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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 2024 · Filed August 14, 2024 · Accession 0001480916-24-000004

Total Value
$1.56B
Positions
267
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (267)

#IssuerTicker / CUSIPSharesValue% of Filing
1PRICE T ROWE GROUP INCTROW999,522$115.3M7.37%
2AMERICAN CENTY ETF TR0250727031,738,160$108.2M6.92%
3VANGUARD INDEX FDS922908769399,800$107.0M6.84%
4GOLDMAN SACHS ETF TRNVGLF2,809,250$94.5M6.04%
5GOLDMAN SACHS ETF TRNVGLF834,885$89.3M5.71%
6AMERICAN CENTY ETF TR025072885879,852$79.4M5.07%
7J P MORGAN EXCHANGE TRADED F46641Q6701,404,536$65.1M4.16%
8AMERICAN CENTY ETF TR025072877697,775$62.6M4.00%
9AMERICAN CENTY ETF TR025072604990,552$60.5M3.87%
10HARTFORD FDS EXCHANGE TRADED41653L3051,653,221$55.4M3.54%
11VANGUARD SPECIALIZED FUNDS921908844299,657$54.7M3.50%
12GOLDMAN SACHS ETF TRNVGLF1,583,837$51.7M3.31%
13ISHARES TR464287804441,632$47.1M3.01%
14APPLE INCAAPL212,785$44.8M2.86%
15J P MORGAN EXCHANGE TRADED F46641Q274949,597$44.1M2.82%
16SCHWAB CHARLES FAMILY FDSCHW-PJ36,927,977$36.9M2.36%
17MICROSOFT CORPMSFT76,508$34.2M2.19%
18DIMENSIONAL ETF TRUST25434V708904,966$29.2M1.86%
19ISHARES INC464286525181,164$19.0M1.21%
20ALPHABET INCGOOG86,019$15.7M1.00%
21ALPHABET INCGOOG70,414$12.9M0.83%
22VISA INCV43,683$11.5M0.73%
23VANGUARD INTL EQUITY INDEX F92204274296,551$10.9M0.70%
24AMERICAN CENTY ETF TR025072802148,698$9.7M0.62%
25ISHARES TR46428720016,835$9.2M0.59%
26DIMENSIONAL ETF TRUST25434V872211,913$8.8M0.56%
27DIMENSIONAL ETF TRUST25434V104226,634$8.5M0.54%
28ISHARES TR46428722685,168$8.3M0.53%
29JOHNSON & JOHNSONJNJ54,501$8.0M0.51%
30ISHARES TR46428825765,455$7.4M0.47%
31AMAZON COM INCAMZN35,250$6.8M0.44%
32VANGUARD INDEX FDS92290862925,832$6.3M0.40%
33PROCTER AND GAMBLE CO74271810936,482$6.0M0.38%
34ABBOTT LABSABLZF56,176$5.8M0.37%
35EXXON MOBIL CORPXOM43,860$5.0M0.32%
36INVESCO EXCHANGE TRADED FD TIVZ136,819$5.0M0.32%
37VANGUARD WHITEHALL FDS92194681061,174$5.0M0.32%
38BERKSHIRE HATHAWAY INC DELBRK-A11,582$4.7M0.30%
39MCDONALDS CORPMCD18,105$4.6M0.29%
40UBER TECHNOLOGIES INCUBER60,192$4.4M0.28%
41SPDR S&P 500 ETF TRSPY8,012$4.4M0.28%
42ISHARES TR46428762214,630$4.4M0.28%
43QUANTA SVCS INC74762E10217,120$4.4M0.28%
44ISHARES GOLD TRIAU94,377$4.1M0.27%
45JPMORGAN CHASE & CO.VYLD20,162$4.1M0.26%
46NVIDIA CORPORATIONNVDA32,678$4.0M0.26%
47PEPSICO INCPEP23,487$3.9M0.25%
