Wealth Management Associates, Inc.

Cherry Hill, NJ · CIK 2067339 · 13F filing filed 2026-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCherry Hill, NJ

$362.4m reported value +25.1% vs Q1 2026

254positions

37.4%in top 10

35 new 111 added 60 reduced 15 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	156,777	$45.4m12.52%	12.52%	Added +96.5k	+96,459 159.9%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	18,849	$14.1m3.90%	3.90%	Added +4	+4 0.0%
3	ISHARES TR 20 YR TR BD ETF TLT	TLT	147,990	$12.8m3.53%	3.53%	Added +1.8k	+1,822 1.2%
4	MICROSOFT CORP COM MSFT	MSFT	29,476	$11.0m3.03%	3.03%	Added +8.0k	+8,034 37.5%
5	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	28,261	$10.5m2.89%	2.89%	Added +429	+429 1.5%
6	NVIDIA CORPORATION COM NVDA	NVDA	50,937	$10.2m2.81%	2.81%	Added +1.4k	+1,357 2.7%
7	ISHARES TR SELECT DIVID ETF DVY	DVY	61,063	$9.5m2.63%	2.63%	Added +933	+933 1.6%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	23,239	$8.3m2.29%	2.29%	Added +7.6k	+7,553 48.1%
9	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	45,408	$7.2m1.98%	1.98%	Added +86	+86 0.2%
10	FIRST TR EXCHANGE TRADED FD NASD TECH DIV TDIV	TDIV	56,227	$6.5m1.78%	1.78%	Reduced -443	-443 -0.8%
11	ISHARES TR CORE S&P TTL STK ITOT	ITOT	38,772	$6.4m1.76%	1.76%	Added +144	+144 0.4%
12	ISHARES TR INTL SEL DIV ETF IDV	IDV	149,439	$6.2m1.71%	1.71%	Added +2.2k	+2,182 1.5%
13	SPDR GOLD TR GOLD SHS GLD	GLD	16,015	$5.9m1.63%	1.63%	Added +146	+146 0.9%
14	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	48,536	$5.7m1.56%	1.56%	Added +1.4k	+1,393 3.0%
15	ALPHABET INC CAP STK CL C GOOG	GOOG	15,555	$5.5m1.52%	1.52%	Added +5.9k	+5,890 60.9%
16	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	82,563	$5.4m1.49%	1.49%	Reduced -493	-493 -0.6%
17	KINDER MORGAN INC DEL COM KMI	KMI	148,674	$4.8m1.31%	1.31%	Reduced -2.2k	-2,238 -1.5%
18	AMAZON COM INC COM AMZN	AMZN	19,721	$4.7m1.30%	1.30%	Added +7.0k	+7,048 55.6%
19	BROADCOM INC COM AVGO	AVGO	10,680	$4.0m1.11%	1.11%	Reduced -165	-165 -1.5%
20	ISHARES TR CORE US AGGBD ET AGG	AGG	39,976	$4.0m1.09%	1.09%	Added +2.3k	+2,319 6.2%
21	EXXON MOBIL CORP COM XOM	XOM	27,893	$3.8m1.05%	1.05%	Added +3.1k	+3,088 12.4%
22	APPLIED DIGITAL CORP COM NEW APLD	APLD	97,475	$3.6m1.00%	1.00%	Reduced -35	-35 -0.0%
23	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	86,264	$3.5m0.96%	0.96%	Added +2.3k	+2,268 2.7%
24	JOHNSON & JOHNSON COM JNJ	JNJ	13,266	$3.4m0.93%	0.93%	Added +3.0k	+3,037 29.7%
25	ELI LILLY & CO COM LLY	LLY	2,744	$3.3m0.91%	0.91%	Reduced -11	-11 -0.4%
26	ISHARES TR CORE HIGH DV ETF HDV	HDV	119,144	$3.3m0.90%	0.90%	Added +2.3k	+2,299 2.0%
27	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	4,192	$3.2m0.88%	0.88%	Reduced -410	-410 -8.9%
28	VANGUARD WORLD FD INF TECH ETF VGT	VGT	26,334	$3.1m0.87%	0.87%	Reduced -370	-370 -1.4%
29	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	39,693	$3.0m0.84%	0.84%	Added +1.4k	+1,384 3.6%
30	JPMORGAN CHASE & CO COM JPM	JPM	8,631	$2.8m0.78%	0.78%	Added +305	+305 3.7%
31	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,781	$2.8m0.77%	0.77%	Added +78	+78 2.1%
32	AXON ENTERPRISE INC COM AXON	AXON	4,655	$2.6m0.72%	0.72%	Reduced -342	-342 -6.8%
33	FIDELITY COMWLTH TR NASDAQ COMPSIT ONEQ	ONEQ	23,038	$2.4m0.66%	0.66%	Added +516	+516 2.3%
