Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 2024 · Filed November 13, 2024 · Accession 0001480916-24-000006

Total Value
$1.78B
Positions
295
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (295)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR0250727031,855,451$124.4M6.97%
2VANGUARD INDEX FDS922908769418,716$118.6M6.65%
3PRICE T ROWE GROUP INCTROW1,058,202$115.3M6.46%
4GOLDMAN SACHS ETF TRNVGLF2,940,910$106.4M5.96%
5GOLDMAN SACHS ETF TRNVGLF892,554$100.8M5.65%
6AMERICAN CENTY ETF TR025072885947,239$90.1M5.05%
7J P MORGAN EXCHANGE TRADED F46641Q6701,663,016$80.2M4.50%
8AMERICAN CENTY ETF TR025072877729,558$70.0M3.92%
9AMERICAN CENTY ETF TR0250726041,044,766$67.5M3.78%
10VANGUARD SPECIALIZED FUNDS921908844325,628$64.5M3.62%
11HARTFORD FDS EXCHANGE TRADED41653L3051,757,689$61.4M3.44%
12APPLE INCAAPL256,569$59.8M3.35%
13GOLDMAN SACHS ETF TRNVGLF1,659,516$58.3M3.27%
14J P MORGAN EXCHANGE TRADED F46641Q274988,947$47.0M2.63%
15ISHARES TR464287804390,029$45.6M2.56%
16MICROSOFT CORPMSFT100,057$43.1M2.41%
17SCHWAB CHARLES FAMILY FDSCHW-PJ37,690,165$37.7M2.11%
18DIMENSIONAL ETF TRUST25434V708896,129$30.7M1.72%
19ISHARES INC464286525182,276$20.9M1.17%
20ALPHABET INCGOOG96,520$16.0M0.90%
21VISA INCV51,223$14.1M0.79%
22ALPHABET INCGOOG66,824$11.2M0.63%
23VANGUARD INTL EQUITY INDEX F92204274292,513$11.1M0.62%
24AMERICAN CENTY ETF TR025072125159,046$10.2M0.57%
25AMERICAN CENTY ETF TR025072802141,388$10.0M0.56%
26ISHARES TR46428720017,189$9.9M0.56%
27JOHNSON & JOHNSONJNJ59,456$9.6M0.54%
28DIMENSIONAL ETF TRUST25434V872207,605$9.0M0.50%
29DIMENSIONAL ETF TRUST25434V104221,248$8.8M0.49%
30SPDR S&P 500 ETF TRSPY14,867$8.5M0.48%
31AMAZON COM INCAMZN45,774$8.5M0.48%
32ISHARES TR46428722682,440$8.3M0.47%
33ISHARES TR46428825762,119$7.4M0.42%
34VANGUARD INDEX FDS92290862926,871$7.1M0.40%
35BERKSHIRE HATHAWAY INC DELBRK-A15,311$7.0M0.40%
36PROCTER AND GAMBLE CO74271810940,013$6.9M0.39%
37ABBOTT LABSABLZF56,587$6.5M0.36%
38KKR & CO INCKKRT47,468$6.2M0.35%
39MCDONALDS CORPMCD19,652$6.0M0.34%
40QUANTA SVCS INC74762E10217,304$5.2M0.29%
41EXXON MOBIL CORPXOM42,603$5.0M0.28%
42INVESCO EXCHANGE TRADED FD TIVZ130,555$4.9M0.28%
43PEPSICO INCPEP28,468$4.8M0.27%
44VANGUARD WHITEHALL FDS92194681054,134$4.8M0.27%
45ISHARES GOLD TRIAU94,377$4.7M0.26%
46ISHARES TR46428762214,630$4.6M0.26%
47UBER TECHNOLOGIES INCUBER60,048$4.5M0.25%
48BROOKFIELD CORP11271J10782,845$4.4M0.25%
49NVIDIA CORPORATIONNVDA35,316$4.3M0.24%
50JPMORGAN CHASE & CO.VYLD20,286$4.3M0.24%
51UNITEDHEALTH GROUP INCUNH7,038$4.1M0.23%
52MCCORMICK & CO INCMKC-V44,056$3.6M0.20%
53RYAN SPECIALTY HOLDINGS INCRYAN54,561$3.6M0.20%
54VANGUARD SCOTTSDALE FDS92206C40942,992$3.4M0.19%
