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Wealth Management Associates, Inc.

Q3 2025 13F Holdings

  • Location
    cherry hill, NJ
  • Num holdings

    230

  • Value ($000)

    $281,785

  • Date Filed
    10/21/2025
  • Form type
    13F-HR
  • CIK
    0002067339
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$15.96M
6 %

62,697

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$12.59M
5 %

18,804

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$11.53M
4 %

128,964

M
MSFT

MICROSOFT CORP

COM
594918104
$10.79M
4 %

20,835

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.4M
3 %

50,385

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$9.28M
3 %

28,274

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$8.7M
3 %

47,717

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$8.33M
3 %

58,647

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$6.08M
2 %

43,116

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$5.61M
2 %

38,511

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