General Counsel

0001480916-21-000002.txt : 20210217 0001480916-21-000002.hdr.sgml : 20210217 20210217165307 ACCESSION NUMBER: 0001480916-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210217 DATE AS OF CHANGE: 20210217 EFFECTIVENESS DATE: 20210217 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-13659 FILM NUMBER: 21645666 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/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001480916 XXXXXXXX 12-31-2020 12-31-2020 true 1 RESTATEMENT WMS Partners, LLC

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

13F HOLDINGS REPORT 028-13659 N Paul Lamari General Counsel (410) 337-7575 Paul D. Lamari Columbia MD 02-17-2021 0 240 580339 false INFORMATION TABLE 2 13FQ42020Amend.xml WMS13FQ42020(AMEND) AFLAC INC COM 001055102 506 11370 SH SOLE 0 0 11370 AGNC INVT CORP COM 00123Q104 203 13000 SH SOLE 0 0 13000 AT&T INC COM 00206R102 293 10179 SH SOLE 0 0 10179 ABBOTT LABS COM 002824100 9545 87175 SH SOLE 0 0 87175 ABBVIE INC COM 00287Y109 1448 13514 SH SOLE 0 0 13514 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 622 2673 SH SOLE 0 0 2673 ALIGN TECHNOLOGY INC COM 016255101 6011 11249 SH SOLE 0 0 11249 ALPHABET INC CAP STK CL C 02079K107 8595 4906 SH SOLE 0 0 4906 ALPHABET INC CAP STK CL A 02079K305 10497 5989 SH SOLE 0 0 5989 ALTRIA GROUP INC COM 02209S103 268 6525 SH SOLE 0 0 6525 AMAZON COM INC COM 023135106 326 100 SH Call SOLE 0 0 100 AMAZON COM INC COM 023135106 10380 3187 SH SOLE 0 0 3187 AMERICAN EXPRESS CO COM 025816109 422 3487 SH SOLE 0 0 3487 AMERICAN TOWER CORP NEW COM 03027X100 1466 6530 SH SOLE 0 0 6530 AMGEN INC COM 031162100 314 1367 SH SOLE 0 0 1367 ANSYS INC 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COM 74340W103 266 2668 SH SOLE 0 0 2668 PROSHARES TR SHORT QQQ NEW 74347B714 432 30000 SH SOLE 0 0 30000 PROSHARES TR ULTRAPRO SHT QQQ 74347G861 305 20100 SH SOLE 0 0 20100 QUALCOMM INC COM 747525103 1143 7501 SH SOLE 0 0 7501 QUALYS INC COM 74758T303 302 2478 SH SOLE 0 0 2478 QUANTA SVCS INC COM 74762E102 2717 37720 SH SOLE 0 0 37720 QUEST DIAGNOSTICS INC COM 74834L100 255 2138 SH SOLE 0 0 2138 RAYTHEON TECHNOLOGIES CORP COM 75513E101 733 10251 SH SOLE 0 0 10251 REPUBLIC SVCS INC COM 760759100 238 2472 SH SOLE 0 0 2472 RESTAURANT BRANDS INTL INC COM 76131D103 393 6428 SH SOLE 0 0 6428 ROKU INC COM CL A 77543R102 332 1000 SH SOLE 0 0 1000 ROPER TECHNOLOGIES INC COM 776696106 833 1932 SH SOLE 0 0 1932 ROTH CH ACQUISITION I CO *W EXP 01/28/202 778675116 46 10460 SH SOLE 0 0 10460 S&P GLOBAL INC COM 78409V104 1032 3139 SH SOLE 0 0 3139 SL GREEN RLTY CORP COM 78440X101 238 4000 SH SOLE 0 0 4000 SPDR S&P 500 ETF TR TR UNIT 78462F103 2504 6697 SH SOLE 0 0 6697 SPDR GOLD TR GOLD SHS 78463V107 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DIV APP ETF 921908844 16588 117501 SH SOLE 0 0 117501 VANGUARD BD INDEX FDS INTERMED TERM 921937819 738 7948 SH SOLE 0 0 7948 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 704 8494 SH SOLE 0 0 8494 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 859 9746 SH SOLE 0 0 9746 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1162 12700 SH SOLE 0 0 12700 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 503 5430 SH SOLE 0 0 5430 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 278 5542 SH SOLE 0 0 5542 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 832 10453 SH SOLE 0 0 10453 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 918 4103 SH SOLE 0 0 4103 VANGUARD WORLD FDS INF TECH ETF 92204A702 1760 4976 SH SOLE 0 0 4976 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 33793 405917 SH SOLE 0 0 405917 VEEVA SYS INC CL A COM 922475108 270 991 SH SOLE 0 0 991 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 225 2644 SH SOLE 0 0 2644 VANGUARD INDEX FDS SM CP VAL ETF 922908611 478 3360 SH SOLE 0 0 3360 VANGUARD INDEX FDS MID CAP ETF 922908629 6942 33572 SH SOLE 0 0 33572 VANGUARD INDEX FDS GROWTH ETF 922908736 1024 4043 SH SOLE 0 0 4043 VANGUARD INDEX FDS VALUE ETF 922908744 570 4791 SH SOLE 0 0 4791 VANGUARD INDEX FDS SMALL CP ETF 922908751 478 2457 SH SOLE 0 0 2457 VANGUARD INDEX FDS TOTAL STK MKT 922908769 123403 634008 SH SOLE 0 0 634008 VERIZON COMMUNICATIONS INC COM 92343V104 611 10399 SH SOLE 0 0 10399 VERISK ANALYTICS INC COM 92345Y106 839 4043 SH SOLE 0 0 4043 VISA INC COM CL A 92826C839 12898 58966 SH SOLE 0 0 58966 VULCAN MATLS CO COM 929160109 619 4173 SH SOLE 0 0 4173 WALMART INC COM 931142103 1780 12349 SH SOLE 0 0 12349 WASTE CONNECTIONS INC COM 94106B101 453 4412 SH SOLE 0 0 4412 WHIRLPOOL CORP COM 963320106 351 1945 SH SOLE 0 0 1945 YUM BRANDS INC COM 988498101 358 3302 SH SOLE 0 0 3302 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 215 638 SH SOLE 0 0 638 AON PLC SHS CL A G0403H108 264 1249 SH SOLE 0 0 1249 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 868 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