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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 Q3 2023 · Filed August 14, 2023 · Accession 0001480916-23-000008

Total Value
$1.27B
Positions
287
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (287)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769430,245$94.8M7.45%
2AMERICAN CENTY ETF TR0250727031,448,273$83.1M6.54%
3GOLDMAN SACHS ETF TRNVGLF2,289,237$71.8M5.64%
4PRICE T ROWE GROUP INCTROW517,694$58.0M4.56%
5GOLDMAN SACHS ETF TRNVGLF651,199$56.8M4.47%
6APPLE INCAAPL271,938$52.7M4.15%
7AMERICAN CENTY ETF TR025072885672,998$50.6M3.98%
8AMERICAN CENTY ETF TR025072604885,511$47.6M3.75%
9AMERICAN CENTY ETF TR025072877565,909$43.9M3.45%
10GOLDMAN SACHS ETF TRNVGLF1,438,961$43.0M3.38%
11J P MORGAN EXCHANGE TRADED F46641Q670919,599$42.8M3.37%
12J P MORGAN EXCHANGE TRADED F46641Q274882,798$40.4M3.18%
13VANGUARD SPECIALIZED FUNDS921908844219,166$35.6M2.80%
14HARTFORD FDS EXCHANGE TRADED41653L3051,052,694$35.2M2.77%
15ISHARES TR464287804352,433$35.1M2.76%
16MICROSOFT CORPMSFT91,931$31.3M2.46%
17ISHARES INC464286525272,413$26.7M2.10%
18DIMENSIONAL ETF TRUST25434V708920,887$25.0M1.97%
19SCHWAB CHARLES FAMILY FDSCHW-PJ22,926,750$22.9M1.80%
20VANGUARD INTL EQUITY INDEX F922042742144,700$14.0M1.10%
21VANGUARD SCOTTSDALE FDS92206C409170,468$12.9M1.01%
22VISA INCV48,247$11.5M0.90%
23ALPHABET INCGOOG92,764$11.1M0.87%
24JOHNSON & JOHNSONJNJ63,780$10.6M0.83%
25ALPHABET INCGOOG82,407$10.0M0.78%
26AMERICAN CENTY ETF TR025072802161,195$9.3M0.73%
27VANGUARD SCOTTSDALE FDS92206C102146,582$8.5M0.67%
28VANGUARD WHITEHALL FDS921946810107,643$8.1M0.64%
29DIMENSIONAL ETF TRUST25434V104260,708$8.1M0.64%
30ISHARES TR46428825783,997$8.1M0.63%
31ABBOTT LABSABLZF66,079$7.2M0.57%
32ISHARES TR46428720015,889$7.1M0.56%
33AMAZON COM INCAMZN49,266$6.4M0.51%
34MCDONALDS CORPMCD21,062$6.3M0.49%
35PROCTER AND GAMBLE CO74271810941,144$6.2M0.49%
36VANGUARD INDEX FDS92290862927,945$6.2M0.48%
37AXSOME THERAPEUTICS INCAXSM80,000$5.7M0.45%
38QUANTA SVCS INC74762E10228,008$5.5M0.43%
39PEPSICO INCPEP29,128$5.4M0.42%
40INVESCO EXCHANGE TRADED FD TIVZ17,621$5.2M0.41%
41EXXON MOBIL CORPXOM44,899$4.8M0.38%
42MCCORMICK & CO INCMKC-V49,274$4.3M0.34%
43DANAHER CORPORATION23585110217,142$4.1M0.32%
44BERKSHIRE HATHAWAY INC DELBRK-A11,937$4.1M0.32%
45DIAGEO PLCDGEAF22,569$3.9M0.31%
46SPDR S&P 500 ETF TRSPY8,411$3.7M0.29%
47NVIDIA CORPORATIONNVDA8,779$3.7M0.29%
48UBER TECHNOLOGIES INCUBER85,671$3.7M0.29%
49MCCORMICK & CO INCMKC-V42,147$3.6M0.29%
50ISHARES TR46428762214,630$3.6M0.28%
51ISHARES GOLD TRIAU91,570$3.3M0.26%
52JPMORGAN CHASE & COVYLD19,584$2.8M0.22%
