WMS PARTNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEE | 5K | $391.21K |
 | AEP | 5K | $464.47K |
 | LPLA | 5K | $1.63M |
 | QCOM | 5K | $754.89K |
 | MMM | 5K | $632.54K |
 | RTX | 5K | $545.61K |
 | CAT | 5K | $1.66M |
 | TXN | 4K | $824.29K |
 | COP | 4K | $418.63K |
 | ADM | 4K | $207.64K |
 | AVGO | 4K | $937.56K |
 | RSG | 4K | $812.16K |
 | SYK | 4K | $1.43M |
 | FWONK | 4K | $363.23K |
 | IBM | 4K | $818.88K |
 | BX | 4K | $640.89K |
 | RBLX | 4K | $210.90K |
 | TGT | 4K | $484.21K |
 | META | 4K | $2.05M |
 | CL | 3K | $313.64K |
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$391.21K
American Electric Power Company, Inc.
AEP
Shares Held
5K
Value
$464.47K
LPL Financial Holdings Inc.
LPLA
Shares Held
5K
Value
$1.63M
QUALCOMM Incorporated
QCOM
Shares Held
5K
Value
$754.89K
3M Company
MMM
Shares Held
5K
Value
$632.54K
RTX Corporation
RTX
Shares Held
5K
Value
$545.61K
Caterpillar Inc.
CAT
Shares Held
5K
Value
$1.66M
Texas Instruments Incorporated
TXN
Shares Held
4K
Value
$824.29K
ConocoPhillips
COP
Shares Held
4K
Value
$418.63K
Archer-Daniels-Midland Company
ADM
Shares Held
4K
Value
$207.64K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$937.56K
Republic Services, Inc.
RSG
Shares Held
4K
Value
$812.16K
Stryker Corporation
SYK
Shares Held
4K
Value
$1.43M
Formula One Group
FWONK
Shares Held
4K
Value
$363.23K
International Business Machines Corporation
IBM
Shares Held
4K
Value
$818.88K
Blackstone Inc.
BX
Shares Held
4K
Value
$640.89K
Roblox Corporation
RBLX
Shares Held
4K
Value
$210.90K
Target Corporation
TGT
Shares Held
4K
Value
$484.21K
Meta Platforms, Inc.
META
Shares Held
4K
Value
$2.05M
Colgate-Palmolive Company
CL
Shares Held
3K
Value
$313.64K