0001480916-14-000003.txt : 20140414 0001480916-14-000003.hdr.sgml : 20140414 20140411175503 ACCESSION NUMBER: 0001480916-14-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140414 DATE AS OF CHANGE: 20140411 EFFECTIVENESS DATE: 20140414 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WMS Partners, LLC CENTRAL INDEX KEY: 0001480916 IRS NUMBER: 521852466 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13659 FILM NUMBER: 14761056 BUSINESS ADDRESS: STREET 1: TOWSON CITY CENTER STREET 2: ONE OLYMPIC PLACE, 8TH FLOOR CITY: TOWSON STATE: MD ZIP: 21204 BUSINESS PHONE: (410)337-7575 MAIL ADDRESS: STREET 1: TOWSON CITY CENTER STREET 2: ONE OLYMPIC PLACE, 8TH FLOOR CITY: TOWSON STATE: MD ZIP: 21204 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001480916 XXXXXXXX 03-31-2014 03-31-2014 WMS Partners, LLC

TOWSON CITY CENTER ONE OLYMPIC PLACE, 8TH FLOOR TOWSON MD 21204

13F HOLDINGS REPORT 028-13659 N Timothy W. Chase 410-337-7575 Timothy W. Chase Towson MD 03-31-2014 0 239 624540 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3-D SYS CORP DELCOM NEW88554D2054948350SHSOLE 0083503M COCOM88579Y101428231565SHSOLE 0031565ABBOTT LABSCOM002824100329085427SHSOLE 0085427ABBVIE INCCOM00287Y109197138350SHSOLE 0038350ACCENTURE PLC IRELANDSHS CLASS AG1151C10198312337SHSOLE 0012337ACORDA THERAPEUTICS INCCOM00484M1062025329SHSOLE 005329AFFILIATED MANAGERS GROUPCOM0082521084442220SHSOLE 002220AFLAC INCCOM0010551025989476SHSOLE 009476ALCOA INCCOM01381710132225000SHSOLE 0025000ALEXION PHARMACEUTICALS INCCOM0153511094663060SHSOLE 003060ALLERGAN INCCOM0184901026935584SHSOLE 005584ALLIED NEVADA GOLD CORPCOM01934410017841500SHSOLE 0041500ALTRIA GROUP INCCOM02209S10397025932SHSOLE 0025932AMERICA MOVIL SAB DE CVSPON ADR L SHS02364W10522411238SHSOLE 0011238AMERICAN EXPRESS COCOM025816109115812864SHSOLE 0012864AMERICAN WTR WKS CO INC NEWCOM0304201033597900SHSOLE 007900AMETEK INC NEWCOM0311001002504862SHSOLE 004862AMGEN INCCOM0311621008026504SHSOLE 006504ANSYS INCCOM03662Q105134817505SHSOLE 0017505APACHE CORPCOM0374111053023649SHSOLE 003649APPLE INCCOM0378331001450127017SHSOLE 0027017ARCH CAP GROUP LTDORDG0450A1054327500SHSOLE 007500ASHFORD HOSPITALITY PRIME INCOM04410210160239800SHSOLE 0039800ASHFORD HOSPITALITY TR INCCOM SHS0441031092243199000SHSOLE 00199000AT&T INCCOM00206R1022256419SHSOLE 006419AUTOLIV INCCOM0528001092432425SHSOLE 002425AUTOMATIC DATA PROCESSING INCOM0530151032913770SHSOLE 003770BANK OF AMERICA CORPORATIONCOM06050510454431632SHSOLE 0031632BARRETT BILL CORPNOTE 5.000% 3/106846NAA2326326000PRNSOLE 00326000BAY BANCORP INCCOM07203T10628255793SHSOLE 0055793BCE INCCOM NEW05534B7602165000SHSOLE 005000BECTON DICKINSON & COCOM075887109157013411SHSOLE 0013411BERKSHIRE HATHAWAY INC DELCL B