55COCA COLA COKO43,342$3.1M0.17%
56MCCORMICK & CO INCMKC-V36,745$3.0M0.17%
57MASTERCARD INCORPORATEDMA5,973$2.9M0.17%
58VANGUARD INDEX FDS9229083635,442$2.9M0.16%
59DIAGEO PLCDGEAF20,144$2.8M0.16%
60F N B CORP302520101197,250$2.8M0.16%
61SPDR GOLD TRGLD11,026$2.7M0.15%
62HOME DEPOT INCHD6,532$2.6M0.15%
63LINDE PLCLIN5,514$2.6M0.15%
64ZIMMER BIOMET HOLDINGS INCZBH23,965$2.6M0.15%
65VANGUARD BD INDEX FDS92193783533,858$2.5M0.14%
66PHILIP MORRIS INTL INC71817210920,373$2.5M0.14%
67ABBVIE INCABBV11,958$2.4M0.13%
68ISHARES TR4642876146,206$2.3M0.13%
69COSTCO WHSL CORP NEW22160K1052,596$2.3M0.13%
70ELI LILLY & COLLY2,553$2.3M0.13%
71INVESCO QQQ TRIVZ4,593$2.2M0.13%
72MERCK & CO INCMRK19,456$2.2M0.12%
73INVESCO EXCHANGE TRADED FD TIVZ12,296$2.2M0.12%
74VANGUARD WORLD FD92204A7023,640$2.1M0.12%
75DIMENSIONAL ETF TRUST25434V73275,738$2.1M0.12%
76VANGUARD INDEX FDS9229087365,490$2.1M0.12%
77KEYSIGHT TECHNOLOGIES INCKEYS13,067$2.1M0.12%
78DANAHER CORPORATION2358511027,394$2.1M0.12%
79VANGUARD INDEX FDS92290874411,657$2.0M0.11%
80ISHARES TR46428730920,947$2.0M0.11%
81ORACLE CORPORCL-PD11,747$2.0M0.11%
82BEAZER HOMES USA INCBZH57,399$2.0M0.11%
83WALMART INCWMT24,247$2.0M0.11%
84VANGUARD SCOTTSDALE FDS92206C10231,270$1.8M0.10%
85UNION PAC CORPUNP6,862$1.7M0.09%
86SCHWAB STRATEGIC TR80852420124,922$1.7M0.09%
87VANGUARD STAR FDS92190976825,521$1.7M0.09%
88NUVEEN MUNICIPAL CREDIT INCNU125,000$1.6M0.09%
89NUVEEN AMT FREE MUN CR INC FNU119,530$1.6M0.09%
90CISCO SYS INCCSCO29,270$1.6M0.09%
91AMERICAN CENTY ETF TR02507228123,338$1.5M0.09%
92GOLDMAN SACHS ETF TRNVGLF21,892$1.5M0.09%
93GRACO INCGGG17,272$1.5M0.08%
94DISNEY WALT CO25468710615,683$1.5M0.08%
95DEERE & CODE3,569$1.5M0.08%
96VANGUARD WHITEHALL FDS92194640611,595$1.5M0.08%
97PFIZER INCPFE50,608$1.5M0.08%
98ISHARES SILVER TRSLV50,943$1.4M0.08%
99STRYKER CORPORATIONSYK3,951$1.4M0.08%
100VANGUARD WORLD FD92204A5045,023$1.4M0.08%
101META PLATFORMS INCMETA2,396$1.4M0.08%
102GE AEROSPACE3696043017,116$1.3M0.08%
103VANGUARD INDEX FDS9229087515,508$1.3M0.07%
104AMERICAN CENTY ETF TR02507232323,657$1.3M0.07%
105ISHARES TR4642874086,381$1.3M0.07%
106SPDR SER TR78464A40915,000$1.2M0.07%
107VANGUARD INDEX FDS92290855312,558$1.2M0.07%
108CATERPILLAR INCCAT3,102$1.2M0.07%
109SCHWAB STRATEGIC TR80852476320,216$1.2M0.07%
110LPL FINL HLDGS INC50212V1005,000$1.2M0.07%
111JANUS DETROIT STR TR47103U74621,839$1.2M0.06%
112CHEVRON CORP NEWCVX7,739$1.1M0.06%
113ISHARES TR4642875985,966$1.1M0.06%
114ISHARES TR46435G33430,000$1.1M0.06%
115GOLDMAN SACHS GROUP INCGSCE2,226$1.1M0.06%
116AFLAC INCAFL9,678$1.1M0.06%
117VANGUARD INTL EQUITY INDEX F92204285822,521$1.1M0.06%
