HoldingsChannel.com
WMS Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 636,613 +30,727 $82,066
     VTI636,613+30,727$82,066
VANGUARD SCOTTSDALE FDS (VCSH) 287,212 +58,737 $22,718
     VCSH287,212+58,737$22,718
APPLE INC 84,893 -1,361 $21,587
     AAPL84,893-1,361$21,587
MICROSOFT CORP 124,002 -2,822 $19,556
     MSFT124,002-2,822$19,556
VANGUARD SPECIALIZED FUNDS (VIG) 115,114 -3,949 $11,902
     VIG115,114-3,949$11,902
MCCORMICK & CO INC      $9,793
     MKC36,328-2,231$5,130
     COM VTG32,741-12,550$4,663
JOHNSON & JOHNSON 72,338 -1,676 $9,486
     JNJ72,338-1,676$9,486
VISA INC 52,097 -3,428 $8,394
     V52,097-3,428$8,394
PRICE T ROWE GROUP INC 65,481 +37 $6,394
     TROW65,481+37$6,394
ALPHABET INC 5,121 -239 $5,950
     GOOGL5,121-239$5,950
ABBOTT LABS 74,600 -3,435 $5,887
     ABT74,600-3,435$5,887
AMAZON COM INC 3,012 -254 $5,873
     AMZN3,012+146$5,873
INTEL CORP 107,935 -4,389 $5,841
     INTC107,935-4,389$5,841
ALPHABET INC 4,929 +52 $5,731
     GOOG4,929+52$5,731
PROCTER & GAMBLE CO 45,501 -2,837 $5,005
     PG45,501-2,837$5,005
VANGUARD INDEX FDS (VO) 37,313 -3,538 $4,912
     VO37,313-3,538$4,912
MCDONALDS CORP 24,769 +18 $4,095
     MCD24,769+18$4,095
PEPSICO INC 33,687 +799 $4,046
     PEP33,687+799$4,046
LEGG MASON INC 78,869 -14 $3,853
     LM78,869-14$3,853
ISHARES TR (IVV) 14,266 -415 $3,686
     IVV14,266-415$3,686
DIAGEO P L C 24,313 -1,826 $3,091
     DEO24,313-1,826$3,091
MASTERCARD INC 12,326 -500 $2,977
     MA12,326-500$2,977
BERKSHIRE HATHAWAY INC DEL      $2,920
     BRK.B15,971+220$2,920
DANAHER CORPORATION 20,042 +381 $2,774
     DHR20,042+381$2,774
EXXON MOBIL CORP 66,629 -2,164 $2,530
     XOM66,629-2,164$2,530
DISNEY WALT CO 26,183 -739 $2,529
     DIS26,183-739$2,529
INVESCO EXCHANGE TRADED FD T (SPLV) 51,764 -15,000 $2,429
     SPLV51,764-15,000$2,429
ISHARES TR (IVW) 14,428 -110 $2,381
     IVW14,428-110$2,381
CISCO SYS INC 60,231 -3,906 $2,368
     CSCO60,231-3,906$2,368
ALIGN TECHNOLOGY INC 13,413 +2,186 $2,333
     ALGN13,413+2,186$2,333
COCA COLA CO 48,447 +622 $2,144
     KO48,447+622$2,144
ISHARES TR (IWB) 14,684 UNCH $2,078
     IWB14,684UNCH$2,078
3M CO 15,073 -1,820 $2,058
     MMM15,073-1,820$2,058
VANGUARD STAR FDS (VXUS) 48,290 UNCH $2,026
     VXUS48,290UNCH$2,026
CHEVRON CORP NEW 26,835 -3,691 $1,944
     CVX26,835-3,691$1,944
UNITED TECHNOLOGIES CORP 20,452 -1,568 $1,929
     UTX20,452-1,568$1,929
JPMORGAN CHASE & CO 20,046 +1,598 $1,805
     JPM20,046+1,598$1,805
PFIZER INC      $1,686
     PFE61,655-4,354$2,012
     Put10,000-10,000$326
SPDR S&P 500 ETF TR (SPY)      $1,593
     SPY7,683+1,378$1,980
     Put1,500+1,500$387
UBER TECHNOLOGIES INC 52,638 +49,452 $1,470
     UBER52,638+25,452$1,470
ISHARES TR (IVE) 14,993 UNCH $1,443
     IVE14,993UNCH$1,443
HOWARD BANCORP INC 129,680 UNCH $1,408
     HBMD129,680UNCH$1,408
AMERICAN TOWER CORP NEW 6,281 UNCH $1,368
     AMT6,281UNCH$1,368
QUANTA SVCS INC 41,574 -4,675 $1,319
     PWR41,574-4,675$1,319
VANGUARD WHITEHALL FDS (VYM) 18,233 +6,030 $1,290
     VYM18,233+6,030$1,290
MERCK & CO. INC 16,549 +12 $1,273
     MRK16,549+12$1,273
HOME DEPOT INC 6,607 -46 $1,234
     HD6,607-46$1,234
PHILIP MORRIS INTL INC 16,659 -47 $1,215
     PM16,659-47$1,215
VANGUARD WORLD FDS (VGT) 4,976 -350 $1,054
     VGT4,976-350$1,054
WEINGARTEN RLTY INVS 72,540 UNCH $1,047
     WRI72,540UNCH$1,047

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 03/31/2020: $360,351
At 12/31/2019: $447,512

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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