WMS Partners

Latest statistics and disclosures from WMS Partners's latest quarterly 13F-HR filing:

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Positions held by WMS Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WMS Partners

WMS Partners holds 287 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 7.5 $95M -3% 430k 220.28
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American Centy Etf Tr Intl Eqt Etf (AVDE) 6.5 $83M +15% 1.4M 57.40
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 5.6 $72M +10% 2.3M 31.35
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T. Rowe Price (TROW) 4.6 $58M 518k 112.02
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 4.5 $57M +11% 651k 87.30
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Apple (AAPL) 4.1 $53M -6% 272k 193.97
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American Centy Etf Tr Us Eqt Etf (AVUS) 4.0 $51M +10% 673k 75.19
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American Centy Etf Tr Avantis Emgmkt (AVEM) 3.7 $48M +12% 886k 53.81
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.5 $44M +28% 566k 77.61
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Goldman Sachs Etf Tr Activebeta Eme (GEM) 3.4 $43M +15% 1.4M 29.90
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.4 $43M +150% 920k 46.58
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J P Morgan Exchange Traded F Short Dura Core (JSCP) 3.2 $40M +8% 883k 45.80
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Vanguard Specialized Funds Div App Etf (VIG) 2.8 $36M +10% 219k 162.43
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Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 2.8 $35M NEW 1.1M 33.43
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Ishares Tr Core S&p Scp Etf (IJR) 2.8 $35M +9% 352k 99.65
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Microsoft Corporation (MSFT) 2.5 $31M -8% 92k 340.54
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Ishares Msci Gbl Min Vol (ACWV) 2.1 $27M -14% 272k 98.05
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.0 $25M 921k 27.15
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Schwab Charles Family Amt Tax Free Mny 1.8 $23M NEW 23M 1.00
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $14M -11% 145k 96.98
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $13M -67% 171k 75.66
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Visa Com Cl A (V) 0.9 $12M -5% 48k 237.48
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $11M 93k 119.70
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Johnson & Johnson (JNJ) 0.8 $11M -2% 64k 165.52
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Alphabet Cap Stk Cl C (GOOG) 0.8 $10M -3% 82k 120.97
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.7 $9.3M -5% 161k 57.56
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $8.5M -47% 147k 57.73
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $8.1M -9% 108k 75.09
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $8.1M -10% 261k 30.99
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Ishares Tr Msci Acwi Etf (ACWI) 0.6 $8.1M -8% 84k 95.94
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Abbott Laboratories (ABT) 0.6 $7.2M -3% 66k 109.02
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $7.1M 16k 445.71
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Amazon (AMZN) 0.5 $6.4M -6% 49k 130.36
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McDonald's Corporation (MCD) 0.5 $6.3M -2% 21k 298.42
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Procter & Gamble Company (PG) 0.5 $6.2M -4% 41k 151.74
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Vanguard Index Fds Mid Cap Etf (VO) 0.5 $6.2M 28k 220.16
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Axsome Therapeutics (AXSM) 0.5 $5.7M -58% 80k 71.86
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Quanta Services (PWR) 0.4 $5.5M 28k 196.45
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Pepsi (PEP) 0.4 $5.4M 29k 185.22
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Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.4 $5.2M -8% 18k 294.09
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Exxon Mobil Corporation (XOM) 0.4 $4.8M 45k 107.25
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Mccormick & Co Com Non Vtg (MKC) 0.3 $4.3M -9% 49k 87.23
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Danaher Corporation (DHR) 0.3 $4.1M 17k 240.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $4.1M +4% 12k 340.99
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Diageo Spon Adr New (DEO) 0.3 $3.9M -6% 23k 173.48
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $3.7M -10% 8.4k 443.28
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NVIDIA Corporation (NVDA) 0.3 $3.7M -3% 8.8k 423.00
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Uber Technologies (UBER) 0.3 $3.7M -2% 86k 43.17
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Mccormick & Co Com Vtg (MKC.V) 0.3 $3.6M -25% 42k 86.60
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Ishares Tr Rus 1000 Etf (IWB) 0.3 $3.6M 15k 243.74
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Ishares Gold Tr Ishares New (IAU) 0.3 $3.3M +12% 92k 36.39
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JPMorgan Chase & Co. (JPM) 0.2 $2.8M 20k 145.44
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Mastercard Incorporated Cl A (MA) 0.2 $2.8M -5% 7.1k 393.30
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Coca-Cola Company (KO) 0.2 $2.5M 41k 60.22
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F.N.B. Corporation (FNB) 0.2 $2.4M 209k 11.44
