WMS Partners, LLC
Follow13F filer, CIK 1480916, TOWSON, MD
WMS Partners, LLC reported $0 across 1 holding for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-07.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001480916-25-000003
- Period
- 2025-03-31
- Reported value
- $0
- Holdings
- 1
- Top 10 weight
- New
- 1
- Sold out
- 298
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AVDEexited | -1,981,582 | -$122M |
| VTIexited | -414,160 | -$120M |
| GSLCexited | -957,161 | -$110M |
| TROWexited | -959,346 | -$108M |
| GSIEexited | -3,099,698 | -$103M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| AVDEAMERICAN CENTY ETF TR | 1,981,582 | $122M | shares |
| VTIVANGUARD INDEX FDS | 414,160 | $120M | shares |
| GSLCGOLDMAN SACHS ETF TR | 957,161 | $110M | shares |
| TROWPRICE T ROWE GROUP INC | 959,346 | $108M | shares |
| GSIEGOLDMAN SACHS ETF TR | 3,099,698 | $103M | shares |
| AVUSAMERICAN CENTY ETF TR | 1,052,425 | $102M | shares |
| JCPBJ P MORGAN EXCHANGE TRADED F | 1,836,587 | $84.6M | shares |
| AVUVAMERICAN CENTY ETF TR | 736,369 | $71.1M | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 353,195 | $69.2M | shares |
| AAPLAPPLE INC | 263,095 | $65.9M | shares |
| HTRBHARTFORD FDS EXCHANGE TRADED | 1,945,220 | $64.8M | shares |
| AVEMAMERICAN CENTY ETF TR | 1,081,391 | $63.6M | shares |
| GEMGOLDMAN SACHS ETF TR | 1,724,202 | $55M | shares |
| JSCPJ P MORGAN EXCHANGE TRADED F | 1,057,969 | $49.3M | shares |
| IJRISHARES TR | 374,263 | $43.1M | shares |
| MSFTMICROSOFT CORP | 101,575 | $42.8M | shares |
| DFACDIMENSIONAL ETF TRUST | 895,595 | $31M | shares |
| ACWVISHARES INC | 184,474 | $20.1M | shares |
| GOOGLALPHABET INC | 99,876 | $18.9M | shares |
| VVISA INC | 50,830 | $16.1M | shares |
| AVMCAMERICAN CENTY ETF TR | 243,188 | $15.8M | shares |
| GOOGALPHABET INC | 67,250 | $12.8M | shares |
| AMZNAMAZON COM INC | 50,742 | $11.1M | shares |
| VTVANGUARD INTL EQUITY INDEX F | 89,825 | $10.6M | shares |
| IVVISHARES TR | 17,150 | $10.1M | shares |
| DFAUDIMENSIONAL ETF TRUST | 220,314 | $8.92M | shares |
| AVDVAMERICAN CENTY ETF TR | 134,281 | $8.74M | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 14,867 | $8.71M | shares |
| JNJJOHNSON & JOHNSON | 58,503 | $8.46M | shares |
| DFCFDIMENSIONAL ETF TRUST | 199,812 | $8.25M | shares |
| AGGISHARES TR | 75,397 | $7.31M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 15,979 | $7.24M | shares |
| ACWIISHARES TR | 61,256 | $7.2M | shares |
| KKRKKR & CO INC | 47,465 | $7.02M | shares |
| VOVANGUARD INDEX FDS | 26,055 | $6.88M | shares |
| PGPROCTER & GAMBLE CO | 40,903 | $6.86M | shares |
| ABTABBOTT LABORATORIES | 57,407 | $6.49M | shares |
| MCDMCDONALDS CORP | 19,625 | $5.69M | shares |
