Wealth Management Associates, Inc. Top Holdings and 13F Report (2025) About Wealth Management Associates, Inc.Investment ActivityWealth Management Associates, Inc. has $233.35 million in total holdings as of March 31, 2025.Wealth Management Associates, Inc. owns shares of 212 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 4.43% of the portfolio was purchased this quarter.About 2.66% of the portfolio was sold this quarter.This quarter, Wealth Management Associates, Inc. has purchased 210 new stocks and bought additional shares in 83 stocks.Wealth Management Associates, Inc. sold shares of 67 stocks and completely divested from 13 stocks this quarter.Largest Holdings Apple $14,644,735iShares 20+ Year Treasury Bond ETF $12,461,234iShares Core S&P 500 ETF $10,578,550Microsoft $7,906,241iShares Select Dividend ETF $7,504,209 Largest New Holdings this Quarter 35473P595 - Franklin Senior Loan ETF $1,153,555 Holding739128106 - Powell Industries $420,034 Holding70450Y103 - PayPal $390,195 Holding87165B103 - Synchrony Financial $327,699 Holding040413205 - ARISTA NETWORKS INC $325,416 Holding Largest Purchases this Quarter Franklin Senior Loan ETF 47,925 shares (about $1.15M)iShares 20+ Year Treasury Bond ETF 8,176 shares (about $744.26K)iShares Core S&P 500 ETF 944 shares (about $530.44K)SPDR Blackstone Senior Loan ETF 10,514 shares (about $432.44K)Powell Industries 2,466 shares (about $420.03K) Largest Sales this Quarter QUALCOMM 2,162 shares (about $332.06K)Synopsys 491 shares (about $210.57K)Lockheed Martin 466 shares (about $208.17K)Verizon Communications 3,966 shares (about $179.90K)Kinder Morgan 6,043 shares (about $172.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Management Associates, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$14,644,735$84,409 ▼-0.6%65,9296.3%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$12,461,234$744,259 ▲6.4%136,8925.3%ETFIVViShares Core S&P 500 ETF$10,578,550$530,445 ▲5.3%18,8264.5%ETFMSFTMicrosoft$7,906,241$97,979 ▲1.3%21,0613.4%Computer and TechnologyDVYiShares Select Dividend ETF$7,504,209$74,396 ▲1.0%55,8813.2%ETFVTIVanguard Total Stock Market ETF$7,455,227$223,168 ▲3.1%27,1263.2%ETFTAT&T$6,392,583$49,235 ▲0.8%226,0462.7%Computer and TechnologyNVDANVIDIA$5,942,305$6,828 ▲0.1%54,8282.5%Computer and TechnologyVYMVanguard High Dividend Yield ETF$5,551,467$81,245 ▼-1.4%43,0482.4%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$4,489,277$79,352 ▼-1.7%60,9871.9%ManufacturingKMIKinder Morgan$4,480,158$172,407 ▼-3.7%157,0331.9%EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$4,427,694$89,066 ▲2.1%36,2901.9%ETFIDViShares International Select Dividend ETF$4,388,741$36,107 ▲0.8%141,4811.9%ETFGLDSPDR Gold Shares$4,295,519$183,830 ▲4.5%14,9081.8%FinancePALANTIR TECHNOLOGIES INC$4,156,616$57,561 ▲1.4%49,2491.8%CL AXOMExxon Mobil$3,147,064$82,182 ▲2.7%26,4611.3%EnergyAGGiShares Core U.S. Aggregate Bond ETF$3,136,105$312,295 ▲11.1%31,7031.3%FinanceLLYEli Lilly and Company$3,048,867$2,477 ▲0.1%3,6921.3%MedicalSRLNSPDR Blackstone Senior Loan ETF$3,015,077$432,441 ▲16.7%73,3061.3%ETFAXONAxon Enterprise$2,641,321$64,166 ▲2.5%5,0221.1%AerospaceHDViShares Core High Dividend ETF$2,502,111$50,507 ▲2.1%20,6581.1%ETFBIVVanguard Intermediate-Term Bond ETF$2,500,705$186,525 ▲8.1%32,6591.1%ETFGOOGLAlphabet$2,423,281$7,268 ▲0.3%15,6701.0%Computer and TechnologyAMZNAmazon.com$2,404,696$19,026 ▼-0.8%12,6391.0%Retail/WholesalePEGPublic Service Enterprise Group$2,162,476$24,772 ▼-1.1%26,2760.9%UtilitiesJPMJPMorgan Chase & Co.$2,002,808$4,906 ▼-0.2%8,1650.9%FinanceVZVerizon Communications$1,917,292$179,899 ▼-8.6%42,2680.8%Computer and TechnologySPROTT PHYSICAL GOLD TR$1,880,602$241 ▲0.0%78,1630.8%UNITVGTVanguard Information Technology ETF$1,755,035$2,169 ▼-0.1%3,2360.8%ETFAVGOBroadcom$1,727,315$95,934 ▼-5.3%10,3170.7%Computer and TechnologyJNJJohnson & Johnson$1,653,180$33,001 ▼-2.0%9,9690.7%MedicalQQQInvesco QQQ$1,646,465$5,158 ▼-0.3%3,5110.7%FinanceGOOGAlphabet$1,619,364$38,902 ▲2.5%10,3650.7%Computer and TechnologyPGProcter & Gamble$1,617,052$43,115 ▲2.7%9,4890.7%Consumer StaplesCRWDCrowdStrike$1,576,033$34,553 ▲2.2%4,4700.7%Computer and TechnologyONEQFidelity NASDAQ Composite Index ETF$1,510,318$14,906 ▼-1.0%22,1890.6%ETFISHARES BITCOIN TRUST ETF$1,507,630$278,289 ▲22.6%32,2070.6%SHS BEN INTABBVAbbVie$1,470,547$1,257 ▲0.1%7,0190.6%MedicalBACBank of America$1,448,019$459 ▼0.0%34,7000.6%FinancePFEPfizer$1,386,614$128,044 ▲10.2%54,7200.6%MedicalIBMInternational Business Machines$1,265,128$6,465 ▲0.5%5,0880.5%Computer and TechnologyWMTWalmart$1,258,128$22,474 ▼-1.8%14,3310.5%Retail/WholesaleCVXChevron$1,226,575$87,660 ▼-6.7%7,3320.5%EnergyVFHVanguard Financials ETF$1,161,726$24,491 ▲2.2%9,7240.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,159,829$7,587 ▼-0.6%12,3830.5%ETFFLBLFranklin Senior Loan ETF$1,153,555$1,153,555 ▲New Holding47,9250.5%ETFMCDMcDonald's$1,136,806$20,618 ▼-1.8%3,6390.5%Retail/WholesaleMAMastercard$1,123,2910.0%2,0490.5%Business ServicesIGEBiShares Investment Grade Systematic Bond ETF$1,086,244$73,277 ▲7.2%24,1330.5%ETFIAUiShares Gold Trust$1,082,9770.0%18,3680.5%FinanceVVisa$1,065,949$38,195 ▲3.7%3,0420.5%Business ServicesMRKMerck & Co., Inc.