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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 2024 · Filed May 15, 2024 · Accession 0001480916-24-000003

Total Value
$1.46B
Positions
269
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR0250727031,728,586$110.2M7.56%
2VANGUARD INDEX FDS922908769404,317$105.1M7.21%
3GOLDMAN SACHS ETF TRNVGLF2,773,653$95.1M6.52%
4GOLDMAN SACHS ETF TRNVGLF768,645$79.8M5.47%
5AMERICAN CENTY ETF TR025072885806,203$72.2M4.95%
6AMERICAN CENTY ETF TR025072877676,945$63.4M4.35%
7J P MORGAN EXCHANGE TRADED F46641Q6701,241,832$57.9M3.97%
8AMERICAN CENTY ETF TR025072604981,239$56.9M3.90%
9VANGUARD SPECIALIZED FUNDS921908844276,883$50.6M3.47%
10GOLDMAN SACHS ETF TRNVGLF1,577,938$49.5M3.39%
11HARTFORD FDS EXCHANGE TRADED41653L3051,451,437$49.0M3.36%
12ISHARES TR464287804417,739$46.2M3.17%
13SCHWAB CHARLES FAMILY FDSCHW-PJ41,387,774$41.4M2.84%
14J P MORGAN EXCHANGE TRADED F46641Q274887,820$41.3M2.83%
15PRICE T ROWE GROUP INCTROW334,414$40.8M2.80%
16APPLE INCAAPL208,591$35.8M2.45%
17MICROSOFT CORPMSFT78,928$33.2M2.28%
18DIMENSIONAL ETF TRUST25434V708910,796$29.1M2.00%
19ISHARES INC464286525187,387$19.7M1.35%
20ALPHABET INCGOOG86,851$13.1M0.90%
21VISA INCV44,162$12.3M0.85%
22VANGUARD INTL EQUITY INDEX F922042742105,122$11.6M0.80%
23ALPHABET INCGOOG70,487$10.7M0.74%
24AMERICAN CENTY ETF TR025072802158,273$10.4M0.72%
25DIMENSIONAL ETF TRUST25434V872230,649$9.7M0.66%
26ISHARES TR46428722696,744$9.5M0.65%
27JOHNSON & JOHNSONJNJ55,443$8.8M0.60%
28ISHARES TR46428720016,434$8.6M0.59%
29DIMENSIONAL ETF TRUST25434V104232,236$8.5M0.58%
30ISHARES TR46428825770,060$7.7M0.53%
31QUANTA SVCS INC74762E10226,892$7.0M0.48%
32ABBOTT LABSABLZF56,714$6.4M0.44%
33VANGUARD INDEX FDS92290862925,785$6.4M0.44%
34AMAZON COM INCAMZN34,630$6.2M0.43%
35PROCTER AND GAMBLE CO74271810936,029$5.8M0.40%
36VANGUARD WHITEHALL FDS92194681070,376$5.7M0.39%
37MCDONALDS CORPMCD18,357$5.2M0.36%
38EXXON MOBIL CORPXOM44,092$5.1M0.35%
39INVESCO EXCHANGE TRADED FD TIVZ137,942$4.9M0.33%
40BERKSHIRE HATHAWAY INC DELBRK-A11,171$4.7M0.32%
41UBER TECHNOLOGIES INCUBER60,986$4.7M0.32%
42ISHARES TR46428762214,630$4.2M0.29%
43ISHARES GOLD TRIAU99,570$4.2M0.29%
44SPDR S&P 500 ETF TRSPY7,988$4.2M0.29%
45PEPSICO INCPEP23,355$4.1M0.28%
46DANAHER CORPORATION23585110215,387$3.8M0.26%
47MCCORMICK & CO INCMKC-V47,950$3.7M0.25%
48PRICE T ROWE GROUP INCTROW30,000$3.7M0.25%
