Wealth Management Associates, Inc.

13F filer, CIK 2067339, Cherry Hill, NJ

Wealth Management Associates, Inc. reported $227,425,492 across 209 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2025-05-28. Its ten largest share positions make up 36.93% of the portfolio.

Filed 2025-05-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001214659-25-008454

Period: 2024-09-30
Reported value: $227M
Holdings: 209
Top 10 weight: 36.93%
New: 19
Sold out: 14

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+10,212	$1.76M
IBITnew	+17,305	$625K
VCLTnew	+6,445	$524K
Cnew	+7,416	$464K
BBYnew	+4,350	$449K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AAPLreduced	-10,055	-$2.34M
MSCIexited	-1,540	-$742K
NKEexited	-6,040	-$455K
INTCexited	-10,990	-$340K
COWGexited	-12,500	-$339K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001214659-25-008454, largest first. % of portfolio is the value over $227,425,492, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	65,515	$15.3M	6.71%	-10,055	Timeline
TLTISHARES TR	125,638	$12.3M	5.42%	+2,469	Timeline
IVVISHARES TR	17,709	$10.2M	4.49%	+111	Timeline
MSFTMICROSOFT CORP	20,792	$8.95M	3.93%	+137	Timeline
VTIVANGUARD INDEX FDS	26,520	$7.51M	3.3%	+130	Timeline
DVYISHARES TR	55,379	$7.48M	3.29%	+529	Timeline
NVDANVIDIA CORPORATION	56,260	$6.83M	3%	-762	Timeline
VYMVANGUARD WHITEHALL FDS	43,381	$5.56M	2.45%	+20	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	61,915	$4.97M	2.19%	-437	Timeline
TAT&T INC	221,953	$4.88M	2.15%	+2,561	Timeline
ITOTISHARES TR	35,033	$4.4M	1.94%	+588	Timeline
IDVISHARES TR	137,961	$4.17M	1.83%	-77	Timeline
KMIKINDER MORGAN INC DEL	163,366	$3.61M	1.59%	+496	Timeline
LLYELI LILLY & CO	3,710	$3.29M	1.45%	-8	Timeline
XOMEXXON MOBIL CORP	25,760	$3.02M	1.33%	+375	Timeline
AGGISHARES TR	27,568	$2.79M	1.23%	+870	Timeline
GLDSPDR GOLD TR	10,689	$2.6M	1.14%	+287	Timeline
GOOGLALPHABET INC	15,614	$2.59M	1.14%	+84	Timeline
SRLNSSGA ACTIVE ETF TR	60,177	$2.51M	1.1%	+2,372	Timeline
AMZNAMAZON COM INC	12,804	$2.39M	1.05%	+1,279	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	26,492	$2.36M	1.04%	+457	Timeline
HDVISHARES TR	19,809	$2.33M	1.02%	+196	Timeline
BIVVANGUARD BD INDEX FDS	29,523	$2.31M	1.02%	+967	Timeline
VZVERIZON COMMUNICATIONS INC	46,518	$2.09M	0.92%	+50	Timeline
AXONAXON ENTERPRISE INC	4,945	$1.98M	0.87%	-54	Timeline
AVGOBROADCOM INC	11,348	$1.96M	0.86%	+10,212	Timeline
VGTVANGUARD WORLD FD	3,286	$1.93M	0.85%	-88	Timeline
PLTRPALANTIR TECHNOLOGIES INC	51,074	$1.9M	0.84%	-1,796	Timeline
QQQINVESCO QQQ TR	3,561	$1.74M	0.76%	-1	Timeline
JPMJPMORGAN CHASE & CO	8,228	$1.74M	0.76%	-179	Timeline