53MASTERCARD INCORPORATEDMA7,135$2.8M0.22%
54COCA COLA COKO40,855$2.5M0.19%
55F N B CORP302520101209,086$2.4M0.19%
56ORACLE CORPORCL-PD19,150$2.3M0.18%
57ISHARES TR46428864640,844$2.0M0.16%
58PFIZER INCPFE54,075$2.0M0.16%
59INVESCO EXCHANGE TRADED FD TIVZ11,933$2.0M0.15%
60MERCK & CO INCMRK16,841$1.9M0.15%
61DIMENSIONAL ETF TRUST25434V73280,360$1.9M0.15%
62SPDR GOLD TRGLD10,756$1.9M0.15%
63GOLDMAN SACHS ETF TRNVGLF32,693$1.9M0.15%
64PHILIP MORRIS INTL INC71817210919,193$1.9M0.15%
65HOME DEPOT INCHD5,922$1.8M0.14%
66ALIGN TECHNOLOGY INCALGN5,026$1.8M0.14%
67VANGUARD INDEX FDS9229083634,339$1.8M0.14%
68ISHARES TR46428730924,794$1.7M0.14%
69INTEL CORPINTC52,079$1.7M0.14%
70CISCO SYS INCCSCO33,284$1.7M0.14%
71ISHARES INC46434G10334,476$1.7M0.13%
72DISNEY WALT CO25468710618,572$1.7M0.13%
73ABBVIE INCABBV12,034$1.6M0.13%
74SCHWAB STRATEGIC TR80852480544,836$1.6M0.13%
75STRYKER CORPORATIONSYK5,181$1.6M0.12%
76INVESCO EXCHANGE TRADED FD TIVZ10,528$1.6M0.12%
77UNION PAC CORPUNP7,646$1.6M0.12%
78OREILLY AUTOMOTIVE INC67103H1071,610$1.5M0.12%
79LILLY ELI & COLLY3,265$1.5M0.12%
80ISHARES TR4642874088,956$1.4M0.11%
81ISHARES SILVER TRSLV68,770$1.4M0.11%
82ULTA BEAUTY INCULTA3,000$1.4M0.11%
83COSTCO WHSL CORP NEW22160K1052,577$1.4M0.11%
84WALMART INCWMT8,671$1.4M0.11%
85VANGUARD INDEX FDS9229087516,610$1.3M0.10%
86CHEVRON CORP NEWCVX8,282$1.3M0.10%
87ADOBE SYSTEMS INCORPORATEDADBE2,638$1.3M0.10%
88VANGUARD WHITEHALL FDS92194640611,623$1.2M0.10%
89BEAZER HOMES USA INCBZH43,218$1.2M0.10%
90SSGA ACTIVE ETF TR78467V84829,971$1.2M0.10%
91VANGUARD WORLD FDS92204A7022,711$1.2M0.09%
92INVESCO QQQ TRIVZ3,191$1.2M0.09%
93INVESCO EXCHANGE TRADED FD TIVZ6,807$1.2M0.09%
94ISHARES TR4642876143,861$1.1M0.08%
95ACCENTURE PLC IRELANDACN3,419$1.1M0.08%
96CANADIAN NATL RY CO1363751028,642$1.0M0.08%
97RYAN SPECIALTY HOLDINGS INCRYAN23,079$1.0M0.08%
98BLACKSTONE INCBX10,982$1.0M0.08%
99CATERPILLAR INCCAT4,103$1.0M0.08%
100VANGUARD TAX-MANAGED FDS92194385821,312$984,1890.08%
101FRP HLDGS INCFRPH16,982$977,6540.08%
102VANGUARD INTL EQUITY INDEX F92204285823,963$974,8290.08%
103ISHARES TR46435G33430,000$970,5000.08%
104SPDR SER TR78464A40915,873$968,4120.08%
105INVESCO EXCH TRADED FD TR IIIVZ21,473$965,4270.08%
106THERMO FISHER SCIENTIFIC INCTMO1,838$959,1100.08%
107GENERAL ELECTRIC CO3696043018,463$929,6610.07%
108TESLA INCTSLA3,523$922,1130.07%
109ISHARES TR4642875152,659$919,7750.07%
110MONDELEZ INTL INC60920710511,988$874,4280.07%
111META PLATFORMS INCMETA3,040$872,5480.07%
112BRISTOL-MYERS SQUIBB COCELG-RI13,485$862,3720.07%
113VANGUARD INDEX FDS9229087446,057$860,7390.07%
