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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 Q4 2023 · Filed November 9, 2023 · Accession 0001480916-23-000011

Total Value
$1.27B
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769421,338$89.5M7.07%
2AMERICAN CENTY ETF TR0250727031,550,244$86.3M6.82%
3GOLDMAN SACHS ETF TRNVGLF2,478,108$74.4M5.88%
4GOLDMAN SACHS ETF TRNVGLF693,053$58.4M4.61%
5AMERICAN CENTY ETF TR025072885716,382$52.5M4.15%
6AMERICAN CENTY ETF TR025072604911,990$48.1M3.80%
7PRICE T ROWE GROUP INCTROW456,689$47.9M3.78%
8AMERICAN CENTY ETF TR025072877608,482$47.4M3.75%
9J P MORGAN EXCHANGE TRADED F46641Q6701,060,016$47.4M3.74%
10APPLE INCAAPL261,291$44.7M3.53%
11SCHWAB CHARLES FAMILY FDSCHW-PJ44,245,197$44.2M3.50%
12HARTFORD FDS EXCHANGE TRADED41653L3051,361,444$43.7M3.45%
13GOLDMAN SACHS ETF TRNVGLF1,506,376$43.2M3.41%
14J P MORGAN EXCHANGE TRADED F46641Q274864,328$39.2M3.10%
15VANGUARD SPECIALIZED FUNDS921908844235,029$36.5M2.89%
16ISHARES TR464287804385,859$36.4M2.88%
17MICROSOFT CORPMSFT88,230$27.9M2.20%
18ISHARES INC464286525256,725$24.5M1.94%
19DIMENSIONAL ETF TRUST25434V708915,705$24.0M1.90%
20VANGUARD INTL EQUITY INDEX F922042742140,000$13.0M1.03%
21ALPHABET INCGOOG91,934$12.0M0.95%
22VISA INCV46,729$10.7M0.85%
23ALPHABET INCGOOG80,262$10.6M0.84%
24JOHNSON & JOHNSONJNJ62,491$9.7M0.77%
25AMERICAN CENTY ETF TR025072802161,461$9.3M0.74%
26ISHARES TR46428825783,753$7.7M0.61%
27MCCORMICK & CO INCMKC-V102,020$7.7M0.61%
28DIMENSIONAL ETF TRUST25434V104252,976$7.6M0.60%
29VANGUARD WHITEHALL FDS92194681099,460$7.1M0.56%
30ISHARES TR46428720016,446$7.1M0.56%
31VANGUARD SCOTTSDALE FDS92206C40984,749$6.4M0.50%
32ABBOTT LABSABLZF63,487$6.1M0.49%
33AMAZON COM INCAMZN46,168$5.9M0.46%
34PROCTER AND GAMBLE CO74271810940,195$5.9M0.46%
35VANGUARD INDEX FDS92290862927,419$5.7M0.45%
36AXSOME THERAPEUTICS INCAXSM80,711$5.6M0.45%
37MCDONALDS CORPMCD21,342$5.6M0.44%
38VANGUARD SCOTTSDALE FDS92206C10297,399$5.6M0.44%
39QUANTA SVCS INC74762E10227,897$5.2M0.41%
40EXXON MOBIL CORPXOM43,893$5.2M0.41%
41PEPSICO INCPEP28,942$4.9M0.39%
42INVESCO EXCHANGE TRADED FD TIVZ169,295$4.8M0.38%
43RYAN SPECIALTY HOLDINGS INCRYAN93,446$4.5M0.36%
44BERKSHIRE HATHAWAY INC DELBRK-A11,837$4.1M0.33%
45DANAHER CORPORATION23585110216,619$4.1M0.33%
46UBER TECHNOLOGIES INCUBER85,489$3.9M0.31%
47SPDR S&P 500 ETF TRSPY8,420$3.6M0.28%
48NVIDIA CORPORATIONNVDA8,257$3.6M0.28%
49ISHARES TR46428762214,630$3.4M0.27%
50DIAGEO PLCDGEAF22,203$3.3M0.26%
51MCCORMICK & CO INCMKC-V41,961$3.3M0.26%
52ISHARES GOLD TRIAU91,570$3.2M0.25%
53JPMORGAN CHASE & COVYLD18,961$2.7M0.22%
54MASTERCARD INCORPORATEDMA6,585$2.6M0.21%
55BROADCOM INCAVGO3,000$2.5M0.20%
56ZIMMER BIOMET HOLDINGS INCZBH20,717$2.3M0.18%
57F N B CORP302520101209,050$2.3M0.18%
58COCA COLA COKO37,122$2.1M0.16%
59ORACLE CORPORCL-PD18,665$2.0M0.16%
60INVESCO EXCHANGE TRADED FD TIVZ60,407$1.9M0.15%
61DIMENSIONAL ETF TRUST25434V73280,204$1.9M0.15%