GOOGALPHABET INC	10,165	$1.7M	0.75%	-280	Timeline
JNJJOHNSON & JOHNSON	10,191	$1.65M	0.73%	+117	Timeline
PGPROCTER & GAMBLE CO	9,236	$1.6M	0.7%	-191	Timeline
PHYSSPROTT ASSET MANAGEMENT LP	78,288	$1.6M	0.7%	-340	Timeline
ONEQFIDELITY COMWLTH TR	22,057	$1.58M	0.69%	+344	Timeline
BACBANK OF AMER CORP	35,697	$1.42M	0.62%	+1,853	Timeline
PFEPFIZER INC	48,480	$1.4M	0.62%	+843	Timeline
MRKMERCK & CO INC	12,275	$1.39M	0.61%	-72	Timeline
ABBVABBVIE INC	6,922	$1.37M	0.6%	+5	Timeline
WMTWALMART INC	15,605	$1.26M	0.55%	-882	Timeline
TTDTHE TRADE DESK INC	11,406	$1.25M	0.55%	+358	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,337	$1.22M	0.53%	+50	Timeline
CVXCHEVRON CORPORATION	7,886	$1.16M	0.51%	+286	Timeline
IBMINTERNATIONAL BUSINESS MACHS	5,198	$1.15M	0.51%	+46	Timeline
USMVISHARES TR	12,453	$1.14M	0.5%	+75	Timeline
MCDMCDONALDS CORP	3,633	$1.11M	0.49%	-113	Timeline
VFHVANGUARD WORLD FD	9,574	$1.05M	0.46%	0	Timeline
CMCSACOMCAST CORP NEW	24,346	$1.02M	0.45%	-30	Timeline
MLRGISHARES TR	12,811	$1.02M	0.45%	-169	Timeline
MAMASTERCARD INCORPORATED	2,049	$1.01M	0.44%	+67	Timeline
RSPTINVESCO EXCHANGE TRADED FD T	26,816	$1.01M	0.44%	+727	Timeline
HDHOME DEPOT INC	2,403	$973K	0.43%	-70	Timeline
IGEBISHARES TR	20,645	$959K	0.42%	+530	Timeline
QCOMQUALCOMM INC	5,548	$943K	0.41%	+307	Timeline
RKTROCKET COS INC	48,940	$939K	0.41%	-670	Timeline
IAUISHARES GOLD TR	18,368	$913K	0.4%	+440	Timeline
GEGE AEROSPACE	4,785	$902K	0.4%	+134	Timeline
ADBEADOBE INC	1,741	$901K	0.4%	0	Timeline
VVISA INC	3,155	$868K	0.38%	-462	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	13,521	$810K	0.36%	+10	Timeline
AMDADVANCED MICRO DEVICES INC	4,760	$781K	0.34%	+1,300	Timeline
DUKDUKE ENERGY CORP NEW	6,712	$774K	0.34%	+300	Timeline
UNHUNITEDHEALTH GROUP INC	1,256	$734K	0.32%	+199	Timeline
DGROISHARES TR	11,684	$732K	0.32%	+229	Timeline
LMTLOCKHEED MARTIN CORP	1,252	$732K	0.32%	-10	Timeline
TXNTEXAS INSTRS INC	3,503	$724K	0.32%	-38	Timeline
ELVELEVANCE HEALTH INC FORMERLY	1,387	$721K	0.32%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	799	$709K	0.31%	-86	Timeline
SNPSSYNOPSYS INC	1,388	$703K	0.31%	0	Timeline
COPCONOCOPHILLIPS	6,236	$656K	0.29%	-307	Timeline
LNKBLINKBANCORP INC	99,044	$635K	0.28%	0	Timeline
IYFISHARES TR	6,089	$633K	0.28%	+132	Timeline
VOOVANGUARD INDEX FDS	1,188	$627K	0.28%	-30	Timeline
DGRWWISDOMTREE TR	7,518	$626K	0.28%	+7	Timeline
IBITISHARES BITCOIN TRUST ETF	17,305	$625K	0.27%	new	Timeline
CSCOCISCO SYS INC	11,558	$615K	0.27%	0	Timeline
IDUISHARES TR	6,001	$612K	0.27%	+140	Timeline
VHTVANGUARD WORLD FD	2,147	$606K	0.27%	0	Timeline
