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 Market Cap. of $10 Billions to $200 Billions