Wealth Management Associates, Inc.
Q1 2025 13F Holdings
- Locationcherry hill, NJ
- Num holdings
212
- Value ($000)
$233,352
- Date Filed05/28/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $14.64M | 6 % | 65,929 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $12.46M | 5 % | 136,892 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.58M | 5 % | 18,826 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.91M | 3 % | 21,061 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $7.50M | 3 % | 55,881 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.46M | 3 % | 27,126 | ||
T AT&T INC | COM | 00206R102 | $6.39M | 3 % | 226,046 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.94M | 3 % | 54,828 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $5.55M | 2 % | 43,048 | ||
TDIV FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | $4.49M | 2 % | 60,987 |
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