REDFIN CORPREDFIN CORP	47,200	$591K	0.26%	-3,550
TJXTJX COS INC NEW	4,998	$587K	0.26%	0	Timeline
UNPUNION PAC CORP	2,379	$586K	0.26%	0	Timeline
DOCUDOCUSIGN INC	9,420	$585K	0.26%	-455	Timeline
LOWLOWES COS INC	2,149	$582K	0.26%	+261	Timeline
IXCISHARES TR	13,925	$564K	0.25%	-90	Timeline
CATCATERPILLAR INC	1,437	$562K	0.25%	+1	Timeline
LINLINDE PLC	1,176	$561K	0.25%	+7	Timeline
SOSOUTHERN CO	6,023	$543K	0.24%	+1,256	Timeline
VCLTVANGUARD SCOTTSDALE FDS	6,445	$524K	0.23%	new	Timeline
ETNEATON CORP PLC	1,538	$510K	0.22%	+1	Timeline
WMBWILLIAMS COS INC	10,884	$497K	0.22%	+200	Timeline
DISDISNEY WALT CO	5,101	$491K	0.22%	+305	Timeline
NOWSERVICENOW INC	542	$485K	0.21%	+27	Timeline
ISRGINTUITIVE SURGICAL INC	986	$484K	0.21%	+56	Timeline
IJHISHARES TR	7,746	$483K	0.21%	-10	Timeline
TRGPTARGA RES CORP	3,261	$483K	0.21%	0	Timeline
CEGCONSTELLATION ENERGY CORP	1,844	$479K	0.21%	0	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	817	$469K	0.21%	0	Timeline
CCITIGROUP INC	7,416	$464K	0.2%	new	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,672	$463K	0.2%	-50	Timeline
PGRPROGRESSIVE CORP	1,805	$458K	0.2%	+10	Timeline
NEENEXTERA ENERGY INC	5,352	$452K	0.2%	0	Timeline
USFRWISDOMTREE TR	9,008	$452K	0.2%	+3,819	Timeline
VLOVALERO ENERGY CORP	3,348	$452K	0.2%	0	Timeline
CAHCARDINAL HEALTH INC	4,075	$450K	0.2%	+965	Timeline
BBYBEST BUY INC	4,350	$449K	0.2%	new	Timeline
RSPINVESCO EXCHANGE TRADED FD T	2,483	$445K	0.2%	new	Timeline
FHLCFIDELITY COVINGTON TRUST	6,073	$442K	0.19%	+282	Timeline
MDYGSPDR SERIES TRUST	5,033	$442K	0.19%	-2,445	Timeline
FDVVFIDELITY COVINGTON TRUST	8,705	$441K	0.19%	+1	Timeline
CORCENCORA INC	1,945	$438K	0.19%	+176	Timeline
SOUNSOUNDHOUND AI INC	93,774	$437K	0.19%	-5,000	Timeline
OKEONEOK INC NEW	4,785	$436K	0.19%	-150	Timeline
PANWPALO ALTO NETWORKS INC	1,274	$435K	0.19%	+55	Timeline
MPCMARATHON PETE CORP	2,650	$432K	0.19%	+455	Timeline
KRKROGER CO	7,527	$431K	0.19%	+2	Timeline
KOCOCA COLA CO	5,978	$430K	0.19%	+173	Timeline
COWZPACER FDS TR	7,407	$428K	0.19%	+3	Timeline
SYYSYSCO CORP	5,467	$427K	0.19%	-964	Timeline
FDXFEDEX CORP	1,519	$416K	0.18%	+1	Timeline
TGTTARGET CORP	2,665	$415K	0.18%	0	Timeline
AMATAPPLIED MATLS INC	2,052	$415K	0.18%	+272	Timeline
RRYDER SYS INC	2,840	$414K	0.18%	0	Timeline
XNXJXNUVEEN NEW JERSEY	31,095	$405K	0.18%	+1,883	Timeline
SPLVINVESCO EXCH TRADED FD TR II	5,620	$403K	0.18%	+704	Timeline
IXUSISHARES TR	5,548	$403K	0.18%	-54	Timeline
TREXTREX INC	5,956	$397K	0.17%	0	Timeline
ABTABBOTT LABORATORIES	3,426	$391K	0.17%	+163	Timeline
GSCGOLDMAN SACHS ETF TR	7,335	$388K	0.17%	new	Timeline
