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

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%
$0
$12.2 Billion 4.76% of portfolio
138,561
Q2 2025 Added 1.22%
$0
$11.7 Billion 4.56% of portfolio
18,872
Q2 2025 Added 0.24%
$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%
$0
$8.58 Billion 3.34% of portfolio
28,245
Q2 2025 Added 4.13%
$0
$7.66 Billion 2.98% of portfolio
57,651
Q2 2025 Added 3.17%
$367B
$6.75 Billion 2.63% of portfolio
49,548
Q2 2025 Added 0.61%
$0
$5.74 Billion 2.23% of portfolio
43,050
Q2 2025 Added 0.0%
$0
$5.15 Billion 2.0% of portfolio
57,111
Q2 2025 Reduced 6.36%
$0
$5.13 Billion 2.0% of portfolio
148,556
Q2 2025 Added 5.0%
$0
$5.03 Billion 1.96% of portfolio
37,225
Q2 2025 Added 2.58%
$59.7B
$4.63 Billion 1.8% of portfolio
157,437
Q2 2025 Added 0.26%
$106B
$4.42 Billion 1.72% of portfolio
14,492
Q2 2025 Reduced 2.79%
$54.9B
$4.15 Billion 1.61% of portfolio
5,012
Q2 2025 Reduced 0.2%
$0
$3.27 Billion 1.27% of portfolio
32,944
Q2 2025 Added 3.91%
$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%
$0
$2.85 Billion 1.11% of portfolio
65,306
Q2 2025 New
$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%
$0
$2.61 Billion 1.01% of portfolio
33,691
Q2 2025 Added 3.16%
$0
$2.54 Billion 0.99% of portfolio
21,707
Q2 2025 Added 5.08%
$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
$2.14 Billion 0.83% of portfolio
3,231
Q2 2025 Reduced 0.15%
$0
$2.04 Billion 0.8% of portfolio
80,591
Q2 2025 Added 3.11%
Ishares Bitcoin Trust ETF
-
$1.97 Billion 0.77% of portfolio
-
Q1 2025 Added 22.64%
$0
$1.9 Billion 0.74% of portfolio
3,451
Q2 2025 Reduced 1.71%
$182B
$1.85 Billion 0.72% of portfolio
42,728
Q2 2025 Added 1.09%
$1.24T
$1.83 Billion 0.71% of portfolio
10,326
Q2 2025 Reduced 0.38%
$0
$1.75 Billion 0.68% of portfolio
21,815
Q2 2025 Reduced 1.69%
$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%
$0
$1.29 Billion 0.5% of portfolio
11,477
Q2 2025 New
$0
$1.22 Billion 0.48% of portfolio
13,002
Q2 2025 Added 5.0%
$0
$1.24 Billion 0.48% of portfolio
9,744
Q2 2025 Added 0.21%
$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%

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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