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Wiley Bros.-aintree Capital

Latest statistics and disclosures from &partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, IVV, IJH, AGG, and represent 14.96% of &partners's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$131M), MSFT (+$107M), IVV (+$69M), BLK (+$63M), IJH (+$62M), AGG (+$57M), JPM (+$49M), IEFA (+$49M), AVGO (+$47M), DFAI (+$43M).
Started 303 new stock positions in WPM, CUZ, FRT, PBR, SCCO, WDFC, WNS, UFCS, JBL, STT.
Reduced shares in these 10 stocks: , OUSA, SHY, SPLB, Arista Networks, JHMM, Delphi Automotive Inc international, Lam Research Corporation, Ishares Tr ibnd dec24 etf, GTO.
Sold out of its positions in AWP, AXL, AVDV, Arista Networks, ACLS, BlackRock, BCX, Brookfield Infrastructure, Brookfield Renewable Corp, BRKR.
&partners was a net buyer of stock by $3.2B.
&partners has $8.3B in assets under management (AUM), dropping by 61.22%.
Central Index Key (CIK): 0000107136

Tip: Access up to 7 years of quarterly data

Positions held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for &partners

&partners holds 1641 positions in its portfolio as reported in the December 2024 quarterly 13F filing

&partners has 1641 total positions. Only the first 250 positions are shown.

