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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

WMS Partners, LLC

Quarter ended Q1 2023 · Filed February 7, 2023 · Accession 0001480916-23-000001

Total Value
$1.01B
Positions
274
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (274)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769517,928$99.0M9.81%
2PRICE T ROWE GROUP INCTROW605,069$66.0M6.54%
3GOLDMAN SACHS ETF TRNVGLF1,650,991$47.5M4.71%
4AMERICAN CENTY ETF TR025072703887,096$47.2M4.67%
5ISHARES INC464286525485,326$46.1M4.57%
6APPLE INCAAPL308,430$40.1M3.97%
7VANGUARD SCOTTSDALE FDS92206C409530,887$39.9M3.95%
8J P MORGAN EXCHANGE TRADED F46641Q274609,150$27.8M2.76%
9AMERICAN CENTY ETF TR025072604549,114$27.7M2.74%
10ISHARES TR464287804269,403$25.5M2.53%
11MICROSOFT CORPMSFT105,532$25.3M2.51%
12GOLDMAN SACHS ETF TRNVGLF321,530$24.5M2.42%
13VANGUARD SPECIALIZED FUNDS921908844154,796$23.5M2.33%
14VANGUARD SCOTTSDALE FDS92206C102405,706$23.5M2.32%
15GOLDMAN SACHS ETF TRNVGLF809,886$22.9M2.27%
16DIMENSIONAL ETF TRUST25434V708931,030$22.6M2.24%
17AMERICAN CENTY ETF TR025072885317,570$21.6M2.14%
18VANGUARD INTL EQUITY INDEX F922042742202,647$17.5M1.73%
19AMERICAN CENTY ETF TR025072877222,683$16.6M1.64%
20AXSOME THERAPEUTICS INCAXSM193,289$14.9M1.48%
21JOHNSON & JOHNSONJNJ67,734$12.0M1.19%
22VISA INCV53,581$11.1M1.10%
23AMERICAN CENTY ETF TR025072802172,047$9.5M0.94%
24ISHARES TR464288257110,001$9.3M0.92%
25ALPHABET INCGOOG101,059$8.9M0.88%
26DIMENSIONAL ETF TRUST25434V104328,574$8.9M0.88%
27VANGUARD WHITEHALL FDS921946810125,700$8.8M0.87%
28ALPHABET INCGOOG91,742$8.1M0.81%
29ABBOTT LABSABLZF70,872$7.8M0.77%
30PROCTER AND GAMBLE CO74271810945,572$6.9M0.68%
31INVESCO EXCHANGE TRADED FD TIVZ26,374$6.4M0.63%
32ISHARES TR46428720015,961$6.1M0.61%
33VANGUARD INDEX FDS92290862928,502$5.8M0.58%
34MCDONALDS CORPMCD21,691$5.7M0.57%
35ISHARES TR464288646108,433$5.4M0.54%
36PEPSICO INCPEP29,575$5.3M0.53%
37MCCORMICK & CO INCMKC-V62,868$5.2M0.52%
38EXXON MOBIL CORPXOM44,123$4.9M0.48%
39AMAZON COM INCAMZN57,251$4.8M0.48%
40DIAGEO PLCDGEAF26,322$4.7M0.46%
41DANAHER CORPORATION23585110217,591$4.7M0.46%
42MCCORMICK & CO INCMKC-V56,444$4.6M0.46%
43SPDR S&P 500 ETF TRSPY11,248$4.3M0.43%
44QUANTA SVCS INC74762E10228,399$4.0M0.40%
45BERKSHIRE HATHAWAY INC DELBRK-A12,141$3.8M0.37%
46ISHARES TR46428762214,670$3.1M0.31%
47JPMORGAN CHASE & COVYLD22,992$3.1M0.31%
48INVESCO EXCHANGE TRADED FD TIVZ21,770$3.1M0.30%
49MASTERCARD INCORPORATEDMA8,515$3.0M0.29%
