Wealth Management Associates, Inc. Portfolio Holdings

Wealth Management Associates, Inc.

  • $282 Billion
  • Q3 2025

Wealth Management Associates, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $282 Billion distributed in 230 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16B, Ishares Core S&P 500 ETF with a value of $12.6B, Ishares Barclays 20+ Year Trea with a value of $11.5B, Microsoft Corp with a value of $10.8B, and Nvidia Corp with a value of $9.4B.

Examining the 13F form we can see an increase of $24.8B in the current position value, from $257B to 282B.

Wealth Management Associates, Inc. is based out at Cherry Hill, NJ

Below you can find more details about Wealth Management Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $282 Billion
ETFs: $121 Billion
Technology: $61.9 Billion
Financial Services: $20.9 Billion
Healthcare: $14.1 Billion
Communication Services: $13.2 Billion
Industrials: $12.1 Billion
Energy: $11.9 Billion
Consumer Cyclical: $8.07 Billion
Other: $12 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16 Billion 5.67% of portfolio
62,697
Q3 2025 Reduced 2.87%
$0
$12.6 Billion 4.47% of portfolio
18,804
Q3 2025 Reduced 0.36%
$0
$11.5 Billion 4.09% of portfolio
128,964
Q3 2025 Reduced 6.93%
$3.78T
$10.8 Billion 3.83% of portfolio
20,835
Q3 2025 Reduced 0.49%
$465B
$9.4 Billion 3.34% of portfolio
50,385
Q3 2025 Reduced 8.73%
$0
$9.28 Billion 3.29% of portfolio
28,274
Q3 2025 Added 0.1%
$342B
$8.7 Billion 3.09% of portfolio
47,717
Q3 2025 Reduced 3.7%
$0
$8.33 Billion 2.96% of portfolio
58,647
Q3 2025 Added 1.73%
$0
$6.08 Billion 2.16% of portfolio
43,116
Q3 2025 Added 0.15%
$0
$5.61 Billion 1.99% of portfolio
38,511
Q3 2025 Added 3.45%
$0
$5.55 Billion 1.97% of portfolio
56,299
Q3 2025 Reduced 1.42%
$0
$5.38 Billion 1.91% of portfolio
147,263
Q3 2025 Reduced 0.87%
$130B
$5.28 Billion 1.87% of portfolio
14,851
Q3 2025 Added 2.48%
$61.6B
$4.33 Billion 1.54% of portfolio
152,793
Q3 2025 Reduced 2.95%
$0
$3.71 Billion 1.32% of portfolio
75,055
Q3 2025 Added 14.93%
$39.4B
$3.59 Billion 1.28% of portfolio
5,007
Q3 2025 Reduced 0.1%
$0
$3.49 Billion 1.24% of portfolio
34,785
Q3 2025 Added 5.59%
$0
$3.36 Billion 1.19% of portfolio
80,760
Q3 2025 Added 6.47%
$1.65T
$3.32 Billion 1.18% of portfolio
13,672
Q3 2025 Reduced 13.02%
$490B
$2.9 Billion 1.03% of portfolio
25,679
Q3 2025 Reduced 1.94%
$181B
$2.91 Billion 1.03% of portfolio
102,890
Q3 2025 Added 0.62%
$971B
$2.81 Billion 1.0% of portfolio
3,688
Q3 2025 Reduced 0.75%
$2.39T
$2.82 Billion 1.0% of portfolio
12,833
Q3 2025 Added 1.17%
$0
$2.79 Billion 0.99% of portfolio
22,825
Q3 2025 Added 5.15%
$0
$2.78 Billion 0.99% of portfolio
35,569
Q3 2025 Added 5.57%
$881B
$2.74 Billion 0.97% of portfolio
8,697
Q3 2025 Reduced 0.46%
$1.74T
$2.52 Billion 0.89% of portfolio
10,339
Q3 2025 Added 0.13%
$0
$2.41 Billion 0.85% of portfolio
3,226
Q3 2025 Reduced 0.15%
Ishares Bitcoin Trust ETF
-
$2.37 Billion 0.84% of portfolio
-
Q3 2025 Added 13.23%
$0
$2.37 Billion 0.84% of portfolio
80,050
Q3 2025 Reduced 0.67%
$115B
$2.33 Billion 0.83% of portfolio
4,747
Q3 2025 Reduced 0.42%
$2.23B
$2.17 Billion 0.77% of portfolio
94,660
Q3 2025 Added 0.11%
$41.3B
$2.14 Billion 0.76% of portfolio
25,696
Q3 2025 Added 0.04%
$0
$2.12 Billion 0.75% of portfolio
3,537
Q3 2025 Added 2.49%
$0
$2.05 Billion 0.73% of portfolio
23,056
Q3 2025 Added 5.69%
$172B
$1.91 Billion 0.68% of portfolio
43,419
Q3 2025 Added 1.62%
$522B
$1.89 Billion 0.67% of portfolio
10,215
Q3 2025 Added 2.41%
$1.91B
$1.77 Billion 0.63% of portfolio
109,845
Q3 2025 Reduced 1.59%
$413B
$1.76 Billion 0.63% of portfolio
34,178
Q3 2025 Reduced 1.13%
$2.27B
$1.63 Billion 0.58% of portfolio
83,992
Q3 2025 Added 74.04%
$328B
$1.58 Billion 0.56% of portfolio
5,261
Q3 2025 Reduced 9.15%
$266B
$1.57 Billion 0.56% of portfolio
5,549
Q3 2025 Added 8.83%
$414B
$1.5 Billion 0.53% of portfolio
6,496
Q3 2025 Added 0.08%
$346B
$1.38 Billion 0.49% of portfolio
8,982
Q3 2025 Reduced 2.18%
$0
$1.38 Billion 0.49% of portfolio
11,383
Q3 2025 Reduced 0.82%
$141B
$1.35 Billion 0.48% of portfolio
52,907
Q3 2025 Reduced 5.24%
$65.3B
$1.3 Billion 0.46% of portfolio
17,868
Q3 2025 Added 0.06%
$0
$1.28 Billion 0.45% of portfolio
9,716
Q3 2025 Reduced 0.29%
$279B
$1.25 Billion 0.44% of portfolio
12,154
Q3 2025 Reduced 12.43%

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $282 Billion
  • Prior Value $257 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
Track This Portfolio

Track Wealth Management Associates, Inc. Portfolio

Follow Wealth Management Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email