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
$228B
$503 Million 0.18% of portfolio
3,758
Q3 2025 Added 0.03%
$136B
$499 Million 0.18% of portfolio
2,113
Q4 2024 Reduced 11.18%
$678M
$512 Million 0.18% of portfolio
112,820
Q3 2025 Added 7.53%
$98.6B
$514 Million 0.18% of portfolio
5,423
Q3 2025 Added 10.16%
$47.8B
$508 Million 0.18% of portfolio
7,531
Q3 2025 Added 0.01%
$1.23B
$520 Million 0.18% of portfolio
72,070
Q3 2025 New
$1.29T
$507 Million 0.18% of portfolio
1,139
Q3 2025 Reduced 18.93%
$0
$498 Million 0.18% of portfolio
7,636
Q3 2025 Reduced 0.33%
$169B
$476 Million 0.17% of portfolio
517
Q3 2025 Reduced 0.58%
$187B
$469 Million 0.17% of portfolio
2,820
Q3 2025 Reduced 0.11%
$32.7B
$482 Million 0.17% of portfolio
3,198
Q3 2025 Added 33.7%
$1.37T
$467 Million 0.17% of portfolio
636
Q3 2025 Added 7.8%
Tko Group Holdings Inc
-
$469 Million 0.17% of portfolio
-
Q3 2025 Added 19.76%
$32.9B
$440 Million 0.16% of portfolio
6,190
Q1 2025 New
$132B
$446 Million 0.16% of portfolio
1,808
Q1 2025 Added 0.72%
$37.9B
$450 Million 0.16% of portfolio
5,467
Q3 2024 Reduced 14.99%
$168B
$442 Million 0.16% of portfolio
5,857
Q2 2025 Added 9.44%
$61.4B
$462 Million 0.16% of portfolio
2,270
Q1 2025 Reduced 0.09%
$300B
$450 Million 0.16% of portfolio
1,304
Q3 2025 Added 78.39%
$9.84B
$462 Million 0.16% of portfolio
8,900
Q3 2025 Added 4.71%
$17B
$461 Million 0.16% of portfolio
6,100
Q3 2025 Added 40.23%
$0
$451 Million 0.16% of portfolio
5,460
Q2 2025 Added 0.15%
$103B
$411 Million 0.15% of portfolio
176
Q1 2025 Added 28.47%
$0
$416 Million 0.15% of portfolio
2,138
Q3 2025 Reduced 0.33%
$53.8B
$427 Million 0.15% of portfolio
2,720
Q3 2025 Reduced 32.0%
$0
$424 Million 0.15% of portfolio
2,233
Q3 2025 Added 0.9%
$148B
$418 Million 0.15% of portfolio
5,228
Q3 2025 Reduced 4.27%
$0
$424 Million 0.15% of portfolio
5,766
Q3 2025 Reduced 0.16%
$39.2B
$436 Million 0.15% of portfolio
2,601
Q4 2024 Reduced 20.24%
$104B
$412 Million 0.15% of portfolio
6,230
Q3 2025 Added 12.45%
$317B
$420 Million 0.15% of portfolio
5,014
Q3 2025 Reduced 9.36%
$182B
$390 Million 0.14% of portfolio
571
Q2 2025 Added 1.6%
$50.2B
$398 Million 0.14% of portfolio
539
Q2 2025 Added 18.98%
$191B
$383 Million 0.14% of portfolio
71
Q2 2025 Added 9.23%
$103B
$396 Million 0.14% of portfolio
3,044
Q3 2025 Added 25.11%
$662B
$400 Million 0.14% of portfolio
796
Q3 2025 Reduced 0.25%
$0
$392 Million 0.14% of portfolio
5,869
Q3 2025 Reduced 1.23%
$306B
$381 Million 0.14% of portfolio
5,751
Q3 2025 Added 7.08%
$71.6B
$398 Million 0.14% of portfolio
5,932
Q3 2025 Added 0.2%
$68.9B
$407 Million 0.14% of portfolio
1,726
Q2 2025 Added 0.06%
$41.4B
$406 Million 0.14% of portfolio
4,525
Q3 2025 Added 37.96%
$0
$370 Million 0.13% of portfolio
7,075
Q3 2025 Added 0.08%
-
$372 Million 0.13% of portfolio
-
Q4 2024 Added 24.17%
$0
$379 Million 0.13% of portfolio
1,000
Q3 2022 New
$0
$369 Million 0.13% of portfolio
4,858
Q3 2025 Added 22.93%
$193B
$380 Million 0.13% of portfolio
850
Q3 2025 Added 0.24%
$96.9B
$378 Million 0.13% of portfolio
896
Q3 2025 Reduced 5.88%
$31.5B
$373 Million 0.13% of portfolio
5,110
Q3 2025 Added 0.49%
$53.8B
$348 Million 0.12% of portfolio
1,482
Q3 2025 Added 0.14%

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
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