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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 Q2 2023 · Filed May 12, 2023 · Accession 0001480916-23-000005

Total Value
$1.14B
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769447,126$91.3M7.99%
2AMERICAN CENTY ETF TR0250727031,256,474$71.7M6.27%
3GOLDMAN SACHS ETF TRNVGLF2,065,768$63.6M5.57%
4PRICE T ROWE GROUP INCTROW518,211$58.5M5.12%
5APPLE INCAAPL290,463$47.9M4.19%
6GOLDMAN SACHS ETF TRNVGLF583,422$47.4M4.15%
7AMERICAN CENTY ETF TR025072885608,886$43.2M3.78%
8AMERICAN CENTY ETF TR025072604783,753$41.5M3.63%
9VANGUARD SCOTTSDALE FDS92206C409527,422$40.2M3.52%
10J P MORGAN EXCHANGE TRADED F46641Q274810,282$37.5M3.28%
11GOLDMAN SACHS ETF TRNVGLF1,249,700$37.2M3.26%
12AMERICAN CENTY ETF TR025072877442,072$32.7M2.87%
13ISHARES TR464287804322,205$31.2M2.73%
14ISHARES INC464286525319,833$30.9M2.71%
15VANGUARD SPECIALIZED FUNDS921908844198,722$30.6M2.68%
16MICROSOFT CORPMSFT100,270$28.9M2.53%
17DIMENSIONAL ETF TRUST25434V708923,804$23.5M2.06%
18J P MORGAN EXCHANGE TRADED F46641Q670367,436$17.4M1.52%
19VANGUARD SCOTTSDALE FDS92206C102277,093$16.2M1.42%
20VANGUARD INTL EQUITY INDEX F922042742162,713$15.0M1.31%
21AXSOME THERAPEUTICS INCAXSM193,289$11.9M1.04%
22VISA INCV50,976$11.5M1.01%
23JOHNSON & JOHNSONJNJ65,414$10.1M0.89%
24AMERICAN CENTY ETF TR025072802170,008$9.9M0.87%
25ALPHABET INCGOOG94,331$9.8M0.86%
26ALPHABET INCGOOG85,791$8.9M0.78%
27VANGUARD WHITEHALL FDS921946810118,480$8.7M0.76%
28DIMENSIONAL ETF TRUST25434V104292,643$8.4M0.74%
29ISHARES TR46428825791,826$8.4M0.73%
30ABBOTT LABSABLZF68,469$6.9M0.61%
31ISHARES TR46428720015,961$6.6M0.57%
32PROCTER AND GAMBLE CO74271810943,063$6.4M0.56%
33MCDONALDS CORPMCD21,544$6.0M0.53%
34VANGUARD INDEX FDS92290862928,230$6.0M0.52%
35AMAZON COM INCAMZN52,677$5.4M0.48%
36PEPSICO INCPEP29,668$5.4M0.47%
37INVESCO EXCHANGE TRADED FD TIVZ19,344$5.3M0.47%
38EXXON MOBIL CORPXOM45,054$4.9M0.43%
39QUANTA SVCS INC74762E10228,190$4.7M0.41%
40MCCORMICK & CO INCMKC-V56,444$4.7M0.41%
41MCCORMICK & CO INCMKC-V54,727$4.6M0.40%
42DIAGEO PLCDGEAF24,197$4.4M0.38%
43DANAHER CORPORATION23585110217,370$4.4M0.38%
44ISHARES TR46428864685,581$4.3M0.38%
45SPDR S&P 500 ETF TRSPY9,368$3.8M0.34%
46BERKSHIRE HATHAWAY INC DELBRK-A11,462$3.5M0.31%
47ISHARES TR46428762214,630$3.3M0.29%
48ISHARES GOLD TRIAU81,570$3.0M0.27%
49UBER TECHNOLOGIES INCUBER87,768$2.8M0.24%
50MASTERCARD INCORPORATEDMA7,523$2.7M0.24%
51JPMORGAN CHASE & COVYLD19,764$2.6M0.23%
52COCA COLA COKO41,039$2.5M0.22%
