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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.91B
$1.77 Billion 0.63% of portfolio
109,845
Q3 2025 Reduced 1.59%
$1.12B
$522 Million 0.19% of portfolio
67,525
Q3 2025 Added 15.53%
$678M
$512 Million 0.18% of portfolio
112,820
Q3 2025 Added 7.53%
$1.23B
$520 Million 0.18% of portfolio
72,070
Q3 2025 New
$312M
$134 Million 0.05% of portfolio
67,900
Q3 2025 Added 7.1%
$660M
$49.9 Million 0.02% of portfolio
28,835
Q1 2025 Reduced 6.49%

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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