62SPDR GOLD TRGLD10,734$1.8M0.15%
63GOLDMAN SACHS ETF TRNVGLF32,316$1.8M0.14%
64PFIZER INCPFE53,218$1.8M0.14%
65CISCO SYS INCCSCO32,709$1.8M0.14%
66HOME DEPOT INCHD5,753$1.7M0.14%
67MERCK & CO INCMRK16,386$1.7M0.13%
68ISHARES TR46428730924,639$1.7M0.13%
69ELI LILLY & COLLY3,133$1.7M0.13%
70INTEL CORPINTC47,110$1.7M0.13%
71VANGUARD INDEX FDS9229083634,234$1.7M0.13%
72CHEVRON CORP NEWCVX9,838$1.7M0.13%
73ISHARES INC46434G10334,476$1.6M0.13%
74ABBVIE INCABBV10,996$1.6M0.13%
75INVESCO QQQ TRIVZ4,509$1.6M0.13%
76PHILIP MORRIS INTL INC71817210917,097$1.6M0.13%
77ALIGN TECHNOLOGY INCALGN5,022$1.5M0.12%
78UNION PAC CORPUNP7,436$1.5M0.12%
79SCHWAB STRATEGIC TR80852480544,267$1.5M0.12%
80DISNEY WALT CO25468710618,127$1.5M0.12%
81OREILLY AUTOMOTIVE INC67103H1071,600$1.5M0.11%
82COSTCO WHSL CORP NEW22160K1052,573$1.5M0.11%
83STRYKER CORPORATIONSYK5,156$1.4M0.11%
84ISHARES SILVER TRSLV68,770$1.4M0.11%
85SSGA ACTIVE ETF TR78467V84835,235$1.4M0.11%
86INVESCO EXCHANGE TRADED FD TIVZ9,480$1.3M0.11%
87WALMART INCWMT8,276$1.3M0.10%
88ADOBE INCADBE2,500$1.3M0.10%
89VANGUARD INDEX FDS9229087516,610$1.2M0.10%
90BLACKSTONE INCBX11,120$1.2M0.09%
91ISHARES TR4642874087,718$1.2M0.09%
92INVESCO EXCHANGE TRADED FD TIVZ34,723$1.1M0.09%
93VANGUARD WHITEHALL FDS92194640611,027$1.1M0.09%
94VANGUARD WORLD FDS92204A7022,710$1.1M0.09%
95BEAZER HOMES USA INCBZH43,218$1.1M0.09%
96ISHARES TR4642876143,861$1.0M0.08%
97ACCENTURE PLC IRELANDACN3,261$1.0M0.08%
98ISHARES TR46435G33430,000$949,2000.07%
99VANGUARD INTL EQUITY INDEX F92204285824,047$942,8980.07%
100VANGUARD TAX-MANAGED FDS92194385821,527$941,1610.07%
101SPDR SER TR78464A40915,825$938,1060.07%
102INVESCO EXCH TRADED FD TR IIIVZ21,473$934,7200.07%
103CANADIAN NATL RY CO1363751028,542$925,3550.07%
104GENERAL ELECTRIC CO3696043018,314$919,1130.07%
105MONDELEZ INTL INC60920710512,963$899,6310.07%
106VANGUARD INDEX FDS9229087446,071$837,3820.07%
107ISHARES TR4642875152,443$833,6990.07%
108CATERPILLAR INCCAT3,005$820,2720.06%
109META PLATFORMS INCMETA2,719$816,2710.06%
110THERMO FISHER SCIENTIFIC INCTMO1,604$811,8970.06%
111ULTA BEAUTY INCULTA2,032$811,6830.06%
112ISHARES TR46428864615,114$753,1310.06%
113UNITEDHEALTH GROUP INCUNH1,456$734,1010.06%
114KIMBERLY-CLARK CORPKMB5,988$723,6500.06%
115ISHARES TR4642875984,750$721,1680.06%
116AMERICAN CENTY ETF TR02507237216,601$721,1480.06%
117CSX CORPCSX23,401$719,5880.06%
118AUTOMATIC DATA PROCESSING INADP2,980$716,8950.06%
119VANGUARD INDEX FDS9229087362,632$716,8030.06%
120SCHWAB STRATEGIC TR80852484740,340$716,0350.06%
121FRP HLDGS INCFRPH12,982$700,6390.06%
122COMCAST CORP NEWCCZ15,393$682,5220.05%
123AMERICAN CENTY ETF TR02507229913,874$680,4000.05%
124BRISTOL-MYERS SQUIBB COCELG-RI11,488$666,7690.05%
125ABRDN PLATINUM ETF TRUSTPPLT7,863$657,5050.05%
126DEERE & CODE1,737$655,5100.05%
127REPUBLIC SVCS INC7607591004,595$654,8340.05%
128TESLA INCTSLA2,596$649,5720.05%
