Wealth Management Associates, Inc.
Top Portfolio Positions
156 positions ·
$164,512,825 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
60,318 | $15,308,105 | 9.31% | |
| NVDA |
Nvidia Corp
Technology
|
49,580 | $8,646,752 | 5.26% | |
| MSFT |
Microsoft Corp
Technology
|
21,442 | $7,937,185 | 4.82% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
47,143 | $6,896,078 | 4.19% | |
| GLD |
Spdr Gold Trust
|
15,869 | $6,828,272 | 4.15% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
150,912 | $5,060,079 | 3.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,686 | $4,510,666 | 2.74% | |
| XOM |
Exxon Mobil Corp
Energy
|
24,805 | $4,208,416 | 2.56% | |
| AVGO |
Broadcom Inc.
Technology
|
10,845 | $3,356,635 | 2.04% | |
| T |
At&T Inc.
Communication Services
|
100,931 | $2,925,989 | 1.78% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ABUS
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $593,415 | 131,870 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $615,054 | 127,870 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $512,202 | 112,820 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $324,202 | 104,920 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $336,505 | 96,420 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $199,535 | 61,020 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $209,902 | 54,520 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $153,943 | 49,820 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $128,535 | 49,820 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $120,050 | 48,020 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $110,878 | 54,620 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $114,126 | 49,620 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $150,348 | 49,620 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $114,799 | 49,270 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $78,061 | 40,870 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $80,405 | 29,670 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $66,066 | 22,170 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $72,237 | 18,570 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $71,943 | 16,770 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $52,934 | 17,470 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $97,136 | 29,170 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $112,073 | 31,570 | Shares | Sole | 2025-05-28 | |
| No 13F history on record for this holder in this stock. | ||||||