| PWRQUANTA SVCS INC | 17,589 | $5.56M | shares |
| XOMEXXON MOBIL CORP | 46,828 | $5.04M | shares |
| NVDANVIDIA CORPORATION | 36,042 | $4.84M | shares |
| RSPTINVESCO EXCHANGE TRADED FD T | 127,921 | $4.79M | shares |
| BNBROOKFIELD CORP | 82,813 | $4.76M | shares |
| IWBISHARES TR | 14,630 | $4.71M | shares |
| IAUISHARES GOLD TR | 94,347 | $4.67M | shares |
| JPMJPMORGAN CHASE & CO | 19,114 | $4.58M | shares |
| PEPPEPSICO INC | 28,977 | $4.41M | shares |
| VIGIVANGUARD WHITEHALL FDS | 50,652 | $4.05M | shares |
| UNHUNITEDHEALTH GROUP INC | 7,493 | $3.79M | shares |
| UBERUBER TECHNOLOGIES INC | 58,283 | $3.52M | shares |
| RYANRYAN SPECIALTY HOLDINGS INC | 54,561 | $3.5M | shares |
| MAMASTERCARD INCORPORATED | 6,324 | $3.33M | shares |
| MKCMCCORMICK & CO INC | 42,947 | $3.27M | shares |
| VCSHVANGUARD SCOTTSDALE FDS | 41,086 | $3.21M | shares |
| VOOVANGUARD INDEX FDS | 5,631 | $3.03M | shares |
| FNBF N B CORP | 197,311 | $2.92M | shares |
| MKC-VMCCORMICK & CO INC | 36,745 | $2.79M | shares |
| GLDSPDR GOLD TR | 10,869 | $2.63M | shares |
| IWFISHARES TR | 6,547 | $2.63M | shares |
| HDHOME DEPOT INC | 6,659 | $2.59M | shares |
| KOCOCA COLA CO | 41,472 | $2.58M | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 23,955 | $2.53M | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 2,714 | $2.49M | shares |
| WMTWALMART INC | 27,267 | $2.46M | shares |
| LINLINDE PLC | 5,783 | $2.42M | shares |
| RSPINVESCO EXCHANGE TRADED FD T | 13,441 | $2.36M | shares |
| PMPHILIP MORRIS INTL INC | 19,557 | $2.35M | shares |
| QQQINVESCO QQQ TR | 4,534 | $2.32M | shares |
| VUGVANGUARD INDEX FDS | 5,490 | $2.25M | shares |
| LLYELI LILLY & CO | 2,908 | $2.24M | shares |
| DEODIAGEO PLC | 17,586 | $2.24M | shares |
| BNDVANGUARD BD INDEX FDS | 31,045 | $2.23M | shares |
| ABBVABBVIE INC | 12,365 | $2.2M | shares |
| VGTVANGUARD WORLD FD | 3,501 | $2.18M | shares |
| ORCLORACLE CORP | 12,779 | $2.13M | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 13,067 | $2.1M | shares |
| IVWISHARES TR | 20,278 | $2.06M | shares |
| METAMETA PLATFORMS INC | 3,506 | $2.05M | shares |
| FRPHFRP HLDGS INC | 64,867 | $1.99M | shares |
| MRKMERCK & CO INC | 19,745 | $1.96M | shares |
| DHRDANAHER CORP DEL | 8,354 | $1.92M | shares |
| CSCOCISCO SYS INC | 29,661 | $1.76M | shares |
| GSGOLDMAN SACHS GROUP INC | 3,036 | $1.74M | shares |
| SCHXSCHWAB STRATEGIC TR | 74,766 | $1.73M | shares |
| DFEMDIMENSIONAL ETF TRUST | 64,464 | $1.69M | shares |
| CATCATERPILLAR INC | 4,578 | $1.66M | shares |
| DISDISNEY WALT CO | 14,858 | $1.65M | shares |
| UNPUNION PAC CORP | 7,194 | $1.64M | shares |
| LPLALPL FINL HLDGS INC | 5,005 | $1.63M | shares |