49RYAN SPECIALTY HOLDINGS INCRYAN62,861$3.5M0.24%
50VANGUARD SCOTTSDALE FDS92206C40942,794$3.3M0.23%
51MASTERCARD INCORPORATEDMA6,785$3.3M0.22%
52AXSOME THERAPEUTICS INCAXSM40,711$3.2M0.22%
53JPMORGAN CHASE & COVYLD16,099$3.2M0.22%
54MCCORMICK & CO INCMKC-V41,591$3.2M0.22%
55DIAGEO PLCDGEAF20,668$3.1M0.21%
56F N B CORP302520101197,250$2.8M0.19%
57ZIMMER BIOMET HOLDINGS INCZBH20,684$2.7M0.19%
58NVIDIA CORPORATIONNVDA2,952$2.7M0.18%
59INVESCO EXCHANGE TRADED FD TIVZ59,665$2.3M0.16%
60SPDR GOLD TRGLD10,407$2.1M0.15%
61VANGUARD SCOTTSDALE FDS92206C10235,963$2.1M0.14%
62COSTCO WHSL CORP NEW22160K1052,834$2.1M0.14%
63MERCK & CO INCMRK15,567$2.1M0.14%
64VANGUARD INDEX FDS9229083634,211$2.0M0.14%
65DIMENSIONAL ETF TRUST25434V73278,671$2.0M0.14%
66COCA COLA COKO32,381$2.0M0.14%
67DISNEY WALT CO25468710616,158$2.0M0.14%
68PHILIP MORRIS INTL INC71817210920,939$1.9M0.13%
69ORACLE CORPORCL-PD15,212$1.9M0.13%
70BEAZER HOMES USA INCBZH57,399$1.9M0.13%
71HOME DEPOT INCHD4,857$1.9M0.13%
72GOLDMAN SACHS ETF TRNVGLF28,387$1.9M0.13%
73ISHARES INC46434G10335,803$1.8M0.13%
74INTEL CORPINTC41,067$1.8M0.12%
75STRYKER CORPORATIONSYK5,068$1.8M0.12%
76ISHARES TR46428730921,171$1.8M0.12%
77UNION PAC CORPUNP7,192$1.8M0.12%
78SCHWAB STRATEGIC TR80852480544,286$1.7M0.12%
79OREILLY AUTOMOTIVE INC67103H1071,507$1.7M0.12%
80ALIGN TECHNOLOGY INCALGN5,007$1.6M0.11%
81ALIGN TECHNOLOGY INCALGN4,900$1.6M0.11%
82FRP HLDGS INCFRPH26,071$1.6M0.11%
83INVESCO EXCHANGE TRADED FD TIVZ9,381$1.6M0.11%
84ISHARES SILVER TRSLV68,740$1.6M0.11%
85INVESCO QQQ TRIVZ3,505$1.6M0.11%
86VANGUARD INDEX FDS9229087516,610$1.5M0.10%
87WALMART INCWMT24,784$1.5M0.10%
88SSGA ACTIVE ETF TR78467V84835,627$1.4M0.10%
89ISHARES TR4642876144,179$1.4M0.10%
90VANGUARD WORLD FD92204A7022,602$1.4M0.09%
91CISCO SYS INCCSCO27,254$1.4M0.09%
92ABBVIE INCABBV7,358$1.3M0.09%
93PFIZER INCPFE48,246$1.3M0.09%
94INVESCO EXCHANGE TRADED FD TIVZ34,035$1.3M0.09%
95VANGUARD WHITEHALL FDS92194640610,874$1.3M0.09%
96AMERICAN CENTY ETF TR02507232323,592$1.2M0.08%
97ISHARES TR4642874086,568$1.2M0.08%
98ELI LILLY & COLLY1,564$1.2M0.08%
99GENERAL ELECTRIC CO3696043016,890$1.2M0.08%
100SCHWAB STRATEGIC TR80852476320,929$1.2M0.08%
101CHEVRON CORP NEWCVX7,455$1.2M0.08%
102CANADIAN NATL RY CO1363751028,792$1.2M0.08%
103CATERPILLAR INCCAT3,078$1.1M0.08%
104ACCENTURE PLC IRELANDACN3,236$1.1M0.08%
105PRUDENTIAL FINL INCPUKPF9,548$1.1M0.08%
106SPDR SER TR78464A40915,100$1.1M0.08%
