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
$99B
$228 Million 0.09% of portfolio
4,927
Q2 2025 Added 0.14%
$99.2B
$207 Million 0.08% of portfolio
750
Q2 2025 New
$1.18B
$215 Million 0.08% of portfolio
6,755
Q1 2025 New
$21.5B
$205 Million 0.08% of portfolio
653
Q2 2025 Reduced 33.3%
$0
$205 Million 0.08% of portfolio
811
Q2 2025 New
$0
$218 Million 0.08% of portfolio
10,165
Q2 2025 Reduced 7.0%
Blackrock Inc
-
$200 Million 0.08% of portfolio
-
Q2 2025 New
$76B
$210 Million 0.08% of portfolio
2,076
Q2 2025 New
$0
$148 Million 0.06% of portfolio
10,847
Q2 2025 Added 0.18%
$29.2B
$146 Million 0.06% of portfolio
12,755
Q2 2025 Reduced 4.31%
$0
$164 Million 0.06% of portfolio
13,776
Q2 2025 Reduced 2.05%
$0
$160 Million 0.06% of portfolio
17,973
Q2 2025 Reduced 2.7%
$44.4B
$147 Million 0.06% of portfolio
13,547
Q2 2025 Reduced 8.68%
$81.4M
$167 Million 0.06% of portfolio
307,800
Q2 2025 Added 34.76%
$0
$125 Million 0.05% of portfolio
14,403
Q2 2025 Reduced 2.26%
$0
$136 Million 0.05% of portfolio
12,416
Q2 2025 Reduced 8.54%
$139M
$52.8 Million 0.02% of portfolio
26,950
Q1 2025 Reduced 23.11%
$581M
$11.9 Million 0.0% of portfolio
28,835
Q1 2025 Reduced 6.49%

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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