Wealth Management Associates
Cherry Hill, NJfiles as Wealth Management Associates, Inc.
$362m in 254 US stocks at the end of 30 June 2026. The top 10 are 37.4% of the money. It changed about 16.0% of the portfolio this quarter.
Value
$362m
Stocks
254
Top 10 share
37.4%
Turnover
16.0%
What changed this quarter
New
Bought for the first time this quarter.
- OracleORCL0.5% of the fund
- CumminsCMI0.3% of the fund
- Burke & Herbert Financial ServicesBHRB0.3% of the fund
- Advanced Micro DevicesAMD0.2% of the fund
- SamsaraIOT0.1% of the fund
- Lowe's CompaniesLOW0.1% of the fund
- Revolution MedicinesRVMD0.1% of the fund
- Elevance HealthELV0.1% of the fund
- Honeywell InternationalHON0.1% of the fund
- Honeywell AerospaceHONA0.1% of the fund
- SandiskSNDK<0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- NetflixNFLX<0.1% of the fund
- Carpenter TechnologyCRS<0.1% of the fund
- Goldman Sachs ETF TRGHYB<0.1% of the fund
- Spdr Series TrustSPIB<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- Royal Caribbean CruisesRCL<0.1% of the fund
- FortinetFTNT<0.1% of the fund
- NewAmsterdam PharmaNAMS<0.1% of the fund
- Goldman Sachs ETF TRGIGB<0.1% of the fund
- Global X FDSDTCR<0.1% of the fund
- Alps ETF TRAMLP<0.1% of the fund
- Select Sector Spdr TRXLI<0.1% of the fund
- Select Sector Spdr TRXLU<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL12.5% of the fund+160%
- MicrosoftMSFT3.0% of the fund+37%
- NvidiaNVDA2.8% of the fund+3%
- AlphabetGOOGL2.3% of the fund+48%
- Palantir TechnologiesPLTR1.6% of the fund+3%
- AlphabetGOOG1.5% of the fund+61%
- Amazon.comAMZN1.3% of the fund+56%
- Ishares TRAGG1.1% of the fund+6%
- ExxonMobil HoldingsXOM1.1% of the fund+12%
- Ssga Active ETF TRSRLN1.0% of the fund+3%
- Johnson & JohnsonJNJ0.9% of the fund+30%
- Vanguard BD Index FDSBIV0.8% of the fund+4%
- JPMorgan ChaseJPM0.8% of the fund+4%
- Invesco QQQ TRQQQ0.8% of the fund+2%
- Fidelity Comwlth TRONEQ0.7% of the fund+2%
- Micron TechnologyMU0.6% of the fund+20%
- MerckMRK0.6% of the fund+37%
- Ishares TRARTY0.5% of the fund+2%
- General ElectricGE0.5% of the fund+3%
- Bank of AmericaBAC0.5% of the fund+7%
- ChevronCVX0.5% of the fund+46%
- Navitas SemiconductorNVTS0.5% of the fund+4%
- AbbVieABBV0.5% of the fund+4%
- Columbia ETF TR ICRUX0.4% of the fund+4%
- Cisco SystemsCSCO0.4% of the fund+23%
Cut
Sold some of their stake.
- CrowdStrike HoldingsCRWD0.9% of the fund-9%
- Axon EnterpriseAXON0.7% of the fund-7%
- AT&TT0.6% of the fund-3%
- Verizon CommunicationsVZ0.5% of the fund-4%
- GE VernovaGEV0.4% of the fund-4%
- WalmartWMT0.3% of the fund-5%
- Ishares Silver TRSLV0.3% of the fund-3%
- Invesco Exchange Traded FD TRSPT0.3% of the fund-2%
- VisaV0.2% of the fund-7%
- First TR Exchange-Traded FDFTSM0.2% of the fund-3%
- Applied MaterialsAMAT0.2% of the fund-33%
- Valero EnergyVLO0.2% of the fund-29%
- MastercardMA0.2% of the fund-41%
- ComcastCMCSA0.2% of the fund-9%
- OneokOKE0.2% of the fund-4%
- Ishares TRIJH0.2% of the fund-4%
- Palo Alto NetworksPANW0.1% of the fund-5%
- Rocket CompaniesRKT0.1% of the fund-13%
- Lam ResearchLRCX0.1% of the fund-13%
- CencoraCOR0.1% of the fund-3%
- Targa ResourcesTRGP0.1% of the fund-26%
- Analog DevicesADI0.1% of the fund-11%
- KLAKLAC0.1% of the fund-20%
- Walt DisneyDIS0.1% of the fund-14%
- Constellation EnergyCEG0.1% of the fund-2%
Sold out
Sold their entire stake.
