WMS PARTNERS, LLC
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CRM | 2K | $548.64K |
 | AMGN | 2K | $415.46K |
 | ETN | 2K | $522.03K |
 | EFX | 2K | $383.55K |
 | ACN | 2K | $528.39K |
 | FDX | 1K | $392.39K |
 | ISRG | 1K | $640.45K |
 | MKTX | 1K | $276.90K |
 | AVY | 1K | $219.69K |
 | CB | 1K | $308.07K |
 | NFLX | 1K | $992.93K |
 | VRSK | 1K | $301.05K |
 | ROK | 1K | $293.51K |
 | SPGI | 1K | $506.50K |
 | CI | 1K | $279.94K |
 | TMO | 830 | $431.79K |
 | APD | 743 | $215.50K |
 | MKL | 697 | $1.20M |
 | AON | 697 | $250.34K |
 | IDXX | 657 | $271.63K |
Salesforce, Inc.
CRM
Shares Held
2K
Value
$548.64K
Amgen Inc.
AMGN
Shares Held
2K
Value
$415.46K
Eaton Corporation plc
ETN
Shares Held
2K
Value
$522.03K
Equifax Inc.
EFX
Shares Held
2K
Value
$383.55K
Accenture plc
ACN
Shares Held
2K
Value
$528.39K
FedEx Corporation
FDX
Shares Held
1K
Value
$392.39K
Intuitive Surgical, Inc.
ISRG
Shares Held
1K
Value
$640.45K
MarketAxess Holdings Inc.
MKTX
Shares Held
1K
Value
$276.90K
Avery Dennison Corporation
AVY
Shares Held
1K
Value
$219.69K
Chubb Limited
CB
Shares Held
1K
Value
$308.07K
Netflix, Inc.
NFLX
Shares Held
1K
Value
$992.93K
Verisk Analytics, Inc.
VRSK
Shares Held
1K
Value
$301.05K
Rockwell Automation, Inc.
ROK
Shares Held
1K
Value
$293.51K
S&P Global Inc.
SPGI
Shares Held
1K
Value
$506.50K
Cigna Corporation
CI
Shares Held
1K
Value
$279.94K
Thermo Fisher Scientific Inc.
TMO
Shares Held
830
Value
$431.79K
Air Products and Chemicals, Inc.
APD
Shares Held
743
Value
$215.50K
Markel Corporation
MKL
Shares Held
697
Value
$1.20M
Aon plc
AON
Shares Held
697
Value
$250.34K
IDEXX Laboratories, Inc.
IDXX
Shares Held
657
Value
$271.63K