WMS Partners, LLC Buys Invesco S&P 500 Equal Weight ETF, iShares 1-3 Year Credit Bond ETF, PowerShares QQQ Trust Ser 1, Sells Vanguard Total Stock Market ETF, Visa Inc, Peloton Interactive Inc

Towson, MD, based Investment company WMS Partners, LLC (Current Portfolio) buys Invesco S&P 500 Equal Weight ETF, iShares 1-3 Year Credit Bond ETF, PowerShares QQQ Trust Ser 1, Texas Pacific Land Corp, AdvisorShares Pure US Cannabis ETF, sells Vanguard Total Stock Market ETF, Visa Inc, Peloton Interactive Inc, Garmin, Walmart Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, WMS Partners, LLC. As of 2021Q1, WMS Partners, LLC owns 226 stocks with a total value of $438 million. These are the details of the buys and sells.

For the details of WMS Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wms+partners%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of WMS Partners, LLC
  1. Apple Inc (AAPL) - 349,239 shares, 9.74% of the total portfolio. Shares reduced by 3.59%
  2. Vanguard Short-Term Corporate Bond ETF (VCSH) - 473,596 shares, 8.92% of the total portfolio. Shares added by 16.67%
  3. Microsoft Corp (MSFT) - 114,421 shares, 6.16% of the total portfolio. Shares reduced by 7.5%
  4. Vanguard Dividend Appreciation FTF (VIG) - 115,955 shares, 3.89% of the total portfolio. Shares reduced by 1.32%
  5. T. Rowe Price Group Inc (TROW) - 86,104 shares, 3.37% of the total portfolio. Shares reduced by 1.59%
New Purchase: iShares 1-3 Year Credit Bond ETF (IGSB)

WMS Partners, LLC initiated holding in iShares 1-3 Year Credit Bond ETF. The purchase prices were between $54.34 and $54.85, with an estimated average price of $54.67. The stock is now traded at around $54.830000. The impact to a portfolio due to this purchase was 0.6%. The holding were 48,398 shares as of 2021-03-31.

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

WMS Partners, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $299.56 and $336.03, with an estimated average price of $319.4. The stock is now traded at around $326.390000. The impact to a portfolio due to this purchase was 0.52%. The holding were 7,166 shares as of 2021-03-31.

New Purchase: Texas Pacific Land Corp (TPL)

WMS Partners, LLC initiated holding in Texas Pacific Land Corp. The purchase prices were between $756.56 and $1703.78, with an estimated average price of $1120.36. The stock is now traded at around $1688.170000. The impact to a portfolio due to this purchase was 0.2%. The holding were 546 shares as of 2021-03-31.

New Purchase: Roblox Corp (RBLX)

WMS Partners, LLC initiated holding in Roblox Corp. The purchase prices were between $64.5 and $77, with an estimated average price of $69.7. The stock is now traded at around $70.950000. The impact to a portfolio due to this purchase was 0.16%. The holding were 10,958 shares as of 2021-03-31.

New Purchase: AdvisorShares Pure US Cannabis ETF (MSOS)

WMS Partners, LLC initiated holding in AdvisorShares Pure US Cannabis ETF. The purchase prices were between $37.79 and $55.05, with an estimated average price of $46.12. The stock is now traded at around $40.600000. The impact to a portfolio due to this purchase was 0.16%. The holding were 16,500 shares as of 2021-03-31.

New Purchase: Global X Uranium ETF (URA)

WMS Partners, LLC initiated holding in Global X Uranium ETF. The purchase prices were between $14.52 and $20.33, with an estimated average price of $17.41. The stock is now traded at around $21.220000. The impact to a portfolio due to this purchase was 0.15%. The holding were 34,500 shares as of 2021-03-31.

Added: Invesco S&P 500 Equal Weight ETF (RSP)

WMS Partners, LLC added to a holding in Invesco S&P 500 Equal Weight ETF by 926.22%. The purchase prices were between $125.12 and $142.17, with an estimated average price of $134.4. The stock is now traded at around $150.290000. The impact to a portfolio due to this purchase was 1.15%. The holding were 39,417 shares as of 2021-03-31.

Added: VanEck Vectors Gold Miners ETF (GDX)

WMS Partners, LLC added to a holding in VanEck Vectors Gold Miners ETF by 192.89%. The purchase prices were between $30.9 and $38.51, with an estimated average price of $34.07. The stock is now traded at around $37.840000. The impact to a portfolio due to this purchase was 0.16%. The holding were 33,000 shares as of 2021-03-31.

Added: SPDR Gold Shares ETF (GLD)

WMS Partners, LLC added to a holding in SPDR Gold Shares ETF by 75.97%. The purchase prices were between $157.49 and $182.87, with an estimated average price of $168.06. The stock is now traded at around $172.690000. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,339 shares as of 2021-03-31.

Added: Vanguard Short-Term Bond ETF (BSV)

WMS Partners, LLC added to a holding in Vanguard Short-Term Bond ETF by 30.60%. The purchase prices were between $81.91 and $82.54, with an estimated average price of $82.3. The stock is now traded at around $82.310000. The impact to a portfolio due to this purchase was 0.05%. The holding were 11,093 shares as of 2021-03-31.

Added: TELA Bio Inc (TELA)

WMS Partners, LLC added to a holding in TELA Bio Inc by 72.73%. The purchase prices were between $12.84 and $17.26, with an estimated average price of $15.05. The stock is now traded at around $12.430000. The impact to a portfolio due to this purchase was 0.04%. The holding were 27,300 shares as of 2021-03-31.

Added: Dollar General Corp (DG)

WMS Partners, LLC added to a holding in Dollar General Corp by 51.98%. The purchase prices were between $178.14 and $218.38, with an estimated average price of $198.58. The stock is now traded at around $206.200000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,915 shares as of 2021-03-31.

Sold Out: Vanguard Total Stock Market ETF (VTI)

WMS Partners, LLC sold out a holding in Vanguard Total Stock Market ETF. The sale prices were between $191.23 and $208.16, with an estimated average price of $201.72.

Sold Out: Visa Inc (V)

WMS Partners, LLC sold out a holding in Visa Inc. The sale prices were between $193.25 and $226.15, with an estimated average price of $210.49.

Sold Out: Garmin Ltd (GRMN)

WMS Partners, LLC sold out a holding in Garmin Ltd. The sale prices were between $114.86 and $132.48, with an estimated average price of $124.54.

Sold Out: Walmart Inc (WMT)

WMS Partners, LLC sold out a holding in Walmart Inc. The sale prices were between $127.53 and $148.97, with an estimated average price of $139.05.

Sold Out: Vanguard Growth ETF (VUG)

WMS Partners, LLC sold out a holding in Vanguard Growth ETF. The sale prices were between $242.78 and $268.49, with an estimated average price of $256.33.

Sold Out: Accenture PLC (ACN)

WMS Partners, LLC sold out a holding in Accenture PLC. The sale prices were between $241.92 and $280.77, with an estimated average price of $258.46.



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