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Oracle Corporation (ORCL) 0.2 $2.3M 19k 119.09
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.0M -52% 41k 50.17
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Pfizer (PFE) 0.2 $2.0M 54k 36.68
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.2 $2.0M 12k 163.65
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Merck & Co (MRK) 0.2 $1.9M 17k 115.39
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $1.9M +3% 80k 24.05
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Spdr Gold Tr Gold Shs (GLD) 0.2 $1.9M 11k 178.27
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Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.1 $1.9M +6% 33k 57.74
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Philip Morris International (PM) 0.1 $1.9M 19k 97.62
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Home Depot (HD) 0.1 $1.8M -4% 5.9k 310.66
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Align Technology (ALGN) 0.1 $1.8M 5.0k 353.64
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.8M +6% 4.3k 407.29
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.7M -2% 25k 70.48
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Intel Corporation (INTC) 0.1 $1.7M -14% 52k 33.44
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Cisco Systems (CSCO) 0.1 $1.7M -2% 33k 51.74
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Ishares Core Msci Emkt (IEMG) 0.1 $1.7M 35k 49.29
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Walt Disney Company (DIS) 0.1 $1.7M -4% 19k 89.28
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Abbvie (ABBV) 0.1 $1.6M 12k 134.73
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.6M 45k 35.65
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Stryker Corporation (SYK) 0.1 $1.6M 5.2k 305.08
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.6M -16% 11k 149.64
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Union Pacific Corporation (UNP) 0.1 $1.6M 7.6k 204.63
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O'reilly Automotive (ORLY) 0.1 $1.5M -5% 1.6k 955.30
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Eli Lilly & Co. (LLY) 0.1 $1.5M 3.3k 468.96
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.4M 9.0k 161.19
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Ishares Silver Tr Ishares (SLV) 0.1 $1.4M 69k 20.89
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Ulta Beauty Call (Principal) (ULTA) 0.1 $1.4M NEW 3.0k 470.60
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Costco Wholesale Corporation (COST) 0.1 $1.4M 2.6k 538.47
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Wal-Mart Stores (WMT) 0.1 $1.4M 8.7k 157.18
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.3M 6.6k 198.89
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Chevron Corporation (CVX) 0.1 $1.3M 8.3k 157.35
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Adobe Systems Incorporated (ADBE) 0.1 $1.3M +137% 2.6k 488.99
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.2M 12k 106.07
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Beazer Homes Usa Com New (BZH) 0.1 $1.2M +56% 43k 28.29
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $1.2M NEW 30k 40.55
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.2M -18% 2.7k 442.16
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.2M -55% 3.2k 369.39
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $1.2M 6.8k 171.83
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.1M 3.9k 275.18
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.1M 3.4k 308.58
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Canadian Natl Ry (CNI) 0.1 $1.0M -9% 8.6k 121.07
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Ryan Specialty Holdings Cl A (RYAN) 0.1 $1.0M 23k 44.89
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Blackstone Group Inc Com Cl A (BX) 0.1 $1.0M 11k 92.97
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Caterpillar (CAT) 0.1 $1.0M -11% 4.1k 246.05
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $984k 21k 46.18
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Frp Holdings (FRPH) 0.1 $978k -26% 17k 57.57
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $975k 24k 40.68
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Ishares Tr Msci Uk Etf New (EWU) 0.1 $971k 30k 32.35
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $968k -3% 16k 61.01
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.1 $965k 22k 44.96
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Thermo Fisher Scientific (TMO) 0.1 $959k 1.8k 521.82
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General Electric Com New (GE) 0.1 $930k 8.5k 109.85
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Tesla Motors (TSLA) 0.1 $922k +4% 3.5k 261.74
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Ishares Tr Expanded Tech (IGV) 0.1 $920k -15% 2.7k 345.91
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Mondelez Intl Cl A (MDLZ) 0.1 $874k -6% 12k 72.94
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Meta Platforms Cl A (META) 0.1 $873k -20% 3.0k 287.02
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Bristol Myers Squibb (BMY) 0.1 $862k -9% 14k 63.95
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Vanguard Index Fds Value Etf (VTV) 0.1 $861k -9% 6.1k 142.11
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3M Company (MMM) 0.1 $841k -6% 8.4k 100.09
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Kimberly-Clark Corporation (KMB) 0.1 $833k 6.0k 138.06
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $812k -15% 42k 19.53