- APAAPA-100%
- Spdr Series TrustXOP-100%
- Permian ResourcesPR-100%
- LinkbancorpLNKB-100%
- Intuitive SurgicalISRG-100%
- TKO Group HoldingsTKO-100%
- Argenx SEARGX-100%
- Vaneck ETF TrustGDX-100%
- TE ConnectivityTEL-100%
- AdobeADBE-100%
- Quanta ServicesPWR-100%
- Honeywell InternationalHON-100%
- ShopifySHOP-100%
- Nuveen New Jersey Qult MUN FXNXJX-100%
- Sangamo TherapeuticsSGMOQ-100%
Holdings
- Ishares TRIVV
- Share
- 3.9%
- Value
- $14m
- Shares
- 18,849
Held
- Ishares TRTLT
- Share
- 3.5%
- Value
- $13m
- Shares
- 147,990
Held
- Vanguard Index FDSVTI
- Share
- 2.9%
- Value
- $10m
- Shares
- 28,261
Held
- Ishares TRDVY
- Share
- 2.6%
- Value
- $10m
- Shares
- 61,063
Held
- Vanguard Whitehall FDSVYM
- Share
- 2.0%
- Value
- $7m
- Shares
- 45,408
Held
- First TR Exchange Traded FDTDIV
- Share
- 1.8%
- Value
- $6m
- Shares
- 56,227
Held
- Ishares TRITOT
- Share
- 1.8%
- Value
- $6m
- Shares
- 38,772
Held
- Ishares TRIDV
- Share
- 1.7%
- Value
- $6m
- Shares
- 149,439
Held
- Spdr Gold TRGLD
- Share
- 1.6%
- Value
- $6m
- Shares
- 16,015
Held
- Global X FDSAIQ
- Share
- 1.5%
- Value
- $5m
- Shares
- 82,563
Held
- Ishares TRAGG
- Share
- 1.1%
- Value
- $4m
- Shares
- 39,976
+6%
- Ssga Active ETF TRSRLN
- Share
- 1.0%
- Value
- $3m
- Shares
- 86,264
+3%
- Ishares TRHDV
- Share
- 0.9%
- Value
- $3m
- Shares
- 119,144
Held
- Vanguard World FDVGT
- Share
- 0.9%
- Value
- $3m
- Shares
- 26,334
Held
- Vanguard BD Index FDSBIV
- Share
- 0.8%
- Value
- $3m
- Shares
- 39,693
+4%
- Invesco QQQ TRQQQ
- Share
- 0.8%
- Value
- $3m
- Shares
- 3,781
+2%
- Fidelity Comwlth TRONEQ
- Share
- 0.7%
- Value
- $2m
- Shares
- 23,038
+2%
- Sprott Asset Management LPPHYS
- Share
- 0.6%
- Value
- $2m
- Shares
- 75,124
Held
- Ishares TRARTY
- Share
- 0.5%
- Value
- $2m
- Shares
- 25,735
+2%
- Columbia ETF TR ICRUX
- Share
- 0.4%
- Value
- $2m
- Shares
- 53,220
+4%
- Vanguard Index FDSVOO
- Share
- 0.4%
- Value
- $1m
- Shares
- 2,062
+8%
- Ishares Gold TRIAU
- Share
- 0.4%
- Value
- $1m
- Shares
- 17,841
Held
- Ishares TRDGRO
- Share
- 0.4%
- Value
- $1m
- Shares
- 17,266
Held
- Ishares TRUSMV
- Share
- 0.4%
- Value
- $1m
- Shares
- 13,322
Held
- Vanguard World FDVFH
- Share
- 0.4%
- Value
- $1m
- Shares
- 9,711
Held
- Ishares TRILCB
- Share
- 0.3%
- Value
- $1m
- Shares
- 12,213
Held
- Ishares TRIGEB
- Share
- 0.3%
- Value
- $1m
- Shares
- 27,060
Held
- Ishares Silver TRSLV
- Share
- 0.3%
- Value
- $1m
- Shares
- 18,735
-3%
- Invesco Exchange Traded FD TRSPT
- Share
- 0.3%
- Value
- $994,926
- Shares
- 15,425
-2%
- Ishares TRIYF
- Share
- 0.3%
- Value
- $960,533
- Shares
- 7,533
Held
- Ishares TRIDU
- Share
- 0.3%
- Value
- $933,728
- Shares
- 8,147
Held
- Select Sector Spdr TRXLE
- Share
- 0.2%
- Value
- $901,373
- Shares
- 16,972
+9%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $843,286
- Shares
- 1,129
Held
- First TR Exchange-Traded FDFTSM
- Share
- 0.2%
- Value
- $839,728
- Shares
- 14,059
-3%
- Ishares TRIXC
- Share
- 0.2%
- Value
- $766,919
- Shares
- 15,610
Held
- Wisdomtree TRDGRW
