Wealth Management Associates, Inc. Top Holdings and 13F Report (2025) About Wealth Management Associates, Inc.Investment ActivityWealth Management Associates, Inc. has $256.95 million in total holdings as of June 30, 2025.Wealth Management Associates, Inc. owns shares of 219 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 4.63% of the portfolio was purchased this quarter.About 3.39% of the portfolio was sold this quarter.This quarter, Wealth Management Associates, Inc. has purchased 212 new stocks and bought additional shares in 90 stocks.Wealth Management Associates, Inc. sold shares of 64 stocks and completely divested from 8 stocks this quarter.Largest Holdings Apple $13,244,184iShares 20+ Year Treasury Bond ETF $12,227,991iShares Core S&P 500 ETF $11,717,910Microsoft $10,414,796NVIDIA $8,721,594 Largest New Holdings this Quarter 37954Y632 - Global X Artificial Intelligence & Technology ETF $2,853,219 Holding46138E339 - Invesco S&P 500 Momentum ETF $1,290,871 Holding87918A105 - Teladoc Health $509,100 Holding92537N108 - Vertiv $307,157 Holding33734X846 - First Trust Nasdaq Cybersecurity ETF $298,681 Holding Largest Purchases this Quarter Global X Artificial Intelligence & Technology ETF 65,306 shares (about $2.85M)Invesco S&P 500 Momentum ETF 11,477 shares (about $1.29M)Teladoc Health 58,450 shares (about $509.10K)O'Reilly Automotive 3,879 shares (about $349.61K)Vanguard Total Stock Market ETF 1,119 shares (about $340.10K) Largest Sales this Quarter AT&T 123,786 shares (about $3.58M)First Trust NASDAQ Technology Dividend Index Fund 3,876 shares (about $349.50K)Apple 1,377 shares (about $282.52K)Invesco S&P 500 Equal Weight Technology ETF 5,868 shares (about $239.29K)UnitedHealth Group 571 shares (about $178.13K) 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$13,244,184$282,520 ▼-2.1%64,5525.2%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$12,227,991$147,289 ▲1.2%138,5614.8%ETFIVViShares Core S&P 500 ETF$11,717,910$28,562 ▲0.2%18,8724.6%ETFMSFTMicrosoft$10,414,796$61,182 ▼-0.6%20,9384.1%Computer and TechnologyNVDANVIDIA$8,721,594$59,247 ▲0.7%55,2033.4%Computer and TechnologyVTIVanguard Total Stock Market ETF$8,584,511$340,098 ▲4.1%28,2453.3%ETFDVYiShares Select Dividend ETF$7,656,587$235,072 ▲3.2%57,6513.0%ETFPALANTIR TECHNOLOGIES INC$6,754,383$40,760 ▲0.6%49,5482.6%CL AVYMVanguard High Dividend Yield ETF$5,738,984$267 ▲0.0%43,0502.2%ETFTDIVFirst Trust NASDAQ Technology Dividend Index Fund$5,149,657$349,496 ▼-6.4%57,1112.0%ManufacturingIDViShares International Select Dividend ETF$5,126,664$244,158 ▲5.0%148,5562.0%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$5,026,867$126,262 ▲2.6%37,2252.0%ETFKMIKinder Morgan$4,628,638$11,878 ▲0.3%157,4371.8%EnergyGLDSPDR Gold Shares$4,417,519$126,807 ▼-2.8%14,4921.7%FinanceAXONAxon Enterprise$4,149,635$8,279 ▼-0.2%5,0121.6%AerospaceAGGiShares Core U.S. Aggregate Bond ETF$3,268,085$123,109 ▲3.9%32,9441.3%FinanceSRLNSPDR Blackstone Senior Loan ETF$3,154,609$105,805 ▲3.5%75,8501.2%ETFTAT&T$2,959,404$3,582,366 ▼-54.8%102,2601.2%Computer and TechnologyLLYEli Lilly and Company$2,896,460$18,707 ▲0.7%3,7161.1%MedicalAVGOBroadcom$2,857,713$13,783 ▲0.5%10,3671.1%Computer and TechnologyAIQGlobal X Artificial Intelligence & Technology ETF$2,853,219$2,853,219 ▲New Holding65,3061.1%ETFXOMExxon Mobil$2,823,044$29,429 ▼-1.0%26,1881.1%EnergyAMZNAmazon.com$2,782,743$9,873 ▲0.4%12,6841.1%Retail/WholesaleGOOGLAlphabet$2,770,039$8,459 ▲0.3%15,7181.1%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$2,605,646$79,814 ▲3.2%33,6911.0%ETFHDViShares Core High Dividend ETF$2,543,446$122,913 ▲5.1%21,7071.0%ETFJPMJPMorgan Chase & Co.$2,532,869$165,824 ▲7.0%8,7371.0%FinanceCRWDCrowdStrike$2,427,881$151,265 ▲6.6%4,7670.9%Computer and TechnologyPEGPublic Service Enterprise Group$2,162,157$49,750 ▼-2.2%25,6850.8%UtilitiesVGTVanguard Information Technology ETF$2,143,101$3,316 ▼-0.2%3,2310.8%ETFSPROTT PHYSICAL GOLD TR$2,042,982$61,550 ▲3.1%80,5910.8%UNITISHARES BITCOIN TRUST ETF$1,971,4170.0%32,2070.8%SHS BEN INTQQQInvesco QQQ$1,903,834$33,101 ▼-1.7%3,4510.7%FinanceVZVerizon Communications$1,848,824$19,904 ▲1.1%42,7280.7%Computer and TechnologyGOOGAlphabet$1,831,693$6,918 ▼-0.4%10,3260.7%Computer and TechnologyONEQFidelity NASDAQ Composite Index ETF$1,747,341$29,957 ▼-1.7%21,8150.7%ETFBACBank of America$1,635,835$6,152 ▼-0.4%34,5700.6%FinanceJNJJohnson & Johnson$1,523,669$916 ▲0.1%9,9750.6%MedicalIBMInternational Business Machines$1,503,102$3,243 ▲0.2%5,0990.6%Computer and TechnologyGEGE Aerospace$1,490,474$240,391 ▲19.2%5,7910.6%AerospacePGProcter & Gamble$1,462,798$48,909 ▼-3.2%9,1820.6%Consumer StaplesWMTWalmart$1,357,121$44,198 ▼-3.2%13,8790.5%Retail/WholesalePFEPfizer$1,353,396$26,979 ▲2.0%55,8330.5%MedicalSPMOInvesco S&P 500 Momentum ETF$1,290,871$1,290,871 ▲New Holding11,4770.5%ETFVFHVanguard Financials ETF$1,240,411$2,546 ▲0.2%9,7440.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,220,535$58,107 ▲5.0%13,0020.5%ETFABBVAbbVie$1,204,806$98,003 ▼-7.5%6,4910.5%MedicalSOUNSoundHound AI$1,197,683$38,081 ▼-3.1%111,6200.5%Computer and TechnologyVVisa$1,159,485$79,524 ▲7.4%3,2660.5%Business ServicesMAMastercard$1,151,6710.0%2,0490.4%Business ServicesIGEBiShares Investment Grade Systematic Bond ETF$1,119,236$22,629 ▲2.1%24,6310.4%ETFIAUiShares Gold Trust$1,113,625$31,804 ▼-2.8%17,8580.4%FinanceILCBiShares Morningstar U.S. Equity ETF$1,083,379$5,919 ▼-0.5%12,6300.4%ETFMCDMcDonald's$1,060,669$2,630 ▼-0.2%3,6300.4%Retail/WholesaleCVXChevron$1,049,981$143 ▲0.0%7,3330.4%EnergyFLBLFranklin Senior Loan ETF$1,034,500$126,723 ▼-10.9%42,6950.4%ETFCMCSAComcast$954,6360.0%26,7480.4%Consumer DiscretionaryAPLDApplied Digital$952,219$11,077 ▼-1.1%94,5600.4%FinanceFTSMFirst Trust Enhanced Short Maturity ETF$900,284$11,435 ▼-1.3%15,0370.4%ManufacturingMRKMerck & Co., Inc.