118MARKEL GROUP INCMKL658$1.0M0.06%
119QUALCOMM INCQCOM5,650$960,7830.05%
120FRP HLDGS INCFRPH31,967$954,5350.05%
121CANADIAN NATL RY CO1363751027,822$916,3480.05%
122INTEL CORPINTC38,429$901,5510.05%
123AMERICAN EXPRESS COAXP3,239$878,4450.05%
124VANGUARD CHARLOTTE FDS92203J40717,258$867,7330.05%
125KIMBERLY-CLARK CORPKMB6,096$867,3390.05%
126INTERNATIONAL BUSINESS MACHSINTR3,847$850,5120.05%
127VANGUARD WORLD FD9219108162,588$833,2070.05%
128TESLA INCTSLA3,164$827,7980.05%
129AUTOMATIC DATA PROCESSING INADP2,991$827,6610.05%
130MONDELEZ INTL INC60920710511,177$823,4320.05%
131REPUBLIC SVCS INC7607591004,026$808,5820.05%
132ISHARES TR4642888026,658$801,4240.04%
133SELECT SECTOR SPDR TR81369Y8033,520$794,7010.04%
134DIMENSIONAL ETF TRUST25434V79928,050$789,3270.04%
135ISHARES TR4642875158,756$782,5240.04%
136CSX CORPCSX22,384$772,9140.04%
137TEXAS INSTRS INC8825081043,703$764,9290.04%
138EXPEDITORS INTL WASH INC3021301095,747$755,1560.04%
139DIMENSIONAL ETF TRUST25434V30227,250$746,9230.04%
140INVESCO EXCHANGE TRADED FD TIVZ7,125$735,7280.04%
141VANGUARD WORLD FD9219108405,677$728,2460.04%
142ISHARES INC46434G82210,036$717,9760.04%
143MANULIFE FINL CORP56501R10624,018$709,7320.04%
144AMERICAN TOWER CORP NEW03027X1003,041$707,1580.04%
145ISHARES TR46429B59812,043$704,8770.04%
1463M COMMM5,110$698,5370.04%
147ILLINOIS TOOL WKS INC4523081092,603$682,1690.04%
148GENERAL DYNAMICS CORPGD2,248$679,3460.04%
149SELECT SECTOR SPDR TR81369Y7044,952$670,6990.04%
150TEXAS PACIFIC LAND CORPORATITPL750$663,5550.04%
151TRAVELERS COMPANIES INCTRV2,809$657,7010.04%
152ISHARES TR4642876067,060$649,0260.04%
153VANGUARD INDEX FDS9229086113,204$643,3000.04%
154TJX COS INC NEW8725401095,464$642,2390.04%
155SPDR DOW JONES INDL AVERAGE78467X1091,517$641,8740.04%
156DIMENSIONAL ETF TRUST25434V20319,468$618,6940.03%
157VANECK ETF TRUST92189F10615,000$597,3000.03%
158DIMENSIONAL ETF TRUST25434V86412,246$584,6250.03%
159IAMGOLD CORPIAG109,000$570,0700.03%
160STARBUCKS CORPSBUX5,834$568,7570.03%
161SCHWAB STRATEGIC TR8085247976,712$567,3240.03%
162NETFLIX INCNFLX796$564,5790.03%
163AMERICAN CENTY ETF TR02507237210,801$563,1650.03%
164HONEYWELL INTL INC4385161062,708$559,7710.03%
165TARGET CORPTGT3,554$553,9270.03%
166RTX CORPORATIONRTX4,539$549,9640.03%
167CONSTELLATION BRANDS INCSTZ2,125$547,5920.03%
168CUMMINS INCCMI1,686$545,9100.03%
169AMGEN INCAMGN1,681$541,6360.03%
170ACCENTURE PLC IRELANDACN1,487$525,6250.03%
171SELECT SECTOR SPDR TR81369Y1005,430$523,3350.03%
172VANECK MERK GOLD ETFOUNZ20,611$523,3140.03%
173AMERICAN CENTY ETF TR0250722998,620$522,2140.03%
174SELECT SECTOR SPDR TR81369Y60511,454$519,0960.03%