Sign up to view all of the &partners Dec. 31, 2024 positions
Download the &partners December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.3	$355M	+58%	1.5M	243.74	View chart
Microsoft Corporation (MSFT)	3.5	$293M	+57%	693k	423.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$231M	+42%	386k	598.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.6	$214M	+40%	3.4M	63.12	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$155M	+58%	1.6M	96.74	View chart
NVIDIA Corporation (NVDA)	1.7	$144M	+41%	998k	144.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.6	$135M	+56%	1.9M	70.38	View chart
JPMorgan Chase & Co. (JPM)	1.5	$126M	+62%	519k	243.34	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.5	$122M	+54%	4.1M	29.58	View chart
Amazon (AMZN)	1.4	$117M	+52%	525k	223.75	View chart
Broadcom (AVGO)	1.3	$112M	+73%	482k	232.90	View chart
Wal-Mart Stores (WMT)	0.8	$67M	+75%	737k	90.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$64M	+101%	154k	416.70	View chart
Blackrock (BLK)	0.8	$63M	NEW	61k	1021.79	View chart
Johnson & Johnson (JNJ)	0.7	$61M	+68%	425k	144.14	View chart
Meta Platforms Cl A (META)	0.7	$59M	+63%	98k	604.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$59M	+66%	308k	191.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$59M	+71%	300k	196.06	View chart
UnitedHealth (UNH)	0.7	$57M	+71%	112k	511.00	View chart
Costco Wholesale Corporation (COST)	0.7	$56M	+77%	61k	916.92	View chart
McDonald's Corporation (MCD)	0.7	$54M	+81%	184k	295.03	View chart
Procter & Gamble Company (PG)	0.6	$54M	+71%	327k	165.32	View chart
Lowe's Companies (LOW)	0.6	$53M	+60%	216k	247.62	View chart
Eli Lilly & Co. (LLY)	0.6	$53M	+70%	67k	785.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$52M	+37%	453k	115.81	View chart
Chevron Corporation (CVX)	0.6	$52M	+87%	353k	147.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$52M	+58%	95k	544.44	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$52M	+263%	1.0M	49.51	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.6	$52M	+78%	146k	354.11	View chart
Automatic Data Processing (ADP)	0.6	$51M	+74%	175k	291.87	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$51M	+102%	394k	128.90	View chart
Home Depot (HD)	0.6	$51M	+92%	130k	390.99	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$48M	+133%	284k	170.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$48M	+129%	106k	453.54	View chart
Amgen (AMGN)	0.6	$47M	+103%	181k	261.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$46M	+53%	172k	266.24	View chart
Cisco Systems (CSCO)	0.5	$45M	+70%	770k	58.66	View chart
Analog Devices (ADI)	0.5	$44M	+64%	204k	215.80	View chart
Pepsi (PEP)	0.5	$44M	+88%	291k	149.83	View chart
AFLAC Incorporated (AFL)	0.5	$43M	+60%	418k	103.36	View chart
Abbott Laboratories (ABT)	0.5	$43M	+66%	377k	113.82	View chart
Merck & Co (MRK)	0.5	$42M	+77%	421k	99.29	View chart
Nextera Energy (NEE)	0.5	$40M	+63%	548k	72.01	View chart
Exxon Mobil Corporation (XOM)	0.5	$39M	+44%	363k	107.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$38M	+78%	197k	192.73	View chart
Abbvie (ABBV)	0.5	$38M	+74%	209k	181.07	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.4	$37M	+59%	863k	42.49	View chart
Visa Com Cl A (V)	0.4	$36M	+65%	116k	315.18	View chart
Chubb (CB)	0.4	$36M	+59%	130k	271.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$35M	+87%	438k	80.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$35M	+45%	483k	71.82	View chart
General Dynamics Corporation (GD)	0.4	$35M	+64%	132k	263.15	View chart
Paychex (PAYX)	0.4	$34M	+69%	245k	139.75	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$34M	+58%	434k	77.55	View chart
Phillips 66 (PSX)	0.4	$33M	+51%	286k	115.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$33M	+26%	63k	523.26	View chart
Comcast Corp Cl A (CMCSA)	0.4	$31M	+66%	833k	37.66	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$31M	+69%	530k	58.01	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$30M	+113%	129k	235.81	View chart
Verizon Communications (VZ)	0.4	$30M	+47%	740k	40.31	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$29M	+171%	546k	52.56	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$28M	+109%	240k	115.26	View chart
Emerson Electric (EMR)	0.3	$28M	+68%	225k	123.06	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$28M	+62%	612k	45.12	View chart
Illinois Tool Works (ITW)	0.3	$27M	+26%	108k	251.38	View chart
PNC Financial Services (PNC)	0.3	$27M	+92%	137k	196.94	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$27M	+16%	756k	35.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$27M	+37%	45k	591.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$26M		595k	44.05	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$26M	+38%	284k	91.32	View chart
Starbucks Corporation (SBUX)	0.3	$26M	+113%	280k	92.19	View chart
Linde SHS (LIN)	0.3	$25M	+64%	61k	412.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$25M	+48%	139k	176.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$25M	+38%	511k	47.98	View chart
International Business Machines (IBM)	0.3	$24M	+59%	108k	222.64	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$24M	+3%	87k	272.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$24M	+24%	228k	103.21	View chart
Target Corporation (TGT)	0.3	$24M	+66%	173k	135.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$23M	+16%	96k	243.45	View chart
Goldman Sachs (GS)	0.3	$23M	+32%	39k	580.30	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$23M	+204%	921k	24.80	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$22M	+48%	282k	78.00	View chart
Oracle Corporation (ORCL)	0.3	$22M	+70%	130k	166.57	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.3	$21M		408k	52.20	View chart