34	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	75,124	$2.3m0.63%	0.63%	Reduced -1.2k	-1,227 -1.6%
35	MICRON TECHNOLOGY INC COM MU	MU	1,775	$2.0m0.57%	0.57%	Added +298	+298 20.2%
36	AT&T INC COM T	T	98,185	$2.0m0.56%	0.56%	Reduced -2.7k	-2,746 -2.7%
37	MERCK & CO INC COM MRK	MRK	15,581	$2.0m0.55%	0.55%	Added +4.2k	+4,242 37.4%
38	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	24,431	$2.0m0.55%	0.55%	Reduced -105	-105 -0.4%
39	ISHARES TR FUTURE AI & TECH ARTY	ARTY	25,735	$2.0m0.54%	0.54%	Added +550	+550 2.2%
40	GE AEROSPACE COM NEW GE	GE	5,222	$2.0m0.54%	0.54%	Added +141	+141 2.8%
41	BANK AMERICA CORP COM BAC	BAC	33,744	$1.9m0.53%	0.53%	Added +2.2k	+2,184 6.9%
42	CHEVRON CORP NEW COM CVX	CVX	11,466	$1.9m0.52%	0.52%	Added +3.6k	+3,603 45.8%
43	ORACLE CORP COM ORCL	ORCL	12,254	$1.8m0.50%	0.50%	New
44	NAVITAS SEMICONDUCTOR CORP COM NVTS	NVTS	97,270	$1.7m0.48%	0.48%	Added +3.5k	+3,450 3.7%
45	VERIZON COMMUNICATIONS INC COM VZ	VZ	40,516	$1.7m0.47%	0.47%	Reduced -1.6k	-1,590 -3.8%
46	ABBVIE INC COM ABBV	ABBV	6,759	$1.7m0.47%	0.47%	Added +253	+253 3.9%
47	COLUMBIA ETF TR I CORE BOND ETF CRUX	CRUX	53,220	$1.6m0.44%	0.44%	Added +2.0k	+2,000 3.9%
48	CISCO SYS INC COM CSCO	CSCO	13,083	$1.5m0.42%	0.42%	Added +2.5k	+2,466 23.2%
49	PFIZER INC COM PFE	PFE	63,133	$1.5m0.42%	0.42%	Added +1.4k	+1,366 2.2%
50	GE VERNOVA INC COM GEV	GEV	1,235	$1.5m0.40%	0.40%	Reduced -45	-45 -3.5%
51	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,062	$1.4m0.39%	0.39%	Added +150	+150 7.8%
52	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,992	$1.4m0.39%	0.39%	Added +1.0k	+1,049 26.6%
53	PROCTER AND GAMBLE CO COM PG	PG	9,193	$1.3m0.37%	0.37%	Unchanged
54	ISHARES GOLD TR ISHARES NEW IAU	IAU	17,841	$1.3m0.37%	0.37%	Added +163	+163 0.9%
55	ISHARES TR CORE DIV GRWTH DGRO	DGRO	17,266	$1.3m0.36%	0.36%	Added +211	+211 1.2%
56	ISHARES TR MSCI USA MIN VOL USMV	USMV	13,322	$1.3m0.35%	0.35%	Unchanged
57	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	9,711	$1.3m0.35%	0.35%	Reduced -25	-25 -0.3%
58	ISHARES TR MORNINGSTR US EQ MLRG	MLRG	12,213	$1.3m0.35%	0.35%	Reduced -21	-21 -0.2%
59	ISHARES TR INVESTMENT GRADE IGEB	IGEB	27,060	$1.2m0.34%	0.34%	Added +15	+15 0.1%
60	WALMART INC COM WMT	WMT	10,321	$1.2m0.32%	0.32%	Reduced -486	-486 -4.5%
61	AMGEN INC COM AMGN	AMGN	3,099	$1.1m0.31%	0.31%	Added +2.5k	+2,500 417.4%
62	ISHARES SILVER TR ISHARES SLV	SLV	18,735	$1.0m0.28%	0.28%	Reduced -500	-500 -2.6%
63	CUMMINS INC COM CMI	CMI	1,400	$998.5k0.28%	0.28%	New
64	TEXAS INSTRS INC COM TXN	TXN	3,347	$997.6k0.28%	0.28%	Unchanged
65	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	15,425	$994.9k0.27%	0.27%	Reduced -324	-324 -2.1%
66	BURKE HERBERT FINL SVCS CORP COM BHRB	BHRB	13,369	$960.7k0.27%	0.27%	New
67	ISHARES TR U.S. FINLS ETF IYF	IYF	7,533	$960.5k0.27%	0.27%	Added +144	+144 1.9%
68	CITIGROUP INC COM NEW C	C	6,716	$939.9k0.26%	0.26%	Added +1	+1 0.0%
69	ISHARES TR U.S. UTILITS ETF IDU	IDU	8,147	$933.7k0.26%	0.26%	Added +156	+156 1.9%
70	META PLATFORMS INC CL A META	META	1,649	$928.6k0.26%	0.26%	Added +441	+441 36.5%
71	VISA INC COM CL A V	V	2,628	$901.7k0.25%	0.25%	Reduced -200	-200 -7.1%
72	SELECT SECTOR SPDR TR ENERGY XLE	XLE	16,972	$901.4k0.25%	0.25%	Added +1.5k	+1,460 9.4%