$891,683$7,520 ▼-0.8%11,2640.3%MedicalHDHome Depot$867,6540.0%2,3670.3%Retail/WholesaleIYFiShares U.S. Financials ETF$841,042$23,715 ▲2.9%6,9510.3%ETFTTDTrade Desk$816,079$51,905 ▼-6.0%11,3360.3%Computer and TechnologyCSCOCisco Systems$790,097$12,003 ▼-1.5%11,3880.3%Computer and TechnologyCOSTCostco Wholesale$785,7930.0%7940.3%Retail/WholesaleCOPConocoPhillips$781,982$239,243 ▲44.1%8,7140.3%EnergyDUKDuke Energy$768,415$23,600 ▼-3.0%6,5120.3%UtilitiesIDUiShares U.S. Utilities ETF$760,154$43,712 ▲6.1%7,2690.3%ETFDOCUDocusign$759,817$4,284 ▼-0.6%9,7550.3%Computer and TechnologyDGROiShares Core Dividend Growth ETF$737,593$256 ▲0.0%11,5360.3%ETFLNKBLINKBANCORP$724,0120.0%99,0440.3%FinanceRSPTInvesco S&P 500 Equal Weight Technology ETF$695,900$239,293 ▼-25.6%17,0650.3%ETFTXNTexas Instruments$694,613$32,592 ▼-4.5%3,3460.3%Computer and TechnologyCEGConstellation Energy$684,351$32,281 ▲5.0%2,1200.3%EnergyRKTRocket Companies$684,327$4,254 ▲0.6%48,2600.3%FinanceADBEAdobe$681,296$36,754 ▲5.7%1,7610.3%Computer and TechnologyCAHCardinal Health$672,001$12,600 ▼-1.8%4,0000.3%MedicalGE VERNOVA INC$661,642$123,330 ▲22.9%1,2500.3%COMDISWalt Disney$657,692$50,716 ▲8.4%5,3040.3%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$654,955$38,309 ▲6.2%1,0600.3%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$646,854$11,974 ▲1.9%7,7250.3%ManufacturingVOOVanguard S&P 500 ETF$643,010$126,103 ▼-16.4%1,1320.3%ETFETNEaton$637,384$357 ▲0.1%1,7850.2%IndustrialsTJXTJX Companies$625,256$8,027 ▲1.3%5,0630.2%Retail/WholesaleCCitigroup$587,644$4,086 ▼-0.7%6,9040.2%Financial ServicesIXCiShares Global Energy ETF$572,062$3,929 ▲0.7%14,5600.2%ETFCORCencora$566,638$1,799 ▼-0.3%1,8900.2%MedicalADPAutomatic Data Processing$558,5120.0%1,8110.2%Computer and TechnologyVHTVanguard Health Care ETF$548,998$10,925 ▼-2.0%2,2110.2%ETFKRKroger$540,109$72 ▲0.0%7,5300.2%Retail/WholesaleRDFNRedfin$538,239$560 ▼-0.1%48,1000.2%FinanceNOWServiceNow$534,602$77,106 ▲16.9%5200.2%Computer and TechnologyWMBWilliams Companies$520,758$20,727 ▼-3.8%8,2910.2%EnergyCATCaterpillar$520,314$20,580 ▲4.1%1,3400.2%IndustrialsVLOValero Energy$514,111$39,650 ▼-7.2%3,8250.2%EnergyABTAbbott Laboratories$510,998$44,884 ▲9.6%3,7570.2%MedicalTDOCTeladoc Health$509,100$509,100 ▲New Holding58,4500.2%MedicalUNPUnion Pacific$486,1590.0%2,1130.2%TransportationPGRProgressive$482,4830.0%1,8080.2%FinanceLOWLowe's Companies$477,0800.0%2,1500.2%Retail/WholesaleShowing 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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