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
$186B
$588 Million 0.23% of portfolio
6,904
Q2 2025 Reduced 0.69%
$116B
$559 Million 0.22% of portfolio
1,811
Q1 2025 Reduced 1.31%
$38.4B
$567 Million 0.22% of portfolio
1,890
Q2 2025 Reduced 0.32%
$1.21B
$538 Million 0.21% of portfolio
48,100
Q2 2025 Reduced 0.1%
$49.3B
$540 Million 0.21% of portfolio
7,530
Q2 2025 Added 0.01%
$181B
$535 Million 0.21% of portfolio
520
Q2 2025 Added 16.85%
$76.2B
$521 Million 0.2% of portfolio
8,291
Q2 2025 Reduced 3.83%
$60.3B
$514 Million 0.2% of portfolio
3,825
Q2 2025 Reduced 7.16%
$1.46B
$509 Million 0.2% of portfolio
58,450
Q2 2025 New
$224B
$511 Million 0.2% of portfolio
3,757
Q2 2025 Added 9.63%
$286B
$520 Million 0.2% of portfolio
1,340
Q2 2025 Added 4.12%
$138B
$486 Million 0.19% of portfolio
2,113
Q4 2024 Reduced 11.18%
$151B
$477 Million 0.19% of portfolio
2,150
Q1 2025 Added 0.05%
$130B
$482 Million 0.19% of portfolio
1,808
Q1 2025 Added 0.72%
$103B
$460 Million 0.18% of portfolio
176
Q1 2025 Added 28.47%
$33.1B
$453 Million 0.18% of portfolio
2,601
Q4 2024 Reduced 20.24%
$61.5B
$465 Million 0.18% of portfolio
2,270
Q1 2025 Reduced 0.09%
$9.18B
$452 Million 0.18% of portfolio
2,840
Q1 2024 Reduced 3.24%
$182B
$450 Million 0.18% of portfolio
571
Q2 2025 Added 1.6%
$154B
$461 Million 0.18% of portfolio
848
Q1 2025 Reduced 0.12%
$107B
$452 Million 0.18% of portfolio
4,923
Q2 2025 Added 2.71%
$1.35T
$446 Million 0.17% of portfolio
1,405
Q2 2025 Added 8.33%
$1.61T
$435 Million 0.17% of portfolio
590
Q2 2025 Added 8.06%
$76.4B
$440 Million 0.17% of portfolio
5,920
Q2 2025 Reduced 1.0%
$319B
$443 Million 0.17% of portfolio
5,532
Q1 2025 Added 1.1%
$184B
$450 Million 0.17% of portfolio
2,823
Q2 2025 Reduced 13.46%
$31.7B
$413 Million 0.16% of portfolio
6,190
Q1 2025 New
$39.9B
$414 Million 0.16% of portfolio
5,467
Q3 2024 Reduced 14.99%
$96.4B
$416 Million 0.16% of portfolio
952
Q1 2025 Reduced 0.21%
$143B
$401 Million 0.16% of portfolio
5,461
Q2 2025 Added 0.44%
$167B
$407 Million 0.16% of portfolio
5,857
Q2 2025 Added 9.44%
$30B
$415 Million 0.16% of portfolio
5,085
Q2 2025 Added 0.49%
$197B
$411 Million 0.16% of portfolio
71
Q2 2025 Added 9.23%
$83.6B
$410 Million 0.16% of portfolio
1,053
Q4 2024 Reduced 24.08%
$646B
$388 Million 0.15% of portfolio
798
Q1 2025 Reduced 0.13%
$292B
$380 Million 0.15% of portfolio
5,371
Q2 2025 Reduced 9.64%
$61.6B
$392 Million 0.15% of portfolio
1,726
Q2 2025 Added 0.06%
$6.35B
$370 Million 0.14% of portfolio
4,110
Q2 2025 Added 1,679.22%
$55B
$360 Million 0.14% of portfolio
1,480
Q2 2025 Added 0.14%
$32.6B
$351 Million 0.14% of portfolio
998
Q3 2022 New
$8.16B
$367 Million 0.14% of portfolio
8,500
Q2 2025 Reduced 5.35%
-
$371 Million 0.14% of portfolio
-
Q4 2024 Added 24.17%
$79.5B
$336 Million 0.13% of portfolio
1,948
Q2 2025 Reduced 0.1%
$649M
$324 Million 0.13% of portfolio
104,920
Q2 2025 Added 8.82%
$41.5B
$324 Million 0.13% of portfolio
3,280
Q2 2025 Reduced 1.5%
$147B
$340 Million 0.13% of portfolio
1,139
Q2 2025 Added 16.11%
$115B
$325 Million 0.13% of portfolio
5,540
Q2 2025 Added 44.61%
$101B
$324 Million 0.13% of portfolio
2,433
Q2 2025 Added 21.59%
$6B
$309 Million 0.12% of portfolio
1,817
Q4 2020 New

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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