Wealth Management Associates, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Wealth Management Associates, Inc. held in its portfolio 235 assets valued at $287,510,981 (i.e. $287.51M).
The most valuable assets in the portfolio included: APPLE INC ($15.48M), ISHARES TR ($12.71M), and ISHARES TR ($12.15M).
The chart below shows the top 10 valuable assets, and the table below shows the top 235 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Wealth Management Associates, Inc. - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 56927 | 15476130 | COM |
| ISHARES TR | 18554 | 12708112 | CORE S&P500 ETF |
| ISHARES TR | 139375 | 12147904 | 20 YR TR BD ETF |
| MICROSOFT CORP | 20730 | 10025652 | COM |
| VANGUARD INDEX FDS | 27818 | 9326417 | TOTAL STK MKT |
| NVIDIA CORPORATION | 49465 | 9225156 | COM |
| PALANTIR TECHNOLOGIES INC | 47412 | 8427483 | CL A |
| ISHARES TR | 58666 | 8280099 | SELECT DIVID ETF |
| VANGUARD WHITEHALL FDS | 43142 | 6191738 | HIGH DIV YLD |
| SPDR GOLD TR | 14648 | 5805043 | GOLD SHS |
| ISHARES TR | 145945 | 5757537 | INTL SEL DIV ETF |
| ISHARES TR | 38428 | 5713839 | CORE S&P TTL STK |
| FIRST TR EXCHANGE TRADED FD | 55424 | 5367218 | NASD TECH DIV |
| ALPHABET INC | 14348 | 4491058 | CAP STK CL A |
| KINDER MORGAN INC DEL | 150143 | 4127427 | COM |
| ELI LILLY & CO | 3693 | 3968660 | COM |
| GLOBAL X FDS | 75674 | 3848800 | ARTIFICIAL ETF |
| ISHARES TR | 36745 | 3670128 | CORE US AGGBD ET |
| BROADCOM INC | 10378 | 3591887 | COM |
| SSGA ACTIVE ETF TR | 82377 | 3399707 | STATE STREET BLA |
| ALPHABET INC | 10204 | 3202171 | CAP STK CL C |
| EXXON MOBIL CORP | 25588 | 3079306 | COM |
| AMAZON COM INC | 12942 | 2987272 | COM |
| VANGUARD BD INDEX FDS | 37192 | 2896485 | INTERMED TERM |
| AXON ENTERPRISE INC | 4997 | 2837946 | COM |
| ISHARES TR | 23321 | 2836041 | CORE HIGH DV ETF |
| JPMORGAN CHASE & CO. | 8326 | 2682700 | COM |
| SPROTT ASSET MANAGEMENT LP | 79003 | 2608679 | PHYSICAL GOLD TR |
| AT&T INC | 100779 | 2503361 | COM |
| VANGUARD WORLD FD | 3167 | 2386923 | INF TECH ETF |
| APPLIED DIGITAL CORP | 95310 | 2337001 | COM NEW |
| CROWDSTRIKE HLDGS INC | 4734 | 2219110 | CL A |
| INVESCO QQQ TR | 3572 | 2194613 | UNIT SER 1 |
| JOHNSON & JOHNSON | 10300 | 2131489 | COM |
| FIDELITY COMWLTH TR | 22452 | 2052095 | NASDAQ COMPSIT |
| PUBLIC SVC ENTERPRISE GRP | 24525 | 1969393 | COM |
| BANK AMERICA CORP | 33117 | 1821412 | COM |
| INTERNATIONAL BUSINESS | 5975 | 1769721 | COM |
| VERIZON COMMUNICATIONS INC | 42677 | 1738241 | COM |
| GE AEROSPACE | 5081 | 1565133 | COM NEW |
| ROCKET COS INC | 79695 | 1542895 | COM CL A |
| PFIZER INC | 61018 | 1519347 | COM |
| ISHARES BITCOIN TRUST ETF | 30577 | 1518169 | SHS BEN INT |
| ABBVIE INC | 6501 | 1485382 | COM |
| ISHARES GOLD TR | 17768 | 1442229 | ISHARES NEW |
| DBX ETF TR | 38815 | 1429556 | XTRACK USD HIGH |
| INVESCO EXCH TRADED FD TR | 11577 | 1381422 | S&P 500 MOMNTM |
| PROCTER AND GAMBLE CO | 9193 | 1317449 | COM |
| VANGUARD WORLD FD | 9781 | 1305666 | FINANCIALS ETF |
