WMS Partners, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), WMS Partners, LLC reported 0 stock positions worth $0.

Most Recent 13F
Q3 2025
Location
TOWSON, MD
CIK
0001480916
Portfolio Value
$0 (Q1 2025)
SEC Filing
0001480916-25-000003 ↗ filed May 7, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.5B Q1 2024 Q2 2024: $1.6B Q2 2024 Q3 2024: $1.8B Q3 2024 Q4 2024: $1.8B Q4 2024 Q1 2025: $0 $0 Q1 2025 Q2 2025: $0 Q2 2025 Q3 2025: $0 Q3 2025

Holdings 0 stocks · $0
None this quarter.

Portfolio Sells Q1 2025

No earlier filing to compare with.

Portfolio Buys Q1 2025

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 0$0
Q2 2025 0$0
Q1 2025 0$0
Q4 2024 298$1.8BAVDE, VTI, GSLC, TROW, GSIE
Q3 2024 295$1.8BAVDE, VTI, TROW, GSIE, GSLC
Q2 2024 260$1.6BTROW, AVDE, VTI, GSIE, GSLC
Q1 2024 266$1.5BAVDE, VTI, GSIE, GSLC, AVUS