1293M COMMM6,916$647,4760.05%
130MIMEDX GROUP INCMDXG88,765$647,0970.05%
131VANGUARD WORLD FDS92204A5042,720$639,4270.05%
132SCHWAB STRATEGIC TR80852474819,245$618,5350.05%
133ISHARES INC46434G82210,000$602,9000.05%
134AON PLCAON1,847$598,8350.05%
135TEXAS INSTRS INC8825081043,756$597,2420.05%
136ILLINOIS TOOL WKS INC4523081092,591$596,7340.05%
137SCHWAB STRATEGIC TR80852460714,316$592,9650.05%
138AFLAC INCAFL7,661$587,9860.05%
139QUALCOMM INCQCOM5,185$575,8580.05%
140EXPEDITORS INTL WASH INC3021301094,928$564,8970.04%
141STARBUCKS CORPSBUX6,179$563,9610.04%
142CHUBB LIMITEDCB2,700$562,0860.04%
143SCHWAB STRATEGIC TR80852473021,370$560,3220.04%
144VANGUARD INDEX FDS9229086113,494$557,2590.04%
145INVESCO EXCHANGE TRADED FD TIVZ7,125$548,5540.04%
146CVS HEALTH CORPCVS7,803$544,8060.04%
147SPDR DOW JONES INDL AVERAGE78467X1091,602$536,5900.04%
148INTERNATIONAL BUSINESS MACHSINTR3,761$527,6800.04%
149TARGET CORPTGT4,739$523,9920.04%
150ELEVANCE HEALTH INCELV1,190$518,0170.04%
151AMERICAN CENTY ETF TR02507232311,524$510,1680.04%
152ISHARES TR4642876067,060$510,0150.04%
153VANGUARD BD INDEX FDS9219378357,271$507,3710.04%
154RTX CORPORATIONRTX6,928$498,6240.04%
155HONEYWELL INTL INC4385161062,668$492,8690.04%
156FRANCO NEV CORPFNV3,651$487,3720.04%
157VANGUARD INDEX FDS9229085536,338$479,5550.04%
158DIMENSIONAL ETF TRUST25434V30221,186$478,1690.04%
159AMERICAN CENTY ETF TR02507231510,478$470,1680.04%
160IDEXX LABS INC45168D1041,045$456,9480.04%
161TEXAS PACIFIC LAND CORPORATITPL250$455,8900.04%
162TRAVELERS COMPANIES INCTRV2,775$453,2580.04%
163AMGEN INCAMGN1,648$442,9170.03%
164SCHWAB STRATEGIC TR8085247976,220$440,1010.03%
165MANULIFE FINL CORP56501R10624,018$439,0500.03%
166BOEING COBA-PA2,198$421,2580.03%
167MARATHON PETE CORPMARA2,748$415,8830.03%
168AMERICAN CENTY ETF TR0250722818,275$410,1090.03%
169AMERICAN EXPRESS COAXP2,747$409,8190.03%
170NOVO-NORDISK A SNONOF4,480$407,4120.03%
171RESTAURANT BRANDS INTL INC76131D1036,104$406,6490.03%
172VANECK ETF TRUST92189F10615,000$403,6500.03%
173SELECT SECTOR SPDR TR81369Y5064,437$401,0960.03%
174INVESCO EXCH TRADED FD TR IIIVZ22,503$401,0040.03%
175DIMENSIONAL ETF TRUST25434V81515,783$399,9420.03%
176COLGATE PALMOLIVE COCL5,606$398,6430.03%
177GOLDMAN SACHS GROUP INCGSCE1,231$398,3150.03%
178VANGUARD WORLD FD9219108161,743$395,4870.03%
179ALTRIA GROUP INCMO9,394$395,0180.03%
180NORFOLK SOUTHN CORP6558441081,986$391,0600.03%
181SCHWAB STRATEGIC TR80852488812,121$390,9030.03%
182ISHARES TR4642874655,585$384,9190.03%
183VERISK ANALYTICS INCVRSK1,600$377,9840.03%
184ENTERPRISE PRODS PARTNERS L29379210713,727$375,7080.03%
185TJX COS INC NEW8725401094,167$370,3630.03%
186LOWES COS INC5486611071,760$365,7700.03%
187HERSHEY COHSY1,811$362,3450.03%
188S&P GLOBAL INCSPGI989$361,3950.03%
189FORTIVE CORPFTV4,848$359,4910.03%
190ISHARES TR4642874324,000$354,7600.03%
191CROWN HLDGS INCCCK3,917$346,5770.03%
192SHOPIFY INCSHOP6,332$345,5380.03%
