WMS Group LLC
Top Portfolio Positions
27 positions ·
$25,208,480 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,657 | $3,466,010 | 13.75% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,065 | $2,929,317 | 11.62% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,760 | $2,576,841 | 10.22% |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,773 | $2,235,203 | 8.87% |
| MSFT |
Microsoft Corp
Technology
|
5,320 | $1,969,304 | 7.81% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
5,276 | $1,783,024 | 7.07% |
| NVDA |
Nvidia Corp
Technology
|
5,083 | $886,475 | 3.52% |
| META |
Meta Platforms, Inc.
Communication Services
|
1,327 | $759,216 | 3.01% |
| SHOP |
Shopify Inc.
Technology
|
6,336 | $751,576 | 2.98% |
| NFLX |
Netflix Inc
Communication Services
|
7,666 | $737,085 | 2.92% |
Portfolio Trend
Holdings in FIGR
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,091 | 7,337 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $299,847 | 7,342 | Shares | Sole | 2026-03-03 | |
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