Medtronic SHS (MDT)	0.3	$21M	+68%	261k	80.96	View chart
L3harris Technologies (LHX)	0.3	$21M	+66%	101k	209.69	View chart
Tesla Motors (TSLA)	0.3	$21M	+53%	51k	410.28	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$21M	+185%	569k	36.97	View chart
TJX Companies (TJX)	0.3	$21M	+60%	172k	121.87	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$21M	+48%	365k	57.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$21M	+87%	91k	224.31	View chart
Nike CL B (NKE)	0.2	$20M	+98%	278k	73.44	View chart
Garmin SHS (GRMN)	0.2	$20M	+63%	95k	208.31	View chart
S&p Global (SPGI)	0.2	$20M	+42%	40k	496.33	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$20M	+16%	527k	37.26	View chart
Eaton Corp SHS (ETN)	0.2	$20M	+291%	57k	345.12	View chart
Lockheed Martin Corporation (LMT)	0.2	$20M	+68%	41k	481.87	View chart
ConocoPhillips (COP)	0.2	$20M	+52%	191k	101.66	View chart
Raytheon Technologies Corp (RTX)	0.2	$19M	+90%	165k	115.74	View chart
American Tower Reit (AMT)	0.2	$19M	+48%	104k	182.27	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$19M	+73%	212k	87.46	View chart
Bank of America Corporation (BAC)	0.2	$18M	+70%	405k	44.79	View chart
Caterpillar (CAT)	0.2	$18M	+80%	49k	363.77	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$18M	+25%	99k	179.37	View chart
Mastercard Incorporated Cl A (MA)	0.2	$17M	+71%	33k	521.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$17M	+25%	59k	293.15	View chart
Palantir Technologies Cl A (PLTR)	0.2	$17M	+745%	215k	80.33	View chart
W.W. Grainger (GWW)	0.2	$17M	+78%	16k	1053.32	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$17M	+147%	91k	186.39	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$17M	+52%	192k	87.14	View chart
Palo Alto Networks (PANW)	0.2	$17M	+216%	91k	183.21	View chart
EOG Resources (EOG)	0.2	$17M	+76%	130k	127.45	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$16M	+241%	310k	50.74	View chart
Constellation Energy (CEG)	0.2	$16M	+111%	62k	253.76	View chart
Kinder Morgan (KMI)	0.2	$16M	+386%	557k	28.19	View chart
Coca-Cola Company (KO)	0.2	$16M	+34%	253k	61.86	View chart
Air Products & Chemicals (APD)	0.2	$15M	+46%	54k	284.23	View chart
Pfizer (PFE)	0.2	$15M	+55%	563k	26.58	View chart
Norfolk Southern (NSC)	0.2	$15M	+38%	63k	234.60	View chart
Union Pacific Corporation (UNP)	0.2	$15M	+42%	64k	232.82	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$15M	+32%	41k	358.78	View chart
Netflix (NFLX)	0.2	$15M	+47%	17k	881.55	View chart
salesforce (CRM)	0.2	$15M	+73%	44k	333.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$15M	+14%	196k	74.65	View chart
Duke Energy Corp Com New (DUK)	0.2	$15M	+81%	135k	107.78	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$15M	+125%	163k	89.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$14M	+4%	232k	61.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$14M	+24%	248k	57.47	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$14M	-13%	235k	60.36	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$14M	+30%	127k	106.63	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$13M	+2%	290k	46.29	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$13M	+28%	166k	80.66	View chart
FactSet Research Systems (FDS)	0.2	$13M	+105%	28k	473.82	View chart
Qualcomm (QCOM)	0.2	$13M	+124%	83k	157.66	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$13M	+55%	135k	96.92	View chart
American Express Company (AXP)	0.2	$13M	+36%	43k	301.65	View chart
Colgate-Palmolive Company (CL)	0.1	$12M	+40%	137k	89.75	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$12M	+113%	137k	89.50	View chart
First Tr Exchange-traded A Mid Cp Gr Alph (FNY)	0.1	$12M	+12%	149k	81.56	View chart
At&t (T)	0.1	$12M	+44%	525k	22.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$12M	+27%	93k	128.41	View chart
Digital Realty Trust (DLR)	0.1	$12M	+1752%	65k	183.49	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$12M	+366%	592k	19.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$12M	+21%	61k	191.02	View chart
Zoetis Cl A (ZTS)	0.1	$12M	+15%	72k	161.49	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$12M	+103%	116k	99.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$12M	+22%	66k	175.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$11M	+46%	47k	243.63	View chart
Philip Morris International (PM)	0.1	$11M	+36%	93k	122.06	View chart
Walt Disney Company (DIS)	0.1	$11M	+55%	102k	111.12	View chart
Novo-nordisk A S Adr (NVO)	0.1	$11M	+170%	128k	87.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$11M	+124%	224k	50.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$11M	+258%	408k	27.44	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$11M	+67%	856k	13.05	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$11M	+33%	53k	209.25	View chart
Servicenow (NOW)	0.1	$11M	+51%	10k	1076.70	View chart
Wec Energy Group (WEC)	0.1	$11M	+88%	118k	93.10	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$11M	+15%	83k	131.43	View chart
Intuit (INTU)	0.1	$11M	+43%	17k	630.60	View chart
Applied Materials (AMAT)	0.1	$11M	+47%	63k	170.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$11M	+67%	187k	57.09	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$11M	+237%	65k	162.38	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$11M	+35%	414k	25.38	View chart
Cme (CME)	0.1	$11M	+48%	45k	233.04	View chart
PPG Industries (PPG)	0.1	$11M	+92%	92k	114.52	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$10M	+23%	76k	137.28	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$10M	+2483%	160k	64.63	View chart