NEW08467070211919531SHSOLE 009531BOEING COCOM0970231052101676SHSOLE 001676BORGWARNER INCCOM0997241062273700SHSOLE 003700BRISTOL MYERS SQUIBB COCOM1101221084037748SHSOLE 007748CANADIAN NATL RY COCOM136375102213738010SHSOLE 0038010CANADIAN PAC RY LTDCOM13645T100799853165SHSOLE 0053165CAPITAL ONE FINL CORPCOM14040H10511624150658SHSOLE 00150658CAREFUSION CORPCOM14170T10168417012SHSOLE 0017012CARTER INCCOM1462291095797450SHSOLE 007450CATERPILLAR INC DELCOM149123101639164319SHSOLE 0064319CELGENE CORPCOM15102010411188014SHSOLE 008014CEPHEIDCOM15670R10713798267502SHSOLE 00267502CERNER CORPCOM1567821042825020SHSOLE 005020CHEVRON CORP NEWCOM166764100379931945SHSOLE 0031945CHUBB CORPCOM1712321012052299SHSOLE 002299CHURCH & DWIGHT INCCOM1713401022543681SHSOLE 003681CISCO SYS INCCOM17275R10211387508023SHSOLE 00508023CLEAN HARBORS INCCOM18449610762011304SHSOLE 0011304COCA COLA COCOM191216100113329299SHSOLE 0029299COLGATE PALMOLIVE COCOM1941621034156388SHSOLE 006388CONCHO RES INCCOM20605P10111589455SHSOLE 009455CONCUR TECHNOLOGIES INCCOM2067081094604645SHSOLE 004645CONOCOPHILLIPSCOM20825C1046489198SHSOLE 009198COSTAR GROUP INCCOM22160N1098964800SHSOLE 004800COSTCO WHSL CORP NEWCOM22160K1055685090SHSOLE 005090CREDIT SUISSE GROUPSPONSORED ADR22540110849815365SHSOLE 0015365CROWN CASTLE INTL CORPCOM2282271042142900SHSOLE 002900CSX CORPCOM1264081032338067SHSOLE 008067CUMMINS INCCOM2310211062421625SHSOLE 001625CVS CAREMARK CORPORATIONCOM126650100152320346SHSOLE 0020346DANAHER CORP DELCOM235851102118315775SHSOLE 0015775DEALERTRACK TECHNOLOGIES INCCOM2423091024799750SHSOLE 009750DEERE & COCOM2441991053644012SHSOLE 004012DIAGEO P L CSPON ADR NEW25243Q205483738825SHSOLE 0038825DISCOVER FINL SVCSCOM25470910887114966SHSOLE 0014966DISNEY WALT COCOM DISNEY254687106157719697SHSOLE 0019697DOMINION RES INC VA NEWCOM25746U109191326945SHSOLE 0026945DONALDSON INCCOM25765110913356314996SHSOLE 00314996DORMAN PRODUCTS INCCOM2582781005499300SHSOLE 009300DU PONT E I DE NEMOURS & COCOM2635341093084600SHSOLE 004600E M C CORP MASSCOM26864810234812680SHSOLE 0012680EBAY INCCOM2786421034508140SHSOLE 008140ECOLAB INCCOM27886510022718210365SHSOLE 00210365ENTERPRISE PRODS PARTNERS LCOM29379210713152189631SHSOLE 00189631EQT CORPCOM26884L1092622700SHSOLE 002700EXAMWORKS GROUP INCCOM30066A10592126300SHSOLE 0026300EXPEDITORS INTL WASH INCCOM302130109102025725SHSOLE 0025725EXXON MOBIL CORPCOM30231G102936296244SHSOLE 0096244F5 NETWORKS INCCOM3156161029889265SHSOLE 009265FASTENAL COCOM311900104166633801SHSOLE 0033801FIDUCIARY CLAYMORE MLP OPP FCOM31647Q106105340535SHSOLE 0040535FINANCIAL ENGINES INCCOM31748510062512300SHSOLE 0012300FREEPORT-MCMORAN COPPER & GOCOM35671D85737711400SHSOLE 0011400FRONTLINE LTDSHSG3682E1274311000SHSOLE 0011000GENERAL