53NVIDIA CORPORATIONNVDA9,144$2.5M0.22%
54F N B CORP302520101209,076$2.4M0.21%
55INVESCO QQQ TRIVZ7,110$2.3M0.20%
56PFIZER INCPFE54,534$2.2M0.19%
57INTEL CORPINTC60,911$2.0M0.17%
58SPDR GOLD TRGLD10,756$2.0M0.17%
59DISNEY WALT CO25468710619,402$1.9M0.17%
60ABBVIE INCABBV12,162$1.9M0.17%
61PHILIP MORRIS INTL INC71817210919,478$1.9M0.17%
62INVESCO EXCHANGE TRADED FD TIVZ11,933$1.9M0.16%
63DIMENSIONAL ETF TRUST25434V73278,010$1.8M0.16%
64HOME DEPOT INCHD6,211$1.8M0.16%
65INVESCO EXCHANGE TRADED FD TIVZ12,540$1.8M0.16%
66ORACLE CORPORCL-PD19,405$1.8M0.16%
67MERCK & CO INCMRK16,877$1.8M0.16%
68CISCO SYS INCCSCO34,057$1.8M0.16%
69GOLDMAN SACHS ETF TRNVGLF30,677$1.7M0.15%
70ISHARES INC46434G10334,476$1.7M0.15%
71ALIGN TECHNOLOGY INCALGN5,033$1.7M0.15%
72ISHARES TR46428730925,424$1.6M0.14%
73SCHWAB STRATEGIC TR80852480544,830$1.6M0.14%
74UNION PAC CORPUNP7,602$1.5M0.13%
75VANGUARD INDEX FDS9229083634,056$1.5M0.13%
76ISHARES SILVER TRSLV68,770$1.5M0.13%
77STRYKER CORPORATIONSYK5,183$1.5M0.13%
78OREILLY AUTOMOTIVE INC67103H1071,710$1.5M0.13%
79CHEVRON CORP NEWCVX8,400$1.4M0.12%
80ISHARES TR4642874088,956$1.4M0.12%
81FRP HLDGS INCFRPH23,062$1.3M0.12%
82WALMART INCWMT8,815$1.3M0.11%
83COSTCO WHSL CORP NEW22160K1052,600$1.3M0.11%
84VANGUARD WORLD FDS92204A7023,307$1.3M0.11%
85SANDY SPRING BANCORP INC80036310348,239$1.3M0.11%
86VANGUARD INDEX FDS9229087516,610$1.3M0.11%
87VANGUARD WHITEHALL FDS92194640611,739$1.2M0.11%
88CANADIAN NATL RY CO1363751029,517$1.1M0.10%
89LILLY ELI & COLLY3,262$1.1M0.10%
90INVESCO EXCHANGE TRADED FD TIVZ6,807$1.1M0.10%
91CATERPILLAR INCCAT4,620$1.1M0.09%
92THERMO FISHER SCIENTIFIC INCTMO1,810$1.0M0.09%
93BRISTOL-MYERS SQUIBB COCELG-RI14,932$1.0M0.09%
94ACCENTURE PLC IRELANDACN3,441$983,4730.09%
95VANGUARD INTL EQUITY INDEX F92204285824,024$970,5830.08%
96ISHARES TR46435G33430,000$967,8000.08%
97BLACKSTONE INCBX10,992$965,5380.08%
98SCHWAB STRATEGIC TR80852484749,374$962,7850.08%
99VANGUARD TAX-MANAGED FDS92194385821,271$960,8120.08%
100ISHARES TR4642875153,152$960,4150.08%
101INVESCO EXCH TRADED FD TR IIIVZ21,473$946,1010.08%
1023M COMMM8,979$943,7830.08%
103ISHARES TR4642876143,861$943,3590.08%
104RYAN SPECIALTY HOLDINGS INCRYAN23,079$928,6990.08%
105VANGUARD INDEX FDS9229087446,671$921,3860.08%
106SPDR SER TR78464A40916,521$914,6030.08%
107ABRDN PLATINUM ETF TRUSTPPLT9,763$897,6110.08%
108MONDELEZ INTL INC60920710512,765$890,0080.08%
109META PLATFORMS INCMETA3,845$814,9100.07%
110KIMBERLY-CLARK CORPKMB6,061$813,5080.07%
