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
$0
$1.12 Billion 0.44% of portfolio
24,631
Q2 2025 Added 2.06%
$53.5B
$1.11 Billion 0.43% of portfolio
17,858
Q2 2025 Reduced 2.78%
$0
$1.08 Billion 0.42% of portfolio
12,630
Q2 2025 Reduced 0.54%
$222B
$1.06 Billion 0.41% of portfolio
3,630
Q2 2025 Reduced 0.25%
$302B
$1.05 Billion 0.41% of portfolio
7,333
Q2 2025 Added 0.01%
$0
$1.03 Billion 0.4% of portfolio
42,695
Q2 2025 Reduced 10.91%
$141B
$955 Million 0.37% of portfolio
26,748
Q1 2025 Added 0.44%
$1.38B
$952 Million 0.37% of portfolio
94,560
Q2 2025 Reduced 1.15%
$203B
$892 Million 0.35% of portfolio
11,264
Q2 2025 Reduced 0.84%
$0
$900 Million 0.35% of portfolio
15,037
Q2 2025 Reduced 1.25%
$405B
$868 Million 0.34% of portfolio
2,367
Q1 2025 Reduced 0.88%
$0
$841 Million 0.33% of portfolio
6,951
Q2 2025 Added 2.9%
$23.7B
$816 Million 0.32% of portfolio
11,336
Q2 2025 Reduced 5.98%
$293B
$790 Million 0.31% of portfolio
11,388
Q2 2025 Reduced 1.5%
$439B
$786 Million 0.31% of portfolio
794
Q1 2025 Reduced 0.63%
$95.8B
$768 Million 0.3% of portfolio
6,512
Q2 2025 Reduced 2.98%
$120B
$782 Million 0.3% of portfolio
8,714
Q2 2025 Added 44.08%
$13.7B
$760 Million 0.3% of portfolio
9,755
Q2 2025 Reduced 0.56%
$0
$738 Million 0.29% of portfolio
11,536
Q2 2025 Added 0.03%
$109M
$724 Million 0.28% of portfolio
99,044
Q3 2022 New
$0
$696 Million 0.27% of portfolio
17,065
Q2 2025 Reduced 25.59%
$157B
$681 Million 0.27% of portfolio
1,761
Q2 2025 Added 5.7%
$2.53B
$684 Million 0.27% of portfolio
48,260
Q2 2025 Added 0.63%
$111B
$684 Million 0.27% of portfolio
2,120
Q2 2025 Added 4.95%
$177B
$695 Million 0.27% of portfolio
3,346
Q2 2025 Reduced 4.48%
$38.3B
$672 Million 0.26% of portfolio
4,000
Q2 2025 Reduced 1.84%
Ge Vernova Inc
-
$662 Million 0.26% of portfolio
-
Q2 2025 Added 22.91%
$207B
$658 Million 0.26% of portfolio
5,304
Q2 2025 Added 8.36%
$0
$643 Million 0.25% of portfolio
1,132
Q2 2025 Reduced 16.4%
$145B
$637 Million 0.25% of portfolio
1,785
Q2 2025 Added 0.06%
$0
$647 Million 0.25% of portfolio
7,725
Q2 2025 Added 1.89%
$0
$655 Million 0.25% of portfolio
1,060
Q2 2025 Added 6.21%
$155B
$625 Million 0.24% of portfolio
5,063
Q2 2025 Added 1.3%
$185B
$588 Million 0.23% of portfolio
6,904
Q2 2025 Reduced 0.69%
$124B
$559 Million 0.22% of portfolio
1,811
Q1 2025 Reduced 1.31%
$0
$572 Million 0.22% of portfolio
14,560
Q2 2025 Added 0.69%
$38.4B
$567 Million 0.22% of portfolio
1,890
Q2 2025 Reduced 0.32%
$0
$549 Million 0.21% of portfolio
2,211
Q2 2025 Reduced 1.95%
$1.21B
$538 Million 0.21% of portfolio
48,100
Q2 2025 Reduced 0.1%
$52.6B
$540 Million 0.21% of portfolio
7,530
Q2 2025 Added 0.01%
$172B
$535 Million 0.21% of portfolio
520
Q2 2025 Added 16.85%
$70.4B
$521 Million 0.2% of portfolio
8,291
Q2 2025 Reduced 3.83%
$51.4B
$514 Million 0.2% of portfolio
3,825
Q2 2025 Reduced 7.16%
$1.12B
$509 Million 0.2% of portfolio
58,450
Q2 2025 New
$229B
$511 Million 0.2% of portfolio
3,757
Q2 2025 Added 9.63%
$218B
$520 Million 0.2% of portfolio
1,340
Q2 2025 Added 4.12%
$135B
$486 Million 0.19% of portfolio
2,113
Q4 2024 Reduced 11.18%
$152B
$477 Million 0.19% of portfolio
2,150
Q1 2025 Added 0.05%
$142B
$482 Million 0.19% of portfolio
1,808
Q1 2025 Added 0.72%

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
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