WMS Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), WMS Partners, LLC reported 0 stock positions worth $0. Its holdings were unchanged from Q1 2025.

Most Recent 13F
Q3 2025
Location
TOWSON, MD
CIK
0001480916
Portfolio Value
$0 (Q2 2025)
SEC Filing
0001480916-25-000004 ↗ filed Jul 30, 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 Q1 2025 Q2 2025: $0 $0 Q2 2025 Q3 2025: $0 Q3 2025

Holdings 0 stocks · $0

None this quarter.

Portfolio Sells Q1 2025 → Q2 2025

None this quarter.

Portfolio Buys Q1 2025 → Q2 2025

None this quarter.

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