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CSX Corporation (CSX) 0.1 $803k 24k 34.10
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $798k 8.0k 99.76
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UnitedHealth (UNH) 0.1 $780k 1.6k 480.64
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $750k 4.8k 157.84
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Vanguard Index Fds Growth Etf (VUG) 0.1 $745k -15% 2.6k 282.98
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Republic Services (RSG) 0.1 $725k 4.7k 153.17
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Raytheon Technologies Corp (RTX) 0.1 $725k 7.4k 97.97
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Deere & Company (DE) 0.1 $713k +2% 1.8k 405.19
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Qualcomm (QCOM) 0.1 $712k 6.0k 119.04
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $709k 16k 43.65
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Texas Instruments Incorporated (TXN) 0.1 $695k 3.9k 180.02
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MiMedx (MDXG) 0.1 $686k 104k 6.61
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Vanguard World Fds Health Car Etf (VHT) 0.1 $681k 2.8k 244.85
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Automatic Data Processing (ADP) 0.1 $661k 3.0k 219.78
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Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.1 $658k -19% 7.9k 83.65
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Illinois Tool Works (ITW) 0.1 $656k 2.6k 250.16
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Comcast Corp Cl A (CMCSA) 0.1 $654k 16k 41.55
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Aon Shs Cl A (AON) 0.1 $647k 1.9k 345.20
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American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $638k 14k 45.63
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $637k 15k 43.80
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Honeywell International (HON) 0.0 $635k -9% 3.1k 207.52
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Target Corporation (TGT) 0.0 $629k -2% 4.8k 131.90
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Ishares Msci Jpn Etf New (EWJ) 0.0 $619k NEW 10k 61.90
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.0 $614k 19k 33.19
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American Centy Etf Tr Avantis Responsi (AVSD) 0.0 $612k +9% 12k 51.20
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Starbucks Corporation (SBUX) 0.0 $602k 6.1k 99.06
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Expeditors International of Washington (EXPD) 0.0 $599k 4.9k 121.13
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Lam Research Corporation (LRCX) 0.0 $595k NEW 926.00 642.88
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $590k +190% 7.1k 83.56
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $578k +4% 3.5k 165.40
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Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.0 $577k -11% 7.1k 81.03
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CVS Caremark Corporation (CVS) 0.0 $551k -4% 8.0k 69.13
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $551k -10% 1.6k 343.85
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IDEXX Laboratories (IDXX) 0.0 $549k 1.1k 502.23
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.0 $548k 21k 26.77
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AFLAC Incorporated (AFL) 0.0 $540k 7.7k 69.80
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Chubb (CB) 0.0 $539k 2.8k 192.56
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S&p Global (SPGI) 0.0 $532k 1.3k 400.89
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Anthem (ELV) 0.0 $530k +156% 1.2k 444.41
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $530k 7.1k 75.00
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Franco-Nevada Corporation (FNV) 0.0 $527k 3.7k 142.60
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International Business Machines (IBM) 0.0 $513k 3.8k 133.81
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Nextera Energy (NEE) 0.0 $507k -2% 6.8k 74.19
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.0 $498k +15% 21k 23.46
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $496k 6.8k 72.69
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Verisk Analytics (VRSK) 0.0 $492k 2.2k 226.03
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American Express Company (AXP) 0.0 $492k 2.8k 174.19
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Travelers Companies (TRV) 0.0 $489k 2.8k 173.67
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $485k 6.7k 72.62
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Boeing Company (BA) 0.0 $478k -2% 2.3k 211.13
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Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $473k 6.1k 77.52
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Acumen Pharmaceuticals (ABOS) 0.0 $473k 98k 4.81
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $465k 16k 30.11
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Hershey Company (HSY) 0.0 $458k 1.8k 249.70
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Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $458k -32% 5.4k 84.99
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Manulife Finl Corp (MFC) 0.0 $454k 24k 18.91
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Colgate-Palmolive Company (CL) 0.0 $453k 5.9k 77.04
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Norfolk Southern (NSC) 0.0 $450k 2.0k 226.76
