Stock Taper

WMS PARTNERS, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NextEra Energy, Inc.NEE5.46K$391.21K
American Electric Power Company, Inc.AEP5.04K$464.47K
LPL Financial Holdings Inc.LPLA5K$1.63M
QUALCOMM IncorporatedQCOM4.91K$754.89K
3M CompanyMMM4.9K$632.54K
RTX CorporationRTX4.71K$545.61K
Caterpillar Inc.CAT4.58K$1.66M
Texas Instruments IncorporatedTXN4.4K$824.29K
ConocoPhillipsCOP4.22K$418.63K
Archer-Daniels-Midland CompanyADM4.11K$207.64K
Broadcom Inc.AVGO4.04K$937.56K
Republic Services, Inc.RSG4.04K$812.16K
Stryker CorporationSYK3.96K$1.43M
Liberty Media CorporationFWONK3.92K$363.23K
International Business Machines CorporationIBM3.73K$818.88K
Blackstone Inc.BX3.72K$640.89K
Roblox CorporationRBLX3.65K$210.9K
Target CorporationTGT3.58K$484.21K
Meta Platforms, Inc.META3.51K$2.05M
Colgate-Palmolive CompanyCL3.45K$313.64K