ELECTRIC COCOM3696041039919383124SHSOLE 00383124GENERAL MLS INCCOM3703341043116000SHSOLE 006000GENWORTH FINL INCCOM CL A37247D10623413200SHSOLE 0013200GLAXOSMITHKLINE PLCSPONSORED ADR37733W1052695047SHSOLE 005047GOLDMAN SACHS GROUP INCCOM38141G10413788410SHSOLE 008410GOOGLE INCCL A38259P5081721015441SHSOLE 0015441HCC INS HLDGS INCCOM4041321022305065SHSOLE 005065HEALTHCARE SVCS GRP INCCOM42190610830310395SHSOLE 0010395HELMERICH & PAYNE INCCOM4234521013953672SHSOLE 003672HOME DEPOT INCCOM4370761025827357SHSOLE 007357HONEYWELL INTL INCCOM4385161062102265SHSOLE 002265ILLINOIS TOOL WKS INCCOM4523081093494285SHSOLE 004285ILLUMINA INCCOM4523271094853265SHSOLE 003265INTEL CORPCOM45814010011868459738SHSOLE 00459738INTERNATIONAL BUSINESS MACHSCOM459200101703436542SHSOLE 0036542INTUITIVE SURGICAL INCCOM NEW46120E6025291207SHSOLE 001207INVESCO LTDSHSG491BT10850613675SHSOLE 0013675ISHARESMSCI AUST ETF4642861039739376450SHSOLE 00376450ISHARESCORE S&P500 ETF464287200286115209SHSOLE 0015209ISHARESMSCI EMG MKT ETF46428723447811645SHSOLE 0011645ISHARESS&P 500 GRWT ETF464287309308530899SHSOLE 0030899ISHARESS&P 500 VAL ETF464287408250728854SHSOLE 0028854ISHARESCORE S&P MCP ETF4642875073752725SHSOLE 002725ISHARESNASDQ BIOTEC ETF464287556224950SHSOLE 00950ISHARESRUS 1000 VAL ETF4642875982913018SHSOLE 003018ISHARESS&P MC 400GR ETF4642876065083325SHSOLE 003325ISHARESRUS 1000 GRW ETF4642876145906822SHSOLE 006822ISHARESRUS 1000 ETF464287622175216719SHSOLE 0016719JACOBS ENGR GROUP INC DELCOM46981410774511735SHSOLE 0011735JOHNSON & JOHNSONCOM47816010418148184753SHSOLE 00184753JPMORGAN CHASE & COCOM46625H100135022242SHSOLE 0022242KIMBERLY CLARK CORPCOM4943681035174693SHSOLE 004693KINDER MORGAN ENERGY PARTNERUT LTD PARTNER4945501068183110658SHSOLE 00110658KINDER MORGAN MANAGEMENT LLCSHS49455U1002112943SHSOLE 002943LAUDER ESTEE COS INCCL A5184391044356500SHSOLE 006500LEGG MASON INCCOM5249011056366129813SHSOLE 00129813LILLY ELI & COCOM5324571082524278SHSOLE 004278LKQ CORPCOM50188920878529784SHSOLE 0029784MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP5590801062233200SHSOLE 003200MANHATTAN ASSOCS INCCOM5627501092998544SHSOLE 008544MANULIFE FINL CORPCOM56501R10646424018SHSOLE 0024018MARKEL CORPCOM5705351049781642SHSOLE 001642MASTERCARD INCCL A57636Q104101213540SHSOLE 0013540MCCORMICK & CO INCCOM VTG579780107352649279SHSOLE 0049279MCCORMICK & CO INCCOM NON VTG579780206321044743SHSOLE 0044743MCDONALDS CORPCOM580135101564557589SHSOLE 0057589MERCK & CO INC NEWCOM58933Y1055229195SHSOLE 009195MERRIMACK PHARMACEUTICALS INCOM59032810012925600SHSOLE 0025600MICROCHIP TECHNOLOGY INCCOM5950171042515273SHSOLE 005273MICROSOFT CORPCOM59491810424961608954SHSOLE 00608954MIMEDX GROUP INCCOM60249610122336440SHSOLE 0036440MOODYS