WMS Partners, LLC

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CIK 1480916

13F portfolio (2024-Q4)

$1.8B

Positions

298

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q3. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2024-Q4)

Holdings

298

Top 5

31.6%

Top 10

53.6%

Effective N

27.2

HHI

0.037

This quarter

23 new · 0 exit →

By sector

Unclassified73.2%

Financials9.7%

Information Technology7.5%

Communication Services2.1%

Consumer Discretionary1.7%

Health Care1.7%

Industrials1.6%

Consumer Staples1.0%

Other1.6%

By market cap

Unknown73.7%

Mega (>$200B)14.3%

Large ($10–200B)11.3%

Mid ($2–10B)0.5%

Small ($300M–2B)0.3%

Micro (<$300M)0.0%

By region

Other73.2%

North America26.7%

Europe0.1%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	73.58%	127
Capital Markets	6.78%	9
Technology Hardware & Equipment	4.18%	11
Software	2.64%	7
Software & IT Services	2.00%	8
Commercial Services & Supplies	1.46%	10
Pharmaceuticals & Biotechnology	1.34%	10
Specialty Retail	1.24%	11
Insurance	0.77%	12
Banks	0.62%	9
Chemicals	0.56%	5
Beverages	0.54%	4
Semiconductors & Semiconductor Equipment	0.43%	5
Construction & Engineering	0.40%	2
Oil, Gas & Consumable Fuels	0.39%	4
Real Estate Management & Development	0.38%	2
Machinery	0.37%	7
Hotels, Restaurants & Leisure	0.35%	2
Health Care Equipment & Supplies	0.35%	8
Food Products	0.25%	4
Road & Rail	0.24%	5
Tobacco	0.16%	2
Aerospace & Defense	0.15%	5
Utilities	0.14%	5
Media & Entertainment	0.11%	4
Electrical Equipment & Components	0.10%	2
Entertainment	0.09%	1
Automobiles & Components	0.08%	2
Paper & Forest Products	0.06%	2
Communications Equipment	0.06%	2
Metals & Mining	0.05%	2
Transportation Infrastructure	0.05%	2
Equity Real Estate Investment Trusts (REITs)	0.04%	2
Diversified Telecommunication Services	0.03%	1
Airlines	0.02%	1
Food & Staples Retailing	0.01%	1
Textiles, Apparel & Luxury Goods	0.01%	2

Top holdings

#	Ticker	Name	Sector	Weight
1	AVDE	AMERICAN CENTY ETF TR	Unclassified	6.81%
2	VTI	VANGUARD INDEX FDS	Unclassified	6.73%
3	GSLC	GOLDMAN SACHS ETF TR	Unclassified	6.18%
4	TROW	PRICE T ROWE GROUP INC	Financials	6.08%
5	GSIE	Goldman Sachs ActiveBeta Int'l Eq ETF	Unclassified	5.79%
6	AVUS	AMERICAN CENTY ETF TR	Unclassified	5.72%
7	JCPB	J P MORGAN EXCHANGE TRADED F	Unclassified	4.74%
8	AVUV	AMERICAN CENTY ETF TR	Unclassified	3.98%
9	VIG	VANGUARD SPECIALIZED FUNDS	Unclassified	3.88%
10	AAPL	Apple Inc.	Information Technology	3.69%

172/298 names classified · sector 26.8% of weight · industry 26.4% · mkt cap 26.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 47 quarters

Information TechnologyAAPL, MSFT, INTC, CSCO, GE · other

FinancialsTROW, V, COF, WFC, MA · other

Health CareJNJ, NEOG, ABT, AXSM, ALGN · other

IndustrialsPWR, UPS, DCI, NSC, TRN · other

Communication ServicesGOOGL, GOOG, DIS, META, VZ · other

Consumer DiscretionaryMCD, AMZN, TGT, HD, PTON · other

Consumer StaplesMKC, PEP, DEO, PM, KO · other

MaterialsECL, PG, KMB, NKE, LIN · other

Real EstateOHI, AMT, WY, STWD, BN · other

EnergyXOM, CVX, SLB, COP, RRC · other

UtilitiesEPD, KMI, NEE, D, WMB · other

UnclassifiedVTI, VCSH, GLD, AVDE, DFAC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 26.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2024-Q4), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 25% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (154 classified)WMS Partners, LLC centroid (Large Core)

FinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryHealth CareIndustrialsConsumer StaplesMaterialsEnergyReal EstateUtilities

Style box summary for WMS Partners, LLC: centroid Large Core. Heaviest cells: Large Growth 11.5%, Mid Value 6.6%, Large Value 3.0%.

