Wealth Management Associates, Inc. Portfolio Holdings

Wealth Management Associates, Inc.

  • $233 Billion
  • Q1 2025

Wealth Management Associates, Inc. has filed its 13F form on May 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $233 Billion distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.6B, Ishares Barclays 20+ Year Trea with a value of $12.5B, Ishares Core S&P 500 ETF with a value of $10.6B, Microsoft Corp with a value of $7.91B, and Ishares Tr with a value of $7.5B.

Examining the 13F form we can see an decrease of $683M in the current position value, from $234B to 233B. Also it can be appreciated an additional of 14 stocks purchases and 13 closed positions.

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 $233 Billion
ETFs: $99.5 Billion
Technology: $45.1 Billion
Financial Services: $15.4 Billion
Communication Services: $14.3 Billion
Healthcare: $14.1 Billion
Energy: $12.5 Billion
Industrials: $8.89 Billion
Consumer Cyclical: $8.08 Billion
Other: $12.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.22T
$14.6 Billion 6.28% of portfolio
65,929
Q1 2025 Reduced 0.57%
$0
$12.5 Billion 5.34% of portfolio
136,892
Q1 2025 Added 6.35%
$0
$10.6 Billion 4.53% of portfolio
18,826
Q1 2025 Added 5.28%
$3.41T
$7.91 Billion 3.39% of portfolio
21,061
Q1 2025 Added 1.25%
$0
$7.5 Billion 3.22% of portfolio
55,881
Q1 2025 Added 1.0%
$0
$7.46 Billion 3.19% of portfolio
27,126
Q1 2025 Added 3.09%
$196B
$6.39 Billion 2.74% of portfolio
226,046
Q1 2025 Added 0.78%
$336B
$5.94 Billion 2.55% of portfolio
54,828
Q1 2025 Added 0.12%
$0
$5.55 Billion 2.38% of portfolio
43,048
Q1 2025 Reduced 1.44%
$62.8B
$4.48 Billion 1.92% of portfolio
157,033
Q1 2025 Reduced 3.71%
$0
$4.49 Billion 1.92% of portfolio
60,987
Q1 2025 Reduced 1.74%
$0
$4.43 Billion 1.9% of portfolio
36,290
Q1 2025 Added 2.05%
$0
$4.39 Billion 1.88% of portfolio
141,481
Q1 2025 Added 0.83%
$105B
$4.3 Billion 1.84% of portfolio
14,908
Q1 2025 Added 4.47%
$243B
$4.16 Billion 1.78% of portfolio
49,249
Q1 2025 Added 1.4%
$426B
$3.15 Billion 1.35% of portfolio
26,461
Q1 2025 Added 2.68%
$684B
$3.05 Billion 1.31% of portfolio
3,692
Q1 2025 Added 0.08%
$0
$3.02 Billion 1.29% of portfolio
73,306
Q1 2025 Added 16.74%
$53.4B
$2.64 Billion 1.13% of portfolio
5,022
Q1 2025 Added 2.49%
$0
$2.5 Billion 1.07% of portfolio
32,659
Q1 2025 Added 8.06%
$0
$2.5 Billion 1.07% of portfolio
20,658
Q1 2025 Added 2.06%
$1.03T
$2.42 Billion 1.04% of portfolio
15,670
Q1 2025 Added 0.3%
$2.09T
$2.4 Billion 1.03% of portfolio
12,639
Q1 2025 Reduced 0.78%
$39B
$2.16 Billion 0.93% of portfolio
26,276
Q1 2025 Reduced 1.13%
$773B
$2 Billion 0.86% of portfolio
8,165
Q1 2025 Reduced 0.24%
$181B
$1.92 Billion 0.82% of portfolio
42,268
Q1 2025 Reduced 8.58%
$0
$1.88 Billion 0.81% of portfolio
78,163
Q1 2025 Added 0.01%
$0
$1.76 Billion 0.75% of portfolio
3,236
Q1 2025 Reduced 0.12%
$97B
$1.73 Billion 0.74% of portfolio
10,317
Q1 2025 Reduced 5.26%
$0
$1.65 Billion 0.71% of portfolio
3,511
Q1 2025 Reduced 0.31%
$399B
$1.65 Billion 0.71% of portfolio
9,969
Q1 2025 Reduced 1.96%
$1.06T
$1.62 Billion 0.69% of portfolio
10,365
Q1 2025 Added 2.46%
$397B
$1.62 Billion 0.69% of portfolio
9,489
Q1 2025 Added 2.74%
$101B
$1.58 Billion 0.68% of portfolio
4,470
Q1 2025 Added 2.24%
$0
$1.51 Billion 0.65% of portfolio
22,189
Q1 2025 Reduced 0.98%
Ishares Bitcoin Trust ETF
-
$1.51 Billion 0.65% of portfolio
-
Q1 2025 Added 22.64%
$324B
$1.47 Billion 0.63% of portfolio
7,019
Q1 2025 Added 0.09%
$354B
$1.45 Billion 0.62% of portfolio
34,700
Q1 2025 Reduced 0.03%
$130B
$1.39 Billion 0.59% of portfolio
54,720
Q1 2025 Added 10.17%
$233B
$1.27 Billion 0.54% of portfolio
5,088
Q1 2025 Added 0.51%
$264B
$1.26 Billion 0.54% of portfolio
14,331
Q1 2025 Reduced 1.75%
$266B
$1.23 Billion 0.53% of portfolio
7,332
Q1 2025 Reduced 6.67%
$0
$1.16 Billion 0.5% of portfolio
9,724
Q1 2025 Added 2.15%
$0
$1.16 Billion 0.5% of portfolio
12,383
Q1 2025 Reduced 0.65%
$0
$1.15 Billion 0.49% of portfolio
47,925
Q1 2025 New
$230B
$1.14 Billion 0.49% of portfolio
3,639
Q1 2025 Reduced 1.78%
$549B
$1.12 Billion 0.48% of portfolio
2,049
Q3 2024 Added 3.38%
$0
$1.09 Billion 0.47% of portfolio
24,133
Q1 2025 Added 7.23%
$588B
$1.07 Billion 0.46% of portfolio
3,042
Q1 2025 Added 3.72%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $233 Billion
  • Prior Value $234 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 83 stocks
  • Sold out of 13 stocks
  • Reduced holdings in 68 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