111GENERAL ELECTRIC CO3696043018,500$812,6000.07%
112TARGET CORPTGT4,868$806,2870.07%
113PIMCO ETF TR72201R8338,000$794,0000.07%
114UNITEDHEALTH GROUP INCUNH1,654$781,6640.07%
115VANGUARD INDEX FDS9229087363,103$774,0500.07%
116QUALCOMM INCQCOM5,877$749,8020.07%
117RAYTHEON TECHNOLOGIES CORPRTX7,489$733,4440.06%
118ISHARES TR4642875984,783$728,2380.06%
119TEXAS INSTRS INC8825081043,886$722,8350.06%
120DEERE & CODE1,716$708,5030.06%
121CSX CORPCSX23,524$704,3230.06%
122TESLA INCTSLA3,371$699,3480.06%
123AMERICAN CENTY ETF TR02507237216,228$692,7740.06%
124AUTOMATIC DATA PROCESSING INADP3,004$668,7500.06%
125ISHARES TR4642873257,978$665,0470.06%
126VANGUARD WORLD FDS92204A5042,782$663,4840.06%
127HONEYWELL INTL INC4385161063,389$647,6890.06%
128INVESCO EXCHANGE TRADED FD TIVZ16,000$646,5600.06%
129REPUBLIC SVCS INC7607591004,732$639,8620.06%
130STARBUCKS CORPSBUX6,109$636,1200.06%
131ILLINOIS TOOL WKS INC4523081092,610$635,4050.06%
132CVS HEALTH CORPCVS8,307$617,2590.05%
133AMERICAN CENTY ETF TR02507232313,980$616,5800.05%
134SCHWAB STRATEGIC TR80852474818,513$613,3360.05%
135SCHWAB STRATEGIC TR80852460714,550$610,0780.05%
136INVESCO EXCHANGE TRADED FD TIVZ8,025$609,6600.05%
137SPDR DOW JONES INDL AVERAGE78467X1091,798$598,0510.05%
138COMCAST CORP NEWCCZ15,579$590,6090.05%
139AON PLCAON1,872$590,2230.05%
140VANECK ETF TRUST92189F43720,000$560,4000.05%
141IDEXX LABS INC45168D1041,114$557,0900.05%
142AMERICAN CENTY ETF TR02507229910,913$551,8090.05%
143EXPEDITORS INTL WASH INC3021301094,944$544,4340.05%
144CHUBB LIMITEDCB2,799$543,5100.05%
145NEXTERA ENERGY INCNEE-PW7,000$539,5220.05%
146FRANCO NEV CORPFNV3,661$533,7740.05%
147SCHWAB STRATEGIC TR80852473020,461$533,0100.05%
148VANGUARD INDEX FDS9229086113,342$530,5760.05%
149VANGUARD BD INDEX FDS9219378356,839$504,9240.04%
150ISHARES TR4642876067,060$504,8610.04%
151INTERNATIONAL BUSINESS MACHSINTR3,826$501,5610.04%
152VANECK ETF TRUST92189F10615,453$499,9050.04%
153AFLAC INCAFL7,730$498,7250.04%
154BOEING COBA-PA2,327$494,2640.04%
155SCHWAB STRATEGIC TR8085247976,644$486,0970.04%
156MARKETAXESS HLDGS INCMKTX1,234$482,8520.04%
157TRAVELERS COMPANIES INCTRV2,799$479,7070.04%
158HERSHEY COHSY1,842$468,6240.04%
159AMERICAN EXPRESS COAXP2,820$465,1940.04%
160NIKE INCNKE3,739$458,5510.04%
161S&P GLOBAL INCSPGI1,325$456,8240.04%
162ISHARES TR4642874656,367$455,3680.04%
163AMERICAN TOWER CORP NEW03027X1002,213$452,2240.04%
164MANULIFE FINL CORP56501R10624,018$440,9710.04%
165COLGATE PALMOLIVE COCL5,867$440,9060.04%