50F N B CORP302520101210,126$2.7M0.27%
51PFIZER INCPFE53,407$2.7M0.27%
52COCA COLA COKO41,622$2.6M0.26%
53UBER TECHNOLOGIES INCUBER95,426$2.4M0.23%
54ISHARES GOLD TRIAU68,087$2.4M0.23%
55INVESCO QQQ TRIVZ7,896$2.1M0.21%
56ABBVIE INCABBV12,603$2.0M0.20%
57HOME DEPOT INCHD6,248$2.0M0.20%
58PHILIP MORRIS INTL INC71817210919,451$2.0M0.20%
59INTEL CORPINTC73,648$1.9M0.19%
60DISNEY WALT CO25468710622,377$1.9M0.19%
61MERCK & CO INCMRK17,102$1.9M0.19%
62INVESCO EXCHANGE TRADED FD TIVZ11,933$1.9M0.18%
63SPDR GOLD TRGLD10,636$1.8M0.18%
64STRYKER CORPORATIONSYK7,242$1.8M0.18%
65DIMENSIONAL ETF TRUST25434V73278,333$1.8M0.17%
66SANDY SPRING BANCORP INC80036310348,229$1.7M0.17%
67GOLDMAN SACHS ETF TRNVGLF31,092$1.7M0.17%
68CISCO SYS INCCSCO34,297$1.6M0.16%
69ISHARES TR46428730927,609$1.6M0.16%
70ISHARES INC46434G10334,442$1.6M0.16%
71ORACLE CORPORCL-PD19,360$1.6M0.16%
72UNION PAC CORPUNP7,452$1.5M0.15%
73AXSOME THERAPEUTICS INCAXSM20,000$1.5M0.15%
74ISHARES SILVER TRSLV68,765$1.5M0.15%
75CHEVRON CORP NEWCVX8,426$1.5M0.15%
76SCHWAB STRATEGIC TR80852480545,956$1.5M0.15%
77OREILLY AUTOMOTIVE INC67103H1071,710$1.4M0.14%
78VANGUARD INDEX FDS9229083634,066$1.4M0.14%
79NVIDIA CORPORATIONNVDA9,673$1.4M0.14%
80ISHARES TR46428732516,491$1.4M0.14%
81CATERPILLAR INCCAT5,795$1.4M0.14%
82ISHARES TR4642874089,131$1.3M0.13%
83VANGUARD INDEX FDS9229087517,064$1.3M0.13%
84VANGUARD WHITEHALL FDS92194640611,830$1.3M0.13%
85WALMART INCWMT8,860$1.3M0.12%
86BRISTOL-MYERS SQUIBB COCELG-RI17,452$1.3M0.12%
87LILLY ELI & COLLY3,336$1.2M0.12%
88COSTCO WHSL CORP NEW22160K1052,636$1.2M0.12%
89VANGUARD WORLD FDS92204A7023,765$1.2M0.12%
90VANECK ETF TRUST92189H30049,000$1.2M0.12%
91CANADIAN NATL RY CO1363751029,517$1.1M0.11%
923M COMMM9,237$1.1M0.11%
93INVESCO EXCHANGE TRADED FD TIVZ6,807$1.1M0.11%
94ALIGN TECHNOLOGY INCALGN5,029$1.1M0.11%
95VANGUARD INDEX FDS9229087447,450$1.0M0.10%
96THERMO FISHER SCIENTIFIC INCTMO1,857$1.0M0.10%
97FRP HLDGS INCFRPH18,612$1.0M0.10%
98VANGUARD TAX-MANAGED FDS92194385823,101$969,5490.10%
99SCHWAB STRATEGIC TR80852484750,084$966,1130.10%
100RYAN SPECIALTY HOLDINGS INCRYAN23,079$958,0090.09%
101ACCENTURE PLC IRELANDACN3,551$947,5490.09%
102VANGUARD INTL EQUITY INDEX F92204285823,985$934,9470.09%
103ISHARES TR46435G33430,000$919,8000.09%
104MONDELEZ INTL INC60920710513,665$910,7970.09%
105INVESCO EXCH TRADED FD TR IIIVZ21,473$891,9880.09%
106ABRDN PLATINUM ETF TRUSTPPLT8,798$873,4650.09%
107UNITEDHEALTH GROUP INCUNH1,639$868,9650.09%
108ISHARES TR4642875153,340$854,5390.08%
