Wealth Management Associates, Inc. Portfolio Holdings

Wealth Management Associates, Inc.

  • $282 Billion
  • Q3 2025

Wealth Management Associates, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $282 Billion distributed in 230 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16B, Ishares Core S&P 500 ETF with a value of $12.6B, Ishares Barclays 20+ Year Trea with a value of $11.5B, Microsoft Corp with a value of $10.8B, and Nvidia Corp with a value of $9.4B.

Examining the 13F form we can see an increase of $24.8B in the current position value, from $257B to 282B.

Wealth Management Associates, Inc. is based out at Cherry Hill, NJ

Below you can find more details about Wealth Management Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $282 Billion
ETFs: $121 Billion
Technology: $61.9 Billion
Financial Services: $20.9 Billion
Healthcare: $14.1 Billion
Communication Services: $13.2 Billion
Industrials: $12.1 Billion
Energy: $11.9 Billion
Consumer Cyclical: $8.07 Billion
Other: $12 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16 Billion 5.67% of portfolio
62,697
Q3 2025 Reduced 2.87%
$3.78T
$10.8 Billion 3.83% of portfolio
20,835
Q3 2025 Reduced 0.49%
$465B
$9.4 Billion 3.34% of portfolio
50,385
Q3 2025 Reduced 8.73%
$342B
$8.7 Billion 3.09% of portfolio
47,717
Q3 2025 Reduced 3.7%
$61.6B
$4.33 Billion 1.54% of portfolio
152,793
Q3 2025 Reduced 2.95%
$39.4B
$3.59 Billion 1.28% of portfolio
5,007
Q3 2025 Reduced 0.1%
$139B
$3.6 Billion 1.28% of portfolio
10,903
Q3 2025 Added 5.17%
$1.65T
$3.32 Billion 1.18% of portfolio
13,672
Q3 2025 Reduced 13.02%
$490B
$2.9 Billion 1.03% of portfolio
25,679
Q3 2025 Reduced 1.94%
$181B
$2.91 Billion 1.03% of portfolio
102,890
Q3 2025 Added 0.62%
$971B
$2.81 Billion 1.0% of portfolio
3,688
Q3 2025 Reduced 0.75%
$2.39T
$2.82 Billion 1.0% of portfolio
12,833
Q3 2025 Added 1.17%
$881B
$2.74 Billion 0.97% of portfolio
8,697
Q3 2025 Reduced 0.46%
$1.74T
$2.52 Billion 0.89% of portfolio
10,339
Q3 2025 Added 0.13%
$0
$2.37 Billion 0.84% of portfolio
80,050
Q3 2025 Reduced 0.67%
$115B
$2.33 Billion 0.83% of portfolio
4,747
Q3 2025 Reduced 0.42%
$41.3B
$2.14 Billion 0.76% of portfolio
25,696
Q3 2025 Added 0.04%
$172B
$1.91 Billion 0.68% of portfolio
43,419
Q3 2025 Added 1.62%
$522B
$1.89 Billion 0.67% of portfolio
10,215
Q3 2025 Added 2.41%
$1.91B
$1.77 Billion 0.63% of portfolio
109,845
Q3 2025 Reduced 1.59%
$413B
$1.76 Billion 0.63% of portfolio
34,178
Q3 2025 Reduced 1.13%
$2.27B
$1.63 Billion 0.58% of portfolio
83,992
Q3 2025 Added 74.04%
$328B
$1.58 Billion 0.56% of portfolio
5,261
Q3 2025 Reduced 9.15%
$266B
$1.57 Billion 0.56% of portfolio
5,549
Q3 2025 Added 8.83%
$414B
$1.5 Billion 0.53% of portfolio
6,496
Q3 2025 Added 0.08%
$346B
$1.38 Billion 0.49% of portfolio
8,982
Q3 2025 Reduced 2.18%
$141B
$1.35 Billion 0.48% of portfolio
52,907
Q3 2025 Reduced 5.24%
$279B
$1.25 Billion 0.44% of portfolio
12,154
Q3 2025 Reduced 12.43%
$303B
$1.22 Billion 0.43% of portfolio
7,880
Q3 2025 Added 7.46%
$512B
$1.17 Billion 0.41% of portfolio
2,050
Q3 2025 Added 0.05%
$533B
$1.11 Billion 0.4% of portfolio
3,262
Q3 2025 Reduced 0.12%
$235B
$998 Million 0.35% of portfolio
11,886
Q3 2025 Added 5.52%
$367B
$910 Million 0.32% of portfolio
2,246
Q3 2025 Reduced 5.11%
$224B
$896 Million 0.32% of portfolio
2,950
Q3 2025 Reduced 18.73%
$120B
$831 Million 0.3% of portfolio
26,461
Q3 2025 Reduced 1.07%
$170B
$732 Million 0.26% of portfolio
5,063
Q2 2025 Added 1.3%
$319B
$733 Million 0.26% of portfolio
10,715
Q3 2025 Reduced 5.91%
$404B
$724 Million 0.26% of portfolio
782
Q3 2025 Reduced 1.51%
$96.4B
$744 Million 0.26% of portfolio
6,013
Q3 2025 Reduced 7.66%
$13.6B
$701 Million 0.25% of portfolio
9,730
Q3 2025 Reduced 0.26%
$190B
$705 Million 0.25% of portfolio
6,949
Q3 2025 Added 0.65%
$112M
$706 Million 0.25% of portfolio
99,044
Q3 2022 New
$140B
$668 Million 0.24% of portfolio
1,786
Q3 2025 Added 0.06%
$70.1B
$651 Million 0.23% of portfolio
3,825
Q2 2025 Reduced 7.16%
$193B
$656 Million 0.23% of portfolio
5,725
Q3 2025 Added 7.94%
$111B
$618 Million 0.22% of portfolio
1,877
Q3 2025 Reduced 11.46%
$151B
$621 Million 0.22% of portfolio
1,761
Q2 2025 Added 5.7%
$177B
$615 Million 0.22% of portfolio
3,346
Q2 2025 Reduced 4.48%
$114B
$615 Million 0.22% of portfolio
2,848
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $282 Billion
  • Prior Value $257 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 23 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
Track This Portfolio

Track Wealth Management Associates, Inc. Portfolio

Follow Wealth Management Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email