| AVSUAMERICAN CENTY ETF TR | 23,924 | $1.58M | shares |
| BZHBEAZER HOMES USA INC | 57,399 | $1.58M | shares |
| ROOTROOT INC | 21,257 | $1.54M | shares |
| NZFNUVEEN MUN CR INCOME FD | 125,000 | $1.52M | shares |
| JSIJANUS DETROIT STR TR | 29,192 | $1.51M | shares |
| VXUSVANGUARD STAR FDS | 25,531 | $1.5M | shares |
| VYMVANGUARD WHITEHALL FDS | 11,595 | $1.48M | shares |
| NVGNUVEEN AMT FREE MUN CR INC F | 119,530 | $1.47M | shares |
| GSSCGOLDMAN SACHS ETF TR | 21,114 | $1.46M | shares |
| GGGGRACO INC | 17,281 | $1.46M | shares |
| VGSHVANGUARD SCOTTSDALE FDS | 24,984 | $1.45M | shares |
| VTVVANGUARD INDEX FDS | 8,433 | $1.43M | shares |
| SYKSTRYKER CORPORATION | 3,965 | $1.43M | shares |
| DEDEERE & CO | 3,307 | $1.4M | shares |
| SLVISHARES SILVER TR | 50,740 | $1.34M | shares |
| SPYGSPDR SERIES TRUST | 15,000 | $1.32M | shares |
| PFEPFIZER INC | 49,397 | $1.31M | shares |
| TSLATESLA INC | 3,201 | $1.29M | shares |
| VHTVANGUARD WORLD FD | 5,029 | $1.28M | shares |
| AVSCAMERICAN CENTY ETF TR | 23,118 | $1.26M | shares |
| MKLMARKEL GROUP INC | 697 | $1.2M | shares |
| IVEISHARES TR | 6,219 | $1.19M | shares |
| GEGE AEROSPACE | 7,072 | $1.18M | shares |
| FNDASCHWAB STRATEGIC TR | 39,500 | $1.17M | shares |
| CNICANADIAN NATL RY CO | 11,512 | $1.17M | shares |
| VNQVANGUARD INDEX FDS | 12,518 | $1.12M | shares |
| IWDISHARES TR | 6,001 | $1.11M | shares |
| CVXCHEVRON CORPORATION | 7,548 | $1.09M | shares |
| VBVANGUARD INDEX FDS | 4,480 | $1.08M | shares |
| EWUISHARES TR | 30,000 | $1.02M | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 22,855 | $1.01M | shares |
| AFLAFLAC INC | 9,729 | $1.01M | shares |
| EPDENTERPRISE PRODS PARTNERS L | 32,090 | $1.01M | shares |
| NFLXNETFLIX INC. | 1,114 | $993K | shares |
| MOATVANECK ETF TRUST | 10,516 | $975K | shares |
| AXPAMERICAN EXPRESS CO | 3,228 | $958K | shares |
| COWZPACER FDS TR | 16,840 | $951K | shares |
| AVGOBROADCOM INC | 4,044 | $938K | shares |
| MGKVANGUARD WORLD FD | 2,588 | $889K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 2,999 | $878K | shares |
| DFICDIMENSIONAL ETF TRUST | 33,334 | $862K | shares |
| IGVISHARES TR | 8,556 | $857K | shares |
| TXNTEXAS INSTRS INC | 4,396 | $824K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 3,725 | $819K | shares |
| XLKSELECT SECTOR SPDR TR | 3,520 | $818K | shares |
| TJXTJX COS INC NEW | 6,743 | $815K | shares |
| RSGREPUBLIC SVCS INC | 4,037 | $812K | shares |
| SUSAISHARES TR | 6,658 | $810K | shares |
| KMBKIMBERLY-CLARK CORP | 5,933 | $777K | shares |
| PDPINVESCO EXCHANGE TRADED FD T | 7,125 | $767K | shares |
| QCOMQUALCOMM INC | 4,914 | $755K | shares |
| HONHONEYWELL INTL INC | 3,317 | $749K | shares |