Classified: 25.3% of book weight (154/291 names) · unclassified 74.7%: AVDE, VTI, GSLC, GSIE, AVUS, JCPB, AVUV, VIG, HTRB, AVEM +127 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 298 positions (2024-Q4) · largest first · Δ vs 2024-Q3

#	Security	Shares	Value	Weight	Δ QoQ
1	AVDEAMERICAN CENTY ETF TR	1,981,582	$122M	6.8%	ADD 7%
2	VTIVANGUARD INDEX FDS	414,160	$120M	6.7%	HOLD
3	GSLCGOLDMAN SACHS ETF TR	957,161	$110M	6.2%	ADD 7%
4	TROWPRICE T ROWE GROUP INC	959,346	$108M	6.1%	TRIM −9%
5	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	3,099,698	$103M	5.8%	ADD 5%
6	AVUSAMERICAN CENTY ETF TR	1,052,425	$102M	5.7%	ADD 11%
7	JCPBJ P MORGAN EXCHANGE TRADED F	1,836,587	$85M	4.7%	ADD 10%
8	AVUVAMERICAN CENTY ETF TR	736,369	$71M	4.0%	HOLD
9	VIGVANGUARD SPECIALIZED FUNDS	353,195	$69M	3.9%	ADD 8%
10	AAPLAPPLE INC	263,095	$66M	3.7%	ADD 3%
11	HTRBHARTFORD FDS EXCHANGE TRADED	1,945,220	$65M	3.6%	ADD 11%
12	AVEMAMERICAN CENTY ETF TR	1,081,391	$64M	3.6%	ADD 4%
13	GEMGOLDMAN SACHS ETF TR	1,724,202	$55M	3.1%	ADD 4%
14	JSCPJ P MORGAN EXCHANGE TRADED F	1,057,969	$49M	2.8%	ADD 7%
15	IJRISHARES TR	374,263	$43M	2.4%	TRIM −4%
16	MSFTMICROSOFT CORP	101,575	$43M	2.4%	HOLD
17	DFACDIMENSIONAL ETF TRUST	895,595	$31M	1.7%	HOLD
18	ACWVISHARES INC	184,474	$20M	1.1%	HOLD
19	GOOGLALPHABET INC	99,876	$19M	1.1%	ADD 3%
20	VVISA INC	50,830	$16M	0.9%	HOLD
21	AVMCAMERICAN CENTY ETF TR AVANTIS U S MID CAP EQUITY ETF	243,188	$16M	0.9%	ADD 53%
22	GOOGALPHABET INC	67,250	$13M	0.7%	HOLD
23	AMZNAMAZON COM INC	50,742	$11M	0.6%	ADD 11%
24	VTVANGUARD INTL EQUITY INDEX F	89,825	$11M	0.6%	TRIM −3%
25	IVVISHARES TR	17,150	$10M	0.6%	HOLD
26	DFAUDIMENSIONAL ETF TRUST	220,314	$9M	0.5%	HOLD
27	AVDVAMERICAN CENTY ETF TR	134,281	$9M	0.5%	TRIM −5%
28	SPYSTATE STR SPDR S&P 500 ETF T	14,867	$9M	0.5%	HOLD
29	JNJJOHNSON & JOHNSON	58,503	$8M	0.5%	HOLD
30	DFCFDIMENSIONAL ETF TRUST	199,812	$8M	0.5%	TRIM −4%
31	AGGISHARES TR	75,397	$7M	0.4%	TRIM −9%
32	BRK.BBERKSHIRE HATHAWAY INC DEL	15,979	$7M	0.4%	ADD 4%
33	ACWIISHARES TR	61,256	$7M	0.4%	HOLD
34	KKRKKR & CO INC	47,465	$7M	0.4%	HOLD
35	VOVANGUARD INDEX FDS	26,055	$7M	0.4%	TRIM −3%