48DANAHER CORPORATION23585110215,385$3.8M0.25%
49VANGUARD SCOTTSDALE FDS92206C40945,167$3.5M0.22%
50PRICE T ROWE GROUP INCTROW30,000$3.5M0.22%
51RYAN SPECIALTY HOLDINGS INCRYAN59,561$3.4M0.22%
52AXSOME THERAPEUTICS INCAXSM40,711$3.3M0.21%
53MCCORMICK & CO INCMKC-V45,716$3.2M0.21%
54MASTERCARD INCORPORATEDMA6,200$2.7M0.17%
55F N B CORP302520101197,250$2.7M0.17%
56ZIMMER BIOMET HOLDINGS INCZBH24,056$2.6M0.17%
57COSTCO WHSL CORP NEW22160K1052,843$2.4M0.15%
58DIAGEO PLCDGEAF19,085$2.4M0.15%
59MCCORMICK & CO INCMKC-V33,591$2.3M0.15%
60SPDR GOLD TRGLD10,402$2.2M0.14%
61PHILIP MORRIS INTL INC71817210921,063$2.1M0.14%
62ORACLE CORPORCL-PD15,109$2.1M0.14%
63COCA COLA COKO32,228$2.1M0.13%
64VANGUARD INDEX FDS9229083634,081$2.0M0.13%
65VANGUARD SCOTTSDALE FDS92206C10233,805$2.0M0.13%
66ISHARES TR46428730920,947$1.9M0.12%
67MERCK & CO INCMRK15,360$1.9M0.12%
68ISHARES SILVER TRSLV68,943$1.8M0.12%
69DIMENSIONAL ETF TRUST25434V73264,687$1.7M0.11%
70STRYKER CORPORATIONSYK4,967$1.7M0.11%
71INVESCO QQQ TRIVZ3,509$1.7M0.11%
72WALMART INCWMT24,771$1.7M0.11%
73HOME DEPOT INCHD4,668$1.6M0.10%
74OREILLY AUTOMOTIVE INC67103H1071,510$1.6M0.10%
75UNION PAC CORPUNP7,039$1.6M0.10%
76BEAZER HOMES USA INCBZH57,399$1.6M0.10%
77INVESCO EXCHANGE TRADED FD TIVZ9,382$1.5M0.10%
78ISHARES TR4642876144,173$1.5M0.10%
79DISNEY WALT CO25468710615,153$1.5M0.10%
80VANGUARD WORLD FD92204A7022,596$1.5M0.10%
81FRP HLDGS INCFRPH52,142$1.5M0.10%
82GOLDMAN SACHS ETF TRNVGLF23,126$1.5M0.09%
83SSGA ACTIVE ETF TR78467V84835,584$1.4M0.09%
84ELI LILLY & COLLY1,547$1.4M0.09%
85LPL FINL HLDGS INC50212V1005,000$1.4M0.09%
86PFIZER INCPFE47,159$1.3M0.08%
87VANGUARD WHITEHALL FDS92194640610,874$1.3M0.08%
88AMERICAN CENTY ETF TR02507228120,804$1.3M0.08%
89ABBVIE INCABBV7,469$1.3M0.08%
90INTEL CORPINTC39,543$1.2M0.08%
91CHEVRON CORP NEWCVX7,787$1.2M0.08%
92ALIGN TECHNOLOGY INCALGN5,007$1.2M0.08%
93SPDR SER TR78464A40915,000$1.2M0.08%
94CISCO SYS INCCSCO25,284$1.2M0.08%
95ALIGN TECHNOLOGY INCALGN4,900$1.2M0.08%
96AMERICAN CENTY ETF TR02507232323,592$1.2M0.08%
97VANGUARD INDEX FDS9229087515,392$1.2M0.08%
98ISHARES TR4642874086,391$1.2M0.07%
99PRUDENTIAL FINL INCPUKPF9,554$1.1M0.07%
100SCHWAB STRATEGIC TR80852476319,775$1.1M0.07%
101GE AEROSPACE3696043016,828$1.1M0.07%
102VANGUARD INDEX FDS9229087446,693$1.1M0.07%
103ISHARES TR46435G33430,000$1.0M0.07%
104VANGUARD INDEX FDS92290855312,316$1.0M0.07%
