Wealth Management Associates, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 28, 2025), Wealth Management Associates, Inc. reported 210 stock positions worth $234.0 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by iShares 20+ Year Treasury BD (TLT, 4.8%) and iShares Core S&P 500 ETF (IVV, 4.5%). Compared with Q3 2024, it opened 10 new positions, sold out of 9, added to 70 and reduced 76. The biggest buy was Soundhound AI Class A (SOUN, shares +15%) and the biggest sale Eli Lilly (LLY, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Cherry Hill, NJ
- CIK
- 0002067339
- Portfolio Value
- $234.0M (Q4 2024)
- SEC Filing
- 0001214659-25-008455 ↗ filed May 28, 2025
Holdings Value
Holdings 210 stocks · $234.0M
| AAPL Apple Inc. | 7.10% | 66,309 | $16.6M | Add +1.2% |
| TLT iShares 20+ Year Treasury BD | 4.80% | 128,716 | $11.2M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 4.50% | 17,882 | $10.5M | Add +1.0% |
| MSFT Microsoft Corp. | 3.75% | 20,800 | $8.8M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 3.26% | 26,314 | $7.6M | Reduce -0.8% |
| NVDA Nvidia Corp. | 3.14% | 54,765 | $7.4M | Reduce -2.7% |
| DVY iShares Select Dividend ETF | 3.10% | 55,327 | $7.3M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 2.38% | 43,678 | $5.6M | Add +0.7% |
| T AT&T Inc. | 2.18% | 224,305 | $5.1M | Add +1.1% |
| TDIV FT Nasdaq Tech DVD Index FD | 2.08% | 62,065 | $4.9M | Add +0.2% |
| ITOT iShares Core S&P Total U.S. | 1.95% | 35,560 | $4.6M | Add +1.5% |
| KMI Kinder Morgan Inc. | 1.91% | 163,076 | $4.5M | Reduce -0.2% |
| IDV iShares International Select | 1.64% | 140,317 | $3.8M | Add +1.7% |
| PLTR Palantir Technologies Inc. Class A | 1.57% | 48,567 | $3.7M | Reduce -4.9% |
| GLD SPDR Gold Shares | 1.48% | 14,270 | $3.5M | Add +33.5% |
| GOOGL Alphabet Inc. Class A | 1.26% | 15,623 | $3.0M | Add +0.1% |
| AXON Axon Enterprise Inc. | 1.24% | 4,900 | $2.9M | Reduce -0.9% |
| LLY Eli Lilly & Co. | 1.22% | 3,689 | $2.8M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 1.19% | 12,739 | $2.8M | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 1.18% | 25,770 | $2.8M | Add +0.0% |
| AGG iShares Core U.S. Aggregate | 1.18% | 28,546 | $2.8M | Add +3.5% |
| SRLN SS Blackstone Sr Loan ETF | 1.12% | 62,792 | $2.6M | Add +4.3% |
| AVGO Broadcom Inc. | 1.08% | 10,890 | $2.5M | Reduce -4.0% |
| HDV iShares Core High Dividend E | 0.97% | 20,241 | $2.3M | Add +2.2% |
| BIV Vanguard Intermediate-Term B | 0.97% | 30,223 | $2.3M | Add +2.4% |
| PEG Public Service Enterprise GP | 0.96% | 26,577 | $2.2M | Add +0.3% |
| SOUN Soundhound AI Inc. Class A | 0.91% | 107,724 | $2.1M | Add +14.9% |
| VGT Vanguard Info Tech ETF | 0.86% | 3,240 | $2.0M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.84% | 8,185 | $2.0M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.82% | 10,116 | $1.9M | Reduce -0.5% |
| VZ Verizon Communications Inc. | 0.79% | 46,234 | $1.8M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 3,522 | $1.8M | Reduce -1.1% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.73% | 22,408 | $1.7M | Add +1.6% |
| PHYS Sprott Physical Gold Trust | 0.67% | 78,153 | $1.6M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.66% | 9,236 | $1.5M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.65% | 34,711 | $1.5M | Reduce -2.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.64% | 4,372 | $1.5M | Add +0.8% |
| JNJ Johnson & Johnson | 0.63% | 10,168 | $1.5M | Reduce -0.2% |
| IBIT iShares Bitcoin Trust ETF | 0.60% | 26,262 | $1.4M | Add +51.8% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.57% | 11,314 | $1.3M | Reduce -0.8% |