107VANGUARD INDEX FDS92290855312,662$1.1M0.08%
108VANGUARD TAX-MANAGED FDS92194385821,653$1.1M0.07%
109INVESCO EXCH TRADED FD TR IIIVZ21,473$1.1M0.07%
110ISHARES TR46435G33430,000$1.0M0.07%
111VANGUARD INTL EQUITY INDEX F92204285824,296$1.0M0.07%
112VANGUARD INDEX FDS9229087446,099$993,3390.07%
113ISHARES TR4642875985,219$934,7760.06%
114META PLATFORMS INCMETA1,842$894,4390.06%
115AMERICAN CENTY ETF TR02507229914,424$821,1260.06%
116QUALCOMM INCQCOM4,646$786,5680.05%
117AMERICAN CENTY ETF TR02507228112,749$783,1260.05%
118ISHARES TR4642875159,075$773,8260.05%
119DEERE & CODE1,852$760,6910.05%
120DIMENSIONAL ETF TRUST25434V79928,286$756,6510.05%
121CSX CORPCSX20,016$742,0090.05%
122REPUBLIC SVCS INC7607591003,869$740,6820.05%
123ILLINOIS TOOL WKS INC4523081092,753$738,7130.05%
124KIMBERLY-CLARK CORPKMB5,701$737,4250.05%
125VANGUARD WORLD FD92204A5042,720$735,7650.05%
126ISHARES INC46434G82210,000$713,5000.05%
127SCHWAB STRATEGIC TR80852460714,435$710,7750.05%
128UNITEDHEALTH GROUP INCUNH1,436$710,3900.05%
129AUTOMATIC DATA PROCESSING INADP2,820$704,2320.05%
130INVESCO EXCHANGE TRADED FD TIVZ7,125$703,8080.05%
131DIMENSIONAL ETF TRUST25434V30228,200$697,1040.05%
132AFLAC INCAFL7,921$680,1200.05%
133TRAVELERS COMPANIES INCTRV2,865$659,4090.05%
134SCHWAB STRATEGIC TR80852474818,513$656,6570.05%
135THERMO FISHER SCIENTIFIC INCTMO1,113$646,8870.04%
136ISHARES TR4642876067,060$644,2250.04%
137VANGUARD INDEX FDS9229086113,342$641,2630.04%
138INTERNATIONAL BUSINESS MACHSINTR3,349$639,5400.04%
139TEXAS INSTRS INC8825081043,610$628,8990.04%
140ISHARES TR46429B59812,043$621,2990.04%
141SPDR DOW JONES INDL AVERAGE78467X1091,557$619,3130.04%
142MANULIFE FINL CORP56501R10624,404$609,8560.04%
143MONDELEZ INTL INC6092071058,524$596,6730.04%
1443M COMMM5,614$595,4770.04%
145DIMENSIONAL ETF TRUST25434V20319,020$574,7850.04%
146NETFLIX INCNFLX946$574,5350.04%
147IDEXX LABS INC45168D1041,064$574,4860.04%
148STONERIDGE INCSRI30,867$569,1880.04%
149AMERICAN CENTY ETF TR02507237212,000$568,6800.04%
150SCHWAB STRATEGIC TR80852473020,461$567,9980.04%
151VANGUARD BD INDEX FDS9219378357,733$561,6480.04%
152GOLDMAN SACHS GROUP INCGSCE1,339$559,2870.04%
153CVS HEALTH CORPCVS6,895$549,9460.04%
154RTX CORPORATIONRTX5,617$547,8690.04%
155AMERICAN EXPRESS COAXP2,402$546,8850.04%
156AMERICAN CENTY ETF TR02507231511,110$545,0440.04%
157NORFOLK SOUTHN CORP6558441082,131$543,1420.04%
158STARBUCKS CORPSBUX5,910$540,1150.04%