| MFCMANULIFE FINL CORP | 24,018 | $738K | shares |
| DFAIDIMENSIONAL ETF TRUST | 25,023 | $731K | shares |
| CSXCSX CORP | 22,354 | $721K | shares |
| MGVVANGUARD WORLD FD | 5,677 | $709K | shares |
| SPHQINVESCO EXCHANGE TRADED FD T | 10,348 | $694K | shares |
| TRVTRAVELERS COMPANIES INC | 2,875 | $693K | shares |
| DFAEDIMENSIONAL ETF TRUST | 27,174 | $689K | shares |
| ITWILLINOIS TOOL WKS INC | 2,656 | $673K | shares |
| MDLZMONDELEZ INTL INC | 11,211 | $670K | shares |
| INTCINTEL CORP | 32,585 | $653K | shares |
| DIASTATE STR SPDR DOW JONES IND | 1,517 | $645K | shares |
| IJKISHARES TR | 7,060 | $642K | shares |
| BXBLACKSTONE INC | 3,717 | $641K | shares |
| ISRGINTUITIVE SURGICAL INC | 1,227 | $640K | shares |
| XLISELECT SECTOR SPDR TR | 4,858 | $640K | shares |
| EFAISHARES TR | 8,455 | $639K | shares |
| VBRVANGUARD INDEX FDS | 3,204 | $635K | shares |
| MMM3M CO | 4,900 | $633K | shares |
| SHOPSHOPIFY INC | 5,856 | $623K | shares |
| EXPDEXPEDITORS INTL WASH INC | 5,541 | $614K | shares |
| GDGENERAL DYNAMICS CORP | 2,287 | $603K | shares |
| AMTAMERICAN TOWER CORP | 3,236 | $594K | shares |
| CMICUMMINS INC | 1,699 | $592K | shares |
| GEVGE VERNOVA INC | 1,757 | $578K | shares |
| FASTFASTENAL CO | 7,870 | $566K | shares |
| IAGIAMGOLD CORP | 109,000 | $562K | shares |
| IJHISHARES TR | 8,986 | $560K | shares |
| XLFSELECT SECTOR SPDR TR | 11,454 | $554K | shares |
| TPLTEXAS PACIFIC LAND CORPORATI | 500 | $553K | shares |
| CRMSALESFORCE INC | 1,641 | $549K | shares |
| RTXRTX CORPORATION | 4,715 | $546K | shares |
| OUNZVANECK MERK GOLD ETF | 21,415 | $542K | shares |
| SCHDSCHWAB STRATEGIC TR | 19,459 | $532K | shares |
| ACNACCENTURE PLC IRELAND | 1,502 | $528K | shares |
| SBUXSTARBUCKS CORP | 5,765 | $526K | shares |
| FFIVF5 INC | 2,076 | $522K | shares |
| ETNEATON CORP PLC | 1,573 | $522K | shares |
| COFCAPITAL ONE FINL CORP | 2,913 | $519K | shares |
| TAT&T INC | 22,503 | $512K | shares |
| BNDXVANGUARD CHARLOTTE FDS | 10,424 | $511K | shares |
| BACBANK OF AMER CORP | 11,607 | $510K | shares |
| GDXVANECK ETF TRUST | 15,000 | $509K | shares |
| SPGIS&P GLOBAL INC | 1,017 | $506K | shares |
| DFSDDIMENSIONAL ETF TRUST | 10,788 | $506K | shares |
| DFNMDIMENSIONAL ETF TRUST | 10,505 | $502K | shares |
| AVESAMERICAN CENTY ETF TR | 10,781 | $498K | shares |
| DFSVDIMENSIONAL ETF TRUST | 16,172 | $498K | shares |
| XLYSELECT SECTOR SPDR TR | 2,201 | $494K | shares |
| PNCPNC FINL SVCS GROUP INC | 2,536 | $489K | shares |
| AVSDAMERICAN CENTY ETF TR | 8,736 | $486K | shares |
| MOALTRIA GROUP INC | 9,268 | $485K | shares |
| TGTTARGET CORP | 3,582 | $484K | shares |
| IGSBISHARES TR | 9,224 | $477K | shares |
| EWJISHARES INC | 7,007 | $470K | shares |
