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Name: |
WMS PARTNERS, LLC |
City: |
TOWSON |
State: |
MD |
Zip: |
21204 |
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Holdings
Found :
15 |
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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 |
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 |
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 |
iShares Msci India ETF |
139 |
New |
$0.00 |
$588,000 |
12,043 |
0.04% |
588,000 |
12,043 |
0.001 |
N/A |
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DFNM |
Dfa Dimensional National Mu... |
157 |
New |
$0.00 |
$510,000 |
10,505 |
0.04% |
510,000 |
10,505 |
0.075 |
N/A |
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DFSD |
Dfa Dimensional Short-durat... |
161 |
New |
$0.00 |
$497,000 |
10,573 |
0.04% |
497,000 |
10,573 |
0.012 |
N/A |
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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... |
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VLTO |
Veralto Corp |
181 |
New |
$96.50 |
$388,000 |
4,714 |
0.03% |
388,000 |
4,714 |
0 |
N/A |
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MCO |
Moodys Corp |
209 |
New |
$400.35 |
$298,000 |
763 |
0.02% |
298,000 |
763 |
0 |
Business Services |
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SPPP |
Sprott Physical Platinum An... |
215 |
New |
$9.97 |
$276,000 |
27,345 |
0.02% |
276,000 |
27,345 |
0.187 |
N/A |
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INTU |
Intuit Inc |
229 |
New |
$632.31 |
$246,000 |
393 |
0.02% |
246,000 |
393 |
0 |
Application Software |
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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... |
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FDS |
Factset Research Systems Inc |
237 |
New |
$439.16 |
$220,000 |
461 |
0.02% |
220,000 |
461 |
0 |
Information & Deliver... |
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PNFP |
Pinnacle Financial Partners... |
241 |
New |
$83.58 |
$218,000 |
2,500 |
0.02% |
218,000 |
2,500 |
0.003 |
Domestic Regional Banks |
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USMV |
iShares MSCI USA Minimum Vo... |
246 |
New |
$0.00 |
$202,000 |
2,586 |
0.01% |
202,000 |
2,586 |
0 |
N/A |
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TUA |
Simplify Short Term Treasur... |
277 |
New |
$0.00 |
$0 |
10,000 |
0% |
0 |
10,000 |
0 |
N/A |
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