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  Name: WMS PARTNERS, LLC
  City: TOWSON
  State: MD
  Zip: 21204
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,359,642,000
  Total Value Change : $96,317,000
  Securities Held Change : -3
   
All Securities Held : 254
  New Positions : 15
  Closed Positions : 25
  Increased Positions : 72
  Unchanged Positions : 30
  Decreased Positions : 137

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 24 New $0.00 $9,677,000 228,229 0.71% 9,677,000 228,229 0.254    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 25 New $96.24 $9,512,000 95,843 0.7% 9,512,000 95,843 0.001    Closed - End Fund - E...
   (INDA)1 Year Chart         INDA iShares Msci India ETF 139 New $0.00 $588,000 12,043 0.04% 588,000 12,043 0.001    N/A
   (DFNM)1 Year Chart         DFNM Dfa Dimensional National Mu... 157 New $0.00 $510,000 10,505 0.04% 510,000 10,505 0.075    N/A
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 161 New $0.00 $497,000 10,573 0.04% 497,000 10,573 0.012    N/A
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 167 New $91.84 $453,000 5,300 0.03% 453,000 5,300 0.001    Closed - End Fund - E...
   (VLTO)1 Year Chart         VLTO Veralto Corp 181 New $96.50 $388,000 4,714 0.03% 388,000 4,714 0    N/A
   (MCO)1 Year Chart         MCO Moodys Corp 209 New $400.35 $298,000 763 0.02% 298,000 763 0    Business Services
   (SPPP)1 Year Chart         SPPP Sprott Physical Platinum An... 215 New $9.97 $276,000 27,345 0.02% 276,000 27,345 0.187    N/A
   (INTU)1 Year Chart         INTU Intuit Inc 229 New $632.31 $246,000 393 0.02% 246,000 393 0    Application Software
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 230 New $81.28 $243,000 2,959 0.02% 243,000 2,959 0    Closed - End Fund - E...
   (FDS)1 Year Chart         FDS Factset Research Systems Inc 237 New $439.16 $220,000 461 0.02% 220,000 461 0    Information & Deliver...
   (PNFP)1 Year Chart         PNFP Pinnacle Financial Partners... 241 New $83.58 $218,000 2,500 0.02% 218,000 2,500 0.003    Domestic Regional Banks
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 246 New $0.00 $202,000 2,586 0.01% 202,000 2,586 0    N/A
   (TUA)1 Year Chart         TUA Simplify Short Term Treasur... 277 New $0.00 $0 10,000 0% 0 10,000 0    N/A
      15 Records Found
  1    
Page 1 of 1
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