105CATERPILLAR INCCAT3,095$1.0M0.07%
106QUALCOMM INCQCOM5,108$1.0M0.07%
107VANGUARD INTL EQUITY INDEX F92204285822,880$1.0M0.06%
108CANADIAN NATL RY CO1363751027,844$926,6120.06%
109PRUDENTIAL FINL INCPUKPF7,900$925,8010.06%
110META PLATFORMS INCMETA1,820$917,6810.06%
111ISHARES TR4642875985,204$907,9420.06%
112ACCENTURE PLC IRELANDACN2,944$893,2400.06%
113UNITEDHEALTH GROUP INCUNH1,697$864,2150.06%
114PROSHARES TR74349Y83720,510$830,6550.05%
115KIMBERLY-CLARK CORPKMB5,830$805,7060.05%
116REPUBLIC SVCS INC7607591003,985$774,4450.05%
117ISHARES TR4642875158,756$760,8970.05%
118DIMENSIONAL ETF TRUST25434V79928,286$743,6390.05%
119TEXAS INSTRS INC8825081043,807$740,5760.05%
120VANGUARD WORLD FD92204A5042,720$723,4710.05%
121DIMENSIONAL ETF TRUST25434V30227,472$710,7010.05%
122TESLA INCTSLA3,581$708,6090.05%
123AFLAC INCAFL7,879$703,6620.04%
124INVESCO EXCHANGE TRADED FD TIVZ7,125$697,2530.04%
125ISHARES INC46434G82210,007$682,8780.04%
126CSX CORPCSX20,163$674,4630.04%
127ISHARES TR46429B59812,043$671,7590.04%
128DEERE & CODE1,756$656,0950.04%
129AUTOMATIC DATA PROCESSING INADP2,725$650,3970.04%
130MANULIFE FINL CORP56501R10624,339$647,9050.04%
131NETFLIX INCNFLX930$627,6390.04%
132ISHARES TR4642876067,060$622,0570.04%
1333M COMMM5,995$612,6300.04%
134SPDR DOW JONES INDL AVERAGE78467X1091,557$608,9900.04%
135GOLDMAN SACHS GROUP INCGSCE1,346$608,8230.04%
136VANGUARD INDEX FDS9229086113,298$601,9510.04%
137ILLINOIS TOOL WKS INC4523081092,540$601,8790.04%
138THERMO FISHER SCIENTIFIC INCTMO1,087$601,1110.04%
139TRAVELERS COMPANIES INCTRV2,940$597,8700.04%
140AMERICAN CENTY ETF TR02507237212,000$585,0000.04%
141NEWMONT CORPNEMCL13,925$583,0400.04%
142COLGATE PALMOLIVE COCL6,003$582,5320.04%
143RTX CORPORATIONRTX5,753$577,4970.04%
144DIMENSIONAL ETF TRUST25434V86412,183$572,6010.04%
145VANGUARD BD INDEX FDS9219378357,815$563,0710.04%
146DIMENSIONAL ETF TRUST25434V20318,972$562,9000.04%
147AMERICAN EXPRESS COAXP2,417$559,7630.04%
148TEXAS PACIFIC LAND CORPORATITPL750$550,7030.04%
149MONDELEZ INTL INC6092071058,391$549,1070.04%
150INTERNATIONAL BUSINESS MACHSINTR3,147$544,2870.03%
151EXPEDITORS INTL WASH INC3021301094,322$539,3430.03%
152CAPITAL GRP FIXED INCM ETF T14020Y20119,567$525,3800.03%
153IDEXX LABS INC45168D1041,053$513,0220.03%
154AMGEN INCAMGN1,636$511,1690.03%
155AMERICAN EXPRESS COAXP2,200$509,4100.03%
156VANECK ETF TRUST92189F10615,000$508,9500.03%
