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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
58
7
6
1
3
1
44
19
6
WMS PARTNERS LLC

Time Period2019-06-30

Total Holdings214

Total Value ($x1000)406,799
Activities
New27

Increased87

Unchanged41

Decreased59

Sold Out13

Top 10 Stock Holdingstotal 48.13%
VTI23.34

AAPL4.48

MSFT4.21

VIG3.35

JNJ2.78

 
V2.52

VO1.97

VCSH1.97

TROW1.77

MKC/V1.74

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
23.34%
TOTAL STK MKT
AAPL
4.48%
COM
MSFT
4.21%
COM
VIG
3.35%
DIV APP ETF
JNJ
2.78%
COM
V
2.52%
COM CL A
VO
1.97%
MID CAP ETF
VCSH
1.97%
SHRT TRM CORP BD
TROW
1.77%
COM
MKC/V
1.74%
COM VTG
ABT
1.65%
COM
MKC
1.51%
COM NON VTG
GOOGL
1.41%
CAP STK CL A
INTC
1.39%
COM
AMZN
1.35%
COM
PG
1.33%
COM
XOM
1.31%
COM
MCD
1.28%
COM
GOOG
1.28%
CAP STK CL C
DEO
1.14%
SPON ADR NEW
CVX
1.09%
COM
IVV
1.07%
CORE S&P500 ETF
PEP
1.04%
COM
MA
1.01%
CL A
LM
0.93%
COM
SPLV
0.92%
S&P500 LOW VOL
MMM
0.87%
COM
BRK.B
0.84%
CL B NEW
CSCO
0.83%
COM
PFE
0.77%
COM
UTX
0.77%
COM
IVW
0.66%
S&P 500 GRWT ETF
VXUS
0.63%
VG TL INTL STK F
DIS
0.63%
COM DISNEY
SUPN
0.6%
COM
IWB
0.59%
RUS 1000 ETF
KO
0.57%
COM
DHR
0.56%
COM
WRI
0.56%
SH BEN INT
HBMD
0.48%
COM
IVE
0.45%
S&P 500 VAL ETF
PWR
0.44%
COM
JPM
0.43%
COM
CNI
0.41%
COM
MRK
0.39%
COM
FSIC
0.39%
COM
HD
0.34%
COM
PM
0.34%
COM
UNP
0.32%
COM
AMT
0.3%
COM
VZ
0.3%
COM
FFIV
0.28%
COM
SPY
0.28%
TR UNIT
VGT
0.28%
INF TECH ETF
IGV
0.28%
NA TEC-SFTWR ETF
PFE
0.27%
PUT
WMT
0.26%
COM
ABBV
0.26%
COM
AXP
0.25%
COM
AMLP
0.25%
ALERIAN MLP
IBM
0.25%
COM
COF
0.25%
COM
VHT
0.25%
HEALTH CAR ETF
AMGN
0.22%
COM
OMC
0.22%
COM
GE
0.22%
COM
CSX
0.22%
COM
FXI
0.21%
CHINA LG-CAP ETF
TMO
0.21%
COM
ORCL
0.21%
COM
BA
0.21%
COM
VWO
0.21%
FTSE EMR MKT ETF
VAR
0.2%
COM
WFC
0.2%
COM
SDY
0.2%
S&P DIVID ETF
PNC
0.19%
COM
ROP
0.19%
COM
IWF
0.18%
RUS 1000 GRW ETF
VUG
0.18%
GROWTH ETF
WTM
0.18%
COM
AHT
0.17%
COM SHS
SPGI
0.17%
COM
UNH
0.16%
COM
MDLZ
0.16%
CL A
ORLY
0.15%
COM
VRSK
0.15%
CL A
EGBN
0.15%
COM
CDW
0.15%
COM
ACN
0.15%
SHS CLASS A
ECL
0.15%
COM
IEV
0.15%
EUROPE ETF
PYPL
0.15%
COM
TRV
0.15%
COM
ANSS
0.14%
COM
VBR
0.14%
SM CP VAL ETF
FB
0.14%
CL A
T
0.14%
COM
HON
0.13%
COM
COST