109ISHARES TR4642876143,962$848,8190.08%
110VANGUARD WORLD FDS92204A5043,315$822,3400.08%
111KIMBERLY-CLARK CORPKMB6,029$818,4370.08%
112BLACKSTONE INCBX10,980$814,6060.08%
113VANECK ETF TRUST92189F43730,000$810,6000.08%
114VANGUARD INDEX FDS9229087363,778$805,1410.08%
115CVS HEALTH CORPCVS8,571$798,6890.08%
116PIMCO ETF TR72201R8338,000$789,2000.08%
117ISHARES TR46428918044,900$787,0970.08%
118CSX CORPCSX24,600$762,0980.08%
119RAYTHEON TECHNOLOGIES CORPRTX7,473$754,1390.07%
120AUTOMATIC DATA PROCESSING INADP3,104$741,3880.07%
121DEERE & CODE1,704$730,6070.07%
122ISHARES TR4642875984,800$727,9940.07%
123HONEYWELL INTL INC4385161063,387$725,9250.07%
124TARGET CORPTGT4,837$720,9060.07%
125GENERAL ELECTRIC CO3696043018,391$703,0820.07%
126STARBUCKS CORPSBUX6,792$673,7560.07%
127CHUBB LIMITEDCB3,020$666,2120.07%
128AMERICAN CENTY ETF TR02507237216,228$665,0230.07%
129QUALCOMM INCQCOM5,949$654,0450.06%
130TEXAS INSTRS INC8825081043,860$637,7490.06%
131AMERICAN CENTY ETF TR02507232314,537$630,1790.06%
132SCHWAB STRATEGIC TR80852460715,491$627,5360.06%
133INVESCO EXCHANGE TRADED FD TIVZ16,000$613,2800.06%
134SCHWAB STRATEGIC TR80852474819,560$611,4460.06%
135NEXTERA ENERGY INCNEE-PW7,221$603,6340.06%
136GARMIN LTDGRMN6,514$601,1770.06%
137TEXAS PACIFIC LAND CORPORATITPL251$588,4020.06%
138ILLINOIS TOOL WKS INC4523081092,630$579,3890.06%
139REPUBLIC SVCS INC7607591004,447$573,6190.06%
140INVESCO EXCHANGE TRADED FD TIVZ8,025$570,1760.06%
141SPDR DOW JONES INDL AVERAGE78467X1091,715$568,2310.06%
142AON PLCAON1,872$561,8620.06%
143SCHWAB STRATEGIC TR80852473022,552$558,8390.06%
144AFLAC INCAFL7,729$556,0330.06%
145INTERNATIONAL BUSINESS MACHSINTR3,901$549,6230.05%
146ACUMEN PHARMACEUTICALS INCABOS98,301$530,8250.05%
147CONAGRA BRANDS INCCAG13,685$529,6140.05%
148VANGUARD INDEX FDS9229086113,296$523,4050.05%
149TRAVELERS COMPANIES INCTRV2,791$523,2190.05%
150EXPEDITORS INTL WASH INC3021301094,944$513,7800.05%
151FRANCO NEV CORPFNV3,726$508,5240.05%
152SCHWAB STRATEGIC TR8085247976,581$497,1310.05%
153AMERICAN CENTY ETF TR02507229910,483$493,4270.05%
154ISHARES TR4642876067,201$491,8280.05%
155AMERICAN TOWER CORP NEW03027X1002,309$489,1120.05%
156PNC FINL SVCS GROUP INC6934751053,074$485,4740.05%
157PAYPAL HLDGS INCPYPL6,806$484,7230.05%
158COMCAST CORP NEWCCZ13,821$483,3280.05%
159TESLA INCTSLA3,844$473,5040.05%
160ALTRIA GROUP INCMO10,352$473,1900.05%
161IDEXX LABS INC45168D1041,158$472,4180.05%
162S&P GLOBAL INCSPGI1,395$467,2450.05%
