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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
55
5
5
2
2
1
40
16
5
WMS PARTNERS LLC

Time Period2019-03-31

Total Holdings200

Total Value ($x1000)401,300
Activities
New21

Increased41

Unchanged63

Decreased75

Sold Out4

Top 10 Stock Holdingstotal 49.82%
VTI25.33

AAPL4.34

MSFT4.05

VIG3.31

V2.83

 
JNJ2.82

VO2.14

ABT1.68

VCSH1.66

GOOGL1.66

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
25.33%
TOTAL STK MKT
AAPL
4.34%
COM
MSFT
4.05%
COM
VIG
3.31%
DIV APP ETF
V
2.83%
COM CL A
JNJ
2.82%
COM
VO
2.14%
MID CAP ETF
ABT
1.68%
COM
VCSH
1.66%
SHRT TRM CORP BD
GOOGL
1.66%
CAP STK CL A
MKC/V
1.62%
COM VTG
INTC
1.59%
COM
TROW
1.58%
COM
MKC
1.51%
COM NON VTG
XOM
1.45%
COM
GOOG
1.43%
CAP STK CL C
PG
1.34%
COM
MCD
1.28%
COM
DEO
1.24%
SPON ADR NEW
AMZN
1.16%
COM
MMM
1.13%
COM
PEP
1.09%
COM
IVV
1.04%
CORE S&P500 ETF
CVX
1.03%
COM
UTX
0.9%
COM
SPLV
0.85%
S&P500 LOW VOL
MA
0.79%
CL A
LM
0.76%
COM
CSCO
0.73%
COM
PFE
0.7%
COM
BRK.B
0.69%
CL B NEW
SUPN
0.64%
COM
IVW
0.63%
S&P 500 GRWT ETF
VXUS
0.62%
VG TL INTL STK F
WRI
0.6%
SH BEN INT
IWB
0.58%
RUS 1000 ETF
DHR
0.56%
COM
PM
0.52%
COM
PWR
0.5%
COM
HBMD
0.48%
COM
DIS
0.48%
COM DISNEY
KO
0.46%
COM
IVE
0.45%
S&P 500 VAL ETF
FSIC
0.4%
COM
CNI
0.39%
COM
FFIV
0.39%
COM
JPM
0.34%
COM
UNP
0.32%
COM
HD
0.31%
COM
AHT
0.27%
COM SHS
IBM
0.27%
COM
IGV
0.27%
NA TEC-SFTWR ETF
MRK
0.27%
COM
GLD
0.27%
GOLD SHS
AMT
0.27%
COM
PFE
0.26%
PUT
AMGN
0.26%
COM
MO
0.26%
COM
ABBV
0.26%
COM
SPY
0.25%
TR UNIT
AMLP
0.23%
ALERIAN MLP
WMT
0.23%
COM
COF
0.22%
COM
ORCL
0.22%
COM
VAR
0.22%
COM
FXI
0.22%
CHINA LG-CAP ETF
VZ
0.22%
COM
VGT
0.21%
INF TECH ETF
VWO
0.21%
FTSE EMR MKT ETF
BA
0.21%
COM
WFC
0.2%
COM
OMC
0.2%
COM
AXP
0.2%
COM
CSX
0.2%
COM
LLY
0.18%
COM
UNH
0.18%
COM
AFL
0.18%
COM
VUG
0.17%
GROWTH ETF
ACN
0.17%
SHS CLASS A
SDY
0.17%
S&P DIVID ETF
PNC
0.17%
COM
HON
0.17%
COM
WTM
0.17%
COM
ORLY
0.16%
COM
GE
0.16%
COM
FB
0.16%
CL A
ROP
0.15%
COM
COST
0.15%
COM