159CAPITAL GRP FIXED INCM ETF T14020Y20119,515$527,1100.04%
160EXPEDITORS INTL WASH INC3021301094,278$520,0770.04%
161COLGATE PALMOLIVE COCL5,693$512,6550.04%
162TARGET CORPTGT2,884$511,0740.04%
163DIMENSIONAL ETF TRUST25434V81516,880$508,0880.03%
164DIMENSIONAL ETF TRUST25434V84910,505$505,1860.03%
165MIMEDX GROUP INCMDXG64,615$497,5360.03%
166BANK AMERICA CORP06050510413,087$496,2410.03%
167SELECT SECTOR SPDR TR81369Y1005,300$492,3170.03%
168AMGEN INCAMGN1,673$475,6680.03%
169VANECK ETF TRUST92189F10615,000$474,3000.03%
170SHOPIFY INCSHOP6,125$472,6670.03%
171AT&T INCT-PC26,392$464,5000.03%
172S&P GLOBAL INCSPGI1,087$462,4650.03%
173DIMENSIONAL ETF TRUST25434V8649,561$449,7500.03%
174ALTRIA GROUP INCMO10,180$444,0520.03%
175TJX COS INC NEW8725401094,370$443,2060.03%
176INVESCO EXCH TRADED FD TR IIIVZ22,503$437,9090.03%
177SCHWAB STRATEGIC TR80852488812,121$433,9320.03%
178TEXAS PACIFIC LAND CORPORATITPL750$433,8830.03%
179NOVO-NORDISK A SNONOF3,366$432,1950.03%
180ISHARES TR4642886468,424$431,9830.03%
181HONEYWELL INTL INC4385161062,095$429,9970.03%
182TESLA INCTSLA2,432$427,5220.03%
183THE CIGNA GROUP1255231001,111$403,5660.03%
184VANGUARD INDEX FDS9229087361,170$402,7140.03%
185AMERICAN TOWER CORP NEW03027X1002,022$399,5570.03%
186ENTERPRISE PRODS PARTNERS L29379210713,655$398,4530.03%
187SALESFORCE INCCRM1,319$397,2570.03%
188F5 INCFFIV2,086$395,4850.03%
189VERALTO CORPVLTO4,444$394,0060.03%
190NEWMONT CORPNEMCL10,921$391,4090.03%
191SELECT SECTOR SPDR TR81369Y7043,106$391,2320.03%
192AON PLCAON1,167$389,4520.03%
193NIKE INCNKE4,138$388,8900.03%
194PNC FINL SVCS GROUP INC6934751052,383$385,0590.03%
195FORTIVE CORPFTV4,461$383,7360.03%
196VERISK ANALYTICS INCVRSK1,623$382,5900.03%
197VANECK MERK GOLD TROUNZ17,316$371,9480.03%
198ELEVANCE HEALTH INCELV711$368,8960.03%
199GARMIN LTDGRMN2,450$364,7320.03%
200IAMGOLD CORPIAG109,000$362,9700.02%
201NEXGEN ENERGY LTDNXE46,267$359,4950.02%
202MEDTRONIC PLCMDT4,094$356,7930.02%
203GRUPO FINANCIERO GALICIA S.AGGAL14,000$355,8800.02%
204PROSHARES TRSPOT40,000$350,4000.02%
205LOWES COS INC5486611071,373$349,8510.02%
206SCHWAB STRATEGIC TR8085247974,332$349,2590.02%
207CHUBB LIMITEDCB1,295$335,5740.02%
208CUMMINS INCCMI1,113$327,9460.02%
209COMCAST CORP NEWCCZ7,368$319,4230.02%
210FASTENAL COFAST4,134$318,8970.02%
211TAIWAN SEMICONDUCTOR MFG LTD8740391002,276$309,6500.02%
212BOEING COBA-PA1,578$304,4830.02%