73	CATERPILLAR INC COM CAT	CAT	831	$885.3k0.24%	0.24%	Reduced -8	-8 -0.9%
74	ARISTA NETWORKS INC COM SHS ANET	ANET	5,186	$881.0k0.24%	0.24%	Added +400	+400 8.4%
75	INTEL CORP COM INTC	INTC	6,253	$873.1k0.24%	0.24%	Added +547	+547 9.6%
76	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,129	$843.3k0.23%	0.23%	Reduced -7	-7 -0.6%
77	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	14,059	$839.7k0.23%	0.23%	Reduced -481	-481 -3.3%
78	SOUTHERN COPPER CORP COM SCCO	SCCO	4,779	$832.8k0.23%	0.23%	Added +2.7k	+2,685 128.2%
79	TJX COS INC NEW COM TJX	TJX	5,455	$826.4k0.23%	0.23%	Added +494	+494 10.0%
80	BRIDGEBIO PHARMA INC COM BBIO	BBIO	10,754	$801.0k0.22%	0.22%	Added +1.7k	+1,719 19.0%
81	MCDONALDS CORP COM MCD	MCD	2,927	$791.3k0.22%	0.22%	Added +1	+1 0.0%
82	ISHARES TR GLOBAL ENERG ETF IXC	IXC	15,610	$766.9k0.21%	0.21%	Reduced -80	-80 -0.5%
83	HOME DEPOT INC COM HD	HD	2,160	$761.7k0.21%	0.21%	Reduced -18	-18 -0.8%
84	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	7,908	$756.2k0.21%	0.21%	Added +295	+295 3.9%
85	DUKE ENERGY CORP NEW COM NEW DUK	DUK	5,933	$751.0k0.21%	0.21%	Unchanged
86	RYDER SYS INC COM R	R	2,840	$749.1k0.21%	0.21%	Unchanged
87	EATON CORP PLC SHS ETN	ETN	1,731	$737.7k0.20%	0.20%	Added +1	+1 0.1%
88	CONOCOPHILLIPS COM COP	COP	7,094	$737.5k0.20%	0.20%	Added +253	+253 3.7%
89	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,244	$722.7k0.20%	0.20%	New
90	COSTCO WHSL CORP NEW COM COST	COST	768	$718.0k0.20%	0.20%	Reduced -11	-11 -1.4%
91	APPLIED MATLS INC COM AMAT	AMAT	988	$714.3k0.20%	0.20%	Reduced -479	-479 -32.6%
92	ARBUTUS BIOPHARMA CORP COM ABUS	ABUS	147,995	$710.4k0.20%	0.20%	Added +16.1k	+16,125 12.2%
93	DBX ETF TR XTRACK USD HIGH HYLB	HYLB	19,390	$708.1k0.20%	0.20%	Added +2.1k	+2,100 12.2%
94	VALERO ENERGY CORP COM VLO	VLO	2,708	$705.2k0.19%	0.19%	Reduced -1.1k	-1,117 -29.2%
95	BOEING CO COM BA	BA	3,250	$703.5k0.19%	0.19%	Added +392	+392 13.7%
96	DBX ETF TR XTRACKERS LOW HYDW	HYDW	14,930	$699.4k0.19%	0.19%	Added +4.5k	+4,450 42.5%
97	CORNING INC COM GLW	GLW	2,723	$695.6k0.19%	0.19%	Added +100	+100 3.8%
98	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,320	$693.8k0.19%	0.19%	Added +77	+77 3.4%
99	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	11,472	$691.6k0.19%	0.19%	Reduced -196	-196 -1.7%
100	SOUNDHOUND AI INC CLASS A COM SOUN	SOUN	103,565	$670.1k0.18%	0.18%	Added +33.1k	+33,120 47.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
APA CORPORATION APA	APA	40,410	$1.7m40.4k shares
SPDR SER TR XOP	XOP	9,020	$1.6m9.0k shares
PERMIAN RESOURCES CORP PR	PR	75,725	$1.6m75.7k shares
LINKBANCORP INC LNKB	LNKB	99,044	$826.0k99.0k shares
INTUITIVE SURGICAL INC ISRG	ISRG	845	$389.5k845 shares
TKO GROUP HOLDINGS INC TKO	TKO	1,587	$320.0k1.6k shares
ARGENX SE ARGX	ARGX	384	$280.4k384 shares
VANECK ETF TRUST GDX	GDX	2,962	$271.8k3.0k shares
TE CONNECTIVITY PLC TEL	TEL	1,116	$233.3k1.1k shares
ADOBE INC ADBE	ADBE	925	$224.8k925 shares
QUANTA SVCS INC PWR	PWR	409	$224.5k409 shares
HONEYWELL INTL INC		451	$203.9k451 shares
SHOPIFY INC SHOP	SHOP	1,697	$201.3k1.7k shares
NUVEEN NEW JERSEY QULT MUN F XNXJX	XNXJX	15,732	$193.5k15.7k shares
SANGAMO THERAPEUTICS INC SGMOQ	SGMOQ	295,800	$73.0k295.8k shares