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WEALTH MANAGEMENT ASSOCIATES, INC.
WEALTH MANAGEMENT ASSOCIATES, INC.
Latest filing: 2026-06-30
WEALTH MANAGEMENT ASSOCIATES, INC. runs WEALTH MANAGEMENT ASSOCIATES, INC. and currently holds 254 stock positions, which is more than the average of 230 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%.
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254 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 12.52% | $201.35 | $309.35 | +53.64% | Added +159.92% |
 IVV ISHARES TR | 3.90% | $418.56 | $769.30 | +83.80% | Added +0.02% |
 TLT ISHARES TR | 3.53% | $99.14 | $82.05 | -17.24% | Added +1.25% |
 MSFT MICROSOFT CORP | 3.03% | $221.62 | $483.24 | +118.05% | Added +37.47% |
 VTI VANGUARD INDEX FDS | 2.89% | $167.49 | $378.25 | +125.83% | Added +1.54% |
 NVDA NVIDIA CORPORATION | 2.81% | $85.54 | $214.76 | +151.06% | Added +2.74% |
 DVY ISHARES TR | 2.63% | $96.76 | $164.09 | +69.58% | Added +1.55% |
 GOOGL ALPHABET INC | 2.29% | $183.29 | $344.82 | +88.13% | Added +48.15% |
 VYM VANGUARD WHITEHALL FDS | 1.98% | $85.99 | $165.00 | +91.88% | Added +0.19% |
 TDIV FIRST TR EXCHANGE TRADED FD | 1.78% | $40.18 | $114.59 | +185.19% | Trimmed -0.78% |
Showing 1-10 of 254