Wealth Management Associates, Inc.

CIK

2067339

Location

Cherry Hill, NJ

Portfolio Value

Micro $1,145,947

Diversification

Diversified

Filing Date

Global Rank

#4,308 / 8,232 ▲ 187

Top Industry

Software - Infrastructure 11.5%

3Y Alpha vs SPY

-0.7%

Period ended 2 months ago

Filed May 13, 2026 · 32d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.2%

SPY

+76.3%

Annualised alpha

-0.7%

Max drawdown

−17.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

156 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.3%

+0.1 pts

Top 5

27.7%

−1.4 pts

Top 10

39.9%

−0.7 pts

HHI

247

Diversified−10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.9%	$55,704,952	29
Energy	12.1%	$19,856,777	13
Financial Services	9.6%	$15,769,160	25
Healthcare	9.3%	$15,303,924	21
Unclassified	8.2%	$13,542,343	7
Communication Services	7.4%	$12,206,013	8
Industrials	7.3%	$12,065,981	20
Consumer Defensive	4.0%	$6,641,349	11
Consumer Cyclical	4.0%	$6,530,834	9
Utilities	3.3%	$5,412,726	9
Basic Materials	0.7%	$1,145,947	3
Real Estate	0.2%	$332,819	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBRX	ImmunityBio, Inc.	+41,700	60,700	$465,569
WRN	Western Copper & Gold Corp	+13,330	218,830	$553,639
NVTS	Navitas Semiconductor Corp	+11,700	93,820	$822,801
ABUS	Arbutus Biopharma Corp	+4,000	131,870	$593,415
AAPL	Apple Inc.	+3,391	60,318	$15,308,105
APLD	Applied Digital Corp.	+2,200	97,510	$2,314,887
SLV	iShares Silver Trust	+1,349	19,235	$1,310,672
GOOGL	Alphabet Inc.	+1,338	15,686	$4,510,666
GLD	Spdr Gold Trust	+1,221	15,869	$6,828,272
COP	Conocophillips	+1,130	6,841	$903,012
CMCSA	Comcast Corp	+967	26,221	$752,804
C	Citigroup Inc	+875	6,715	$761,548
KMI	Kinder Morgan, Inc.	+769	150,912	$5,060,079
PFE	Pfizer Inc	+749	61,767	$1,734,417
MSFT	Microsoft Corp	+712	21,442	$7,937,185
ANET	Arista Networks, Inc.	+606	4,786	$587,625
F	Ford Motor Co	+585	14,906	$172,015
MU	Micron Technology Inc	+560	1,477	$498,989
META	Meta Platforms, Inc.	+540	1,208	$691,133
AVGO	Broadcom Inc.	+467	10,845	$3,356,635
PM	Philip Morris International Inc.	+345	2,285	$377,801
GD	General Dynamics Corp	+234	838	$287,618
ETN	Eaton Corp plc	+176	1,730	$618,769
O	Realty Income Corp	+175	5,440	$332,819
T	At&T Inc.	+152	100,931	$2,925,989
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
RKT	Rocket Companies, Inc.	−40,614	39,081	$556,904
SOUN	Soundhound Ai, Inc.	−37,000	70,445	$483,957
SGMO	Sangamo Therapeutics, Inc	−20,000	295,800	$73,950
IBIT	iShares Bitcoin Trust ETF	−13,281	17,296	$664,512
PHYS	Sprott Physical Gold Trust	−2,652	76,351	$2,705,879
IBM	International Business Machines Corp	−2,032	3,943	$955,743
NXJ	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND	−1,796	15,732	$193,503
VIK	Viking Holdings Ltd	−1,605	3,085	$226,685
BAC	Bank Of America Corp /De/	−1,557	31,560	$1,538,550
VRT	Vertiv Holdings Co	−1,256	1,615	$404,686
LLY	ELI LILLY & Co	−938	2,755	$2,533,966
TKO	TKO Group Holdings, Inc.	−858	1,587	$320,018
XOM	Exxon Mobil Corp	−783	24,805	$4,208,416
ADBE	Adobe Inc.	−753	925	$224,849
QCOM	Qualcomm Inc/De	−749	2,011	$258,976
WMT	Walmart Inc.	−697	10,807	$1,343,093
PANW	Palo Alto Networks Inc	−627	1,662	$266,451
WFC	Wells Fargo & Company/Mn	−594	4,424	$352,194
VZ	Verizon Communications Inc	−571	42,106	$2,113,721
LNG	Cheniere Energy, Inc.	−558	806	$228,710
CAT	Caterpillar Inc	−485	839	$594,397
IVZ	Invesco Ltd.	−450	18,960	$460,538
V	Visa Inc.	−364	2,828	$854,734
KO	Coca Cola Co	−304	5,453	$414,700
DIS	Walt Disney Co	−295	5,347	$515,343
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
APA	APA Corp	40,410	$1,715,000
PR	Permian Resources Corp	75,725	$1,614,457
PSX	Phillips 66	7,346	$1,338,294
LUV	Southwest Airlines Co	10,750	$403,877
GLW	Corning Inc /Ny	2,623	$356,649
AZN	Astrazeneca PLC	1,780	$351,051
TEL	TE Connectivity plc	1,116	$233,266
LIN	Linde PLC	468	$232,015
ETR	Entergy Corp /De/	1,921	$215,843
AEP	American Electric Power Co Inc	1,638	$214,709
AMGN	Amgen Inc	599	$210,758
HON	Honeywell International Inc	902	$203,879
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
KKR	KKR & Co. Inc.	3,834	$488,758
ETHA	iShares Ethereum Trust ETF	17,702	$397,055
INTU	Intuit Inc.	576	$381,553
BKNG	Booking Holdings Inc.	71	$380,228
ORLY	O Reilly Automotive Inc	4,110	$374,873
IOT	Samsara Inc.	10,110	$358,399
MELI	Mercadolibre Inc	176	$354,509
ORCL	Oracle Corp	1,738	$338,753
MCK	Mckesson Corp	370	$303,507
AMD	Advanced Micro Devices Inc	1,269	$271,769
EQT	EQT Corp	4,705	$252,188
AMT	American Tower Corp /Ma/	1,299	$228,065
TDOC	Teladoc Health, Inc.	30,575	$214,025
TTD	Trade Desk, Inc.	5,581	$211,854
BLK	BlackRock, Inc.	191	$204,434
CRM	Salesforce, Inc.	757	$200,536
MDT	Medtronic plc	2,084	$200,189
NUW	Nuveen AMT-Free Municipal Value Fund	10,893	$155,878
NUV	Nuveen Municipal Value Fund Inc	14,403	$130,491
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $1,145,947 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WRN	Western Copper & Gold Corp Basic Materials	Added	218,830	+13,330	$553,639	+0.9%	48.31%
SCCO	Southern Copper Corp/ Basic Materials	Added	2,094	+15	$360,293	+21.8%	31.44%
LIN	Linde PLC Basic Materials	NEW	468	NEW	$232,015	NEW	20.25%