157DIMENSIONAL ETF TRUST25434V84910,505$501,8240.03%
158BANK AMERICA CORP06050510412,589$500,6450.03%
159CANADIAN NATL RY CO1363751024,200$496,1460.03%
160HONEYWELL INTL INC4385161062,298$490,8130.03%
161MASTERCARD INCORPORATEDMA1,100$485,2760.03%
162DIMENSIONAL ETF TRUST25434V81516,845$484,8000.03%
163ALTRIA GROUP INCMO10,509$478,6850.03%
164TJX COS INC NEW8725401094,332$476,9540.03%
165SELECT SECTOR SPDR TR81369Y1005,300$468,0430.03%
166STARBUCKS CORPSBUX5,887$458,3030.03%
167AMERICAN ELEC PWR CO INC0255371015,119$449,1420.03%
168NORFOLK SOUTHN CORP6558441082,088$448,2130.03%
169S&P GLOBAL INCSPGI1,004$447,7840.03%
170STONERIDGE INCSRI27,867$444,7580.03%
171VERISK ANALYTICS INCVRSK1,633$440,1760.03%
172AT&T INCT-PC22,935$438,2950.03%
173ISHARES TR4642886468,424$431,6460.03%
174VANECK MERK GOLD TROUNZ18,893$424,3370.03%
175CVS HEALTH CORPCVS7,150$422,2790.03%
176VERALTO CORPVLTO4,323$412,7170.03%
177NOVO-NORDISK A SNONOF2,871$409,8070.03%
178TARGET CORPTGT2,767$409,6270.03%
179IAMGOLD CORPIAG109,000$408,7500.03%
180AMERICAN CENTY ETF TR0250722997,274$403,9680.03%
181AMERICAN TOWER CORP NEW03027X1002,055$399,4730.03%
182SHOPIFY INCSHOP6,037$398,7440.03%
183ENTERPRISE PRODS PARTNERS L29379210713,655$395,7220.03%
184ELEVANCE HEALTH INCELV712$385,6730.02%
185SALESFORCE INCCRM1,498$385,1360.02%
186VANGUARD TAX-MANAGED FDS9219438587,791$385,0320.02%
187RBB FD INC74933W4868,000$383,5600.02%
188SELECT SECTOR SPDR TR81369Y7043,106$378,5290.02%
189THE CIGNA GROUP1255231001,140$376,9670.02%
190PNC FINL SVCS GROUP INC6934751052,334$362,8580.02%
191F5 INCFFIV2,086$359,2720.02%
192NIKE INCNKE4,602$346,8530.02%
193BOEING COBA-PA1,847$336,1200.02%
194FORTIVE CORPFTV4,461$330,5610.02%
195LOWES COS INC5486611071,477$325,5250.02%
196NEXGEN ENERGY LTDNXE46,267$322,9440.02%
197AON PLCAON1,100$322,9380.02%
198SCHWAB STRATEGIC TR8085247974,064$315,9880.02%
199VANGUARD WORLD FD9219108402,638$312,6030.02%
200CUMMINS INCCMI1,123$310,9930.02%
201AMERICAN CENTY ETF TR0250723155,982$309,5620.02%
202CHUBB LIMITEDCB1,200$306,0960.02%
203MEDTRONIC PLCMDT3,848$302,8770.02%
204BLACKROCK INCBLK381$299,9690.02%
205INTUITIVE SURGICAL INCISRG666$296,2710.02%
206GE VERNOVA INCGEV1,713$293,7970.02%
207PROGRESSIVE CORP7433151031,413$293,4950.02%
208ANALOG DEVICES INCADI1,283$292,8130.02%
209SCHWAB STRATEGIC TR8085242014,504$289,3820.02%
210CAPITAL ONE FINL CORP14040H1052,077$287,5610.02%
211TAIWAN SEMICONDUCTOR MFG LTD8740391001,653$287,3080.02%