- Share
- 0.2%
- Value
- $756,152
- Shares
- 7,908
+4%
- DBX ETF TRHYLB
- Share
- 0.2%
- Value
- $708,123
- Shares
- 19,390
+12%
- DBX ETF TRHYDW
- Share
- 0.2%
- Value
- $699,385
- Shares
- 14,930
+42%
- Vanguard World FDVHT
- Share
- 0.2%
- Value
- $693,789
- Shares
- 2,320
+3%
- Fidelity Covington TrustFDVV
- Share
- 0.2%
- Value
- $691,647
- Shares
- 11,472
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 12.5% | $45m | 156,777 | +160% |
| Ishares TRIVV | 3.9% | $14m | 18,849 | Held |
| Ishares TRTLT | 3.5% | $13m | 147,990 | Held |
| MicrosoftMSFT | 3.0% | $11m | 29,476 | +37% |
| Vanguard Index FDSVTI | 2.9% | $10m | 28,261 | Held |
| NvidiaNVDA | 2.8% | $10m | 50,937 | +3% |
| Ishares TRDVY | 2.6% | $10m | 61,063 | Held |
| AlphabetGOOGL | 2.3% | $8m | 23,239 | +48% |
| Vanguard Whitehall FDSVYM | 2.0% | $7m | 45,408 | Held |
| First TR Exchange Traded FDTDIV | 1.8% | $6m | 56,227 | Held |
| Ishares TRITOT | 1.8% | $6m | 38,772 | Held |
| Ishares TRIDV | 1.7% | $6m | 149,439 | Held |
| Spdr Gold TRGLD | 1.6% | $6m | 16,015 | Held |
| Palantir TechnologiesPLTR | 1.6% | $6m | 48,536 | +3% |
| AlphabetGOOG | 1.5% | $5m | 15,555 | +61% |
| Global X FDSAIQ | 1.5% | $5m | 82,563 | Held |
| Kinder MorganKMI | 1.3% | $5m | 148,674 | Held |
| Amazon.comAMZN | 1.3% | $5m | 19,721 | +56% |
| BroadcomAVGO | 1.1% | $4m | 10,680 | Held |
| Ishares TRAGG | 1.1% | $4m | 39,976 | +6% |
| ExxonMobil HoldingsXOM | 1.1% | $4m | 27,893 | +12% |
| Applied DigitalAPLD | 1.0% | $4m | 97,475 | Held |
| Ssga Active ETF TRSRLN | 1.0% | $3m | 86,264 | +3% |
| Johnson & JohnsonJNJ | 0.9% | $3m | 13,266 | +30% |
| Eli LillyLLY | 0.9% | $3m | 2,744 | Held |
| Ishares TRHDV | 0.9% | $3m | 119,144 | Held |
| CrowdStrike HoldingsCRWD | 0.9% | $3m | 4,192 | -9% |
| Vanguard World FDVGT | 0.9% | $3m | 26,334 | Held |
| Vanguard BD Index FDSBIV | 0.8% | $3m | 39,693 | +4% |
| JPMorgan ChaseJPM | 0.8% | $3m | 8,631 | +4% |
| Invesco QQQ TRQQQ | 0.8% | $3m | 3,781 | +2% |
| Axon EnterpriseAXON | 0.7% | $3m | 4,655 | -7% |
| Fidelity Comwlth TRONEQ | 0.7% | $2m | 23,038 | +2% |
| Sprott Asset Management LPPHYS | 0.6% | $2m | 75,124 | Held |
| Micron TechnologyMU | 0.6% | $2m | 1,775 | +20% |
| AT&TT | 0.6% | $2m | 98,185 | -3% |
| MerckMRK | 0.6% | $2m | 15,581 | +37% |
| Public Service Enterprise GroupPEG | 0.5% | $2m | 24,431 | Held |
| Ishares TRARTY | 0.5% | $2m | 25,735 | +2% |
| General ElectricGE | 0.5% | $2m | 5,222 | +3% |
| Bank of AmericaBAC | 0.5% | $2m | 33,744 | +7% |
| ChevronCVX | 0.5% | $2m | 11,466 | +46% |
| OracleORCL | 0.5% | $2m | 12,254 | New |
| Navitas SemiconductorNVTS | 0.5% | $2m | 97,270 | +4% |
| Verizon CommunicationsVZ | 0.5% | $2m | 40,516 | -4% |
| AbbVieABBV | 0.5% | $2m | 6,759 | +4% |
| Columbia ETF TR ICRUX | 0.4% | $2m | 53,220 | +4% |
| Cisco SystemsCSCO | 0.4% | $2m | 13,083 | +23% |
| PfizerPFE | 0.4% | $2m | 63,133 | +2% |
| GE VernovaGEV | 0.4% | $1m | 1,235 | -4% |
| Vanguard Index FDSVOO | 0.4% | $1m | 2,062 | +8% |