175ISHARES TR4642875078,327$518,9500.03%
176DIMENSIONAL ETF TRUST25434V81516,846$518,8570.03%
177AMERICAN ELEC PWR CO INC0255371015,000$513,0000.03%
178DIMENSIONAL ETF TRUST25434V84910,505$509,9130.03%
179MARATHON PETE CORPMARA3,064$499,1570.03%
180BLACKSTONE INCBX3,219$492,9260.03%
181ALTRIA GROUP INCMO9,639$491,9750.03%
182RBB FD INC74933W48610,000$487,5500.03%
183ISHARES TR4642874655,810$485,8910.03%
184ISHARES TR4642886469,224$485,7360.03%
185AT&T INCT-PC21,799$479,5850.03%
186SHOPIFY INCSHOP5,856$469,3000.03%
187LOWES COS INC5486611071,725$467,1450.03%
188NEWMONT CORPNEMCL8,632$461,3810.03%
189F5 INCFFIV2,084$458,8970.03%
190SELECT SECTOR SPDR TR81369Y4072,266$454,1210.03%
191NORFOLK SOUTHN CORP6558441081,826$453,8410.03%
192WAFD INCWAFDP12,935$450,7850.03%
193GE VERNOVA INCGEV1,753$446,9800.03%
194PNC FINL SVCS GROUP INC6934751052,405$444,5260.02%
195THERMO FISHER SCIENTIFIC INCTMO695$429,9070.02%
196NEXTERA ENERGY INCNEE-PW5,055$427,3000.02%
197FASTENAL COFAST5,982$427,2350.02%
198SALESFORCE INCCRM1,541$421,7880.02%
199NOVO-NORDISK A SNONOF3,414$406,5050.02%
200ROSS STORES INCROST2,693$405,3240.02%
201S&P GLOBAL INCSPGI784$405,0310.02%
202SSGA ACTIVE ETF TR78467V8489,713$402,1210.02%
203BROADCOM INCAVGO2,313$398,9930.02%
204BANK AMERICA CORP06050510410,018$397,4950.02%
205GARMIN LTDGRMN2,244$395,0120.02%
206VANGUARD TAX-MANAGED FDS9219438587,300$385,5130.02%
207CVS HEALTH CORPCVS6,085$382,6250.02%
208AMERICAN CENTY ETF TR0250723156,880$380,5870.02%
209ISHARES TR4642874574,575$380,4120.02%
210FEDEX CORPFDX1,389$380,1150.02%
211HERSHEY COHSY1,969$377,5280.02%
212THE CIGNA GROUP1255231001,085$375,7220.02%
213AUTOZONE INCAZO115$362,2550.02%
214ENTERPRISE PRODS PARTNERS L29379210712,415$361,4010.02%
215COLGATE PALMOLIVE COCL3,461$359,2870.02%
216SELECT SECTOR SPDR TR81369Y3084,234$351,3810.02%
217IDEXX LABS INC45168D104655$330,9200.02%
218BOEING COBA-PA2,150$326,8420.02%
219ABRDN ETFS00326120310,000$326,8000.02%
220TAIWAN SEMICONDUCTOR MFG LTD8740391001,860$323,0270.02%
221BLACKROCK INCBLK335$318,0860.02%
222COMCAST CORP NEWCCZ7,531$314,5860.02%
223MARKETAXESS HLDGS INCMKTX1,225$313,8450.02%
224STONERIDGE INCSRI27,867$311,8320.02%
225BRISTOL-MYERS SQUIBB COCELG-RI5,983$309,5640.02%
226LIBERTY MEDIA CORP DELFWONB3,920$303,5260.02%
227PALO ALTO NETWORKS INCPANW888$303,5190.02%
228ISHARES TR4642894381,361$299,4890.02%
229CAPITAL ONE FINL CORP14040H1051,950$291,9740.02%
230WISDOMTREE TRWT7,000$290,0790.02%
231CONOCOPHILLIPSCOP2,749$289,4550.02%
232VERISK ANALYTICS INCVRSK1,075$288,0570.02%
233ASTRAZENECA PLCAZN3,678$286,5530.02%
234EATON CORP PLCETN862$285,7020.02%
235VERIZON COMMUNICATIONS INCVZ6,350$285,1790.02%