1143M COMMM8,399$840,6560.07%
115KIMBERLY-CLARK CORPKMB6,032$832,7780.07%
116SCHWAB STRATEGIC TR80852484741,586$812,1670.06%
117CSX CORPCSX23,561$803,4240.06%
118PIMCO ETF TR72201R8338,000$798,0800.06%
119UNITEDHEALTH GROUP INCUNH1,623$780,0790.06%
120ISHARES TR4642875984,750$749,7170.06%
121VANGUARD INDEX FDS9229087362,632$744,8160.06%
122REPUBLIC SVCS INC7607591004,733$724,9540.06%
123RAYTHEON TECHNOLOGIES CORPRTX7,395$724,4610.06%
124DEERE & CODE1,760$713,1350.06%
125QUALCOMM INCQCOM5,979$711,7530.06%
126AMERICAN CENTY ETF TR02507237216,242$708,9640.06%
127TEXAS INSTRS INC8825081043,861$695,0580.05%
128MIMEDX GROUP INCMDXG103,765$685,8870.05%
129VANGUARD WORLD FDS92204A5042,782$681,1800.05%
130AUTOMATIC DATA PROCESSING INADP3,006$660,6580.05%
131ABRDN PLATINUM ETF TRUSTPPLT7,863$657,7400.05%
132ILLINOIS TOOL WKS INC4523081092,623$656,1700.05%
133COMCAST CORP NEWCCZ15,742$654,0860.05%
134AON PLCAON1,873$646,5600.05%
135AMERICAN CENTY ETF TR02507232313,980$637,9080.05%
136SCHWAB STRATEGIC TR80852460714,540$636,8480.05%
137HONEYWELL INTL INC4385161063,058$634,6100.05%
138TARGET CORPTGT4,769$629,0320.05%
139ISHARES INC46434G82210,000$619,0000.05%
140SCHWAB STRATEGIC TR80852474818,513$614,4470.05%
141AMERICAN CENTY ETF TR02507229911,946$611,6880.05%
142STARBUCKS CORPSBUX6,080$602,2750.05%
143EXPEDITORS INTL WASH INC3021301094,946$599,1090.05%
144LAM RESEARCH CORPLRCX926$595,3110.05%
145VANGUARD INDEX FDS9229085537,060$589,9660.05%
146VANGUARD INDEX FDS9229086113,494$577,9080.05%
147INVESCO EXCHANGE TRADED FD TIVZ7,125$577,3390.05%
148CVS HEALTH CORPCVS7,969$550,8660.04%
149SPDR DOW JONES INDL AVERAGE78467X1091,602$550,8480.04%
150IDEXX LABS INC45168D1041,094$549,4400.04%
151SCHWAB STRATEGIC TR80852473020,461$547,7410.04%
152AFLAC INCAFL7,738$540,1440.04%
153CHUBB LIMITEDCB2,799$538,9760.04%
154S&P GLOBAL INCSPGI1,328$532,3860.04%
155ELEVANCE HEALTH INCELV1,192$529,7400.04%
156ISHARES TR4642876067,060$529,5000.04%
157FRANCO NEV CORPFNV3,697$527,1930.04%
158INTERNATIONAL BUSINESS MACHSINTR3,835$513,1720.04%
159NEXTERA ENERGY INCNEE-PW6,831$506,8240.04%
160DIMENSIONAL ETF TRUST25434V30221,233$498,1270.04%
161VANGUARD BD INDEX FDS9219378356,824$496,0370.04%
162VERISK ANALYTICS INCVRSK2,177$492,0680.04%
163AMERICAN EXPRESS COAXP2,823$491,7250.04%
164TRAVELERS COMPANIES INCTRV2,817$489,2380.04%
165SCHWAB STRATEGIC TR8085247976,681$485,2070.04%
166BOEING COBA-PA2,262$477,5830.04%
167RESTAURANT BRANDS INTL INC76131D1036,104$473,1830.04%
168ACUMEN PHARMACEUTICALS INCABOS98,301$472,8280.04%
169VANECK ETF TRUST92189F10615,453$465,2900.04%
170HERSHEY COHSY1,834$457,9500.04%
