Wealth Management Associates, Inc.
Top Portfolio Positions
155 positions ·
$164,195,595 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
60,318 | $15,308,105 | 9.32% | |
| NVDA |
Nvidia Corp
Technology
|
49,580 | $8,646,752 | 5.27% | |
| MSFT |
Microsoft Corp
Technology
|
21,442 | $7,937,185 | 4.83% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
47,143 | $6,896,078 | 4.20% | |
| GLD |
Spdr Gold Trust
|
15,869 | $6,828,272 | 4.16% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
150,912 | $5,060,079 | 3.08% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,686 | $4,510,666 | 2.75% | |
| 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
Holdings in SGMO
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,950 | 295,800 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $132,636 | 315,800 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $224,986 | 335,800 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $166,212 | 307,800 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $150,744 | 228,400 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $74,256 | 72,800 | Shares | Sole | 2025-05-28 | |
| No 13F history on record for this holder in this stock. | ||||||