166ALTRIA GROUP INCMO9,856$439,7750.04%
167BEAZER HOMES USA INCBZH27,537$437,2880.04%
168AMGEN INCAMGN1,784$431,2820.04%
169MARATHON PETE CORPMARA3,185$429,4340.04%
170ANALOG DEVICES INCADI2,175$428,9480.04%
171ADOBE SYSTEMS INCORPORATEDADBE1,111$428,1470.04%
172TEXAS PACIFIC LAND CORPORATITPL251$426,9570.04%
173DIMENSIONAL ETF TRUST25434V30218,400$423,5680.04%
174NORFOLK SOUTHN CORP6558441081,982$420,2380.04%
175VERISK ANALYTICS INCVRSK2,176$417,4880.04%
176GOLDMAN SACHS GROUP INCGSCE1,264$413,4680.04%
177INVESCO EXCH TRADED FD TR IIIVZ22,503$413,1560.04%
178RESTAURANT BRANDS INTL INC76131D1036,104$409,8230.04%
179SCHWAB STRATEGIC TR80852488812,121$408,5990.04%
180LAS VEGAS SANDS CORPLVS7,000$402,1500.04%
181ACUMEN PHARMACEUTICALS INCABOS98,301$399,1030.03%
182ISHARES INC46428631915,618$383,2660.03%
183SELECT SECTOR SPDR TR81369Y5064,620$382,7080.03%
184ANSYS INC03662Q1051,133$377,0630.03%
185PNC FINL SVCS GROUP INC6934751052,948$374,6640.03%
186VANGUARD INTL EQUITY INDEX F9220428746,000$365,7000.03%
187ENTERPRISE PRODS PARTNERS L29379210714,085$364,8020.03%
188LOWES COS INC5486611071,816$363,2350.03%
189UNITED PARCEL SERVICE INCUPS1,860$360,8300.03%
190AMERICAN CENTY ETF TR0250723157,930$355,1120.03%
191NOVO-NORDISK A SNONOF2,227$354,4050.03%
192MIMEDX GROUP INCMDXG103,765$353,8390.03%
193TJX COS INC NEW8725401094,488$351,6800.03%
194GARMIN LTDGRMN3,396$342,7250.03%
195FORTIVE CORPFTV4,877$332,4320.03%
196SALESFORCE INCCRM1,650$329,6370.03%
197PAYPAL HLDGS INCPYPL4,308$327,1500.03%
198ISHARES TR4642874323,015$320,7060.03%
199SHOPIFY INCSHOP6,610$316,8840.03%
200SELECT SECTOR SPDR TR81369Y7043,106$314,2660.03%
201F5 INCFFIV2,144$312,3600.03%
202BANK AMERICA CORP06050510410,808$309,0950.03%
203MEDTRONIC PLCMDT3,719$299,8260.03%
204GLOBAL X FDS37954Y87115,000$298,9500.03%
205PRUDENTIAL FINL INCPUKPF3,605$298,2470.03%
206ROCKWELL AUTOMATION INCROK1,016$298,1460.03%
207FISERV INCFISV2,635$297,8350.03%
208ALIBABA GROUP HLDG LTDBBAAY2,909$297,2420.03%
209IAMGOLD CORPIAG109,000$295,3900.03%
210STONERIDGE INCSRI15,600$291,7200.03%
211FASTENAL COFAST5,342$288,1480.03%
212CROWN HLDGS INCCCK3,459$286,0940.03%
213INTERCONTINENTAL EXCHANGE IN45866F1042,730$284,7120.02%
214NETFLIX INCNFLX815$281,5670.02%
215STATE STR CORPSTT-PG3,674$278,0900.02%
216CONOCOPHILLIPSCOP2,774$275,2090.02%
217SOUTHERN COSOMN3,923$272,9460.02%
218GE HEALTHCARE TECHNOLOGIES IGEHC3,276$268,7310.02%
219ECOLAB INCECL1,604$265,5110.02%
220ASTRAZENECA PLCAZN3,824$265,4240.02%
221AIRBNB INCABNB2,133$265,3460.02%
