WM
| |
Wealth Management Associates, Inc.13F | |
| Wealth Management Associates, Inc. | |
| Last update 2025-05-28 | 212 Stocks (15 new) |
| Value $233.00 Mil | Turnover 4 % |
Wealth Management Associates, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 65,929 | 14,644.7 | -0.57% | 6.280 | -0.04% | 0.000 | +7.21% | -14.39% | 3,194,325.1 | Hardware | |
TLT | iShares 20+ Year Treasury Bond ETF | 136,892 | 12,461.2 | +6.35% | 5.340 | +0.32% | 0.020 | +1.27% | +1.33% | 48,089.8 | ||
IVV | iShares Core S&P 500 ETF | 18,826 | 10,578.5 | +5.28% | 4.530 | +0.23% | 0.000 | +19.83% | +8.09% | 637,201.1 | ||
MSFT | Microsoft Corp | 21,061 | 7,906.2 | +1.25% | 3.390 | +0.04% | 0.000 | +38.21% | +20.52% | 3,761,238.8 | Software | |
DVY | iShares Select Dividend ETF | 55,881 | 7,504.2 | +1.00% | 3.220 | +0.03% | 0.040 | +9.63% | +6.56% | 20,170.7 | ||
VTI | Vanguard Total Stock Market ETF | 27,126 | 7,455.2 | +3.09% | 3.190 | +0.10% | 0.000 | +20.00% | +7.64% | 474,602.9 | ||
T | AT&T Inc | 226,046 | 6,392.6 | +0.78% | 2.740 | +0.02% | 0.000 | +2.43% | +24.12% | 196,750.8 | Telecommunication Services | |
NVDA | NVIDIA Corp | 54,828 | 5,942.3 | +0.12% | 2.550 | 0% | 0.000 | +69.76% | +25.02% | 4,093,695.3 | Semiconductors | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 43,048 | 5,551.5 | -1.44% | 2.380 | -0.03% | 0.010 | +12.64% | +7.58% | 59,244.6 | ||
TDIV |
First Trust NASDAQ Technology Dividend Index Fund
First Trust NASDAQ Technology Dividend Index Fund
| 60,987 | 4,489.3 | -1.74% | 1.920 | -0.04% | 0.170 | +33.88% | +17.78% | 3,356.4 |
Wealth Management Associates, Inc.'s Historical Top Holdings Breakdowns
Wealth Management Associates, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
FLBL | Franklin Senior Loan ETF | 2025-03-31 | New Buy New Buy | +0.49% | 23.9 ($24.23) 24.43 | $24.27 | 0.19% | New holding | 47,925 | 47,925 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.32% | 85.29 ($89.02) 92.57 | $86.61 | -2.70% | Add 6.35% | 136,892 | 8,176 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.23% | 554.06 ($590.51) 615.85 | $632.36 | 7.09% | Add 5.28% | 18,826 | 944 | |
LIN | Linde PLC | 2025-03-31 | Sold Out Sold Out | -0.21% | 412.91 ($450.21) 468.77 | $472.08 | 4.86% | Sold Out | 0 | -1,176 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2025-03-31 | Add Add | +0.19% | 41.02 ($41.59) 41.99 | $41.60 | 0.02% | Add 16.74% | 73,306 | 10,514 | |
POWL | Powell Industries Inc | 2025-03-31 | New Buy New Buy | +0.18% | 155.56 ($209.11) 311.38 | $219.31 | 4.88% | New holding | 2,466 | 2,466 | |
PYPL | PayPal Holdings Inc | 2025-03-31 | New Buy New Buy | +0.17% | 65.15 ($77.89) 91.81 | $76.04 | -2.38% | New holding | 5,980 | 5,980 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Sold Out Sold Out | -0.16% | 96.63 ($111.19) 129.55 | $154.83 | 39.25% | Sold Out | 0 | -3,157 | |
MPC | Marathon Petroleum Corp | 2025-03-31 | Sold Out Sold Out | -0.16% | 134.72 ($147.98) 159.03 | $176.06 | 18.98% | Sold Out | 0 | -2,650 | |
ANET | Arista Networks Inc | 2025-03-31 | New Buy New Buy | +0.14% | 77.48 ($101.39) 129.82 | $109.86 | 8.36% | New holding | 4,200 | 4,200 |
Wealth Management Associates, Inc. Total Holding History ($B)
Wealth Management Associates, Inc.'s Asset Allocation
Wealth Management Associates, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wealth Management Associates, Inc.'s Hypothetical Growth since 2025-03-31
Wealth Management Associates, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Wealth Management Associates, Inc.'s Holdings Heat Map
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Wealth Management Associates, Inc.'s Holdings Bubble Chart
Wealth Management Associates, Inc. News
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