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WMS Partners, LLC13F | |
| WMS Partners, LLC | |
| Last update 1970-01-01 | 0 Stocks (0 new) |
| Value $- | Turnover 0 % |
WMS Partners, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TROW | T. Rowe Price Group Inc | 2024-12-31 | Reduce Reduce | -0.62% | 106.48 ($115.93) 124.69 | $102.26 | -11.79% | Reduce -9.34% | 959,346 | -98,856 | |
AVUS | Avantis U.S. Equity ETF | 2024-12-31 | Add Add | +0.57% | 94.37 ($98.24) 102.06 | $102.40 | 4.23% | Add 11.1% | 1,052,425 | 105,186 | |
JCPB | JPMorgan Core Plus Bond ETF | 2024-12-31 | Add Add | +0.45% | 46.07 ($46.86) 48.1 | $46.50 | -0.77% | Add 10.44% | 1,836,587 | 173,571 | |
AVDE | Avantis International Equity ETF | 2024-12-31 | Add Add | +0.43% | 60.9 ($63.95) 66.42 | $74.05 | 15.79% | Add 6.8% | 1,981,582 | 126,131 | |
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 2024-12-31 | Add Add | +0.42% | 111.84 ($116.37) 120.71 | $122.53 | 5.29% | Add 7.24% | 957,161 | 64,607 | |
HTRB | Hartford Total Return Bond ETF | 2024-12-31 | Add Add | +0.35% | 33.33 ($33.96) 34.95 | $33.57 | -1.15% | Add 10.67% | 1,945,220 | 187,531 | |
AVMC | Avantis U.S. Mid Cap Equity ETF | 2024-12-31 | Add Add | +0.31% | 63.66 ($66.56) 70.31 | $67.47 | 1.37% | Add 52.9% | 243,188 | 84,142 | |
GSIE |
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
| 2024-12-31 | Add Add | +0.30% | 33.32 ($34.56) 35.79 | $39.56 | 14.47% | Add 5.4% | 3,099,698 | 158,788 | |
VIG | Vanguard Dividend Appreciation FTF | 2024-12-31 | Add Add | +0.30% | 194.19 ($199.7) 204.68 | $206.28 | 3.29% | Add 8.47% | 353,195 | 27,567 | |
JSCP |
JPMorgan Short Duration Core Plus ETF
JPMorgan Short Duration Core Plus ETF
| 2024-12-31 | Add Add | +0.18% | 46.63 ($46.88) 47.37 | $47.07 | 0.40% | Add 6.98% | 1,057,969 | 69,022 |
WMS Partners, LLC Total Holding History ($B)
WMS Partners, LLC's Asset Allocation
WMS Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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WMS Partners, LLC's Hypothetical Growth since 2025-03-31
WMS Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WMS Partners, LLC News
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