0001480916-13-000005.txt : 20131015 0001480916-13-000005.hdr.sgml : 20131014 20131011180938 ACCESSION NUMBER: 0001480916-13-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131015 DATE AS OF CHANGE: 20131011 EFFECTIVENESS DATE: 20131015 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: 131148780 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 09-30-2013 09-30-2013 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 10-11-2013 0 231 549486 false INFORMATION TABLE 2 wmsq3-13.inftab.xml 3-D SYS CORP DELCOM NEW88554D20578814600SHSOLE 00146003M COCOM88579Y101357329926SHSOLE 0029926ABBOTT LABSCOM002824100283985550SHSOLE 0085550ABBVIE INCCOM00287Y109335975100SHSOLE 0075100ACCENTURE PLC IRELANDSHS CLASS AG1151C1016729130SHSOLE 009130ACTAVIS INCCOM00507K1032871990SHSOLE 001990AFFILIATED MANAGERS GROUPCOM0082521084032206SHSOLE 002206AFLAC INCCOM0010551025889476SHSOLE 009476ALCOA INCCOM01381710120325000SHSOLE 0025000ALLERGAN INCCOM0184901023894297SHSOLE 004297ALLIED NEVADA GOLD CORPCOM01934410017341500SHSOLE 0041500ALTRIA GROUP INCCOM02209S10356916548SHSOLE 0016548AMERICA MOVIL SAB DE CVSPON ADR L SHS02364W10522211238SHSOLE 0011238AMERICAN EXPRESS COCOM02581610980810695SHSOLE 0010695AMERICAN WTR WKS CO INC NEWCOM0304201032275500SHSOLE 005500AMETEK INC NEWCOM0311001002144654SHSOLE 004654AMGEN INCCOM0311621006766042SHSOLE 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008367SOUTHWESTERN ENERGY COCOM8454671092938050SHSOLE 008050SPDR GOLD TRUSTGOLD SHS78463V10736738286619SHSOLE 00286619SPDR S&P 500 ETF TRTR UNIT78462F1033962352SHSOLE 002352SPDR S&P 500 ETF TRCALL78462F90311426800SHPutSOLE 006800SPDR SERIES TRUSTNUVN BR SHT MUNI78464A42584835010SHSOLE 0035010STANLEY BLACK & DECKER INCCOM8545021012893199SHSOLE 003199STARWOOD PPTY TR INCCOM85571B10512662528245SHSOLE 00528245STATE STR CORPCOM8574771033224900SHSOLE 004900STERICYCLE INCCOM8589121084934270SHSOLE 004270STUDENT TRANSN INCCOM86388A1084054644500SHSOLE 00644500SWISHER HYGIENE INCCOM8708081021727750SHSOLE 0027750SYSCO CORPCOM8718291072287175SHSOLE 007175TARGET CORPCOM87612E10610190159265SHSOLE 00159265TESLA MTRS INCCOM88160R1012241160SHSOLE 001160TEVA PHARMACEUTICAL INDS LTDADR8816242092857553SHSOLE 007553THE ADT CORPORATIONCOM00101J1064509110899SHSOLE 00110899THOMPSON CREEK METALS CO INCCOM884768102434121000SHSOLE 00121000TIM HORTONS INCCOM88706M1032664586SHSOLE 004586TJX COS INC NEWCOM8725401094247515SHSOLE 007515TORTOISE ENERGY CAP CORPCOM89147U100114936407SHSOLE 0036407TRIMBLE NAVIGATION LTDCOM89623910063621404SHSOLE 0021404TRINITY INDS INCCOM8965221095451120200SHSOLE 00120200VANGUARD BD INDEX FD INCSHORT TRM BOND92193782788010947SHSOLE 0010947VANGUARD BD INDEX FD INCTOTAL BND MRKT92193783586410677SHSOLE 0010677VANGUARD INDEX FDSREIT ETF9229085533485259SHSOLE 005259VANGUARD INDEX FDSSM CP VAL ETF9229086112622900SHSOLE 002900VANGUARD INDEX FDSMID CAP ETF9229086299849603SHSOLE 009603VANGUARD INDEX FDSGROWTH ETF922908736245028962SHSOLE 0028962VANGUARD INDEX FDSVALUE ETF922908744210430142SHSOLE 0030142VANGUARD INDEX FDSSMALL CP ETF9229087515795646SHSOLE 005646VANGUARD INDEX FDSTOTAL STK MKT9229087694164750SHSOLE 004750VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775162633460SHSOLE 0033460VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858105426257SHSOLE 0026257VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4093384245SHSOLE 004245VANGUARD SPECIALIZED PORTFOLDIV APP ETF92190884413038187310SHSOLE 00187310