CORPCOM61536910584910700SHSOLE 0010700MORGAN STANLEYCOM NEW61744644850616234SHSOLE 0016234NATIONAL OILWELL VARCO INCCOM6370711014055198SHSOLE 005198NEOGEN CORPCOM64049110622839508097SHSOLE 00508097NETAPP INCCOM64110D10438010300SHSOLE 0010300NOBLE ENERGY INCCOM6550441059536134234SHSOLE 00134234NORDSTROM INCCOM6556641002654251SHSOLE 004251NORFOLK SOUTHERN CORPCOM655844108681270100SHSOLE 0070100NORTHEAST UTILSCOM6643971063507700SHSOLE 007700NOVO-NORDISK A SADR67010020559713081SHSOLE 0013081NYMOX PHARMACEUTICAL CORPCOM67076P10234663350SHSOLE 0063350OMEGA HEALTHCARE INVS INCCOM68193610017626525844SHSOLE 00525844ONEOK INC NEWCOM6826801032574336SHSOLE 004336ORACLE CORPCOM68389X1055594136739SHSOLE 00136739PARKER HANNIFIN CORPCOM7010941043232700SHSOLE 002700PATRIOT TRANSN HLDG INCCOM70337B10279922166SHSOLE 0022166PEPSICO INCCOM713448108392246972SHSOLE 0046972PFIZER INCCOM717081103180056028SHSOLE 0056028PFIZER INCPUT71708195380325000SHPutSOLE 0025000PHILIP MORRIS INTL INCCOM718172109241229466SHSOLE 0029466PIMCO ETF TRTOTL RETN ETF72201R7759899276SHSOLE 009276PLUM CREEK TIMBER CO INCCOM7292511088289197182SHSOLE 00197182PNC FINL SVCS GROUP INCCOM6934751054074674SHSOLE 004674POTASH CORP SASK INCCOM73755L10768718956SHSOLE 0018956POWERSHS DB US DOLLAR INDEXDOLL INDX BEAR73936D20628910700SHSOLE 0010700PRAXAIR INCCOM74005P1043172418SHSOLE 002418PRICE T ROWE GROUP INCCOM74144T108559867979SHSOLE 0067979PRICESMART INCCOM7415111095965900SHSOLE 005900PROCTER & GAMBLE COCOM742718109523264913SHSOLE 0064913QLIK TECHNOLOGIES INCCOM74733T1055870220759SHSOLE 00220759QUALCOMM INCCOM747525103231629377SHSOLE 0029377QUANTA SVCS INCCOM74762E10214480392400SHSOLE 00392400RAMBUS INC DELNOTE 5.000% 6/1750917AC09998000PRNSOLE 0098000RANGE RES CORPCOM75281A1097639200SHSOLE 009200RAYONIER INCCOM7549071033227001SHSOLE 007001REALPAGE INCCOM75606N10921812000SHSOLE 0012000RED HAT INCCOM75657710295217975SHSOLE 0017975REPUBLIC SVCS INCCOM7607591003008800SHSOLE 008800SCHEIN HENRY INCCOM8064071022171815SHSOLE 001815SCHLUMBERGER LTDCOM806857108145514925SHSOLE 0014925SCRIPPS NETWORKS INTERACT INCL A COM8110651012753618SHSOLE 003618SEI INVESTMENTS COCOM78411710380724000SHSOLE 0024000SIGNET JEWELERS LIMITEDSHSG812761004814544SHSOLE 004544SOUTHERN COCOM8425871073517988SHSOLE 007988SOUTHWESTERN ENERGY COCOM84546710983318107SHSOLE 0018107SPDR GOLD TRUSTGOLD SHS78463V10734045275424SHSOLE 00275424SPDR S&P 500 ETF TRTR UNIT78462F1034022152SHSOLE 002152STANLEY BLACK & DECKER INCCOM8545021012943616SHSOLE 003616STARBUCKS CORPCOM8552441093945380SHSOLE 005380STATE STR CORPCOM8574771035037230SHSOLE 007230STERICYCLE INCCOM8589121086695887SHSOLE 005887STUDENT TRANSN INCCOM86388A1083989644500SHSOLE 00644500SWISHER HYGIENE INCCOM8708081021227750SHSOLE 0027750SYSCO