| WMT Walmart Inc. | 0.56% | 14,587 | $1.3M | Reduce -6.5% |
| PFE Pfizer Inc. | 0.56% | 49,667 | $1.3M | Add +2.5% |
| ABBV Abbvie Inc. | 0.53% | 7,013 | $1.2M | Add +1.3% |
| CVX Chevron Corp. | 0.49% | 7,856 | $1.1M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.48% | 11,404 | $1.1M | Reduce -7.1% |
| VFH Vanguard Financials ETF | 0.48% | 9,519 | $1.1M | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 5,062 | $1.1M | Reduce -2.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.47% | 12,464 | $1.1M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.46% | 2,049 | $1.1M | No change |
| MCD McDonald's Corp. | 0.46% | 3,705 | $1.1M | Add +2.0% |
| ILCB iShares Morningstar U.S. Equ | 0.44% | 12,808 | $1.0M | Reduce -0.0% |
| CMCSA Comcast Corp. Class A | 0.43% | 26,630 | $999K | Add +9.4% |
| IGEB iShares Investment Grade SYS | 0.43% | 22,505 | $998K | Add +9.0% |
| RSPT Invesco S&P 500 Equal Weight | 0.40% | 25,146 | $941K | Reduce -6.2% |
| HD Home Depot Inc. | 0.40% | 2,388 | $929K | Reduce -0.6% |
| V Visa Inc. Class A | 0.40% | 2,933 | $927K | Reduce -7.0% |
| IAU iShares Gold Trust | 0.39% | 18,368 | $909K | No change |
| FTSM First Trust Enh Short Mat FD | 0.38% | 14,707 | $879K | Add +8.8% |
| QCOM Qualcomm Inc. | 0.36% | 5,424 | $833K | Reduce -2.2% |
| DOCU Docusign Inc. | 0.35% | 9,230 | $830K | Reduce -2.0% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 4,747 | $792K | Reduce -0.8% |
| ADBE Adobe Inc. | 0.33% | 1,741 | $774K | No change |
| LNKB Linkbancorp Inc. | 0.32% | 99,044 | $741K | No change |
| COST Costco Wholesale Corp. | 0.31% | 799 | $732K | No change |
| DUK Duke Energy Corp. | 0.31% | 6,712 | $723K | No change |
| UNH Unitedhealth Group Inc. | 0.30% | 1,395 | $705K | Add +11.1% |
| DGRO iShares Core Dividend Growth | 0.30% | 11,429 | $701K | Reduce -2.2% |
| IYF iShares US Financials ETF | 0.30% | 6,287 | $695K | Add +3.3% |
| CSCO Cisco Systems Inc. | 0.29% | 11,558 | $684K | No change |
| SNPS Synopsys Inc. | 0.29% | 1,388 | $674K | No change |
| VOO Vanguard S&P 500 ETF | 0.28% | 1,227 | $661K | Add +3.3% |
| TXN Texas Instruments Inc. | 0.28% | 3,503 | $657K | No change |
| COP Conocophillips | 0.27% | 6,273 | $622K | Add +0.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.26% | 7,525 | $609K | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 4,998 | $604K | No change |
| IDU iShares US Utilities ETF | 0.26% | 6,237 | $600K | Add +3.9% |
| WMB Williams Cos Inc. | 0.25% | 10,884 | $589K | No change |
| APLD Applied Digital Corp. | 0.25% | 76,210 | $582K | New |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 3,129 | $548K | Add +26.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 4,890 | $545K | Reduce -4.1% |
| VHT Vanguard Health Care ETF | 0.23% | 2,142 | $543K | Reduce -0.2% |
| RKT Rocket Cos Inc. Class A | 0.23% | 48,190 | $543K | Reduce -1.5% |
| ADP Automatic Data Processing | 0.23% | 1,835 | $537K | Add +9.8% |
| LMT Lockheed Martin Corp. | 0.23% | 1,096 | $533K | Reduce -12.5% |
| IXC iShares Global Energy ETF | 0.23% | 13,925 | $532K | No change |
| LOW Lowe's Cos Inc. | 0.23% | 2,149 | $530K | No change |
| C Citigroup Inc. | 0.22% | 7,417 | $522K | Add +0.0% |
| CAT Caterpillar Inc. | 0.22% | 1,438 | $521K | Add +0.1% |
| ETN Eaton Corp. PLC | 0.22% | 1,539 | $511K | Add +0.1% |
| VLO Valero Energy Corp. | 0.22% | 4,120 | $505K | Add +23.1% |
| NOW ServiceNow Inc. | 0.21% | 471 | $499K | Reduce -13.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 841 | $493K | Add +2.9% |
| LIN Linde PLC | 0.21% | 1,176 | $492K | No change |