Parker-Hannifin Corporation (PH)	0.1	$10M	+20%	16k	637.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$10M	+7%	103k	97.21	View chart
Bank of New York Mellon Corporation (BK)	0.1	$9.9M	+95%	129k	76.95	View chart
Becton, Dickinson and (BDX)	0.1	$9.9M	+18%	43k	228.73	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$9.9M	+14%	282k	35.05	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$9.9M	+82%	130k	76.31	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$9.9M	+315%	38k	259.34	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.1	$9.7M	+5%	395k	24.64	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$9.7M	+58%	185k	52.60	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$9.6M	+22%	59k	162.42	View chart
Southern Company (SO)	0.1	$9.4M	+52%	114k	82.79	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$9.4M	+97%	82k	115.65	View chart
Stryker Corporation (SYK)	0.1	$9.4M	+51%	26k	361.50	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$9.3M	+9%	100k	92.64	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$9.3M	+100%	176k	52.56	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$9.2M	+1091%	88k	103.89	View chart
Honeywell International (HON)	0.1	$9.1M	+39%	41k	226.09	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$9.1M	+34%	205k	44.33	View chart
3M Company (MMM)	0.1	$9.0M	+10%	70k	129.81	View chart
Ge Aerospace Com New (GE)	0.1	$9.0M	+56%	52k	171.87	View chart
Gilead Sciences (GILD)	0.1	$9.0M	+61%	98k	91.40	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$9.0M	+61%	404k	22.18	View chart
Novartis Sponsored Adr (NVS)	0.1	$8.9M	+211%	91k	97.65	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$8.9M	+118%	179k	49.58	View chart
Oneok (OKE)	0.1	$8.9M	+203%	86k	102.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$8.8M	+14%	22k	406.04	View chart
United Parcel Service CL B (UPS)	0.1	$8.7M	+31%	71k	123.07	View chart
Deere & Company (DE)	0.1	$8.7M	+55%	21k	422.30	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$8.6M	+32%	134k	64.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$8.5M	+79%	26k	325.22	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$8.4M	+81%	140k	59.85	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$8.3M	+127%	93k	89.08	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$8.3M	-29%	157k	53.12	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$8.2M	+82%	344k	23.94	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$8.2M	+51%	146k	56.18	View chart
Waste Management (WM)	0.1	$8.2M	+63%	41k	201.32	View chart
Enbridge (ENB)	0.1	$8.1M	+89%	189k	43.06	View chart
Intuitive Surgical Com New (ISRG)	0.1	$8.1M	+34%	15k	535.28	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$8.1M	+124%	160k	50.22	View chart
Adobe Systems Incorporated (ADBE)	0.1	$8.0M	+82%	19k	430.25	View chart
Wells Fargo & Company (WFC)	0.1	$7.9M	+30%	111k	71.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$7.9M	+87%	39k	202.43	View chart
Snap-on Incorporated (SNA)	0.1	$7.9M	+91%	23k	339.71	View chart
Nxp Semiconductors N V (NXPI)	0.1	$7.9M	+59%	38k	209.06	View chart
American Electric Power Company (AEP)	0.1	$7.8M	+91%	85k	92.01	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$7.8M	+17%	59k	131.85	View chart
Enterprise Products Partners (EPD)	0.1	$7.8M	+188%	244k	31.82	View chart
CMS Energy Corporation (CMS)	0.1	$7.7M	+52%	116k	66.34	View chart
Williams Companies (WMB)	0.1	$7.6M	+91%	134k	56.60	View chart
Eversource Energy (ES)	0.1	$7.5M	+85%	131k	57.48	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$7.5M	+32%	112k	67.28	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$7.5M	+106%	154k	48.65	View chart
Bristol Myers Squibb (BMY)	0.1	$7.5M	+43%	133k	56.29	View chart
Morgan Stanley Com New (MS)	0.1	$7.5M	+25%	59k	125.94	View chart
Charles Schwab Corporation (SCHW)	0.1	$7.5M	+59%	100k	74.57	View chart
Marsh & McLennan Companies (MMC)	0.1	$7.4M	+51%	35k	211.17	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$7.3M	-30%	90k	81.46	View chart
Advanced Micro Devices (AMD)	0.1	$7.2M	+62%	58k	124.82	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$7.2M	+58%	177k	40.54	View chart
Xcel Energy (XEL)	0.1	$7.1M	+60%	107k	66.70	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$7.1M	+703%	171k	41.44	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$7.0M	+38%	9.9k	710.59	View chart
Emcor (EME)	0.1	$7.0M	+673%	15k	474.29	View chart
Domino's Pizza (DPZ)	0.1	$7.0M	+13%	16k	437.80	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$6.8M	NEW	135k	50.34	View chart
Paypal Holdings (PYPL)	0.1	$6.7M	+51%	77k	87.54	View chart
Us Bancorp Del Com New (USB)	0.1	$6.7M	+36%	136k	48.85	View chart
Truist Financial Corp equities (TFC)	0.1	$6.6M	+34%	150k	43.98	View chart
AvalonBay Communities (AVB)	0.1	$6.6M	+64%	30k	220.50	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$6.5M	+105%	65k	99.80	View chart
Kkr & Co (KKR)	0.1	$6.5M	+60%	43k	151.88	View chart
Citigroup Com New (C)	0.1	$6.4M	+128%	91k	70.89	View chart
Thermo Fisher Scientific (TMO)	0.1	$6.4M	+38%	12k	531.65	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$6.4M	+52%	357k	17.82	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$6.2M	+8%	121k	51.84	View chart
Altria (MO)	0.1	$6.2M	+44%	117k	53.04	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$6.2M	+24%	166k	37.22	View chart
Unilever Spon Adr New (UL)	0.1	$6.2M	+149%	110k	56.42	View chart
United Rentals (URI)	0.1	$6.1M	+16%	8.8k	699.43	View chart
Kroger (KR)	0.1	$6.1M	+56%	100k	61.49	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$6.1M	+69%	92k	66.13	View chart
Tractor Supply Company (TSCO)	0.1	$6.1M	+1329%	117k	51.95	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$6.1M	+77%	21k	291.46	View chart