36	PGPROCTER AND GAMBLE CO	40,903	$7M	0.4%	ADD 2%
37	ABTABBOTT LABS	57,407	$6M	0.4%	HOLD
38	MCDMCDONALDS CORP	19,625	$6M	0.3%	HOLD
39	PWRQUANTA SVCS INC	17,589	$6M	0.3%	HOLD
40	XOMEXXON MOBIL CORP	46,828	$5M	0.3%	ADD 10%
41	NVDANVIDIA CORPORATION	36,042	$5M	0.3%	ADD 2%
42	RSPTINVESCO EXCHANGE TRADED FD T	127,921	$5M	0.3%	TRIM −2%
43	BNBROOKFIELD CORP	82,813	$5M	0.3%	HOLD
44	IWBISHARES TR	14,630	$5M	0.3%	HOLD
45	IAUISHARES GOLD TR	94,347	$5M	0.3%	HOLD
46	JPMJPMORGAN CHASE & CO	19,114	$5M	0.3%	TRIM −6%
47	PEPPEPSICO INC	28,977	$4M	0.2%	HOLD
48	VIGIVanguard Whitehall Int'l Div. Apprec. ETF	50,652	$4M	0.2%	TRIM −6%
49	UNHUNITEDHEALTH GROUP INC	7,493	$4M	0.2%	ADD 6%
50	UBERUBER TECHNOLOGIES INC	58,283	$4M	0.2%	TRIM −3%
51	RYANRYAN SPECIALTY HOLDINGS INC	54,561	$4M	0.2%	HOLD
52	MAMASTERCARD INCORPORATED	6,324	$3M	0.2%	ADD 6%
53	MKCMCCORMICK & CO INC	42,947	$3M	0.2%	TRIM −3%
54	VCSHVANGUARD SCOTTSDALE FDS	41,086	$3M	0.2%	TRIM −4%
55	VOOVANGUARD INDEX FDS	5,631	$3M	0.2%	ADD 3%
56	FNBF N B CORP	197,311	$3M	0.2%	HOLD
57	MKC.VMCCORMICK & CO INC	36,745	$3M	0.2%	HOLD
58	GLDSPDR GOLD TR	10,869	$3M	0.1%	HOLD
59	IWFISHARES TR	6,547	$3M	0.1%	ADD 5%
60	HDHOME DEPOT INC	6,659	$3M	0.1%	HOLD
61	KOCOCA COLA CO	41,472	$3M	0.1%	TRIM −4%
62	ZBHZIMMER BIOMET HOLDINGS INC	23,955	$3M	0.1%	HOLD
63	COSTCOSTCO WHSL CORP NEW	2,714	$2M	0.1%	ADD 5%
64	WMTWALMART INC	27,267	$2M	0.1%	ADD 12%
65	LINLINDE PLC	5,783	$2M	0.1%	ADD 5%
66	RSPINVESCO EXCHANGE TRADED FD T	13,441	$2M	0.1%	ADD 9%
67	PMPHILIP MORRIS INTL INC	19,557	$2M	0.1%	TRIM −4%
68	QQQINVESCO QQQ TR	4,534	$2M	0.1%	HOLD
69	VUGVANGUARD INDEX FDS	5,490	$2M	0.1%	HOLD
70	LLYELI LILLY & CO	2,908	$2M	0.1%	ADD 14%
71	DEODIAGEO PLC	17,586	$2M	0.1%	TRIM −13%
72	BNDVANGUARD BD INDEX FDS	31,045	$2M	0.1%	TRIM −8%
73	ABBVABBVIE INC	12,365	$2M	0.1%	ADD 3%
74	VGTVANGUARD WORLD FD	3,501	$2M	0.1%	TRIM −4%
75	ORCLORACLE CORP	12,779	$2M	0.1%	ADD 9%
76	KEYSKEYSIGHT TECHNOLOGIES INC	13,067	$2M	0.1%	HOLD
77	IVWISHARES TR	20,278	$2M	0.1%	TRIM −3%
78	METAMETA PLATFORMS INC	3,506	$2M	0.1%	ADD 46%
79	FRPHFRP HLDGS INC	64,867	$2M	0.1%	ADD 103%