| CAH Cardinal Health Inc. | 0.21% | 4,075 | $482K | No change |
| UNP Union Pacific Corp. | 0.21% | 2,113 | $482K | Reduce -11.2% |
| IJH iShares Core S&P Midcap ETF | 0.21% | 7,711 | $480K | Reduce -0.5% |
| OKE Oneok Inc. | 0.21% | 4,785 | $480K | No change |
| TRGP Targa Resources Corp. | 0.20% | 2,601 | $464K | Reduce -20.2% |
| KR Kroger Co. | 0.20% | 7,528 | $460K | Add +0.0% |
| SO The Southern Co. | 0.19% | 5,523 | $455K | Reduce -8.3% |
Portfolio Sells Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Reduce -0.6% | 1.22% | −0.23 |
| DVY iShares Select Dividend ETF | Reduce -0.1% | 3.10% | −0.19 |
| RKT Rocket Cos Inc. Class A | Reduce -1.5% | 0.23% | −0.18 |
| AMD Advanced Micro Devices | Reduce -33.7% | 0.16% | −0.18 |
| ELV Elevance Health Inc. | Reduce -24.1% | 0.17% | −0.15 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.14 |
| VZ Verizon Communications Inc. | Reduce -0.6% | 0.79% | −0.13 |
| MRK Merck & Co. Inc. | Reduce -7.1% | 0.48% | −0.13 |
| BLV Vanguard Long-Term Bond ETF | Sold out | 0.00% | −0.12 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.11 |
| SCCO Southern Copper Corp. | Sold out | 0.00% | −0.10 |
| RDFN Redfin Corp. | Reduce -0.6% | 0.16% | −0.10 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.63% | −0.10 |
| LMT Lockheed Martin Corp. | Reduce -12.5% | 0.23% | −0.09 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.09 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.09 |
| RTX RTX Corp. | Sold out | 0.00% | −0.09 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.09 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -27.9% | 0.15% | −0.08 |
| AMAT Applied Materials Inc. | Reduce -25.2% | 0.11% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -2.2% | 0.36% | −0.06 |
| GE General Electric | Reduce -0.8% | 0.34% | −0.06 |
| GSC Goldman Sachs Small Cap Equi | Reduce -28.8% | 0.11% | −0.06 |
| UNP Union Pacific Corp. | Reduce -11.2% | 0.21% | −0.05 |
| SO The Southern Co. | Reduce -8.3% | 0.19% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.8% | 3.26% | −0.04 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -6.2% | 0.40% | −0.04 |
| LGOV First TR Long Duration O-ETF | Reduce -23.0% | 0.10% | −0.04 |
| VRT Vertiv Holdings Co. Class A | Reduce -30.6% | 0.13% | −0.04 |
| AMT American Tower Corp. | Reduce -3.5% | 0.10% | −0.04 |
| VHT Vanguard Health Care ETF | Reduce -0.2% | 0.23% | −0.03 |
| LUMINAR TECHNOLOGIES INC | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -0.6% | 0.40% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.16% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -2.6% | 0.48% | −0.03 |
| PHYS Sprott Physical Gold Trust | Reduce -0.2% | 0.67% | −0.03 |
| FHLC Fidelity MSCI Health Care | Reduce -2.0% | 0.17% | −0.03 |
| CVX Chevron Corp. | Reduce -0.4% | 0.49% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Reduce -8.3% | 0.09% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -13.9% | 0.19% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -1.7% | 0.15% | −0.02 |
| PEP Pepsico Inc. | Reduce -4.0% | 0.12% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -2.2% | 0.30% | −0.02 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -7.6% | 0.17% | −0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -5.8% | 0.17% | −0.02 |
| BBIO Bridgebio Pharma Inc. | Reduce -22.1% | 0.09% | −0.02 |
| PGR Progressive Corp. | Reduce -0.6% | 0.18% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -10.8% | 0.18% | −0.01 |
| TRGP Targa Resources Corp. | Reduce -20.2% | 0.20% | −0.01 |