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $445k -3% 6.1k 72.50
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American Centy Etf Tr Avantis Responsi (AVSE) 0.0 $435k +19% 9.5k 45.93
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Altria (MO) 0.0 $426k -4% 9.4k 45.30
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $420k 23k 18.64
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Lowe's Companies (LOW) 0.0 $416k 1.8k 225.66
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.0 $415k NEW 16k 25.70
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Shopify Cl A (SHOP) 0.0 $411k -3% 6.4k 64.60
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Vanguard World Mega Grwth Ind (MGK) 0.0 $410k NEW 1.7k 235.32
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $409k 12k 33.77
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Goldman Sachs (GS) 0.0 $404k 1.3k 322.54
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Nike CL B (NKE) 0.0 $402k -2% 3.6k 110.37
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American Tower Reit (AMT) 0.0 $388k -9% 2.0k 193.91
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Ishares Em Mkts Div Etf (DVYE) 0.0 $383k 16k 24.50
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Amgen (AMGN) 0.0 $379k -4% 1.7k 222.02
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American Centy Etf Tr Avantis Respon U (AVSU) 0.0 $376k +62% 7.3k 51.63
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Select Sector Spdr Tr Energy (XLE) 0.0 $376k 4.6k 81.18
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Ansys (ANSS) 0.0 $374k 1.1k 330.27
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Enterprise Products Partners (EPD) 0.0 $371k 14k 26.35
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $370k 6.0k 61.70
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TJX Companies (TJX) 0.0 $367k -3% 4.3k 84.79
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Marathon Petroleum Corp (MPC) 0.0 $363k -2% 3.1k 116.60
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Fortive (FTV) 0.0 $363k 4.9k 74.76
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PNC Financial Services (PNC) 0.0 $362k -2% 2.9k 125.94
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Novo-nordisk A S Adr (NVO) 0.0 $360k 2.2k 161.83
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Crown Holdings (CCK) 0.0 $343k +14% 3.9k 86.87
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Intuitive Surgical Com New (ISRG) 0.0 $337k 984.00 341.94
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $333k 3.1k 107.32
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Rockwell Automation (ROK) 0.0 $333k 1.0k 329.45
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Fiserv (FI) 0.0 $333k 2.6k 126.15
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Netflix (NFLX) 0.0 $330k -8% 749.00 440.49
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Texas Pacific Land Corp (TPL) 0.0 $329k 250.00 1316.50
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Medtronic SHS (MDT) 0.0 $328k 3.7k 88.10
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Garmin SHS (GRMN) 0.0 $325k -8% 3.1k 104.29
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salesforce (CRM) 0.0 $321k -7% 1.5k 211.26
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MarketAxess Holdings (MKTX) 0.0 $320k 1.2k 261.42
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F5 Networks (FFIV) 0.0 $314k 2.1k 146.26
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United Parcel Service CL B (UPS) 0.0 $311k -6% 1.7k 179.29
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Intercontinental Exchange (ICE) 0.0 $309k 2.7k 113.08
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $309k 3.0k 102.94
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Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.0 $308k NEW 6.1k 50.45
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Sl Green Realty Corp (SLG) 0.0 $303k NEW 10k 30.05
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Fastenal Company (FAST) 0.0 $302k -4% 5.1k 58.99
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Analog Devices (ADI) 0.0 $302k -28% 1.6k 194.78
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Bank of America Corporation (BAC) 0.0 $298k -4% 10k 28.69
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Regeneron Pharmaceuticals (REGN) 0.0 $295k NEW 410.00 718.54
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Cigna Corp (CI) 0.0 $294k NEW 1.0k 280.60
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Stoneridge (SRI) 0.0 $294k 16k 18.85
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TransDigm Group Incorporated (TDG) 0.0 $292k +3% 326.00 894.17
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ConocoPhillips (COP) 0.0 $288k 2.8k 103.61
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Prologis (PLD) 0.0 $288k +23% 2.3k 122.63
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Iamgold Corp (IAG) 0.0 $287k 109k 2.63
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FedEx Corporation (FDX) 0.0 $283k 1.1k 247.86
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Astrazeneca Sponsored Adr (AZN) 0.0 $280k +2% 3.9k 71.57
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Ford Motor Company (F) 0.0 $275k 18k 15.13
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Prudential Financial (PRU) 0.0 $275k -13% 3.1k 88.23
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Take-Two Interactive Software (TTWO) 0.0 $273k 1.9k 147.16
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Waste Connections (WCN) 0.0 $271k 1.9k 142.93