| International Business MachinesIBM | 0.4% | $1m | 4,992 | +27% |
| Procter & GamblePG | 0.4% | $1m | 9,193 | Held |
| Ishares Gold TRIAU | 0.4% | $1m | 17,841 | Held |
| Ishares TRDGRO | 0.4% | $1m | 17,266 | Held |
| Ishares TRUSMV | 0.4% | $1m | 13,322 | Held |
| Vanguard World FDVFH | 0.4% | $1m | 9,711 | Held |
| Ishares TRILCB | 0.3% | $1m | 12,213 | Held |
| Ishares TRIGEB | 0.3% | $1m | 27,060 | Held |
| WalmartWMT | 0.3% | $1m | 10,321 | -5% |
| AmgenAMGN | 0.3% | $1m | 3,099 | +417% |
| Ishares Silver TRSLV | 0.3% | $1m | 18,735 | -3% |
| CumminsCMI | 0.3% | $998,494 | 1,400 | New |
| Texas InstrumentsTXN | 0.3% | $997,599 | 3,347 | Held |
| Invesco Exchange Traded FD TRSPT | 0.3% | $994,926 | 15,425 | -2% |
| Burke & Herbert Financial ServicesBHRB | 0.3% | $960,696 | 13,369 | New |
| Ishares TRIYF | 0.3% | $960,533 | 7,533 | Held |
| CitigroupC | 0.3% | $939,907 | 6,716 | Held |
| Ishares TRIDU | 0.3% | $933,728 | 8,147 | Held |
| Meta PlatformsMETA | 0.3% | $928,638 | 1,649 | +37% |
| VisaV | 0.2% | $901,746 | 2,628 | -7% |
| Select Sector Spdr TRXLE | 0.2% | $901,373 | 16,972 | +9% |
| CaterpillarCAT | 0.2% | $885,321 | 831 | Held |
| Arista NetworksANET | 0.2% | $880,998 | 5,186 | +8% |
| IntelINTC | 0.2% | $873,115 | 6,253 | +10% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $843,286 | 1,129 | Held |
| First TR Exchange-Traded FDFTSM | 0.2% | $839,728 | 14,059 | -3% |
| Southern CopperSCCO | 0.2% | $832,789 | 4,779 | +128% |
| TJX CompaniesTJX | 0.2% | $826,428 | 5,455 | +10% |
| BridgeBio PharmaBBIO | 0.2% | $800,958 | 10,754 | +19% |
| McDonald'sMCD | 0.2% | $791,265 | 2,927 | Held |
| Ishares TRIXC | 0.2% | $766,919 | 15,610 | Held |
| Home DepotHD | 0.2% | $761,734 | 2,160 | Held |
| Wisdomtree TRDGRW | 0.2% | $756,152 | 7,908 | +4% |
| Duke EnergyDUK | 0.2% | $750,998 | 5,933 | Held |
| Ryder SystemR | 0.2% | $749,107 | 2,840 | Held |
| EatonETN | 0.2% | $737,652 | 1,731 | Held |
| ConocoPhillipsCOP | 0.2% | $737,536 | 7,094 | +4% |
| Advanced Micro DevicesAMD | 0.2% | $722,652 | 1,244 | New |
| Costco WholesaleCOST | 0.2% | $718,038 | 768 | Held |
| Applied MaterialsAMAT | 0.2% | $714,324 | 988 | -33% |
| Arbutus BiopharmaABUS | 0.2% | $710,376 | 147,995 | +12% |
| DBX ETF TRHYLB | 0.2% | $708,123 | 19,390 | +12% |
| Valero EnergyVLO | 0.2% | $705,183 | 2,708 | -29% |
| BoeingBA | 0.2% | $703,524 | 3,250 | +14% |
| DBX ETF TRHYDW | 0.2% | $699,385 | 14,930 | +42% |
| CorningGLW | 0.2% | $695,599 | 2,723 | +4% |
| Vanguard World FDVHT | 0.2% | $693,789 | 2,320 | +3% |
| Fidelity Covington TrustFDVV | 0.2% | $691,647 | 11,472 | Held |
| Soundhound AISOUN | 0.2% | $670,066 | 103,565 | +47% |
Showing the largest 100 of 254.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 41.0% since 30 June 2025.
Where the money is
Technology28.4%
Media & telecom5.6%
Health care5.3%
Industrials4.6%
Energy3.9%
Financial services3.8%
Retail & consumer2.6%
Everyday goods1.8%
Utilities1.5%
Materials0.4%
Real estate0.1%
Other41.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.