IEV
0.15%
EUROPE ETF
TMO
0.15%
COM
SPGI
0.15%
COM
EGBN
0.14%
COM
MINT
0.14%
ENHAN SHRT MAT
VHT
0.14%
HEALTH CAR ETF
BHR
0.14%
COM
MDLZ
0.14%
CL A
IWF
0.14%
RUS 1000 GRW ETF
TRV
0.13%
COM
VRSK
0.13%
CL A
FTV
0.13%
COM
KMB
0.13%
COM
BAC
0.12%
COM
ECL
0.12%
COM
CAT
0.12%
COM
VBR
0.12%
SM CP VAL ETF
EXPD
0.12%
COM
EPD
0.12%
COM
VT
0.12%
TT WRLD ST ETF
ADP
0.12%
COM
SYK
0.11%
COM
AGN
0.11%
SHS
RSG
0.11%
COM
SRI
0.11%
COM
SCHX
0.11%
US LRG CAP ETF
CL
0.11%
COM
CVS
0.11%
COM
IJK
0.11%
S&P MC 400GR ETF
ANSS
0.11%
COM
PYPL
0.11%
COM
CMCSA
0.11%
CL A
DE
0.1%
COM
T
0.1%
COM
MFC
0.1%
COM
ITW
0.1%
COM
DWDP
0.1%
COM
RHT
0.1%
COM
TSLA
0.1%
COM
TPL
0.1%
SUB CTF PROP I T
OLBK
0.1%
COM
ISRG
0.09%
COM NEW
CDW
0.09%
COM
TXN
0.09%
COM
SCHD
0.09%
US DIVIDEND EQ
NFLX
0.09%
COM
MUB
0.09%
NAT AMT FREE BD
OKE
0.09%
COM
LMT
0.09%
COM
NEE
0.08%
COM
BABA
0.08%
SPONSORED ADS
CSGP
0.08%
COM
MCO
0.08%
COM
NVDA
0.08%
COM
MAR
0.08%
CL A
COP
0.08%
COM
FAST
0.08%
COM
HSY
0.08%
COM
SYY
0.08%
COM
MKTX
0.08%
COM
PRO
0.07%
COM
EEM
0.07%
MSCI EMG MKT ETF
IJH
0.07%
CORE S&P MCP ETF
SCHZ
0.07%
US AGGREGATE B
DUK
0.07%
COM NEW
IDXX
0.07%
COM
TYL
0.07%
COM
QCOM
0.07%
COM
IWM
0.07%
RUSSELL 2000 ETF
ILMN
0.07%
COM
TJX
0.06%
COM
SBUX
0.06%
COM
TDG
0.06%
COM
DFS
0.06%
COM
MKL
0.06%
COM
BND
0.06%
TOTAL BND MRKT
SO
0.06%
COM
TRMB
0.06%
COM
NSC
0.06%
COM
RTN
0.06%
COM NEW
MDT
0.06%
SHS
STT
0.06%
COM
BMY
0.06%
COM
UN
0.06%
N Y SHS NEW
SLB
0.06%
COM
BDX
0.06%
COM
BP
0.06%
SPONSORED ADR
MPC
0.06%
COM
HBAN
0.06%
COM
DOCU
0.06%
COM
MDCA
0.06%
CL A SUB VTG
UAA
0.06%
CL A
EFA
0.05%
MSCI EAFE ETF
BL
0.05%
COM
MTB
0.05%
COM
UPS
0.05%
CL B
SCHF
0.05%
INTL EQTY ETF
WCN
0.05%
COM
DGX
0.05%
COM
SWK
0.05%
COM
IYW
0.05%
U.S. TECH ETF
IBB
0.05%
NASDQ BIOTEC ETF
IJR
0.05%
CORE S&P SCP ETF
EMR
0.05%
COM
BAX
0.05%
COM
C
0.05%
COM NEW
SNAP
0.03%
CL A
GAB
0.02%
COM
LXRX
0.02%
COM NEW
GNW
0.01%
COM CL A
RAD
0.01%
COM
WKHS
0.01%
COM NEW
SPY
0.21%
PUT
AMZN
0.17%
CALL
IFV
0.15%
DORSEY WRIGHT
SGYP
< 0.01%
COM NEW