80	MRKMERCK & CO INC	19,745	$2M	0.1%	HOLD
81	DHRDANAHER CORP DEL	8,354	$2M	0.1%	ADD 13%
82	CSCOCISCO SYS INC	29,661	$2M	0.1%	HOLD
83	GSGOLDMAN SACHS GROUP INC	3,036	$2M	0.1%	ADD 36%
84	SCHXSCHWAB U.S. LARGE-CAP ETF	74,766	$2M	0.1%	ADD 200%
85	DFEMDIMENSIONAL ETF TRUST	64,464	$2M	0.1%	TRIM −15%
86	CATCATERPILLAR INC	4,578	$2M	0.1%	ADD 48%
87	DISDISNEY WALT CO	14,858	$2M	0.1%	TRIM −5%
88	UNPUNION PAC CORP	7,194	$2M	0.1%	ADD 5%
89	LPLALPL FINL HLDGS INC	5,005	$2M	0.1%	HOLD
90	AVSUAMERICAN CENTY ETF TR	23,924	$2M	0.1%	ADD 3%
91	BZHBEAZER HOMES USA INC	57,399	$2M	0.1%	HOLD
92	ROOTROOT INC	21,257	$2M	0.1%	NEW
93	NZFNUVEEN MUNICIPAL CREDIT INC	125,000	$2M	0.1%	HOLD
94	JSIJANUS DETROIT STR TR	29,192	$2M	0.1%	ADD 34%
95	VXUSVANGUARD STAR FDS	25,531	$2M	0.1%	HOLD
96	VYMVANGUARD WHITEHALL FDS	11,595	$1M	0.1%	HOLD
97	NVGNUVEEN AMT FREE MUN CR INC F	119,530	$1M	0.1%	HOLD
98	GSSCGOLDMAN SACHS ETF TR	21,114	$1M	0.1%	TRIM −4%
99	GGGGRACO INC	17,281	$1M	0.1%	HOLD
100	VGSHVANGUARD SHORT-TERM TREASURY ETF	24,984	$1M	0.1%	TRIM −20%
101	VTVVANGUARD INDEX FDS	8,433	$1M	0.1%	TRIM −28%
102	SYKSTRYKER CORPORATION	3,965	$1M	0.1%	HOLD
103	DEDEERE & CO	3,307	$1M	0.1%	TRIM −7%
104	SLVISHARES SILVER TR	50,740	$1M	0.1%	HOLD
105	SPYGSPDR SERIES TRUST STATE STREET SPD	15,000	$1M	0.1%	HOLD
106	PFEPFIZER INC	49,397	$1M	0.1%	TRIM −2%
107	TSLATESLA INC	3,201	$1M	0.1%	HOLD
108	VHTVANGUARD WORLD FD	5,029	$1M	0.1%	HOLD
109	AVSCAMERICAN CENTY ETF TR	23,118	$1M	0.1%	TRIM −2%
110	MKLMARKEL GROUP INC	697	$1M	0.1%	ADD 6%
111	IVEISHARES TR	6,219	$1M	0.1%	TRIM −3%
112	GEGE AEROSPACE	7,072	$1M	0.1%	HOLD
113	FNDASCHWAB STRATEGIC TR	39,500	$1M	0.1%	ADD 95%
114	CNICANADIAN NATL RY CO	11,512	$1M	0.1%	ADD 47%
115	VNQVANGUARD INDEX FDS	12,518	$1M	0.1%	HOLD
116	IWDISHARES TR	6,001	$1M	0.1%	HOLD
117	CVXCHEVRON CORP NEW	7,548	$1M	0.1%	TRIM −2%
118	VBVANGUARD INDEX FDS	4,480	$1M	0.1%	TRIM −19%
119	EWUISHARES TR	30,000	$1M	0.1%	HOLD
120	VWOVANGUARD INTL EQUITY INDEX F	22,855	$1M	0.1%	HOLD
121	AFLAFLAC INC	9,729	$1M	0.1%	HOLD
122	EPDENTERPRISE PRODS PARTNERS L	32,090	$1M	0.1%	ADD 158%
