Wms Partners, LLC Top Holdings and 13F Report (2025) About Wms Partners, LLCInvestment ActivityWms Partners, LLC has $0.00 in total holdings as of March 31, 2025.Wms Partners, LLC owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.About ∞ of the portfolio was sold this quarter.This quarter, Wms Partners, LLC has purchased 298 new stocks and bought additional shares in 0 stocks.Wms Partners, LLC sold shares of 0 stocks and completely divested from 299 stocks this quarter.Largest Holdings $0 Largest New Holdings this Quarter 000000000 - $0 Holding Sector Allocation Over TimeMap of 500 Largest Holdings ofWms Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector$0New Holding0NaNCOMAVDEAvantis International Equity ETF$0$121,609,669 ▼-100.0%0NaNETFVTIVanguard Total Stock Market ETF$0$120,027,577 ▼-100.0%0NaNETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$0$110,245,799 ▼-100.0%0NaNETFTROWT. Rowe Price Group$0$108,492,482 ▼-100.0%0NaNFinanceGSIEGoldman Sachs ActiveBeta International Equity ETF$0$103,343,923 ▼-100.0%0NaNETFAVUSAvantis U.S. Equity ETF$0$102,011,604 ▼-100.0%0NaNETFJCPBJPMorgan Core Plus Bond ETF$0$84,611,576 ▼-100.0%0NaNETFAVUVAvantis U.S. Small Cap Value ETF$0$71,081,689 ▼-100.0%0NaNETFVIGVanguard Dividend Appreciation ETF$0$69,166,160 ▼-100.0%0NaNETFAAPLApple$0$65,884,163 ▼-100.0%0NaNComputer and TechnologyHTRBHartford Total Return Bond ETF$0$64,834,200 ▼-100.0%0NaNETFAVEMAvantis Emerging Markets Equity ETF$0$63,575,006 ▼-100.0%0NaNETFGEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF$0$55,036,531 ▼-100.0%0NaNETFJSCPJPMorgan Short Duration Core Plus ETF$0$49,333,111 ▼-100.0%0NaNETFIJRiShares Core S&P Small-Cap ETF$0$43,122,640 ▼-100.0%0NaNETFMSFTMicrosoft$0$42,813,822 ▼-100.0%0NaNComputer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$0$30,978,624 ▼-100.0%0NaNETFACWViShares MSCI Global Min Vol Factor ETF$0$20,144,570 ▼-100.0%0NaNETFGOOGLAlphabet$0$18,906,454 ▼-100.0%0NaNComputer and TechnologyVVisa$0$16,064,274 ▼-100.0%0NaNBusiness ServicesAMERICAN CENTY ETF TR$0$15,804,809 ▼-100.0%0NaNAVANTIS US MID CGOOGAlphabet$0$12,807,154 ▼-100.0%0NaNComputer and TechnologyAMZNAmazon.com$0$11,132,288 ▼-100.0%0NaNRetail/WholesaleVTVanguard Total World Stock ETF$0$10,552,613 ▼-100.0%0NaNETFIVViShares Core S&P 500 ETF$0$10,095,862 ▼-100.0%0NaNETFDFAUDimensional US Core Equity Market ETF$0$8,920,514 ▼-100.0%0NaNETFAVDVAvantis International Small Cap Value ETF$0$8,739,017 ▼-100.0%0NaNETFSPYSPDR S&P 500 ETF Trust$0$8,713,293 ▼-100.0%0NaNFinanceJNJJohnson & Johnson$0$8,460,722 ▼-100.0%0NaNMedicalDFCFDimensional Core Fixed Income ETF$0$8,246,242 ▼-100.0%0NaNETFAGGiShares Core U.S. Aggregate Bond ETF$0$7,305,984 ▼-100.0%0NaNFinanceBRK.BBerkshire Hathaway$0$7,242,962 ▼-100.0%0NaNFinanceACWIiShares MSCI ACWI ETF$0$7,197,580 ▼-100.0%0NaNManufacturingKKRKKR & Co. Inc.$0$7,020,549 ▼-100.0%0NaNFinanceVOVanguard Mid-Cap ETF$0$6,881,875 ▼-100.0%0NaNETFPGProcter & Gamble$0$6,857,312 ▼-100.0%0NaNConsumer StaplesABTAbbott Laboratories$0$6,493,306 ▼-100.0%0NaNMedicalMCDMcDonald's$0$5,689,229 ▼-100.0%0NaNRetail/WholesalePWRQuanta Services$0$5,559,032 ▼-100.0%0NaNConstructionXOMExxon Mobil$0$5,037,320 ▼-100.0%0NaNEnergyNVDANVIDIA$0$4,840,109 ▼-100.0%0NaNComputer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$0$4,786,804 ▼-100.0%0NaNETFBNBrookfield$0$4,757,607 ▼-100.0%0NaNFinanceIWBiShares Russell 1000 ETF$0$4,713,201 ▼-100.0%0NaNETFIAUiShares Gold Trust$0$4,671,120 ▼-100.0%0NaNFinanceJPMJPMorgan Chase & Co.