| STZCONSTELLATION BRANDS INC | 2,125 | $470K | shares |
| AEPAMERICAN ELEC PWR CO INC | 5,036 | $464K | shares |
| XLBSELECT SECTOR SPDR TR | 5,415 | $456K | shares |
| LOWLOWES COS INC | 1,810 | $447K | shares |
| ANSYS INCANSYS INC | 1,320 | $445K | shares |
| GRMNGARMIN LTD | 2,122 | $438K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 830 | $432K | shares |
| NSCNORFOLK SOUTHN CORP | 1,833 | $430K | shares |
| ROSTROSS STORES INC | 2,823 | $427K | shares |
| MPCMARATHON PETE CORP | 3,030 | $423K | shares |
| PGRPROGRESSIVE CORP | 1,761 | $422K | shares |
| COPCONOCOPHILLIPS | 4,221 | $419K | shares |
| AMGNAMGEN INC | 1,594 | $415K | shares |
| WFCWELLS FARGO & CO | 5,822 | $409K | shares |
| WAFDWAFD INC | 12,348 | $398K | shares |
| FDXFEDEX CORP | 1,395 | $392K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 8,199 | $392K | shares |
| NEENEXTERA ENERGY INC | 5,457 | $391K | shares |
| FISVFISERV INC | 1,900 | $390K | shares |
| BABOEING CO | 2,169 | $384K | shares |
| EFXEQUIFAX INC | 1,505 | $384K | shares |
| ETENERGY TRANSFER L P | 19,554 | $383K | shares |
| PANWPALO ALTO NETWORKS INC | 2,090 | $380K | shares |
| MSMORGAN STANLEY | 3,009 | $378K | shares |
| SHYISHARES TR | 4,583 | $376K | shares |
| AZOAUTOZONE INC | 115 | $368K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,860 | $367K | shares |
| FWONKLIBERTY MEDIA CORP DEL | 3,920 | $363K | shares |
| CMCSACOMCAST CORP NEW | 9,462 | $355K | shares |
| INTUINTUIT | 558 | $350K | shares |
| NOWSERVICENOW INC | 328 | $348K | shares |
| AVSEAMERICAN CENTY ETF TR | 6,725 | $339K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 5,956 | $337K | shares |
| XLPSELECT SECTOR SPDR TR | 4,236 | $333K | shares |
| IEFAISHARES TR | 4,724 | $332K | shares |
| ITOTISHARES TR | 2,577 | $331K | shares |
| HSYHERSHEY CO | 1,954 | $331K | shares |
| QUALISHARES TR | 1,820 | $324K | shares |
| NEMNEWMONT CORP | 8,680 | $323K | shares |
| PRFINVESCO EXCHANGE TRADED FD T | 7,990 | $322K | shares |
| IWYISHARES TR | 1,361 | $320K | shares |
| EEMISHARES TR | 7,592 | $317K | shares |
| CLCOLGATE PALMOLIVE CO | 3,450 | $314K | shares |
| BCDABRDN ETFS | 10,000 | $313K | shares |
| CBCHUBB LIMITED | 1,115 | $308K | shares |
| BSXBOSTON SCIENTIFIC CORP | 3,441 | $307K | shares |
| VRSKVERISK ANALYTICS INC | 1,093 | $301K | shares |
| TTDTHE TRADE DESK INC | 2,531 | $297K | shares |
| XLCSELECT SECTOR SPDR TR | 3,038 | $294K | shares |
| ROKROCKWELL AUTOMATION INC | 1,027 | $294K | shares |
| TOTLSSGA ACTIVE ETF TR | 7,362 | $290K | shares |
| QQEWFIRST TR EXCHANGE-TRADED FD | 2,320 | $290K | shares |
| MCOMOODYS CORP | 595 | $282K | shares |
| CITHE CIGNA GROUP | 1,014 | $280K | shares |