$1,019,552$4,039 ▼-0.4%11,3590.4%MedicalCMCSAComcast$987,001$4,354 ▲0.4%26,7480.4%Consumer DiscretionaryILCBiShares Morningstar U.S. Equity ETF$981,127$8,421 ▼-0.9%12,6990.4%ETFGEGE Aerospace$972,149$22,017 ▲2.3%4,8570.4%AerospaceSOUNSoundHound AI$935,172$60,453 ▲6.9%115,1690.4%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$911,236$31,176 ▲3.5%15,2280.4%ManufacturingHDHome Depot$867,299$7,695 ▼-0.9%2,3670.4%Retail/WholesaleDUKDuke Energy$818,6630.0%6,7120.4%UtilitiesDOCUDocusign$798,534$47,212 ▲6.3%9,8100.3%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$784,298$75,684 ▼-8.8%22,9330.3%ETFIYFiShares U.S. Financials ETF$762,264$52,811 ▲7.4%6,7550.3%ETFCOSTCostco Wholesale$750,551$4,726 ▼-0.6%7940.3%Retail/WholesaleCSCOCisco Systems$713,402$185 ▲0.0%11,5610.3%Computer and TechnologyDGROiShares Core Dividend Growth ETF$712,476$6,364 ▲0.9%11,5320.3%ETFVOOVanguard S&P 500 ETF$695,834$65,267 ▲10.4%1,3540.3%ETFIDUiShares U.S. Utilities ETF$694,795$62,269 ▲9.8%6,8510.3%ETFUNHUnitedHealth Group$681,924$48,709 ▼-6.7%1,3020.3%MedicalLNKBLINKBANCORP$671,5180.0%99,0440.3%FinanceTTDTrade Desk$659,759$40,657 ▲6.6%12,0570.3%Computer and TechnologyADBEAdobe$638,961$28,765 ▼-4.3%1,6660.3%Computer and TechnologyCOPConocoPhillips$635,203$23,631 ▼-3.6%6,0480.3%EnergyTXNTexas Instruments$629,5380.0%3,5030.3%Computer and TechnologyTJXTJX Companies$608,7560.0%4,9980.3%Retail/WholesaleIXCiShares Global Energy ETF$608,332$22,507 ▲3.8%14,4600.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$605,493$4,552 ▲0.8%7,5820.3%ManufacturingVHTVanguard Health Care ETF$596,989$29,916 ▲5.3%2,2550.3%ETFRKTRocket Companies$578,877$2,776 ▼-0.5%47,9600.2%FinanceCAHCardinal Health$561,4130.0%4,0750.2%MedicalSPYSPDR S&P 500 ETF Trust$558,299$87,829 ▲18.7%9980.2%FinanceADPAutomatic Data Processing$553,315$7,333 ▼-1.3%1,8110.2%Computer and TechnologyVLOValero Energy$544,0840.0%4,1200.2%EnergyAPLDApplied Digital$537,609$109,309 ▲25.5%95,6600.2%FinanceCORCencora$527,1590.0%1,8960.2%MedicalTRGPTarga Resources$521,4220.0%2,6010.2%EnergyWMBWilliams Companies$515,209$135,242 ▼-20.8%8,6210.2%EnergyRSPInvesco S&P 500 Equal Weight ETF$512,059$29,968 ▼-5.5%2,9560.2%ETFPGRProgressive$511,682$3,679 ▲0.7%1,8080.2%FinanceKRKroger$509,620$68 ▲0.0%7,5290.2%Retail/WholesaleOKEONEOK$502,053$27,285 ▲5.7%5,0600.2%EnergyLOWLowe's Companies$501,378$233 ▲0.0%2,1500.2%Retail/WholesaleQCOMQUALCOMM$501,015$332,065 ▼-39.9%3,2620.2%Computer and TechnologyUNPUnion Pacific$499,1750.0%2,1130.2%TransportationCCitigroup$493,511$33,010 ▼-6.3%6,9520.2%FinanceETNEaton$484,881$66,590 ▲15.9%1,7840.2%IndustrialsDISWalt Disney$483,091$493 ▲0.1%4,8950.2%Consumer DiscretionaryUSFRWisdomTree Floating Rate Treasury Fund$464,552$10,569 ▲2.3%9,2300.2%FinanceELVElevance Health$458,0870.0%1,0530.2%MedicalABTAbbott Laboratories$454,6480.0%3,4270.2%MedicalIJHiShares Core S&P Mid-Cap ETF$446,990$2,917 ▼-0.6%7,6610.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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