163AMGEN INCAMGN1,762$462,7720.05%
164COLGATE PALMOLIVE COCL5,867$462,2610.05%
165VANGUARD BD INDEX FDS9219378356,414$460,7820.05%
166NORFOLK SOUTHN CORP6558441081,839$453,0650.04%
167BOEING COBA-PA2,371$451,5970.04%
168META PLATFORMS INCMETA3,728$448,6280.04%
169GOLDMAN SACHS GROUP INCGSCE1,300$446,3940.04%
170LOCKHEED MARTIN CORPLMT909$442,2190.04%
171MANULIFE FINL CORP56501R10624,018$428,4810.04%
172AMERICAN EXPRESS COAXP2,893$427,3940.04%
173DIMENSIONAL ETF TRUST25434V30219,466$427,2790.04%
174HERSHEY COHSY1,845$427,2470.04%
175TJX COS INC NEW8725401095,283$420,5270.04%
176ISHARES TR4642874656,403$420,2930.04%
177SCHWAB STRATEGIC TR80852488812,847$404,2950.04%
178SPROTT PHYSICAL PLAT PALLADSII29,590$402,7200.04%
179INVESCO EXCH TRADED FD TR IIIVZ22,530$396,9790.04%
180RESTAURANT BRANDS INTL INC76131D1036,104$394,7460.04%
181VERISK ANALYTICS INCVRSK2,229$393,2400.04%
182LOWES COS INC5486611071,910$380,6060.04%
183ISHARES INC46428631915,618$376,7060.04%
184MARATHON PETE CORPMARA3,229$375,8230.04%
185NIKE INCNKE3,168$370,6880.04%
186PRUDENTIAL FINL INCPUKPF3,653$363,3740.04%
187BANK AMERICA CORP06050510410,918$361,5880.04%
188ADOBE SYSTEMS INCORPORATEDADBE1,063$357,7310.04%
189BEAZER HOMES USA INCBZH27,537$351,3720.03%
190F5 INCFFIV2,444$350,7380.03%
191EAGLE BANCORP INC MDEGBN7,821$344,6690.03%
192MARKETAXESS HLDGS INCMKTX1,234$344,1500.03%
193FISERV INCFISV3,382$341,8190.03%
194GAP INCGAP30,190$340,5430.03%
195ENTERPRISE PRODS PARTNERS L29379210714,085$339,7300.03%
196LAS VEGAS SANDS CORPLVS7,000$336,4900.03%
197STONERIDGE INCSRI15,600$336,3360.03%
198CROWN HLDGS INCCCK4,087$335,9920.03%
199VANGUARD INTL EQUITY INDEX F9220428746,000$332,6400.03%
200AMERICAN CENTY ETF TR0250723157,764$331,5110.03%
201CONOCOPHILLIPSCOP2,774$327,3320.03%
202FORTIVE CORPFTV4,857$312,0300.03%
203NUVEEN MUN HIGH INCOME OPPORNU29,840$308,5460.03%
204SELECT SECTOR SPDR TR81369Y7043,106$305,0400.03%
205UNITED PARCEL SERVICE INCUPS1,753$304,7400.03%
206NOVO-NORDISK A SNONOF2,226$301,2670.03%
207GLOBAL X FDS37954Y87115,000$301,2000.03%
208ISHARES TR4642874323,015$300,1730.03%
209INTUITIVE SURGICAL INCISRG1,097$291,0890.03%
210ANSYS INC03662Q1051,202$290,3910.03%
211STATE STR CORPSTT-PG3,674$284,9960.03%
212SOUTHERN COSOMN3,938$281,2280.03%
213INTERCONTINENTAL EXCHANGE IN45866F1042,730$280,0710.03%
214YUM BRANDS INCYUM2,176$278,6470.03%
215WASTE CONNECTIONS INCWCN2,067$274,0020.03%
216MIMEDX GROUP INCMDXG98,065$272,6210.03%
217AIR PRODS & CHEMS INCAIIR865$266,6450.03%