TDTORONTO DOMINION BK ONT	5,888	$373K	0.16%	-808	Timeline
TTTRANE TECHNOLOGIES PLC	954	$371K	0.16%	-275	Timeline
VRTVERTIV HOLDINGS CO	3,718	$370K	0.16%	new	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	798	$367K	0.16%	0	Timeline
BKNGBOOKING HOLDINGS INC	84	$354K	0.16%	+4	Timeline
QUALISHARES TR	1,966	$353K	0.16%	-40	Timeline
INTUINTUIT	567	$352K	0.15%	0	Timeline
DONWISDOMTREE TR	6,856	$351K	0.15%	+6	Timeline
FISVFISERV INC	1,950	$350K	0.15%	+12	Timeline
EPDENTERPRISE PRODS PARTNERS L	11,355	$331K	0.15%	+3,098	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	6,650	$329K	0.14%	+511	Timeline
IWVISHARES TR	1,000	$327K	0.14%	0	Timeline
UPSUNITED PARCEL SVCS INC	2,388	$326K	0.14%	+779	Timeline
AMTAMERICAN TOWER CORP	1,379	$321K	0.14%	+3	Timeline
ANSYS INCANSYS INC	998	$318K	0.14%	0
LGOVFIRST TR EXCHANGE-TRADED FD	14,185	$318K	0.14%	new	Timeline
PEPPEPSICO INC	1,865	$317K	0.14%	+2	Timeline
VEEVVEEVA SYS INC	1,499	$315K	0.14%	+195	Timeline
LVSLAS VEGAS SANDS CORP	6,243	$314K	0.14%	+32	Timeline
CPBTHE CAMPBELLS COMPANY	6,370	$312K	0.14%	-775	Timeline
METAMETA PLATFORMS INC	543	$311K	0.14%	-44	Timeline
SKXSKECHERS U S A INC	4,645	$311K	0.14%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,567	$310K	0.14%	0	Timeline
NADNUVEEN QUALITY MUNCP INCOME	25,026	$310K	0.14%	0	Timeline
IMCBISHARES TR	4,022	$306K	0.13%	-50	Timeline
PPLPPL CORP	9,211	$305K	0.13%	+1,954	Timeline
ACNACCENTURE PLC IRELAND	861	$304K	0.13%	+38	Timeline
VUSBVANGUARD BD INDEX FDS	6,000	$300K	0.13%	0	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	3,253	$295K	0.13%	0	Timeline
EXCEXELON CORP	7,272	$295K	0.13%	0	Timeline
GEVGE VERNOVA INC	1,143	$291K	0.13%	-74	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	5,058	$291K	0.13%	-892	Timeline
LNGCHENIERE ENERGY INC	1,594	$287K	0.13%	+2	Timeline
VOOVVANGUARD ADMIRAL FDS INC	1,497	$286K	0.13%	0	Timeline
ONON SEMICONDUCTOR CORP	3,902	$283K	0.12%	+692	Timeline
TSLATESLA INC	1,049	$274K	0.12%	-607	Timeline
ADIANALOG DEVICES INC	1,187	$273K	0.12%	0	Timeline
WFCWELLS FARGO & CO	4,807	$272K	0.12%	0	Timeline
EOGEOG RES INC	2,196	$270K	0.12%	+3	Timeline
THGHANOVER INS GROUP INC	1,817	$269K	0.12%	0	Timeline
ORLYOREILLY AUTOMOTIVE INC	231	$266K	0.12%	-46	Timeline
BLVVANGUARD BD INDEX FDS	3,480	$262K	0.12%	new	Timeline
PNCPNC FINL SVCS GROUP INC	1,390	$257K	0.11%	0	Timeline
WMWASTE MGMT INC DEL	1,237	$257K	0.11%	0	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,076	$256K	0.11%	0	Timeline
IJRISHARES TR	2,188	$256K	0.11%	new	Timeline
KKRKKR & CO INC	1,913	$250K	0.11%	new	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	6,865	$250K	0.11%	new	Timeline
