Wealth Management Associates, Inc.
CIK
2067339
City
Cherry Hill
State / Country
NJ
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 NXJ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,503 | 15,732 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $221,553 | 17,528 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $350,867 | 28,273 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $320,898 | 28,273 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $332,773 | 28,273 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $378,426 | 31,095 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $405,478 | 31,095 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $356,678 | 29,212 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $352,880 | 29,212 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $393,428 | 33,398 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $352,356 | 33,304 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $456,551 | 39,804 | Shares | Sole | 2025-05-28 | |
| 2023-03-31 | $466,104 | 39,804 | Shares | Sole | 2025-05-28 | |
| 2022-12-31 | $449,785 | 39,804 | Shares | Sole | 2025-05-28 | |
| 2022-09-30 | $448,151 | 40,704 | Shares | Sole | 2025-05-28 | |
| 2022-06-30 | $512,463 | 40,704 | Shares | Sole | 2025-05-28 | |
| 2022-03-31 | $544,619 | 40,704 | Shares | Sole | 2025-05-28 | |
| 2021-12-31 | $564,507 | 36,704 | Shares | Sole | 2025-05-28 | |
| 2021-09-30 | $504,622 | 32,704 | Shares | Sole | 2025-05-28 | |
| 2021-06-30 | $509,855 | 32,704 | Shares | Sole | 2025-05-28 | |
| 2021-03-31 | $475,001 | 32,804 | Shares | Sole | 2025-05-28 | |
| 2020-12-31 | $488,637 | 34,004 | Shares | Sole | 2025-05-28 | |
| 2020-09-30 | $462,780 | 34,204 | Shares | Sole | 2025-05-28 | |
| 2020-06-30 | $432,771 | 32,662 | Shares | Sole | 2025-05-28 | |
| 2020-03-31 | $656,705 | 48,862 | Shares | Sole | 2025-05-28 | |
| No 13F history on record for this holder in this stock. | ||||||