13FBOX
Wealth Management Associates, Inc. · 13F Holdings
Options Calculator Rankings

Wealth Management Associates, Inc.

No.5176 Data as of 2026Q2
Latest AUM (Q2 2026)
$362.4M
QoQ Change Q1 2026
+$72.8M+25.1%
Holdings
254
New Buys
34
Adds
114
Reduces
58
Exits
14
Unchanged
48
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
APPLE INCAAPL
12.52%5.29%$45.4M156,777$15.3M60,318+96,459+159.92%Add
IISHARES TRIVV
3.9%4.25%$14.1M18,849$12.3M18,845+4+0.02%Add
IISHARES TRTLT
3.53%4.37%$12.8M147,990$12.7M146,168+1,822+1.25%Add
MICROSOFT CORPMSFT
3.03%2.74%$11.0M29,476$7.9M21,442+8,034+37.47%Add
GGENERAL DYNAMICS CORPVTI
2.89%3.08%$10.5M28,261$8.9M27,832+429+1.54%Add
NVIDIA CORPORATIONNVDA
2.81%2.99%$10.2M50,937$8.6M49,580+1,357+2.74%Add
IISHARES TRDVY
2.63%3.14%$9.5M61,063$9.1M60,130+933+1.55%Add
ALPHABET INCGOOGL
2.29%1.56%$8.3M23,239$4.5M15,686+7,553+48.15%Add
VVANGUARD WHITEHALL FDSVYM
1.98%2.32%$7.2M45,408$6.7M45,322+86+0.19%Add
FFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
1.78%1.83%$6.5M56,227$5.3M56,670-443-0.78%Reduce
IISHARES TRITOT
1.76%1.9%$6.4M38,772$5.5M38,628+144+0.37%Add
IISHARES TRIDV
1.71%2.16%$6.2M149,439$6.3M147,257+2,182+1.48%Add
SSPDR GOLD TRGLD
1.63%2.36%$5.9M16,015$6.8M15,869+146+0.92%Add
PALANTIR TECHNOLOGIES INCPLTR
1.56%2.38%$5.7M48,536$6.9M47,143+1,393+2.95%Add
AAlphabet Inc Class CGOOG
1.52%0.96%$5.5M15,555$2.8M9,665+5,890+60.94%Add
GGLOBAL X FDSAIQ
1.49%1.34%$5.4M82,563$3.9M83,056-493-0.59%Reduce
KINDER MORGAN INC DEL COMKMI
1.31%1.75%$4.8M148,674$5.1M150,912-2,238-1.48%Reduce
AMAZON COM INCAMZN
1.3%0.91%$4.7M19,721$2.6M12,673+7,048+55.61%Add
BROADCOM INCAVGO
1.11%1.16%$4.0M10,680$3.4M10,845-165-1.52%Reduce
IISHARES TRAGG
1.09%1.29%$4.0M39,976$3.7M37,657+2,319+6.16%Add
EXXON MOBIL CORPXOM
1.05%1.45%$3.8M27,893$4.2M24,805+3,088+12.45%Add
AAPPLIED DIGITAL CORPAPLD
1%0.8%$3.6M97,475$2.3M97,510-35-0.04%Reduce
SSELECT SECTOR SPDR TRXLRE
0.96%1.16%$3.5M86,264$3.4M83,996+2,268+2.70%Add
JOHNSON & JOHNSONJNJ
0.93%0.86%$3.4M13,266$2.5M10,229+3,037+29.69%Add
ELI LILLY & COLLY
0.91%0.87%$3.3M2,744$2.5M2,755-11-0.40%Reduce
IISHARES TRHDV
0.9%1.1%$3.3M119,144$3.2M23,369+95,775+409.84%Add
CROWDSTRIKE HLDGS INCCRWD
0.88%0.62%$3.2M4,192$1.8M4,602-410-8.91%Reduce
VVANGUARD WORLD FDVGT
0.87%0.8%$3.1M26,334$2.3M3,338+22,996+688.92%Add
VVANGUARD BD INDEX FDSBIV
0.84%1.02%$3.0M39,693$3.0M38,309+1,384+3.61%Add
JPMORGAN CHASE & COJPM
0.78%0.85%$2.8M8,631$2.4M8,326+305+3.66%Add
IINVESCO QQQ TRVOO
0.77%0.74%$2.8M3,781$2.1M3,703+78+2.11%Add
AXON ENTERPRISEAXON
0.72%0.73%$2.6M4,655$2.1M4,997-342-6.84%Reduce
FFIDELITY COMWLTH TRONEQ
0.66%0.66%$2.4M23,038$1.9M22,522+516+2.29%Add
SSPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRPHYS
0.63%0.93%$2.3M75,124$2.7M76,351-1,227-1.61%Reduce
MICRON TECHNOLOGY INCMU
0.57%0.17%$2.0M1,775$498,9701,477+298+20.18%Add
AAT&T INCT
0.56%1.01%$2.0M98,185$2.9M100,931-2,746-2.72%Reduce
MERCK & CO INCMRK
0.55%0.47%$2.0M15,581$1.4M11,339+4,242+37.41%Add
PUBLIC SVC ENTERPRISE GROUP COMPEG
0.55%0.69%$2.0M24,431$2.0M24,536-105-0.43%Reduce
IISHARES FUTURE AI & TECHETFARTY
0.54%0.4%$2.0M25,735$1.2M25,185+550+2.18%Add
GE AEROSPACEGE
0.54%0.5%$2.0M5,222$1.4M5,081+141+2.78%Add
BBANK OF AMER CORPBAC
0.53%0.53%$1.9M33,744$1.5M31,560+2,184+6.92%Add
CHEVRON CORPORATIONCVX
0.52%0.56%$1.9M11,466$1.6M7,863+3,603+45.82%Add
ORACLE CORPORCL
0.5%$1.8M12,254$00+12,254New Buy
NNAVITAS SEMICONDUCTOR CORPNVTS
0.48%0.28%$1.7M97,270$822,80193,820+3,450+3.68%Add
VERIZON COMMUNICATIONS INCVZ
0.47%0.73%$1.7M40,516$2.1M42,106-1,590-3.78%Reduce
ABBVIE INCABBV
0.47%0.49%$1.7M6,759$1.4M6,506+253+3.89%Add
CCOLUMBIA ETF TR ICRUX
0.44%0.53%$1.6M53,220$1.5M51,220+2,000+3.90%Add
CISCO SYS INCCSCO
0.42%0.28%$1.5M13,083$823,77310,617+2,466+23.23%Add
PFIZER INCPFE
0.42%0.6%$1.5M63,133$1.7M61,767+1,366+2.21%Add
GE VERNOVA INCGEV
0.4%0.39%$1.5M1,235$1.1M1,280-45-3.52%Reduce

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