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CoStar (CSGP) 0.0 $271k 3.0k 89.00
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Ecolab (ECL) 0.0 $270k -9% 1.4k 186.69
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State Street Corporation (STT) 0.0 $269k 3.7k 73.18
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Yum! Brands (YUM) 0.0 $269k 1.9k 138.52
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Cummins (CMI) 0.0 $266k 1.1k 245.16
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $264k 6.7k 39.56
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Southern Company (SO) 0.0 $263k -4% 3.7k 70.25
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $262k 3.2k 81.24
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Wisdomtree Tr Itl High Div Fd (DTH) 0.0 $259k 7.0k 36.94
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $258k 987.00 261.45
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Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.0 $258k NEW 14k 18.60
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Ishares Tr U.s. Tech Etf (IYW) 0.0 $255k -14% 2.3k 108.87
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Zoom Video Communications In Cl A (ZM) 0.0 $252k NEW 3.7k 67.88
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Air Products & Chemicals (APD) 0.0 $251k 838.00 299.53
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Paypal Holdings (PYPL) 0.0 $249k -13% 3.7k 66.73
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D.R. Horton (DHI) 0.0 $248k -19% 2.0k 121.69
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Roper Industries (ROP) 0.0 $247k -13% 513.00 480.80
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $247k NEW 2.6k 96.65
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Fidelity National Information Services (FIS) 0.0 $247k NEW 4.5k 54.70
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Berry Plastics (BERY) 0.0 $245k 3.8k 64.34
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Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.0 $236k NEW 3.0k 78.77
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Vmware Cl A Com (VMW) 0.0 $234k 1.6k 143.69
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Capital One Financial (COF) 0.0 $231k 2.1k 109.38
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BlackRock (BLK) 0.0 $229k 331.00 691.27
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $227k NEW 1.2k 187.30
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Newmont Mining Corporation (NEM) 0.0 $224k 5.2k 42.66
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Abrdn Palladium Etf Trust Physical Palladm (PALL) 0.0 $222k 2.0k 113.78
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Tyler Technologies (TYL) 0.0 $221k NEW 531.00 416.47
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Nexgen Energy (NXE) 0.0 $218k 46k 4.71
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Broadcom (AVGO) 0.0 $218k NEW 251.00 867.43
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $216k NEW 1.4k 158.56
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Palo Alto Networks (PANW) 0.0 $215k NEW 842.00 255.51
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Vulcan Materials Company (VMC) 0.0 $213k NEW 944.00 225.44
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Vanguard World Fds Energy Etf (VDE) 0.0 $211k NEW 1.9k 112.89
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Aptiv SHS (APTV) 0.0 $211k 2.1k 102.09
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Genuine Parts Company (GPC) 0.0 $207k 1.2k 169.23
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $205k NEW 8.5k 24.27
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $205k NEW 7.5k 27.32
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Microchip Technology (MCHP) 0.0 $202k NEW 2.3k 89.59
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Progressive Corporation (PGR) 0.0 $202k -6% 1.5k 132.37
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $202k NEW 278.00 724.95
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Zoetis Cl A (ZTS) 0.0 $200k NEW 1.2k 172.21
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At&t (T) 0.0 $174k -2% 11k 15.95
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Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.0 $149k 10k 14.89
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Under Armour Cl A (UAA) 0.0 $104k 14k 7.22
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Braemar Hotels And Resorts (BHR) 0.0 $94k 23k 4.02
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I-80 Gold Corp (IAUX) 0.0 $83k +37% 37k 2.25
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Under Armour CL C (UA) 0.0 $81k 12k 6.71
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Genworth Finl Com Cl A (GNW) 0.0 $65k 13k 5.00
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Herbalife Note 2.625% 3/1 0.0 $63k NEW 64k 0.98
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Vaalco Energy Com New (EGY) 0.0 $45k 12k 3.76
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Odyssey Marine Expl Com New (OMEX) 0.0 $39k 11k 3.60
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Latch (LTCH) 0.0 $16k 12k 1.39
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Comscore (SCOR) 0.0 $8.9k 11k 0.81
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Fortress Biotech (FBIO) 0.0 $6.4k 12k 0.55
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Nymox Pharmaceutical (NYMX) 0.0 $3.4k 18k 0.19
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Past Filings by WMS Partners

SEC 13F filings are viewable for WMS Partners going back to 2010

View all past filings