HoldingsChannel.com
WMS Partners LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 621,693 -10,935 $93,876
     VTI621,693-10,935$93,876
APPLE INC 90,679 -1,354 $20,309
     AAPL90,679-1,354$20,309
MICROSOFT CORP 132,268 +4,496 $18,389
     MSFT132,268+4,496$18,389
VANGUARD GROUP (VIG) 117,190 -1,115 $14,014
     VIG117,190-1,115$14,014
MCCORMICK & CO INC      $13,159
     COM VTG45,291-359$7,057
     MKC39,038-629$6,102
JOHNSON & JOHNSON 80,513 -668 $10,417
     JNJ80,513-668$10,417
VANGUARD SCOTTSDALE FDS (VCSH) 121,672 +22,570 $9,862
     VCSH121,672+22,570$9,862
VISA INC 57,088 -2,046 $9,820
     V57,088-2,046$9,820
PRICE T ROWE GROUP INC 65,959 +390 $7,536
     TROW65,959+390$7,536
VANGUARD INDEX FDS (VO) 41,709 -6,208 $6,990
     VO41,709-6,208$6,990
ABBOTT LABS 78,833 -1,090 $6,596
     ABT78,833-1,090$6,596
ALPHABET INC 5,366 +76 $6,553
     GOOGL5,366+76$6,553
ALPHABET INC 4,997 +185 $6,091
     GOOG4,997+185$6,091
PROCTER & GAMBLE CO 48,922 -295 $6,085
     PG48,922-295$6,085
INTEL CORP 116,497 -1,678 $6,003
     INTC116,497-1,678$6,003
AMAZON COM INC      $5,735
     AMZN2,904+9$5,041
     Call400+400$694
MCDONALDS CORP 24,977 -161 $5,363
     MCD24,977-161$5,363
EXXON MOBIL CORP 68,137 -1,241 $4,811
     XOM68,137-1,241$4,811
PEPSICO INC 32,970 +722 $4,520
     PEP32,970+722$4,520
ISHARES TR (IVV) 14,681 -34 $4,383
     IVV14,681-34$4,383
DIAGEO P L C 26,426 -461 $4,321
     DEO26,426-461$4,321
CHEVRON CORP NEW 34,009 -1,622 $4,033
     CVX34,009-1,622$4,033
INVESCO EXCHNG TRADED FD TR (SPLV) 66,764 -996 $3,866
     SPLV66,764-996$3,866
BERKSHIRE HATHAWAY INC DEL      $3,601
     BRK.B17,313+1,199$3,601
DISNEY WALT CO 26,904 +8,489 $3,506
     DIS26,904+8,489$3,506
MASTERCARD INC 12,909 -2,575 $3,506
     MA12,909-2,575$3,506
LEGG MASON INC 88,883 -10,000 $3,394
     LM88,883-10,000$3,394
CISCO SYS INC 64,627 +2,655 $3,193
     CSCO64,627+2,655$3,193
UNITED TECHNOLOGIES CORP 23,216 -798 $3,169
     UTX23,216-798$3,169
3M CO 18,738 -1,726 $3,081
     MMM18,738-1,726$3,081
DANAHER CORPORATION 19,933 +3,927 $2,879
     DHR19,933+3,927$2,879
ISHARES TR (IVW) 14,759 -287 $2,657
     IVW14,759-287$2,657
COCA COLA CO 47,912 +2,086 $2,608
     KO47,912+2,086$2,608
VANGUARD STAR FD (VXUS) 48,290 -600 $2,495
     VXUS48,290-600$2,495
ISHARES TR (IWB) 14,684 UNCH $2,416
     IWB14,684UNCH$2,416
WEINGARTEN RLTY INVS 82,540 UNCH $2,404
     WRI82,540UNCH$2,404
JPMORGAN CHASE & CO 18,590 +2,802 $2,188
     JPM18,590+2,802$2,188
HOWARD BANCORP INC 129,680 UNCH $2,164
     HBMD129,680UNCH$2,164
SUPERNUS PHARMACEUTICALS INC 73,188 UNCH $2,011
     SUPN73,188UNCH$2,011
ISHARES TR (IVE) 15,093 -576 $1,798
     IVE15,093-576$1,798
QUANTA SVCS INC 45,849 -579 $1,733
     PWR45,849-579$1,733
PFIZER INC      $1,705
     PFE72,435-209$2,603
     Put25,000UNCH$898
HOME DEPOT INC 6,787 +135 $1,575
     HD6,787+135$1,575
MERCK & CO INC 17,184 -1,740 $1,447
     MRK17,184-1,740$1,447
ALIGN TECHNOLOGY INC 7,986 +7,986 $1,445
     ALGN7,986+7,986$1,445
FS KKR CAPITAL CORP 246,755 -16,434 $1,439
     FSK246,755-16,434$1,439
AMERICAN TOWER CORP NEW 6,452 +398 $1,427
     AMT6,452+398$1,427
THERMO FISHER SCIENTIFIC INC 4,817 +1,913 $1,403
     TMO4,817+1,913$1,403
SPDR S&P 500 ETF TR (SPY) 4,609 +730 $1,368
     SPY4,609+730$1,368
PHILIP MORRIS INTL INC 16,883 -639 $1,282
     PM16,883-639$1,282

See Full List: All Stocks Held By WMS Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By WMS Partners LLC

Size ($ in 1000's)
At 09/30/2019: $416,173
At 06/30/2019: $406,799

WMS Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WMS Partners LLC 13F filings. Link to 13F filings: SEC filings

WMS Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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