| EXC Exelon Corp. | Reduce -0.7% | 0.12% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| SOUN Soundhound AI Inc. Class A | Add +14.9% | 0.91% | +0.72 |
| AAPL Apple Inc. | Add +1.2% | 7.10% | +0.38 |
| GLD SPDR Gold Shares | Add +33.5% | 1.48% | +0.33 |
| IBIT iShares Bitcoin Trust ETF | Add +51.8% | 0.60% | +0.32 |
| APLD Applied Digital Corp. | New | 0.25% | +0.25 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 1.26% | +0.13 |
| BMY Bristol-Myers Squibb Co. | New | 0.12% | +0.12 |
| TKO Tko Group Holdings Inc. | New | 0.12% | +0.12 |
| SLV iShares Silver Trust | New | 0.11% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.8% | 0.64% | +0.10 |
| MS Morgan Stanley | New | 0.10% | +0.10 |
| MELI MercadoLibre Inc. | New | 0.10% | +0.10 |
| COWG Pacer US LRG Cap Cows GR LD | New | 0.09% | +0.09 |
| VIK Viking Holdings Ltd. | New | 0.09% | +0.09 |
| TROW T Rowe Price Group Inc. | New | 0.09% | +0.09 |
| WFC Wells Fargo & Co. | Add +13.8% | 0.16% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +26.0% | 0.23% | +0.04 |
| T AT&T Inc. | Add +1.1% | 2.18% | +0.04 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +1.6% | 0.73% | +0.03 |
| SGMOQ Sangamo Therapeutics Inc. | New | 0.03% | +0.03 |
| VUSB Vanguard Ultra Short Bond Et | Add +24.2% | 0.16% | +0.03 |
| ADP Automatic Data Processing | Add +9.8% | 0.23% | +0.03 |
| FTSM First Trust Enh Short Mat FD | Add +8.8% | 0.38% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +1.5% | 1.95% | +0.02 |
| C Citigroup Inc. | Add +0.0% | 0.22% | +0.02 |
| IYF iShares US Financials ETF | Add +3.3% | 0.30% | +0.02 |
| VLO Valero Energy Corp. | Add +23.1% | 0.22% | +0.02 |
| HON Honeywell International Inc. | Add +9.0% | 0.12% | +0.02 |
| SRLN SS Blackstone Sr Loan ETF | Add +4.3% | 1.12% | +0.01 |
| ACN Accenture PLC Class A | Add +13.9% | 0.15% | +0.01 |
| KR Kroger Co. | Add +0.0% | 0.20% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +3.3% | 0.28% | +0.01 |
| META Meta Platforms Inc. Class A | Add +5.7% | 0.14% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +1.0% | 4.50% | +0.01 |
| MRSH Marsh & McLennan Cos | Add +13.2% | 0.11% | +0.01 |
| IGEB iShares Investment Grade SYS | Add +9.0% | 0.43% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.9% | 0.21% | +0.00 |
| WRN Western Copper and Gold Corp. | Add +55.1% | 0.02% | +0.00 |
| O Realty Income Corp. | Add +25.9% | 0.11% | +0.00 |
| LVS Las Vegas Sands Corp. | Add +0.4% | 0.14% | −0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Add +2.4% | 0.09% | −0.00 |
| WM Waste Management Inc. | Add +4.4% | 0.11% | −0.00 |
| IFRA iShares US Infrastructure | Add +1.6% | 0.09% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +1.4% | 0.15% | −0.00 |
| PFF iShares Preferred & Income S | Add +4.8% | 0.09% | −0.00 |
| AMGN Amgen Inc. | Add +21.5% | 0.09% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.1% | 0.11% | −0.00 |
| USFR Wisdomtree Floating Rate Tre | Add +0.1% | 0.19% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.13% | −0.01 |
| LMBS First Trust Low Duration Opp | Add +0.1% | 0.14% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 254 | $362.4M | AAPL, IVV, TLT, MSFT, VTI |
| Q1 2026 | 234 | $289.6M | AAPL, TLT, IVV, DVY, VTI |
| Q4 2025 | 235 | $287.5M | AAPL, IVV, TLT, MSFT, VTI |
| Q3 2025 | 230 | $281.8M | AAPL, IVV, TLT, MSFT, NVDA |
| Q2 2025 | 219 | $257.0M | AAPL, TLT, IVV, MSFT, NVDA |
| Q1 2025 | 212 | $233.4M | AAPL, TLT, IVV, MSFT, DVY |
| Q4 2024 | 210 | $234.0M | AAPL, TLT, IVV, MSFT, VTI |
| Q3 2024 | 209 | $227.4M | AAPL, TLT, IVV, MSFT, VTI |
| Q2 2024 | 204 | $213.2M | AAPL, TLT, IVV, MSFT, VTI |
| Q1 2024 | 204 | $213.2M | AAPL, TLT, IVV, MSFT, VTI |