Wealth Management Associates, Inc.
Q2 2025 13F Holdings
- Locationcherry hill, NJ
- Num holdings
219
- Value ($000)
$256,950
- Date Filed08/04/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $13.24M | 5 % | 64,552 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $12.23M | 5 % | 138,561 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $11.72M | 5 % | 18,872 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.41M | 4 % | 20,938 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.72M | 3 % | 55,203 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $8.58M | 3 % | 28,245 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $7.66M | 3 % | 57,651 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $6.75M | 3 % | 49,548 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $5.74M | 2 % | 43,050 | ||
TDIV FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | $5.15M | 2 % | 57,111 |
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