Past Filings by &partners

SEC 13F filings are viewable for &partners going back to 2018

&partners 2024 Q4 filed Feb. 14, 2025
&partners 2024 Q3 filed Nov. 14, 2024
&partners 2024 Q2 filed July 24, 2024
&partners 2024 Q1 filed April 11, 2024
&partners 2023 Q4 filed Jan. 9, 2024
&partners 2023 Q3 filed Oct. 6, 2023
Wiley Bros.-aintree Capital 2023 Q2 filed July 5, 2023
Wiley Bros.-aintree Capital 2023 Q1 filed April 6, 2023
Wiley Bros.-aintree Capital 2022 Q4 filed Jan. 10, 2023
Wiley Bros.-aintree Capital 2022 Q3 filed Oct. 11, 2022
Wiley Bros.-aintree Capital 2022 Q2 filed July 6, 2022
Wiley Bros.-aintree Capital 2022 Q1 restated filed April 26, 2022
Wiley Bros.-aintree Capital 2022 Q1 filed April 11, 2022
Wiley Bros.-aintree Capital 2021 Q4 filed Jan. 12, 2022
Wiley Bros.-aintree Capital 2021 Q3 filed Oct. 7, 2021
Wiley Bros.-aintree Capital 2021 Q2 filed July 12, 2021

View all past filings

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