171ISHARES TR4642873255,385$457,6720.04%
172MANULIFE FINL CORP56501R10624,018$454,1810.04%
173COLGATE PALMOLIVE COCL5,875$452,6100.04%
174NORFOLK SOUTHN CORP6558441081,986$450,3420.04%
175ISHARES TR4642874656,135$444,7880.03%
176AMERICAN CENTY ETF TR0250723159,471$435,0010.03%
177ALTRIA GROUP INCMO9,406$426,0920.03%
178INVESCO EXCH TRADED FD TR IIIVZ22,503$419,4560.03%
179LOWES COS INC5486611071,844$416,1190.03%
180DIMENSIONAL ETF TRUST25434V81516,156$415,2100.03%
181SHOPIFY INCSHOP6,360$410,8560.03%
182VANGUARD WORLD FD9219108161,743$410,1630.03%
183SCHWAB STRATEGIC TR80852488812,121$409,3270.03%
184GOLDMAN SACHS GROUP INCGSCE1,253$404,1430.03%
185NIKE INCNKE3,644$402,1890.03%
186AMERICAN TOWER CORP NEW03027X1002,000$387,8150.03%
187ISHARES INC46428631915,618$382,6410.03%
188AMGEN INCAMGN1,706$378,7670.03%
189AMERICAN CENTY ETF TR0250722817,284$376,0570.03%
190SELECT SECTOR SPDR TR81369Y5064,629$375,7680.03%
191ANSYS INC03662Q1051,131$373,5360.03%
192ENTERPRISE PRODS PARTNERS L29379210714,085$371,1400.03%
193VANGUARD INTL EQUITY INDEX F9220428746,000$370,2000.03%
194TJX COS INC NEW8725401094,332$367,3110.03%
195MARATHON PETE CORPMARA3,115$363,2090.03%
196FORTIVE CORPFTV4,856$363,0460.03%
197PNC FINL SVCS GROUP INC6934751052,875$362,0800.03%
198NOVO-NORDISK A SNONOF2,227$360,3960.03%
199CROWN HLDGS INCCCK3,948$342,9630.03%
200INTUITIVE SURGICAL INCISRG984$336,4690.03%
201SELECT SECTOR SPDR TR81369Y7043,106$333,3360.03%
202ROCKWELL AUTOMATION INCROK1,011$333,0740.03%
203FISERV INCFISV2,640$333,0360.03%
204NETFLIX INCNFLX749$329,9280.03%
205TEXAS PACIFIC LAND CORPORATITPL250$329,1250.03%
206MEDTRONIC PLCMDT3,728$328,4370.03%
207GARMIN LTDGRMN3,114$324,7600.03%
208SALESFORCE INCCRM1,521$321,3270.03%
209MARKETAXESS HLDGS INCMKTX1,225$320,2400.03%
210F5 INCFFIV2,144$313,5820.02%
211UNITED PARCEL SERVICE INCUPS1,737$311,4270.02%
212INTERCONTINENTAL EXCHANGE IN45866F1042,732$308,9350.02%
213ISHARES TR4642874323,000$308,8200.02%
214SCHWAB STRATEGIC TR8085247636,110$308,2500.02%
215SL GREEN RLTY CORP78440X88710,098$303,4450.02%
216FASTENAL COFAST5,120$302,0290.02%
217ANALOG DEVICES INCADI1,550$301,9060.02%
218BANK AMERICA CORP06050510410,374$297,6300.02%
219REGENERON PHARMACEUTICALSREGN410$294,6020.02%
220THE CIGNA GROUP1255231001,049$294,3500.02%
221STONERIDGE INCSRI15,600$294,0600.02%
222TRANSDIGM GROUP INCTDG326$291,5000.02%
223CONOCOPHILLIPSCOP2,779$287,9330.02%
224PROLOGIS INC.PLDGP2,345$287,5680.02%
225IAMGOLD CORPIAG109,000$286,6700.02%
226FEDEX CORPFDX1,141$282,8130.02%
227ASTRAZENECA PLCAZN3,912$279,9820.02%
228FORD MTR CO DEL34537086018,198$275,3360.02%
