Notify me when WMS Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 13 Nov 2025, 10:03 | |
| Q2 2025 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 30 Jul 2025, 10:57 | |
| Q1 2025 | 0 | $0 | $0 | -$1,784,530,396 | -$1,784,530,396 | 13F-HR | 07 May 2025, 12:14 | |
| Q4 2024 | 298 | $1,784,530,396 | +$92,026,291 | -$65,005,422 | +$27,020,869 | AVDE, VTI, GSLC, TROW, GSIE | 13F-HR | 14 Feb 2025, 11:06 |
| Q3 2024 | 295 | $1,783,880,001 | +$180,404,729 | -$40,817,038 | +$139,587,691 | AVDE, VTI, TROW, GSIE, GSLC | 13F-HR | 13 Nov 2024, 15:02 |
| Q2 2024 | 264 | $1,564,468,339 | +$136,195,608 | -$35,676,735 | +$100,518,873 | TROW, AVDE, VTI, GSIE, GSLC | 13F-HR | 14 Aug 2024, 12:40 |
| Q1 2024 | 268 | $1,457,763,783 | +$72,749,110 | -$48,366,753 | +$24,382,357 | AVDE, VTI, GSIE, GSLC, AVUS | 13F-HR | 15 May 2024, 12:13 |
| Q4 2023 | 253 | $1,359,633,932 | +$61,540,363 | -$77,574,031 | -$16,033,668 | AVDE, VTI, GSIE, GSLC, AVUS | 13F-HR | 12 Feb 2024, 11:18 |
| Q3 2023 | 258 | $1,265,811,112 | +$90,563,981 | -$43,886,041 | +$46,677,940 | VTI, AVDE, GSIE, GSLC, AVUS | 13F-HR | 09 Nov 2023, 11:06 |
| Q2 2023 | 287 | $1,271,482,739 | +$156,047,226 | -$82,785,684 | +$73,261,542 | VTI, AVDE, GSIE, TROW, GSLC | 13F-HR | 14 Aug 2023, 12:06 |
| Q1 2023 | 278 | $1,142,472,916 | +$163,847,765 | -$82,810,959 | +$81,036,806 | VTI, AVDE, GSIE, TROW, AAPL | 13F-HR | 12 May 2023, 15:09 |
| Q4 2022 | 273 | $1,007,962,693 | +$260,104,396 | -$44,588,586 | +$215,515,810 | VTI, TROW, GSIE, AVDE, ACWV | 13F-HR | 07 Feb 2023, 11:41 |
| Q3 2022 | 259 | $735,729,000 | +$192,166,319 | -$47,084,449 | +$145,081,870 | VTI, AAPL, VCSH, ACWV, MSFT | 13F-HR | 08 Nov 2022, 16:43 |
| Q2 2022 | 261 | $642,397,000 | +$66,470,003 | -$36,051,418 | +$30,418,585 | VTI, AAPL, VCSH, MSFT, DFAC | 13F-HR | 05 Aug 2022, 11:59 |
| Q1 2022 | 268 | $729,453,000 | +$324,859,000 | -$37,049,343 | +$287,809,657 | VTI, AAPL, VCSH, MSFT, DFAC | 13F-HR | 10 May 2022, 08:49 |
| Q4 2021 | 221 | $465,724,000 | +$25,922,293 | -$283,872,469 | -$257,950,176 | AAPL, MSFT, DFAC, GOOGL, TROW | 13F-HR | 14 Feb 2022, 15:32 |
| Q3 2021 | 278 | $681,796,000 | +$36,788,087 | -$18,802,446 | +$17,985,641 | VTI, AAPL, VCSH, MSFT, DFAC | 13F-HR | 12 Nov 2021, 12:40 |
| Q2 2021 | 260 | $674,080,000 | +$217,033,567 | -$10,953,626 | +$206,079,941 | VTI, AAPL, VCSH, DFAC, MSFT | 13F-HR | 13 Aug 2021, 12:51 |
| Q1 2021 | 226 | $436,588,000 | +$26,877,419 | -$174,127,621 | -$147,250,202 | AAPL, VCSH, MSFT, VIG, TROW | 13F-HR | 14 May 2021, 12:48 |
| Q4 2020 | 236 | $577,235,000 | +$32,136,899 | -$17,340,868 | +$14,796,031 | VTI, AAPL, VCSH, MSFT, AXSM | Restatement | 17 Feb 2021, 16:53 |
| Q3 2020 | 234 | $512,596,000 | +$50,198,410 | -$21,436,670 | +$28,761,740 | VTI, AAPL, VCSH, MSFT, AXSM | 13F-HR | 12 Nov 2020, 16:15 |
| Q2 2020 | 209 | $480,750,000 | +$64,822,537 | -$14,973,442 | +$49,849,095 | VTI, AAPL, MSFT, VCSH, AXSM | 13F-HR | 12 Aug 2020, 13:13 |
| Q1 2020 | 189 | $359,638,000 | +$15,666,216 | -$26,421,720 | -$10,755,504 | VTI, VCSH, AAPL, MSFT, VIG | 13F-HR | 13 May 2020, 15:23 |
| Q4 2019 | 215 | $445,275,000 | +$15,946,729 | -$17,637,522 | -$1,690,793 | VTI, AAPL, MSFT, VCSH, VIG | 13F-HR | 13 Feb 2020, 11:47 |