212ISHARES TR4642874653,640$285,1220.02%
213ISHARES TR4642872346,667$283,9480.02%
214ROCKWELL AUTOMATION INCROK1,030$283,5390.02%
215ISHARES TR4642875074,837$283,0840.02%
216GARMIN LTDGRMN1,736$282,8300.02%
217DUKE ENERGY CORP NEWDUKB2,785$279,1410.02%
218BLACKSTONE INCBX2,202$272,6080.02%
219STRYKER CORPORATIONSYK800$272,2000.02%
220ISHARES TR4642874573,325$271,4870.02%
221VANGUARD WORLD FD921910816855$268,6500.02%
222WISDOMTREE TRWT7,000$268,6210.02%
223STATE STR CORPSTT-PG3,628$268,4720.02%
224ISHARES TR46432F3391,568$267,7520.02%
225ISHARES TR4642894381,241$266,2200.02%
226TRANSDIGM GROUP INCTDG207$264,4660.02%
227BRISTOL-MYERS SQUIBB COCELG-RI6,338$263,2210.02%
228YUM BRANDS INCYUM1,982$262,5360.02%
229SOUTHERN COSOMN3,340$259,1030.02%
230ARCHER DANIELS MIDLAND COADM4,285$259,0290.02%
231NOBLE CORP PLCNE-WT5,718$255,3090.02%
232EMCOR GROUP INCEME690$251,9060.02%
233WASTE MGMT INC DEL94106L1091,176$250,8880.02%
234ASTRAZENECA PLCAZN3,185$248,3990.02%
235INTUITINTU375$246,4370.02%
236MARKETAXESS HLDGS INCMKTX1,225$245,6500.02%
237THE TRADE DESK INC88339J1052,508$244,9570.02%
238ISHARES TR4642877211,611$242,4560.02%
239ROPER TECHNOLOGIES INCROP425$239,5560.02%
240VANGUARD WORLD FD92204A3061,867$238,1740.02%
241BROADCOM INCAVGO146$234,4080.01%
242FASTENAL COFAST3,675$230,9370.01%
243AIR PRODS & CHEMS INCAIIR883$227,8590.01%
244COMCAST CORP NEWCCZ5,731$224,4200.01%
245WELLS FARGO CO NEW9497461013,753$222,8910.01%
246ANSYS INC03662Q105693$222,8000.01%
247FEDEX CORPFDX726$217,7160.01%
248ISHARES TR46429B6972,586$217,1210.01%
249ECOLAB INCECL909$216,3420.01%
250ISHARES TR46432F8422,977$216,2500.01%
251VERIZON COMMUNICATIONS INCVZ5,166$213,0460.01%
252INVESCO EXCHANGE TRADED FD TIVZ5,600$212,5200.01%
253ADOBE INCADBE376$208,8840.01%
254MARATHON PETE CORPMARA1,173$203,4930.01%
255NEXTERA ENERGY INCNEE-PW2,862$202,6590.01%
256ISHARES TR46436E5105,800$202,6360.01%
257CONOCOPHILLIPSCOP1,755$200,7370.01%
258BARRICK GOLD CORP06790110810,087$168,2520.01%
259PROSHARES TR74347G43220,000$165,6000.01%
260MIMEDX GROUP INCMDXG22,463$155,6690.01%
261FORD MTR CO DEL34537086011,945$149,7930.01%
262PITNEY BOWES INCPBI-PB26,227$133,2360.01%
263OLO INC68134L10919,160$84,6880.01%
264UNDER ARMOUR INCUA12,592$82,2260.01%
265UNDER ARMOUR INCUA12,275$81,8750.01%
266GENWORTH FINL INC37247D10613,000$78,5200.01%
267BRAEMAR HOTELS & RESORTS INCBHR-PD23,254$59,2980.00%