218FASTENAL COFAST5,607$265,3230.03%
219CUMMINS INCCMI1,085$262,8850.03%
220ANALOG DEVICES INCADI1,588$260,5100.03%
221ROPER TECHNOLOGIES INCROP592$255,7970.03%
222ISHARES TR4642872346,667$252,6790.03%
223ECOLAB INCECL1,734$252,4010.03%
224WISDOMTREE TRWT7,000$251,0900.02%
225BEST BUY INCBBY3,118$250,0950.02%
226COSTAR GROUP INCCSGP3,198$247,1410.02%
227ELEVANCE HEALTH INCELV477$244,4820.02%
228ISHARES TR464287507992$239,8600.02%
229ASTRAZENECA PLCAZN3,534$239,6050.02%
230D R HORTON INC23331A1092,639$235,2400.02%
231BLACKROCK INCBLK331$234,6000.02%
232ISHARES TR4642875561,774$232,9080.02%
233SHOPIFY INCSHOP6,680$231,8630.02%
234BERRY GLOBAL GROUP INC08579W1033,800$229,6340.02%
235NETFLIX INCNFLX777$229,1220.02%
236SALESFORCE INCCRM1,720$228,0550.02%
237TRANSDIGM GROUP INCTDG359$226,0440.02%
238MICROCHIP TECHNOLOGY INC.MCHPP3,182$223,5360.02%
239DOLLAR GEN CORP NEW256677105905$222,9610.02%
240ALPHA METALLURGICAL RESOUR I0207641061,514$221,6340.02%
241VERIZON COMMUNICATIONS INCVZ5,603$220,7580.02%
242PROLOGIS INC.PLDGP1,896$213,7360.02%
243AVERY DENNISON CORPAVY1,180$213,5800.02%
244PROGRESSIVE CORP7433151031,640$212,7240.02%
245INNOVATIVE INDL PPTYS INCINHD2,095$212,3280.02%
246GENUINE PARTS COGPC1,220$211,6820.02%
247FORD MTR CO DEL34537086017,864$207,7580.02%
248NEXGEN ENERGY LTDNXE46,267$204,9630.02%
249WILLIAMS COS INC9694571006,224$204,7700.02%
250L3HARRIS TECHNOLOGIES INCLHX981$204,2540.02%
251DUKE ENERGY CORP NEWDUKB1,969$202,7870.02%
252VANGUARD INDEX FDS9229085532,441$201,3480.02%
253VMWARE INC9285634021,630$200,0990.02%
254TELA BIO INCTELA15,805$181,7580.02%
255UNDER ARMOUR INCUA14,587$148,2040.01%
256DIGITALBRIDGE GROUP INCDBRG-PJ132,000$132,7130.01%
257B & G FOODS INC NEWBGS11,602$129,3620.01%
258BLACKSTONE MORTGAGE TRUST IN09257WAC4129,000$128,8180.01%
259HOPE BANCORP INCHOPE112,000$109,5210.01%
260UNDER ARMOUR INCUA12,137$108,2620.01%
261ETF MANAGERS TR26924G50822,500$95,8500.01%
262BRAEMAR HOTELS & RESORTS INCBHR-PD23,254$95,5740.01%
263SKILLZ INCSKLZ177,803$90,0570.01%
264ADVISORSHARES TR00768Y45310,665$74,5480.01%
265GENWORTH FINL INC37247D10613,039$68,9760.01%
266VAALCO ENERGY INCEGY12,000$54,7200.01%
267ODYSSEY MARINE EXPL INCOMEX10,958$42,5170.00%
268AURORA CANNABIS INCACB21,124$19,4890.00%
269COMSCORE INCSCOR11,000$12,7600.00%
270SOLIGENIX INCSNGX25,000$11,3000.00%
271LATCH INCLTCHW11,537$8,1900.00%
272FORTRESS BIOTECH INCFBIOP11,624$7,6140.00%
273INUVO INCINUV30,000$6,6450.00%
274NYMOX PHARMACEUTICAL CORPNYMXF18,000$5,3460.00%