| WALMART INC | 11504 | 1281630 | COM |
| ISHARES TR | 13397 | 1261499 | MSCI USA MIN VOL |
| MERCK & CO INC | 11454 | 1205658 | COM |
| ISHARES TR | 26390 | 1204948 | INVESTMENT GRADE |
| CHEVRON CORP NEW | 7881 | 1201173 | COM |
| ISHARES TR | 12555 | 1184907 | MORNINGSTR US EQ |
| MASTERCARD INCORPORATED | 2050 | 1170113 | CL A |
| VANGUARD INDEX FDS | 1860 | 1166462 | S&P 500 ETF SHS |
| ISHARES SILVER TR | 17886 | 1152189 | ISHARES |
| VISA INC | 3192 | 1119460 | COM CL A |
| ISHARES TR | 23109 | 1113392 | FUTURE AI & TECH |
| SOUNDHOUND AI INC | 107445 | 1071227 | CLASS A COM |
| ISHARES TR | 14490 | 1005909 | CORE DIV GRWTH |
| ISHARES TR | 7374 | 950773 | U.S. FINLS ETF |
| FIRST TR EXCHANGE-TRADED FD | 15251 | 913977 | FIRST TR ENH NEW |
| MCDONALDS CORP | 2925 | 894085 | COM |
| ISHARES TR | 7914 | 857597 | U.S. UTILITS ETF |
| GE VERNOVA INC | 1285 | 840110 | COM |
| LINKBANCORP INC | 99044 | 818103 | COM |
| CISCO SYS INC | 10617 | 817828 | COM |
| TJX COS INC NEW | 5064 | 777819 | COM |
| CATERPILLAR INC | 1324 | 758550 | COM |
| COMCAST CORP NEW | 25254 | 754842 | CL A |
| HOME DEPOT INC | 2184 | 751342 | COM |
| INVESCO EXCHANGE TRADED FD | 15828 | 720318 | S&P500 EQL TEC |
| SPDR S&P 500 ETF TR | 1034 | 705208 | TR UNIT |
| DUKE ENERGY CORP NEW | 6013 | 704783 | COM NEW |
| WISDOMTREE TR | 7807 | 698212 | US QTLY DIV GRT |
| CITIGROUP INC | 5840 | 681432 | COM NEW |
| BRIDGEBIO PHARMA INC | 8900 | 680761 | COM |
| COSTCO WHSL CORP NEW | 779 | 671920 | COM |
| BOEING CO | 3083 | 669377 | COM |
| CONSTELLATION ENERGY CORP | 1873 | 661614 | COM |
| DISNEY WALT CO | 5642 | 641901 | COM |
| VANGUARD WORLD FD | 2224 | 640239 | HEALTH CAR ETF |
| CENCORA INC | 1890 | 638321 | COM |
| FIDELITY COVINGTON TRUST | 11191 | 634442 | HIGH DIVID ETF |
| L3HARRIS TECHNOLOGIES INC | 2143 | 629141 | COM |
| VALERO ENERGY CORP | 3825 | 622617 | COM |
| ARBUTUS BIOPHARMA CORP | 127870 | 615055 | COM |
| ISHARES TR | 14595 | 611968 | GLOBAL ENERG ETF |
| ADOBE INC | 1678 | 587283 | COM |
| NAVITAS SEMICONDUCTOR CORP | 82120 | 586337 | COM |
| TEXAS INSTRS INC | 3346 | 580557 | COM |
| CARDINAL HEALTH INC | 2720 | 558958 | COM |
| WESTERN COPPER & GOLD CORP | 205500 | 548685 | COM |
| ARISTA NETWORKS INC | 4180 | 547705 | COM SHS |
| RYDER SYS INC | 2840 | 543548 | COM |
| CONOCOPHILLIPS | 5711 | 534574 | COM |
| SYNCHRONY FINANCIAL | 6190 | 516432 | COM |
| TKO GROUP HOLDINGS INC | 2445 | 511005 | CL A |
| INTUITIVE SURGICAL INC | 902 | 510857 | COM NEW |
| INVESCO LTD | 19410 | 509901 | SHS |
| WISDOMTREE TR | 10079 | 507155 | FLOATNG RAT TREA |
| ISHARES TR | 7611 | 502293 | CORE S&P MCP ETF |
| WILLIAMS COS INC | 8338 | 501197 | COM |
| SYNOPSYS INC | 1064 | 499782 | COM |
| FEDEX CORP | 1727 | 498794 | COM |
| TESLA INC | 1104 | 496491 | COM |
| EATON CORP PLC | 1554 | 494895 | SHS |
| TORONTO DOMINION BK ONT | 5246 | 494216 | COM NEW |
| FIDELITY COVINGTON TRUST | 6644 | 493489 | MSCI HLTH CARE I |
| ONEOK INC NEW | 6665 | 489878 | COM |
| UNION PAC CORP | 2113 | 488779 | COM |
| KKR & CO INC | 3834 | 488758 | COM |
| NEXTERA ENERGY INC | 6075 | 487701 | COM |
| TARGA RES CORP | 2601 | 479885 | COM |
| SOUTHERN CO | 5423 | 472886 | COM |
| QUALCOMM INC | 2760 | 472095 | COM |
| KROGER CO | 7532 | 470599 | COM |
| WELLS FARGO CO NEW | 5018 | 467660 | COM |
| VERTIV HOLDINGS CO | 2871 | 465131 | COM CL A |
| ISHARES TR | 5445 | 460837 | CORE MSCI TOTAL |
| ARGENX SE | 539 | 453272 | SPONSORED ADR |
| AUTOMATIC DATA PROCESSING | 1727 | 444236 | COM |
| TARGET CORP | 4525 | 442319 | COM |
| META PLATFORMS INC | 668 | 441064 | CL A |
| INVESCO EXCHANGE TRADED FD | 2283 | 437355 | S&P500 EQL WGT |
| UNITEDHEALTH GROUP INC | 1320 | 435588 | COM |
| ISHARES TR | 2171 | 431286 | MSCI USA QLT FCT |
| SERVICENOW INC | 2805 | 429698 | COM |
| APPLIED MATLS INC | 1641 | 421721 | COM |
| PALO ALTO NETWORKS INC | 2289 | 421634 | COM |
| ABBOTT LABS | 3357 | 420640 | COM |
| LAS VEGAS SANDS CORP | 6394 | 416206 | COM |
| BEST BUY INC | 6100 | 408273 | COM |
| SYSCO CORP | 5467 | 402863 | COM |
| COCA COLA CO | 5757 | 402502 | COM |
| INVESCO EXCH TRADED FD TR | 5592 | 399407 | S&P500 LOW VOL |
| WARNER BROS DISCOVERY INC | 13838 | 398816 | COM SER A |
| ISHARES ETHEREUM TR | 17702 | 397062 | SHS |
| DBX ETF TR | 8380 | 395397 | XTRACKERS LOW |
| ISHARES TR | 1000 | 386850 | RUSSELL 3000 ETF |
| INTUIT | 576 | 381554 | COM |
| BOOKING HOLDINGS INC | 71 | 380228 | COM |
| INVESCO EXCH TRADED FD TR | 1489 | 376694 | NASDAQ 100 ETF |
| OREILLY AUTOMOTIVE INC | 4110 | 374873 | COM |
| ANALOG DEVICES INC | 1377 | 373442 | COM |
| ALTRIA GROUP INC | 6451 | 371972 | COM |
| VANGUARD BD INDEX FDS | 7450 | 371308 | VANGUARD ULTRA |
| WISDOMTREE TR | 7083 | 365468 | US MIDCAP DIVID |
| FIRST TR EXCHANGE TRADED FD | 5058 | 361362 | NASDAQ CYB ETF |
| SAMSARA INC | 10110 | 358400 | COM CL A |
| MERCADOLIBRE INC | 176 | 354510 | COM |
| BERKSHIRE HATHAWAY INC DEL | 694 | 348839 | CL B NEW |
| TRANE TECHNOLOGIES PLC | 896 | 348723 | SHS |
| VANGUARD SPECIALIZED FUNDS | 1569 | 344733 | DIV APP ETF |
| MORGAN STANLEY | 1917 | 340381 | COM NEW |
| ISHARES TR | 2634 | 339338 | ESG MSCI KLD 400 |
| ORACLE CORP | 1738 | 338800 | COM |
| RTX CORPORATION | 1830 | 335561 | COM |
| VIKING HOLDINGS LTD | 4690 | 334913 | ORD SHS |
| FIRST TR EXCHANGE-TRADED FD | 6695 | 334705 | FST LOW OPPT EFT |
| HANOVER INS GROUP INC | 1817 | 332093 | COM |
| CHUBB LIMITED | 1055 | 329287 | COM |
| AMERICAN EXPRESS CO | 888 | 328331 | COM |
| FIRST TR EXCH TRADED FD III | 16550 | 320911 | INSTL PFD SECS |
| VANGUARD WHITEHALL FDS | 3555 | 319950 | INTL HIGH ETF |
| PPL CORP | 9091 | 318370 | COM |
| GILEAD SCIENCES INC | 2585 | 317283 | COM |
| PARKER-HANNIFIN CORP | 360 | 316426 | COM |
| ISHARES TR | 3822 | 316194 | MRGSTR MD CP ETF |
| LOCKHEED MARTIN CORP | 653 | 315837 | COM |
| PHILIP MORRIS INTL INC | 1940 | 311141 | COM |
| VANGUARD ADMIRAL FDS INC | 1485 | 304202 | 500 VAL IDX FD |
| MCKESSON CORP | 370 | 303372 | COM |
| FIRST TR EXCHANGE-TRADED FD | 3273 | 302790 | CAP STRENGTH ETF |
| ASTRAZENECA PLC | 3275 | 301076 | SPONSORED ADR |
| NUVEEN QUALITY MUNCP INCOME | 25026 | 300810 | COM |
| BANK NEW YORK MELLON CORP | 2578 | 299280 | COM |
| PACER FDS TR | 4970 | 299070 | US CASH COWS 100 |
| SOUTHERN COPPER CORP | 2079 | 298274 | COM |
| REALTY INCOME CORP | 5265 | 296788 | COM |
| ENTERPRISE PRODS PARTNERS L | 9185 | 294458 | COM |
| PNC FINL SVCS GROUP INC | 1390 | 290135 | COM |
| WASTE MGMT INC DEL | 1308 | 287381 | COM |
| SHOPIFY INC | 1757 | 282824 | CL A SUB VTG SHS |
| VANECK MERK GOLD ETF | 6755 | 280197 | GOLD SHS |
| VANGUARD SCOTTSDALE FDS | 3650 | 276853 | LG-TERM COR BD |
| ADVANCED MICRO DEVICES INC | 1269 | 271769 | COM |
| CHENIERE ENERGY INC | 1364 | 265096 | COM NEW |
| FIRST TR EXCHANGE TRADED FD | 1570 | 264200 | TECH ALPHADEX |
| MICRON TECHNOLOGY INC | 917 | 261695 | COM |
| VANECK ETF TRUST | 2105 | 261425 | URANIUM AND NUCL |
| LAM RESEARCH CORP | 1526 | 261221 | COM NEW |
| PEPSICO INC | 1807 | 259347 | COM |
| PACER FDS TR | 7200 | 253512 | US LRG CP CASH |
| EQT CORP | 4705 | 252188 | COM |
| DOLLAR TREE INC | 2000 | 246020 | COM |
| EXELON CORP | 5643 | 245978 | COM |
| SELECT SECTOR SPDR TR | 5445 | 243466 | STATE STREET ENE |
| TAIWAN SEMICONDUCTOR MFG | 798 | 242639 | SPONSORED ADS |
| CAPITAL GRP FIXED INCM ETF | 8765 | 242078 | US MULTI-SECTOR |
| INVESCO EXCHANGE TRADED FD | 3212 | 241024 | S&P500 QUALITY |
| ISHARES TR | 4575 | 240737 | US INFRASTRUC |
| SELECT SECTOR SPDR TR | 1658 | 238702 | STATE STREET TEC |
| ISHARES TR | 7643 | 236627 | PFD AND INCM SEC |
| QUANTA SVCS INC | 560 | 236354 | COM |
| FRANKLIN TEMPLETON ETF TR | 9877 | 231319 | SENIOR LOAN ETF |
| AMERICAN TOWER CORP NEW | 1299 | 228122 | COM |
| WEDBUSH SER TR | 7150 | 226012 | DAN IVES WEDBUSH |
| KLA CORP | 183 | 222360 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 10165 | 221902 | LNG DUR OPRTUN |
| NUVEEN NEW JERSEY QULT MUN | 17528 | 221553 | COM |
| ISHARES TR | 2000 | 220300 | TRUST ISHARE 0-1 |
| INTEL CORP | 5884 | 217122 | COM |
| TELADOC HEALTH INC | 30575 | 214025 | COM |
| BRISTOL-MYERS SQUIBB CO | 3951 | 213126 | COM |
| THE TRADE DESK INC | 5581 | 211855 | COM CL A |
| ISHARES TR | 1756 | 211028 | CORE S&P SCP ETF |
| CME GROUP INC | 750 | 204810 | COM |
| BLACKROCK INC | 191 | 204435 | COM |
| GENERAL DYNAMICS CORP | 604 | 203343 | COM |
| GSK PLC | 4124 | 202264 | SPONSORED ADR |
| SALESFORCE INC | 757 | 200537 | COM |
| FIRST TR EXCHANGE TRADED FD | 1540 | 200371 | CLOUD COMPUTING |
| MEDTRONIC PLC | 2084 | 200189 | SHS |
| FORD MTR CO | 14321 | 187891 | COM |
| NUVEEN AMT FREE MUN CR INC | 13776 | 174407 | COM |
| NUVEEN AMT-FREE MUN VALUE | 10893 | 155879 | COM |
| BLACKROCK ENHANCED EQUITY | 16065 | 152296 | COM |
| NUVEEN AMT FREE QLTY MUN | 12517 | 145575 | COM |
| SANGAMO THERAPEUTICS INC | 315800 | 132636 | COM |
| NUVEEN MUN VALUE FD INC | 14403 | 130488 | COM |
| IMMUNITYBIO INC | 19000 | 37620 | COM |
| QUANTUM SI INC | 26950 | 29645 | COM CL A |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.