WEALTH MANAGEMENT ASSOCIATES, INC. 13F Portfolio
WEALTH MANAGEMENT ASSOCIATES, INC. runs WEALTH MANAGEMENT ASSOCIATES, INC. and currently holds 254 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $362.38M. Their top holdings are AAPL, IVV, TLT, MSFT, VTI. The top five represent 25.9% of reported portfolio weight. WEALTH MANAGEMENT ASSOCIATES, INC. ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, WEALTH MANAGEMENT ASSOCIATES, INC. initiated 2 new positions. They added to 63 existing positions. They trimmed 29 positions. Their current best-performing preview position is MU with returns of +241.68%.
Portfolio Value
$362.38M
Alpha Score
55.4
#0 of 1000
Holdings
254
WEALTH MANAGEMENT ASSOCIATES, INC. Current 13F Holdings
Reported holdings from WEALTH MANAGEMENT ASSOCIATES, INC.'s latest SEC 13F filing, ranked by portfolio weight.
254 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 12.52% | $201.35 | $336.68 | +67.21% | Added +159.92% |
 IVV ISHARES TR | 3.90% | $418.56 | $781.99 | +86.83% | Added +0.02% |
 TLT ISHARES TR | 3.53% | $99.14 | $77.98 | -21.34% | Added +1.25% |
 MSFT MICROSOFT CORP | 3.03% | $221.62 | $535.07 | +141.44% | Added +37.47% |
 VTI VANGUARD INDEX FDS | 2.89% | $167.49 | $381.92 | +128.03% | Added +1.54% |
 NVDA NVIDIA CORPORATION | 2.81% | $85.54 | $229.28 | +168.04% | Added +2.74% |
 DVY ISHARES TR | 2.63% | $96.76 | $154.36 | +59.53% | Added +1.55% |
 GOOGL ALPHABET INC | 2.29% | $183.29 | $351.66 | +91.86% | Added +48.15% |
 VYM VANGUARD WHITEHALL FDS | 1.98% | $85.99 | $158.70 | +84.56% | Added +0.19% |
 TDIV FIRST TR EXCHANGE TRADED FD | 1.78% | $40.18 | $114.46 | +184.86% | Trimmed -0.78% |
Showing 1-10 of 254