BBIOBRIDGEBIO PHARMA INC	9,680	$246K	0.11%	-1,700	Timeline
MRSHMARSH & MCLENNAN COS INC	1,099	$245K	0.11%	0	Timeline
CSGPCOSTAR GROUP INC	3,239	$244K	0.11%	-450	Timeline
GISGENERAL MILLS INC	3,278	$242K	0.11%	0	Timeline
CBCHUBB LIMITED	825	$238K	0.1%	+15	Timeline
SCCOSOUTHERN COPPER CORP	2,039	$236K	0.1%	+8	Timeline
OREALTY INCOME CORP	3,676	$233K	0.1%	new	Timeline
PODDINSULET CORP	1,000	$233K	0.1%	new	Timeline
PHPARKER-HANNIFIN CORP	368	$233K	0.1%	new	Timeline
HONHONEYWELL INTL INC	1,116	$231K	0.1%	+103	Timeline
AMGNAMGEN INC	697	$225K	0.1%	0	Timeline
SHVISHARES TR	2,000	$221K	0.1%	0	Timeline
FXLFIRST TR EXCHANGE-TRADED FD	1,535	$213K	0.09%	-73	Timeline
MCKMCKESSON CORP	430	$212K	0.09%	+4	Timeline
VCSHVANGUARD SCOTTSDALE FDS	2,669	$212K	0.09%	-20	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	3,150	$212K	0.09%	new	Timeline
IFRAISHARES TR	4,505	$212K	0.09%	new	Timeline
CELHCELSIUS HLDGS INC	6,740	$211K	0.09%	-1,740	Timeline
ABUSARBUTUS BIOPHARMA CORP	54,520	$210K	0.09%	+4,700	Timeline
RTXRTX CORPORATION	1,726	$209K	0.09%	new	Timeline
PFFISHARES TR	6,283	$209K	0.09%	-315	Timeline
MOALTRIA GROUP INC	4,083	$208K	0.09%	new	Timeline
NVGNUVEEN AMT FREE MUN CR INC F	14,354	$192K	0.08%	+866	Timeline
BDJBLACKROCK ENHANCED EQUITY DI	21,892	$189K	0.08%	-5,585	Timeline
FFORD MTR CO	16,796	$177K	0.08%	-750	Timeline
XNEAXNUVEEN AMT FREE QLTY MUN INC	11,950	$143K	0.06%	+1,158	Timeline
NUVNUVEEN MUN VALUE FD INC	14,736	$133K	0.06%	-210	Timeline
WBDWARNER BROS DISCOVERY INC	13,754	$113K	0.05%	-196	Timeline
LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC	80,000	$72K	0.03%	0
TILRAY INCTILRAY INC	31,254	$55K	0.02%	0
NVTSNAVITAS SEMICONDUCTOR CORP	18,150	$44.5K	0.02%	+1,000	Timeline
QSIQUANTUM SI INC	35,050	$30.9K	0.01%	-3,000	Timeline
WRNWESTERN COPPER & GOLD CORP	23,600	$28.3K	0.01%	+2,000	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
MSCIMSCI INC	1,540	$742K	shares
NKENIKE INC	6,040	$455K	shares
INTCINTEL CORP	10,990	$340K	shares
COWGPACER FDS TR	12,500	$339K	shares
PWRQUANTA SVCS INC	1,241	$315K	shares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	21,774	$263K	shares
KLACKLA CORP	306	$252K	shares
LAM RESEARCH CORPLAM RESEARCH CORP	234	$249K	shares
DXCMDEXCOM INC	2,173	$246K	shares
TROWPRICE T ROWE GROUP INC	2,030	$234K	shares
PSXPHILLIPS 66	1,561	$220K	shares
DLTRDOLLAR TREE INC	2,000	$214K	shares
XLKSELECT SECTOR SPDR TR	919	$208K	shares
BABOEING CO	1,105	$201K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001214659-25-008454	base		2025-05-28	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC