Wealth Management Associates, Inc.
Q3 2025 13F Holdings
- Locationcherry hill, NJ
- Num holdings
230
- Value ($000)
$281,785
- Date Filed10/21/2025
- Form type13F-HR
- CIK0002067339
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $15.96 M | 6 % | 62,697 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $12.59 M | 5 % | 18,804 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $11.53 M | 4 % | 128,964 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.79 M | 4 % | 20,835 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $9.40 M | 3 % | 50,385 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $9.28 M | 3 % | 28,274 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $8.70 M | 3 % | 47,717 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $8.33 M | 3 % | 58,647 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $6.08 M | 2 % | 43,116 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $5.61 M | 2 % | 38,511 |
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