0.13%
COM
AFL
0.13%
COM
CAT
0.13%
COM
QCOM
0.13%
COM
AGN
0.13%
SHS
CL
0.13%
COM
CMCSA
0.12%
CL A
GLD
0.12%
GOLD SHS
SRI
0.12%
COM
IJK
0.12%
S&P MC 400GR ETF
LLY
0.12%
COM
MO
0.12%
COM
TXN
0.12%
COM
BAC
0.12%
COM
ADP
0.12%
COM
PRO
0.12%
COM
VT
0.11%
TT WRLD ST ETF
LVS
0.11%
COM
FTV
0.11%
COM
BHR
0.11%
COM
SBUX
0.11%
COM
CSGP
0.11%
COM
SYK
0.11%
COM
MFC
0.11%
COM
CVS
0.11%
COM
EPD
0.11%
COM
MINT
0.11%
ENHAN SHRT MAT
FAST
0.1%
COM
NSC
0.1%
COM
NEE
0.1%
COM
GM
0.1%
COM
LMT
0.1%
COM
OLBK
0.1%
COM
RHT
0.1%
COM
MKTX
0.1%
COM
TPL
0.1%
SUB CTF PROP I T
UPS
0.1%
CL B
MCO
0.1%
COM
TGT
0.09%
COM
EMR
0.09%
COM
SCHD
0.09%
US DIVIDEND EQ
BABA
0.09%
SPONSORED ADS
MAR
0.09%
CL A
ISRG
0.09%
COM NEW
DE
0.09%
COM
DUK
0.09%
COM NEW
MUB
0.09%
NAT AMT FREE BD
ILMN
0.09%
COM
VMC
0.09%
COM
IDXX
0.09%
COM
TDG
0.08%
COM
IWM
0.08%
RUSSELL 2000 ETF
TYL
0.08%
COM
TSLA
0.08%
COM
MKL
0.08%
COM
EFA
0.08%
MSCI EAFE ETF
BRKS
0.08%
COM
SYY
0.08%
COM
NKE
0.08%
CL B
BL
0.08%
COM
XLY
0.08%
SBI CONS DISCR
ITW
0.08%
COM
KMB
0.07%
COM
COP
0.07%
COM
TJX
0.07%
COM
IJH
0.07%
CORE S&P MCP ETF
EEM
0.07%
MSCI EMG MKT ETF
NFLX
0.07%
COM
MDCA
0.07%
CL A SUB VTG
DFS
0.07%
COM
KMX
0.07%
COM
NVS
0.07%
SPONSORED ADR
BDX
0.07%
COM
TRMB
0.07%
COM
UAA
0.07%
CL A
IP
0.07%
COM
WCN
0.06%
COM
BND
0.06%
TOTAL BND MRKT
HSY
0.06%
COM
FITB
0.06%
COM
C
0.06%
COM NEW
OKE
0.06%
COM
MDT
0.06%
SHS
SO
0.06%
COM
HBAN
0.06%
COM
UN
0.06%
N Y SHS NEW
SLB
0.06%
COM
XLU
0.06%
SBI INT-UTILS
NVDA
0.06%
COM
STX
0.06%
SHS
BP
0.06%
SPONSORED ADR
AMP
0.06%
COM
DGX
0.06%
COM
XLP
0.06%
SBI CONS STPLS
MTB
0.06%
COM
TFX
0.06%
COM
CINF
0.06%
COM
MCHP
0.06%
COM
LOW
0.06%
COM
YUM
0.05%
COM
FISV
0.05%
COM
VEU
0.05%
ALLWRLD EX US
IYW
0.05%
U.S. TECH ETF
TECH
0.05%
COM
DOCU
0.05%
COM
MLM
0.05%
COM
STT
0.05%
COM
USB
0.05%
COM NEW
BMY
0.05%
COM
RTN
0.05%
COM NEW
IBB
0.05%
NASDQ BIOTEC ETF
VFH
0.05%
FINANCIALS ETF
WKHS
0.03%
COM NEW
LXRX
0.02%
COM NEW
GNW
0.01%
COM CL A
GEN
0.01%
COM
EXPD
0.12%
COM
RSG
0.11%
COM
SCHX
0.11%
US LRG CAP ETF
DWDP
0.1%
COM
SCHZ
0.07%
US AGGREGATE B
MPC
0.06%
COM
SCHF
0.05%
INTL EQTY ETF
SWK
0.05%
COM
IJR
0.05%
CORE S&P SCP ETF
BAX
0.05%
COM
SNAP
0.03%
CL A
GAB
0.02%
COM
RAD
0.01%
COM