Wealth Management Associates, Inc. Portfolio Holdings

Wealth Management Associates, Inc.

  • $257 Billion
  • Q2 2025

Wealth Management Associates, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $257 Billion distributed in 219 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.2B, Ishares Barclays 20+ Year Trea with a value of $12.2B, Ishares Core S&P 500 ETF with a value of $11.7B, Microsoft Corp with a value of $10.4B, and Nvidia Corp with a value of $8.72B.

Examining the 13F form we can see an increase of $23.6B in the current position value, from $233B to 257B.

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 $257 Billion
ETFs: $110 Billion
Technology: $54.8 Billion
Financial Services: $17.8 Billion
Healthcare: $13.9 Billion
Energy: $12.1 Billion
Communication Services: $11.6 Billion
Industrials: $11.1 Billion
Consumer Cyclical: $8.5 Billion
Other: $12.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$13.2 Billion 5.15% of portfolio
64,552
Q2 2025 Reduced 2.09%
$3.95T
$10.4 Billion 4.05% of portfolio
20,938
Q2 2025 Reduced 0.58%
$456B
$8.72 Billion 3.39% of portfolio
55,203
Q2 2025 Added 0.68%
$367B
$6.75 Billion 2.63% of portfolio
49,548
Q2 2025 Added 0.61%
$59.7B
$4.63 Billion 1.8% of portfolio
157,437
Q2 2025 Added 0.26%
$54.9B
$4.15 Billion 1.61% of portfolio
5,012
Q2 2025 Reduced 0.2%
$203B
$2.96 Billion 1.15% of portfolio
102,260
Q2 2025 Reduced 54.76%
$608B
$2.9 Billion 1.13% of portfolio
3,716
Q2 2025 Added 0.65%
$127B
$2.86 Billion 1.11% of portfolio
10,367
Q2 2025 Added 0.48%
$442B
$2.82 Billion 1.1% of portfolio
26,188
Q2 2025 Reduced 1.03%
$2.26T
$2.78 Billion 1.08% of portfolio
12,684
Q2 2025 Added 0.36%
$1.21T
$2.77 Billion 1.08% of portfolio
15,718
Q2 2025 Added 0.31%
$859B
$2.53 Billion 0.99% of portfolio
8,737
Q2 2025 Added 7.01%
$93.6B
$2.43 Billion 0.94% of portfolio
4,767
Q2 2025 Added 6.64%
$43.8B
$2.16 Billion 0.84% of portfolio
25,685
Q2 2025 Reduced 2.25%
$0
$2.04 Billion 0.8% of portfolio
80,591
Q2 2025 Added 3.11%
$1.24T
$1.83 Billion 0.71% of portfolio
10,326
Q2 2025 Reduced 0.38%
$381B
$1.64 Billion 0.64% of portfolio
34,570
Q2 2025 Reduced 0.37%
$452B
$1.52 Billion 0.59% of portfolio
9,975
Q2 2025 Added 0.06%
$306B
$1.49 Billion 0.58% of portfolio
5,791
Q2 2025 Added 19.23%
$210B
$1.5 Billion 0.58% of portfolio
5,099
Q2 2025 Added 0.22%
$368B
$1.46 Billion 0.57% of portfolio
9,182
Q2 2025 Reduced 3.24%
$138B
$1.35 Billion 0.53% of portfolio
55,833
Q2 2025 Added 2.03%
$281B
$1.36 Billion 0.53% of portfolio
13,879
Q2 2025 Reduced 3.15%
$2.56B
$1.2 Billion 0.47% of portfolio
111,620
Q2 2025 Reduced 3.08%
$351B
$1.2 Billion 0.47% of portfolio
6,491
Q2 2025 Reduced 7.52%
$551B
$1.16 Billion 0.45% of portfolio
3,266
Q2 2025 Added 7.36%
$548B
$1.15 Billion 0.45% of portfolio
2,049
Q3 2024 Added 3.38%
$222B
$1.06 Billion 0.41% of portfolio
3,630
Q2 2025 Reduced 0.25%
$302B
$1.05 Billion 0.41% of portfolio
7,333
Q2 2025 Added 0.01%
$141B
$955 Million 0.37% of portfolio
26,748
Q1 2025 Added 0.44%
$1.38B
$952 Million 0.37% of portfolio
94,560
Q2 2025 Reduced 1.15%
$203B
$892 Million 0.35% of portfolio
11,264
Q2 2025 Reduced 0.84%
$405B
$868 Million 0.34% of portfolio
2,367
Q1 2025 Reduced 0.88%
$23.7B
$816 Million 0.32% of portfolio
11,336
Q2 2025 Reduced 5.98%
$293B
$790 Million 0.31% of portfolio
11,388
Q2 2025 Reduced 1.5%
$439B
$786 Million 0.31% of portfolio
794
Q1 2025 Reduced 0.63%
$95.8B
$768 Million 0.3% of portfolio
6,512
Q2 2025 Reduced 2.98%
$120B
$782 Million 0.3% of portfolio
8,714
Q2 2025 Added 44.08%
$13.7B
$760 Million 0.3% of portfolio
9,755
Q2 2025 Reduced 0.56%
$109M
$724 Million 0.28% of portfolio
99,044
Q3 2022 New
$157B
$681 Million 0.27% of portfolio
1,761
Q2 2025 Added 5.7%
$2.53B
$684 Million 0.27% of portfolio
48,260
Q2 2025 Added 0.63%
$111B
$684 Million 0.27% of portfolio
2,120
Q2 2025 Added 4.95%
$177B
$695 Million 0.27% of portfolio
3,346
Q2 2025 Reduced 4.48%
$38.3B
$672 Million 0.26% of portfolio
4,000
Q2 2025 Reduced 1.84%
$207B
$658 Million 0.26% of portfolio
5,304
Q2 2025 Added 8.36%
$145B
$637 Million 0.25% of portfolio
1,785
Q2 2025 Added 0.06%
$155B
$625 Million 0.24% of portfolio
5,063
Q2 2025 Added 1.3%

Summary

  • Portfolio
  • No. of Stocks 219
  • Current Value $257 Billion
  • Prior Value $233 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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