| Q3 2019 | 220 | $413,392,000 | +$19,918,661 | -$17,596,184 | +$2,322,477 | VTI, AAPL, MSFT, VIG, JNJ | 13F-HR | 07 Nov 2019, 13:39 |
| Q2 2019 | 213 | $405,716,000 | +$18,906,233 | -$27,817,176 | -$8,910,943 | VTI, AAPL, MSFT, VIG, JNJ | 13F-HR | 13 Aug 2019, 11:22 |
| Q1 2019 | 199 | $400,238,000 | +$10,221,414 | -$11,102,304 | -$880,890 | VTI, AAPL, MSFT, VIG, V | 13F-HR | 13 May 2019, 10:37 |
| Q4 2018 | 180 | $355,095,000 | +$5,964,734 | -$454,091,416 | -$448,126,682 | VTI, AAPL, MSFT, VIG, JNJ | 13F-HR | 13 Feb 2019, 18:00 |
| Q3 2018 | 218 | $889,507,000 | +$3,508,563 | -$28,238,298 | -$24,729,735 | VTI, MSFT, AAPL, NEOG, ECL | 13F-HR | 08 Nov 2018, 15:10 |
| Q2 2018 | 221 | $859,418,000 | +$12,548,402 | -$24,319,970 | -$11,771,568 | VTI, NEOG, MSFT, AAPL, GLD | 13F-HR | 09 Aug 2018, 11:25 |
| Q1 2018 | 218 | $841,227,000 | +$18,023,880 | -$42,242,503 | -$24,218,623 | VTI, MSFT, NEOG, GLD, AAPL | 13F-HR | 14 May 2018, 11:38 |
| Q4 2017 | 230 | $885,756,000 | +$13,919,091 | -$16,585,525 | -$2,666,434 | VTI, MSFT, NEOG, GLD, AAPL | 13F-HR | 09 Feb 2018, 10:18 |
| Q3 2017 | 211 | $837,870,000 | +$6,857,500 | -$6,842,495 | +$15,005 | VTI, MSFT, NEOG, GLD, AAPL | 13F-HR | 27 Oct 2017, 11:43 |
| Q2 2017 | 209 | $806,014,000 | +$8,644,205 | -$10,306,327 | -$1,662,122 | VTI, MSFT, NEOG, GLD, AAPL | 13F-HR | 09 Aug 2017, 16:26 |
| Q1 2017 | 198 | $793,454,000 | +$13,920,711 | -$11,837,205 | +$2,083,506 | VTI, MSFT, NEOG, GLD, AAPL | 13F-HR | 11 May 2017, 14:22 |
| Q4 2016 | 187 | $753,512,000 | +$14,702,313 | -$21,305,272 | -$6,602,959 | VTI, MSFT, NEOG, GLD, ECL | 13F-HR | 07 Feb 2017, 14:22 |
| Q3 2016 | 189 | $746,507,000 | +$21,437,892 | -$29,821,447 | -$8,383,555 | VTI, MSFT, GLD, NEOG, ECL | Restatement | 07 Nov 2016, 12:44 |
| Q2 2016 | 202 | $720,591,000 | +$19,832,099 | -$31,891,890 | -$12,059,791 | VTI, GLD, MSFT, NEOG, JNJ | 13F-HR | 10 Aug 2016, 15:32 |
| Q1 2016 | 195 | $718,715,000 | +$39,849,513 | -$23,156,231 | +$16,693,282 | VTI, MSFT, GLD, NEOG, ECL | 13F-HR | 11 May 2016, 12:08 |
| Q4 2015 | 200 | $693,533,000 | +$56,516,470 | -$43,676,122 | +$12,840,348 | VTI, MSFT, NEOG, GLD, ECL | 13F-HR | 04 Feb 2016, 11:33 |
| Q3 2015 | 202 | $653,393,000 | +$34,829,630 | -$178,883,469 | -$144,053,839 | VTI, GLD, MSFT, NEOG, ECL | 13F-HR | 12 Nov 2015, 07:44 |
| Q2 2015 | 280 | $858,828,000 | +$88,266,412 | -$22,192,980 | +$66,073,432 | TROW, GLD, MSFT, AAPL, ECL | 13F-HR | 16 Jul 2015, 10:38 |
| Q1 2015 | 277 | $807,504,000 | +$221,723,928 | -$47,772,240 | +$173,951,688 | TROW, GLD, AAPL, MSFT, ECL | Restatement | 22 May 2015, 14:11 |
| Q4 2014 | 215 | $649,191,000 | +$80,841,817 | -$81,888,811 | -$1,046,994 | GLD, MSFT, NEOG, AAPL, ECL | 13F-HR | 13 Feb 2015, 14:37 |
| Q3 2014 | 234 | $639,398,000 | +$14,540,432 | -$12,952,737 | +$1,587,695 | GLD, MSFT, ECL, NEOG, JNJ | 13F-HR | 14 Nov 2014, 17:42 |
| Q2 2014 | 239 | $648,020,000 | +$54,159,269 | -$25,567,747 | +$28,591,522 | GLD, MSFT, ECL, NEOG, OHI | 13F-HR | 11 Aug 2014, 15:48 |
| Q1 2014 | 238 | $623,737,000 | +$19,986,605 | -$13,644,361 | +$6,342,244 | GLD, MSFT, NEOG, ECL, JNJ | 13F-HR | 11 Apr 2014, 17:55 |
| Q4 2013 | 228 | $605,397,000 | $0 | $0 | $0 | GLD, NEOG, MSFT, ECL, UPS | 13F-HR | 23 Jan 2014, 14:17 |