222ABRDN PALLADIUM ETF TRUSTPALL1,955$264,0040.02%
223WASTE CONNECTIONS INCWCN1,898$263,9550.02%
224WISDOMTREE TRWT7,000$263,5500.02%
225ISHARES TR4642872346,667$263,0800.02%
226ROPER TECHNOLOGIES INCROP592$260,8890.02%
227FEDEX CORPFDX1,140$260,4780.02%
228CUMMINS INCCMI1,085$259,1850.02%
229EAGLE BANCORP INC MDEGBN7,739$259,0250.02%
230NEWMONT CORPNEMCL5,236$256,6690.02%
231YUM BRANDS INCYUM1,940$256,1790.02%
232ISHARES TR4642877212,741$254,3930.02%
233VANECK ETF TRUST92189H30010,000$252,5000.02%
234INTUITIVE SURGICAL INCISRG981$250,6170.02%
235ISHARES TR464287507992$248,1000.02%
236D R HORTON INC23331A1092,521$246,2770.02%
237BEST BUY INCBBY3,118$244,0460.02%
238AIR PRODS & CHEMS INCAIIR842$241,8310.02%
239PROLOGIS INC.PLDGP1,896$236,5640.02%
240PROGRESSIVE CORP7433151031,640$234,6190.02%
241TRANSDIGM GROUP INCTDG316$232,9080.02%
242VERIZON COMMUNICATIONS INCVZ5,971$232,2130.02%
243APTIV PLCAPTV2,047$229,6530.02%
244FORD MTR CO DEL34537086017,988$226,6490.02%
245BERRY GLOBAL GROUP INC08579W1033,800$223,8200.02%
246ISHARES TR4642875561,724$222,6720.02%
247BLACKROCK INCBLK331$221,5200.02%
248TAKE-TWO INTERACTIVE SOFTWARTTWO1,855$221,3020.02%
249AMERICAN CENTY ETF TR0250722814,495$217,0940.02%
250AVERY DENNISON CORPAVY1,210$216,5060.02%
251AT&T INCT-PC11,210$215,7930.02%
252ELEVANCE HEALTH INCELV464$213,3320.02%
253VANGUARD WORLD FDS92204A108825$208,3540.02%
254COSTAR GROUP INCCSGP3,020$207,9270.02%
255CAPITAL ONE FINL CORP14040H1052,126$204,4600.02%
256GENUINE PARTS COGPC1,220$204,1190.02%
257VMWARE INC9285634021,630$203,5060.02%
258VANGUARD INDEX FDS9229085532,428$201,6530.02%
259NEXGEN ENERGY LTDNXE46,267$177,2030.02%
260DIGITALBRIDGE GROUP INCDBRG-PJ155,000$160,7490.01%
261UNDER ARMOUR INCUA14,387$136,5330.01%
262TELA BIO INCTELA11,495$122,3070.01%
263YPF SOCIEDAD ANONIMAYPF10,000$109,8000.01%
264HOPE BANCORP INCHOPE112,000$108,9270.01%
265SKILLZ INCSKLZ177,803$105,4730.01%
266UNDER ARMOUR INCUA12,137$103,5290.01%
267BRAEMAR HOTELS & RESORTS INCBHR-PD23,254$89,7610.01%
268I-80 GOLD CORPIAUX-WT26,834$65,7440.01%
269GENWORTH FINL INC37247D10613,000$65,2600.01%
270ETF MANAGERS TR26924G50816,000$56,3200.00%
271VAALCO ENERGY INCEGY12,000$54,3600.00%
272ODYSSEY MARINE EXPL INCOMEX10,958$35,6140.00%
273AURORA CANNABIS INCACB21,124$14,7300.00%
274COMSCORE INCSCOR11,000$13,5300.00%
275FORTRESS BIOTECH INCFBIOP11,624$9,5320.00%
276LATCH INCLTCHW11,537$8,7930.00%
277INUVO INCINUV30,000$8,7510.00%
278NYMOX PHARMACEUTICAL CORPNYMXF18,000$6,1200.00%