193F5 INCFFIV2,142$345,1620.03%
194NIKE INCNKE3,580$342,3200.03%
195PIMCO ETF TR72201R8333,400$340,4760.03%
196AMERICAN TOWER CORP NEW03027X1001,964$323,0350.03%
197SCHWAB STRATEGIC TR8085247636,600$320,0340.03%
198SELECT SECTOR SPDR TR81369Y7043,106$314,8870.02%
199STONERIDGE INCSRI15,600$313,0920.02%
200CONOCOPHILLIPSCOP2,590$310,2820.02%
201NEXTERA ENERGY INCNEE-PW5,366$307,4190.02%
202IAMGOLD CORPIAG142,000$305,3000.02%
203GARMIN LTDGRMN2,887$303,7130.02%
204FEDEX CORPFDX1,135$300,5990.02%
205INTERCONTINENTAL EXCHANGE IN45866F1042,700$297,0540.02%
206DIMENSIONAL ETF TRUST25434V20311,348$296,2970.02%
207PNC FINL SVCS GROUP INC6934751052,412$296,0960.02%
208THE CIGNA GROUP1255231001,027$293,7940.02%
209FISERV INCFISV2,572$290,5340.02%
210NOBLE CORP PLCNE-WT5,718$289,6170.02%
211ROCKWELL AUTOMATION INCROK1,000$285,8700.02%
212MEDTRONIC PLCMDT3,606$282,5670.02%
213NEXGEN ENERGY LTDNXE46,267$276,2140.02%
214VMWARE INC9285634021,630$271,3630.02%
215NETFLIX INCNFLX717$270,7400.02%
216BANK AMERICA CORP0605051049,789$268,0100.02%
217UNITED PARCEL SERVICE INCUPS1,719$267,9030.02%
218VANECK MERK GOLD TROUNZ14,645$262,0000.02%
219MARKETAXESS HLDGS INCMKTX1,225$261,7090.02%
220ISHARES TR4642875071,040$259,2960.02%
221TAKE-TWO INTERACTIVE SOFTWARTTWO1,836$257,7570.02%
222ASTRAZENECA PLCAZN3,792$256,7950.02%
223PROLOGIS INC.PLDGP2,278$255,6150.02%
224WISDOMTREE TRWT7,000$253,3670.02%
225ISHARES TR4642872346,667$253,0130.02%
226ANALOG DEVICES INCADI1,428$249,9640.02%
227FIDELITY NATL INFORMATION SV31620M1064,507$249,1020.02%
228CUMMINS INCCMI1,073$245,1380.02%
229SALESFORCE INCCRM1,208$244,9590.02%
230ROPER TECHNOLOGIES INCROP505$244,5620.02%
231STATE STR CORPSTT-PG3,634$243,3370.02%
232SOUTHERN COSOMN3,734$241,6530.02%
233BERRY GLOBAL GROUP INC08579W1033,900$241,4490.02%
234YUM BRANDS INCYUM1,926$240,5810.02%
235VANGUARD WORLD FDS92204A3061,867$236,6240.02%
236ISHARES TR4642874812,552$233,1660.02%
237ANSYS INC03662Q105776$230,8990.02%
238ABRDN PALLADIUM ETF TRUSTPALL1,955$224,9820.02%
239AIR PRODS & CHEMS INCAIIR792$224,4530.02%
240ISHARES TR4642877212,116$222,0110.02%
241LULULEMON ATHLETICA INCLULU567$218,6410.02%
242GE HEALTHCARE TECHNOLOGIES IGEHC3,185$216,7080.02%
243D R HORTON INC23331A1091,999$214,8330.02%
244ISHARES TR4642876551,211$214,0670.02%
245FASTENAL COFAST3,859$210,8560.02%
246BLACKROCK INCBLK325$210,1490.02%
247ISHARES TR4642894381,361$209,3630.02%
248THE TRADE DESK INC88339J1052,582$201,7840.02%
249FORD MTR CO DEL34537086014,464$179,6470.01%
250UNDER ARMOUR INCUA14,364$98,3940.01%
251GENWORTH FINL INC37247D10613,000$76,1800.01%
252BRAEMAR HOTELS & RESORTS INCBHR-PD23,254$64,4140.01%
253I-80 GOLD CORPIAUX-WT36,834$56,3570.00%
254VAALCO ENERGY INCEGY12,000$52,6800.00%
255PITNEY BOWES INCPBI-PB16,750$50,5850.00%
256ODYSSEY MARINE EXPL INCOMEX10,958$40,9830.00%
257COMSCORE INCSCOR11,000$6,7530.00%
258FORTRESS BIOTECH INCFBIOP11,624$3,3750.00%