Stock Taper

WMS PARTNERS, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Republic Services, Inc.RSG4.04K$812.16K
Broadcom Inc.AVGO4.04K$937.56K
Archer-Daniels-Midland CompanyADM4.11K$207.64K
ConocoPhillipsCOP4.22K$418.63K
Texas Instruments IncorporatedTXN4.4K$824.29K
Caterpillar Inc.CAT4.58K$1.66M
RTX CorporationRTX4.71K$545.61K
3M CompanyMMM4.9K$632.54K
QUALCOMM IncorporatedQCOM4.91K$754.89K
LPL Financial Holdings Inc.LPLA5K$1.63M
American Electric Power Company, Inc.AEP5.04K$464.47K
NextEra Energy, Inc.NEE5.46K$391.21K
Expeditors International of Washington, Inc.EXPD5.54K$613.78K
CVS Health Corp.CVS5.59K$250.8K
Toast, Inc.TOST5.7K$207.76K
Starbucks CorporationSBUX5.76K$526.06K
Linde plcLIN5.78K$2.42M
Wells Fargo & CompanyWFC5.82K$408.94K
Shopify Inc.SHOP5.86K$622.67K
Kimberly-Clark CorporationKMB5.93K$777.46K