CORPCOM8718291072597175SHSOLE 007175TANGOE INCCOM87582Y10829816000SHSOLE 0016000TARGET CORPCOM87612E10610186168340SHSOLE 00168340TESLA MTRS INCCOM88160R1012511205SHSOLE 001205TEVA PHARMACEUTICAL INDS LTDADR8816242092394518SHSOLE 004518THE ADT CORPORATIONCOM00101J1063412113899SHSOLE 00113899THOMPSON CREEK METALS CO INCCOM884768102275126000SHSOLE 00126000TJX COS INC NEWCOM87254010961310100SHSOLE 0010100TORTOISE ENERGY CAP CORPCOM89147U100146544203SHSOLE 0044203TRIMBLE NAVIGATION LTDCOM896239100112929064SHSOLE 0029064TRINITY INDS INCCOM8965221098739121263SHSOLE 00121263TYCO INTERNATIONAL LTDSHSH891281049448222839SHSOLE 00222839UBS AGSHS NEWH8923133844121297SHSOLE 0021297UNDER ARMOUR INCCL A9043111075564845SHSOLE 004845UNION PAC CORPCOM9078181083912085SHSOLE 002085UNITED PARCEL SERVICE INCCL B91131210618100185875SHSOLE 00185875UNITED TECHNOLOGIES CORPCOM913017109495742424SHSOLE 0042424UNITEDHEALTH GROUP INCCOM91324P1026137468SHSOLE 007468V F CORPCOM9182041085699200SHSOLE 009200VALMONT INDS INCCOM9202531013722500SHSOLE 002500VANGUARD BD INDEX FD INCSHORT TRM BOND9219378272593232SHSOLE 003232VANGUARD BD INDEX FD INCTOTAL BND MRKT92193783598912183SHSOLE 0012183VANGUARD INDEX FDSREIT ETF9229085535217381SHSOLE 007381VANGUARD INDEX FDSSM CP VAL ETF9229086112922900SHSOLE 002900VANGUARD INDEX FDSMID CAP ETF922908629132411661SHSOLE 0011661VANGUARD INDEX FDSGROWTH ETF922908736285230508SHSOLE 0030508VANGUARD INDEX FDSVALUE ETF922908744255032643SHSOLE 0032643VANGUARD INDEX FDSSMALL CP ETF9229087516525776SHSOLE 005776VANGUARD INDEX FDSTOTAL STK MKT9229087694634750SHSOLE 004750VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775182836342SHSOLE 0036342VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285855013550SHSOLE 0013550VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4093394245SHSOLE 004245VANGUARD SPECIALIZED PORTFOLDIV APP ETF92190884413284176583SHSOLE 00176583VARIAN MED SYS INCCOM92220P1055957085SHSOLE 007085VERISK ANALYTICS INCCL A92345Y10662110350SHSOLE 0010350VERIZON COMMUNICATIONS INCCOM92343V1043407155SHSOLE 007155VISA INCCOM CL A92826C839464521518SHSOLE 0021518VMWARE INCCL A COM9285634023893600SHSOLE 003600WAGEWORKS INCCOM9304271094858650SHSOLE 008650WAL-MART STORES INCCOM93114210382510793SHSOLE 0010793WALTER INVT MGMT CORPCOM93317W10247716000SHSOLE 0016000WASTE CONNECTIONS INCCOM94105310073916850SHSOLE 0016850WEINGARTEN RLTY INVSSH BEN INT9487411033766125540SHSOLE 00125540WELLS FARGO & CO NEWCOM9497461019991200877SHSOLE 00200877WHITE MTNS INS GROUP LTDCOMG9618E107590984SHSOLE 00984WILLIAMS COS INC DELCOM96945710049012098SHSOLE 0012098WISDOMTREE INVTS INCCOM97717P10414310923SHSOLE 0010923WYNN RESORTS LTDCOM9831341072481116SHSOLE 001116YUM BRANDS INCCOM9884981013234280SHSOLE 004280