RAFFA WEALTH MANAGEMENT, LLC
Position in WMS — Advanced Drainage Systems, Inc.
CIK 1631073
WASHINGTON, DC
Position in WMS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,883
+$1,061 QoQ
Shares Held
12
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#509
of 543 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $99,191 across 14 Building Products & Equipment names. WMS ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
71 | $34,872 | |
| 2 | JCI |
Johnson Controls International plc
|
232 | $33,897 | |
| 3 | CARR |
CARRIER GLOBAL Corp
|
266 | $19,511 | |
| 4 | MAS |
Masco Corp /De/
|
32 | $2,603 | |
| 5 | OC |
Owens Corning
|
15 | $2,384 | |
| 6 | WMS |
Advanced Drainage Systems, Inc.
This page
|
12 | $1,883 | |
| 7 | LII |
Lennox International Inc
|
2 | $1,145 | |
| 8 | CSL |
Carlisle Companies Inc
|
3 | $1,088 |
All Filings in WMS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,883 | 12 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $822 | 6 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $868 | 6 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $832 | 6 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $689 | 6 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $651 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $693 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $942 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $962 | 6 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $1,033 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $843 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $682 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $682 | 6 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $505 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $491 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $746 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $540 | 6 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $712 | 6 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $816 | 6 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $649 | 6 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $699 | 6 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $620 | 6 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||