213BRISTOL-MYERS SQUIBB COCELG-RI5,494$297,9450.02%
214ISHARES TR4642875074,837$293,7870.02%
215ROCKWELL AUTOMATION INCROK1,001$291,6220.02%
216BLACKROCK INCBLK349$290,9620.02%
217FRANCO NEV CORPFNV2,417$288,0100.02%
218STATE STR CORPSTT-PG3,628$280,5170.02%
219INTUITIVE SURGICAL INCISRG702$280,1620.02%
220INTUITINTU431$279,9250.02%
221PROGRESSIVE CORP7433151031,342$277,5530.02%
222WISDOMTREE TRWT7,000$277,4100.02%
223NOBLE CORP PLCNE-WT5,718$277,2660.02%
224BLACKSTONE INCBX2,091$274,6950.02%
225ISHARES TR4642872346,667$273,8810.02%
226ISHARES TR4642874573,325$271,9190.02%
227ADOBE INCADBE538$271,4750.02%
228ISHARES TR4642874653,366$268,8090.02%
229MARKETAXESS HLDGS INCMKTX1,225$268,5820.02%
230ARCHER DANIELS MIDLAND COADM4,276$268,5760.02%
231SCHWAB STRATEGIC TR80852484713,158$267,1080.02%
232CAPITAL ONE FINL CORP14040H1051,788$266,2160.02%
233YUM BRANDS INCYUM1,908$264,5450.02%
234ISHARES TR46432F3391,588$260,9880.02%
235TRANSDIGM GROUP INCTDG206$253,7100.02%
236EMCOR GROUP INCEME724$253,5450.02%
237VANGUARD WORLD FD92204A3061,867$245,8840.02%
238ROPER TECHNOLOGIES INCROP435$243,9660.02%
239ANALOG DEVICES INCADI1,227$242,7300.02%
240PAYPAL HLDGS INCPYPL3,616$242,2360.02%
241ISHARES TR4642894381,241$242,1200.02%
242ANSYS INC03662Q105693$240,5820.02%
243MARATHON PETE CORPMARA1,174$236,5610.02%
244VERIZON COMMUNICATIONS INCVZ5,500$230,7800.02%
245THE TRADE DESK INC88339J1052,600$227,2920.02%
246CONOCOPHILLIPSCOP1,784$227,0680.02%
247ISHARES TR46432F8423,052$226,5200.02%
248SOUTHERN COSOMN3,154$226,2570.02%
249ECOLAB INCECL954$220,2790.02%
250ASTRAZENECA PLCAZN3,238$219,3750.02%
251ISHARES TR4642877211,611$217,5820.01%
252ISHARES TR46429B6972,586$216,1380.01%
253FACTSET RESH SYS INC303075105473$214,9270.01%
254WASTE MGMT INC DEL94106L109985$209,9530.01%
255PROSHARES TR74347G43220,000$209,6000.01%
256ISHARES TR4642874811,826$208,4710.01%
257GENUINE PARTS COGPC1,344$208,2260.01%
258ISHARES TR46436E5105,800$205,6680.01%
259FISERV INCFISV1,279$204,4100.01%
260GE HEALTHCARE TECHNOLOGIES IGEHC2,204$200,3660.01%
261BARRICK GOLD CORP06790110810,126$168,4970.01%
262FORD MTR CO DEL34537086012,567$166,8940.01%
263UNDER ARMOUR INCUA13,599$100,3610.01%
264UNDER ARMOUR INCUA13,926$99,4320.01%
265GENWORTH FINL INC37247D10613,000$83,5900.01%
266PITNEY BOWES INCPBI-PB16,750$72,5280.00%
267AST SPACEMOBILE INCASTS17,850$51,7650.00%
268BRAEMAR HOTELS & RESORTS INCBHR-PD23,254$46,5080.00%