| MKTXMARKETAXESS HLDGS INC | 1,225 | $277K | shares |
| NVONOVO-NORDISK A S | 3,187 | $274K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 230 | $273K | shares |
| IDXXIDEXX LABS INC | 657 | $272K | shares |
| PYPLPAYPAL HLDGS INC | 3,162 | $270K | shares |
| VFHVANGUARD WORLD FD | 2,257 | $266K | shares |
| DTHWISDOMTREE TR | 7,000 | $264K | shares |
| IYWISHARES TR | 1,611 | $257K | shares |
| PHPARKER-HANNIFIN CORP | 401 | $255K | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 1,457 | $252K | shares |
| CVSCVS HEALTH CORP | 5,587 | $251K | shares |
| AONAON PLC | 697 | $250K | shares |
| ROPROPER TECHNOLOGIES INC | 465 | $242K | shares |
| UPSUNITED PARCEL SVCS INC | 1,896 | $239K | shares |
| BKNGBOOKING HOLDINGS INC | 48 | $238K | shares |
| MDTMEDTRONIC PLC | 2,976 | $238K | shares |
| VCRVANGUARD WORLD FD | 629 | $236K | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 523 | $234K | shares |
| MSIMOTOROLA SOLUTIONS INC | 496 | $229K | shares |
| IWPISHARES TR | 1,806 | $229K | shares |
| FDSFACTSET RESH SYS INC | 476 | $229K | shares |
| STTSTATE STR CORP | 2,325 | $228K | shares |
| VDEVANGUARD WORLD FD | 1,879 | $228K | shares |
| AVYAVERY DENNISON CORP | 1,174 | $220K | shares |
| SDYSPDR SERIES TRUST | 1,660 | $219K | shares |
| FXUFIRST TR EXCHANGE-TRADED FD | 5,763 | $218K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 743 | $216K | shares |
| IWVISHARES TR | 644 | $215K | shares |
| OLO INCOLO INC | 27,774 | $213K | shares |
| INDAISHARES TR | 4,043 | $213K | shares |
| RBLXROBLOX CORP | 3,645 | $211K | shares |
| SOSOUTHERN CO | 2,559 | $211K | shares |
| BLKBLACKROCK INC | 204 | $209K | shares |
| PBIPITNEY BOWES INC | 28,813 | $209K | shares |
| CFCF INDUSTRIES HOLD | 2,438 | $208K | shares |
| TOSTTOAST INC | 5,700 | $208K | shares |
| ADMARCHER DANIELS MIDLAND CO | 4,110 | $208K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 2,589 | $202K | shares |
| MDXGMIMEDX GROUP INC | 20,463 | $197K | shares |
| SRISTONERIDGE INC | 27,867 | $175K | shares |
| BARRICK GOLD CORPBARRICK GOLD CORP | 10,559 | $164K | shares |
| UAUNDER ARMOUR INC | 12,267 | $91.5K | shares |
| GNWGENWORTH FINL INC | 13,000 | $90.9K | shares |
| UAAUNDER ARMOUR INC | 10,275 | $85.1K | shares |
| BHRBRAEMAR HOTELS & RESORTS INC | 23,254 | $69.8K | shares |
| BLACKSTONE MORTGAGE TRUST INBLACKSTONE MORTGAGE TRUST IN | 17,000 | $16.6K | shares |
| PEBBLEBROOK HOTEL TRPEBBLEBROOK HOTEL TR | 15,000 | $13.9K | shares |
| DIGITALOCEAN HLDGS INCDIGITALOCEAN HLDGS INC | 15,000 | $13.3K | shares |
| SNAP INCSNAP INC | 12,000 | $10.4K | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001480916-25-000003 | base | 2025-05-07 | acceptance time not in the bulk data set |