123	NFLXNETFLIX INC	1,114	$992,931	0.1%	ADD 40%
124	MOATVANECK ETF TRUST	10,516	$975,097	0.1%	ADD 260%
125	AXPAMERICAN EXPRESS CO	3,228	$958,119	0.1%	HOLD
126	COWZPACER FDS TR	16,840	$951,124	0.1%	NEW
127	AVGOBROADCOM INC	4,044	$937,561	0.1%	ADD 75%
128	MGKVanguard Mega Cap Growth ETF	2,588	$888,746	0.0%	HOLD
129	ADPAUTOMATIC DATA PROCESSING IN	2,999	$877,857	0.0%	HOLD
130	DFICDIMENSIONAL ETF TRUST	33,334	$861,518	0.0%	ADD 19%
131	IGVISHARES TR	8,556	$856,627	0.0%	TRIM −2%
132	TXNTEXAS INSTRS INC	4,396	$824,294	0.0%	ADD 19%
133	IBMINTERNATIONAL BUSINESS MACHS	3,725	$818,884	0.0%	TRIM −3%
134	XLKSELECT SECTOR SPDR TR	3,520	$818,497	0.0%	HOLD
135	TJXTJX COS INC NEW	6,743	$814,622	0.0%	ADD 23%
136	RSGREPUBLIC SVCS INC	4,037	$812,164	0.0%	HOLD
137	SUSAISHARES TR	6,658	$809,547	0.0%	HOLD
138	KMBKIMBERLY-CLARK CORP	5,933	$777,461	0.0%	TRIM −3%
139	PDPINVESCO EXCHANGE TRADED FD T	7,125	$766,722	0.0%	HOLD
140	QCOMQUALCOMM INC	4,914	$754,889	0.0%	TRIM −13%
141	HONHONEYWELL INTL INC	3,317	$749,375	0.0%	ADD 22%
142	MFCMANULIFE FINL CORP	24,018	$737,593	0.0%	HOLD
143	DFAIDIMENSIONAL ETF TRUST	25,023	$730,672	0.0%	ADD 29%
144	CSXCSX CORP	22,354	$721,351	0.0%	HOLD
145	MGVVANGUARD WORLD FD	5,677	$709,115	0.0%	HOLD
146	SPHQINVESCO EXCHANGE TRADED FD T	10,348	$693,627	0.0%	NEW
147	TRVTRAVELERS COMPANIES INC	2,875	$692,619	0.0%	ADD 2%
148	DFAEDIMENSIONAL ETF TRUST	27,174	$689,405	0.0%	HOLD
149	ITWILLINOIS TOOL WKS INC	2,656	$673,456	0.0%	ADD 2%
150	MDLZMONDELEZ INTL INC	11,211	$669,615	0.0%	HOLD
151	INTCINTEL CORP	32,585	$653,335	0.0%	TRIM −15%
152	DIASPDR DOW JONES INDL AVERAGE	1,517	$645,484	0.0%	HOLD
153	IJKISHARES TR	7,060	$641,966	0.0%	HOLD
154	BXBLACKSTONE INC	3,717	$640,886	0.0%	ADD 15%
155	ISRGINTUITIVE SURGICAL INC	1,227	$640,445	0.0%	ADD 168%
156	XLISELECT SECTOR SPDR TR	4,858	$640,046	0.0%	HOLD
157	EFAISHARES TR	8,455	$639,283	0.0%	ADD 46%
158	VBRVANGUARD INDEX FDS	3,204	$634,969	0.0%	HOLD
159	MMM3M CO	4,900	$632,541	0.0%	TRIM −4%
160	SHOPSHOPIFY INC	5,856	$622,669	0.0%	HOLD
161	EXPDEXPEDITORS INTL WASH INC	5,541	$613,777	0.0%	TRIM −4%
162	GDGENERAL DYNAMICS CORP	2,287	$602,602	0.0%	HOLD
