.11K |
 | CNI | 12K | $1.17M |
 | MDLZ | 11K | $669.62K |
 | UAA | 10K | $85.08K |
 | AFL | 10K | $1.01M |
 | CMCSA | 9K | $355.10K |
Philip Morris International Inc.
PM
Shares Held
20K
Value
$2.35M
Energy Transfer LP
ET
Shares Held
20K
Value
$383.06K
JPMorgan Chase & Co.
JPM
Shares Held
19K
Value
$4.58M
Quanta Services, Inc.
PWR
Shares Held
18K
Value
$5.56M
Diageo plc
DEO
Shares Held
18K
Value
$2.24M
Graco Inc.
GGG
Shares Held
17K
Value
$1.46M
Berkshire Hathaway Inc.
BRK-B
Shares Held
16K
Value
$7.24M
The Walt Disney Company
DIS
Shares Held
15K
Value
$1.65M
Keysight Technologies, Inc.
KEYS
Shares Held
13K
Value
$2.10M
Genworth Financial, Inc.
GNW
Shares Held
13K
Value
$90.87K
Oracle Corporation
ORCL
Shares Held
13K
Value
$2.13M
AbbVie Inc.
ABBV
Shares Held
12K
Value
$2.20M
WaFd, Inc.
WAFD
Shares Held
12K
Value
$398.10K
Under Armour, Inc.
UA
Shares Held
12K
Value
$91.51K
Bank of America Corporation
BAC
Shares Held
12K
Value
$510.11K
Canadian National Railway Company
CNI
Shares Held
12K
Value
$1.17M
Mondelez International, Inc.
MDLZ
Shares Held
11K
Value
$669.62K
Under Armour, Inc.
UAA
Shares Held
10K
Value
$85.08K
Aflac Incorporated
AFL
Shares Held
10K
Value
$1.01M
Comcast Corporation
CMCSA
Shares Held
9K
Value
$355.10K