229PRUDENTIAL FINL INCPUKPF3,111$274,4710.02%
230TAKE-TWO INTERACTIVE SOFTWARTTWO1,856$273,1290.02%
231WASTE CONNECTIONS INCWCN1,898$271,2820.02%
232COSTAR GROUP INCCSGP3,042$270,7380.02%
233ECOLAB INCECL1,444$269,5810.02%
234STATE STR CORPSTT-PG3,676$269,0140.02%
235YUM BRANDS INCYUM1,938$268,4510.02%
236CUMMINS INCCMI1,085$265,9990.02%
237ISHARES TR4642872346,667$263,7470.02%
238SOUTHERN COSOMN3,740$262,7530.02%
239GE HEALTHCARE TECHNOLOGIES IGEHC3,220$261,5930.02%
240WISDOMTREE TRWT7,000$258,5800.02%
241ISHARES TR464287507987$258,0510.02%
242VANECK MERK GOLD TROUNZ13,850$257,6100.02%
243ISHARES TR4642877212,341$254,8650.02%
244ZOOM VIDEO COMMUNICATIONS INZM3,711$251,9030.02%
245AIR PRODS & CHEMS INCAIIR838$251,0070.02%
246PAYPAL HLDGS INCPYPL3,734$249,1700.02%
247D R HORTON INC23331A1092,035$247,6400.02%
248ROPER TECHNOLOGIES INCROP513$246,6510.02%
249ISHARES TR4642874812,552$246,6430.02%
250FIDELITY NATL INFORMATION SV31620M1064,507$246,5330.02%
251BERRY GLOBAL GROUP INC08579W1033,800$244,4920.02%
252VANECK ETF TRUST92189F6923,000$236,3100.02%
253VMWARE INC9285634021,630$234,2150.02%
254CAPITAL ONE FINL CORP14040H1052,115$231,3440.02%
255BLACKROCK INCBLK331$228,8100.02%
256ISHARES TR4642876551,211$226,8210.02%
257NEWMONT CORPNEMCL5,240$223,5390.02%
258ABRDN PALLADIUM ETF TRUSTPALL1,955$222,4400.02%
259TYLER TECHNOLOGIES INCTYL531$221,1460.02%
260NEXGEN ENERGY LTDNXE46,267$217,9180.02%
261BROADCOM INCAVGO251$217,7250.02%
262ISHARES TR4642894381,361$215,8010.02%
263PALO ALTO NETWORKS INCPANW842$215,1400.02%
264VULCAN MATLS CO929160109944$212,8160.02%
265VANGUARD WORLD FDS92204A3061,867$210,7660.02%
266APTIV PLCAPTV2,063$210,6120.02%
267GENUINE PARTS COGPC1,220$206,4610.02%
268DIMENSIONAL ETF TRUST25434V7998,460$205,3250.02%
269DIMENSIONAL ETF TRUST25434V2037,512$205,2280.02%
270MICROCHIP TECHNOLOGY INC.MCHPP2,255$202,0260.02%
271PROGRESSIVE CORP7433151031,526$201,9970.02%
272ASML HOLDING N VASMLF278$201,5350.02%
273ZOETIS INCZTS1,162$200,1090.02%
274AT&T INCT-PC10,885$173,6160.01%
275YPF SOCIEDAD ANONIMAYPF10,000$148,9000.01%
276UNDER ARMOUR INCUA14,387$103,8750.01%
277BRAEMAR HOTELS & RESORTS INCBHR-PD23,254$93,4820.01%
278I-80 GOLD CORPIAUX-WT36,834$82,8770.01%
279UNDER ARMOUR INCUA12,137$81,4400.01%
280GENWORTH FINL INC37247D10613,000$65,0000.01%
281HERBALIFE LTDHLF64,000$62,5860.00%
282VAALCO ENERGY INCEGY12,000$45,1200.00%
283ODYSSEY MARINE EXPL INCOMEX10,958$39,4490.00%
284LATCH INCLTCHW11,537$16,0370.00%
285COMSCORE INCSCOR11,000$8,9100.00%
286FORTRESS BIOTECH INCFBIOP11,624$6,3940.00%
287NYMOX PHARMACEUTICAL CORPNYMXF18,000$3,4200.00%