236VANECK ETF TRUST92189F6432,921$283,1910.02%
237ISHARES TR46432F3391,568$281,1430.02%
238BOSTON SCIENTIFIC CORPBSX3,310$277,3780.02%
239GE HEALTHCARE TECHNOLOGIES IGEHC2,937$275,6380.02%
240SELECT SECTOR SPDR TR81369Y8523,030$273,9120.02%
241THE TRADE DESK INC88339J1052,482$272,1520.02%
242ROCKWELL AUTOMATION INCROK1,003$269,2660.02%
243AVERY DENNISON CORPAVY1,177$259,8350.01%
244INVESCO EXCHANGE TRADED FD TIVZ6,342$257,6760.01%
245PAYPAL HLDGS INCPYPL3,286$256,4070.01%
246SPROTT PHYSICAL PLAT PALLADSII25,875$254,0930.01%
247UNITED PARCEL SERVICE INCUPS1,834$250,0960.01%
248VANGUARD WORLD FD92204A4052,272$249,7160.01%
249AON PLCAON721$249,4590.01%
250ARCHER DANIELS MIDLAND COADM4,123$246,3090.01%
251ISHARES TR4642877211,611$244,2600.01%
252OREILLY AUTOMOTIVE INC67103H107211$242,9880.01%
253ELEVANCE HEALTH INCELV460$239,2570.01%
254NIKE INCNKE2,695$238,2380.01%
255MEDTRONIC PLCMDT2,640$237,6800.01%
256D R HORTON INC23331A1091,240$236,5550.01%
257FISERV INCFISV1,314$236,0610.01%
258SPDR SER TR78464A7631,660$235,7870.01%
259INTUITINTU378$234,9080.01%
260VANGUARD WORLD FD92204A3061,879$230,1220.01%
261ISHARES TR46432F8422,934$228,9990.01%
262SOUTHERN COSOMN2,532$228,2920.01%
263INTUITIVE SURGICAL INCISRG458$225,0020.01%
264AIR PRODS & CHEMS INCAIIR750$223,3050.01%
265YUM BRANDS INCYUM1,580$220,7420.01%
266ISHARES TR46436E5105,800$219,8770.01%
267ZOETIS INCZTS1,110$216,8720.01%
268PROGRESSIVE CORP743315103848$215,1890.01%
269FACTSET RESH SYS INC303075105462$212,4510.01%
270ISHARES TR4642874811,806$211,8780.01%
271VANGUARD WORLD FD92204A108620$211,0980.01%
272GENUINE PARTS COGPC1,507$210,4980.01%
273ISHARES TR464287689644$210,4150.01%
274BARRICK GOLD CORP06790110810,559$210,0250.01%
275CARRIER GLOBAL CORPORATIONCARR2,598$209,0820.01%
276CF INDS HLDGS INC1252691002,434$208,8380.01%
277TRANE TECHNOLOGIES PLCTT532$206,8050.01%
278NOBLE CORP PLCNE-WT5,718$206,6490.01%
279TOAST INCTOST7,299$206,6350.01%
280STATE STR CORPSTT-PG2,319$205,1620.01%
281DISCOVER FINL SVCS2547091081,457$204,4030.01%
282VANGUARD WHITEHALL FDS9219467942,781$204,1980.01%
283L3HARRIS TECHNOLOGIES INCLHX858$204,0930.01%
284CANADIAN PACIFIC KANSAS CITYCP2,385$204,0130.01%
285ISHARES TR4642872344,437$203,4810.01%
286ANALOG DEVICES INCADI872$200,8080.01%
287PITNEY BOWES INCPBI-PB26,299$187,5110.01%
288MIMEDX GROUP INCMDXG20,463$120,9370.01%
289UNDER ARMOUR INCUA12,592$105,2700.01%
290OLO INC68134L10919,160$95,0340.01%
291UNDER ARMOUR INCUA10,275$91,5510.01%
292GENWORTH FINL INC37247D10613,000$89,0500.00%
293BRAEMAR HOTELS & RESORTS INCBHR-PD23,254$71,8550.00%
294PEBBLEBROOK HOTEL TRPEB-PH15,000$13,7340.00%
295DIGITALOCEAN HLDGS INCDOCN15,000$13,2440.00%