163	AMTAMERICAN TOWER CORP	3,236	$593,569	0.0%	ADD 6%
164	CMICUMMINS INC	1,699	$592,272	0.0%	HOLD
165	GEVGE VERNOVA INC	1,757	$577,931	0.0%	HOLD
166	FASTFASTENAL CO	7,870	$565,932	0.0%	ADD 32%
167	IAGIAMGOLD CORP	109,000	$562,440	0.0%	HOLD
168	IJHISHARES TR	8,986	$559,922	0.0%	ADD 8%
169	XLFSELECT SECTOR SPDR TR	11,454	$553,572	0.0%	HOLD
170	TPLTEXAS PACIFIC LAND CORPORATI	500	$552,980	0.0%	TRIM −33%
171	CRMSALESFORCE INC	1,641	$548,636	0.0%	ADD 6%
172	RTXRTX CORPORATION	4,715	$545,609	0.0%	ADD 4%
173	OUNZVanEck Merk Gold Trust	21,415	$541,800	0.0%	ADD 4%
174	SCHDSCHWAB STRATEGIC TR	19,459	$531,612	0.0%	ADD 190%
175	ACNACCENTURE PLC IRELAND	1,502	$528,389	0.0%	HOLD
176	SBUXSTARBUCKS CORP	5,765	$526,057	0.0%	HOLD
177	FFIVF5 INC	2,076	$522,052	0.0%	HOLD
178	ETNEATON CORP PLC	1,573	$522,032	0.0%	ADD 82%
179	COFCAPITAL ONE FINL CORP	2,913	$519,447	0.0%	ADD 49%
180	TAT&T INC	22,503	$512,392	0.0%	ADD 3%
181	BNDXVANGUARD CHARLOTTE FDS	10,424	$511,298	0.0%	TRIM −40%
182	BACBANK AMERICA CORP	11,607	$510,106	0.0%	ADD 16%
183	GDXVANECK ETF TRUST GOLD MINERS ETF	15,000	$508,650	0.0%	HOLD
184	SPGIS&P GLOBAL INC	1,017	$506,497	0.0%	ADD 30%
185	DFSDDIMENSIONAL ETF TRUST	10,788	$505,742	0.0%	TRIM −12%
186	DFNMDIMENSIONAL ETF TRUST	10,505	$501,824	0.0%	HOLD
187	AVESAMERICAN CENTY ETF TR	10,781	$498,083	0.0%	HOLD
188	DFSVDIMENSIONAL ETF TRUST	16,172	$497,775	0.0%	TRIM −4%
189	XLYSELECT SECTOR SPDR TR	2,201	$493,715	0.0%	TRIM −3%
190	PNCPNC FINL SVCS GROUP INC	2,536	$489,027	0.0%	ADD 5%
191	AVSDAMERICAN CENTY ETF TR	8,736	$486,421	0.0%	HOLD
192	MOALTRIA GROUP INC	9,268	$484,624	0.0%	TRIM −4%
193	TGTTARGET CORP	3,582	$484,215	0.0%	HOLD
194	IGSBISHARES TR	9,224	$476,881	0.0%	HOLD
195	EWJISHARES INC	7,007	$470,170	0.0%	TRIM −30%
196	STZCONSTELLATION BRANDS INC	2,125	$469,625	0.0%	HOLD
197	AEPAMERICAN ELEC PWR CO INC	5,036	$464,471	0.0%	HOLD
198	XLBSELECT SECTOR SPDR TR	5,415	$455,637	0.0%	HOLD
199	LOWLOWES COS INC	1,810	$446,665	0.0%	ADD 5%
200	ANSYS INC	1,320	$445,276	0.0%	NEW

showing the top 200 by weight

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