$0$4,581,862 ▼-100.0%0NaNFinancePEPPepsiCo$0$4,406,302 ▼-100.0%0NaNConsumer StaplesVIGIVanguard International Dividend Appreciation ETF$0$4,051,632 ▼-100.0%0NaNETFUNHUnitedHealth Group$0$3,790,409 ▼-100.0%0NaNMedicalUBERUber Technologies$0$3,515,631 ▼-100.0%0NaNComputer and TechnologyRYANRyan Specialty$0$3,500,634 ▼-100.0%0NaNFinanceMAMastercard$0$3,330,029 ▼-100.0%0NaNBusiness ServicesMKCMcCormick & Company, Incorporated$0$3,274,276 ▼-100.0%0NaNConsumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$0$3,205,120 ▼-100.0%0NaNETFVOOVanguard S&P 500 ETF$0$3,033,808 ▼-100.0%0NaNETFFNBF.N.B.$0$2,916,257 ▼-100.0%0NaNFinanceMKC.VMCCORMICK & CO/SH SH$0$2,785,271 ▼-100.0%0NaNConsumer GoodsGLDSPDR Gold Shares$0$2,631,711 ▼-100.0%0NaNFinanceIWFiShares Russell 1000 Growth ETF$0$2,629,145 ▼-100.0%0NaNETFHDHome Depot$0$2,590,236 ▼-100.0%0NaNRetail/WholesaleKOCoca-Cola$0$2,582,046 ▼-100.0%0NaNConsumer StaplesZBHZimmer Biomet$0$2,530,367 ▼-100.0%0NaNMedicalCOSTCostco Wholesale$0$2,486,757 ▼-100.0%0NaNRetail/WholesaleWMTWalmart$0$2,463,579 ▼-100.0%0NaNRetail/WholesaleLINDE PLC$0$2,421,169 ▼-100.0%0NaNSHSRSPInvesco S&P 500 Equal Weight ETF$0$2,355,260 ▼-100.0%0NaNETFPMPhilip Morris International$0$2,353,684 ▼-100.0%0NaNConsumer StaplesQQQInvesco QQQ$0$2,317,888 ▼-100.0%0NaNFinanceVUGVanguard Growth ETF$0$2,253,181 ▼-100.0%0NaNETFLLYEli Lilly and Company$0$2,244,783 ▼-100.0%0NaNMedicalDEODiageo$0$2,235,746 ▼-100.0%0NaNConsumer StaplesBNDVanguard Total Bond Market ETF$0$2,232,446 ▼-100.0%0NaNETFABBVAbbVie$0$2,197,261 ▼-100.0%0NaNMedicalVGTVanguard Information Technology ETF$0$2,176,909 ▼-100.0%0NaNETFORCLOracle$0$2,129,455 ▼-100.0%0NaNComputer and TechnologyKEYSKeysight Technologies$0$2,098,953 ▼-100.0%0NaNComputer and TechnologyIVWiShares S&P 500 Growth ETF$0$2,058,804 ▼-100.0%0NaNETFMETAMeta Platforms$0$2,052,799 ▼-100.0%0NaNComputer and TechnologyFRPHFRP$0$1,986,877 ▼-100.0%0NaNFinanceMRKMerck & Co., Inc.$0$1,964,203 ▼-100.0%0NaNMedicalDHRDanaher$0$1,917,661 ▼-100.0%0NaNMedicalCSCOCisco Systems$0$1,755,941 ▼-100.0%0NaNComputer and TechnologyGSThe Goldman Sachs Group$0$1,738,475 ▼-100.0%0NaNFinanceSCHXSchwab US Large-Cap ETF$0$1,733,076 ▼-100.0%0NaNETFDFEMDimensional Emerging Markets Core Equity 2 ETF$0$1,688,313 ▼-100.0%0NaNETFCATCaterpillar$0$1,660,564 ▼-100.0%0NaNIndustrialsDISWalt Disney$0$1,654,410 ▼-100.0%0NaNConsumer DiscretionaryUNPUnion Pacific$0$1,640,441 ▼-100.0%0NaNTransportationLPLALPL Financial$0$1,634,183 ▼-100.0%0NaNFinanceAVSUAvantis Responsible U.S. Equity ETF$0$1,581,896 ▼-100.0%0NaNETFBZHBeazer Homes USA$0$1,576,177 ▼-100.0%0NaNConstructionROOTRoot$0$1,543,046 ▼-100.0%0NaNFinanceNZFNuveen Municipal Credit Income Fund$0$1,521,250 ▼-100.0%0NaNFinancial ServicesJANUS DETROIT STR TR$0$1,512,430 ▼-100.0%0NaNHENDERSON SECURIVXUSVanguard Total International Stock ETF$0$1,504,572 ▼-100.0%0NaNETFVYMVanguard High Dividend Yield ETF$0$1,479,463 ▼-100.0%0NaNETFNVGNuveen AMT-Free Municipal Credit Income Fund$0$1,465,438 ▼-100.0%0NaNFinancial ServicesGSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF$0$1,459,592 ▼-100.0%0NaNETFGGGGraco$0$1,456,616 ▼-100.0%0NaNIndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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