Wealth Management Associates, Inc.

Q3 2025 13F-HR Holdings

Location
Cherry Hill, NJ
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
230
Total value ($000)
$281,785
Net value change ($000)
+24,835 (9.7%)
New positions
23
Sold out positions
12
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 2,720 20.5%
PLTR 1,951 28.9%
APLD 1,220 128.2%
RKT 944 138.0%
ARTY 918 NEW
IVV 867 7.4%
GLD 861 19.5%
AIQ 854 29.9%
AVGO 739 25.9%
VTI 694 8.1%
Top Reduces (Value $000, Stocks/ETFs)
TLT -702 -5.7%
AXON -557 -13.4%
TTD -541 -66.3%
RDFN -538 -100.0%
LOW -477 -100.0%
ELV -410 -100.0%
AKX -351 -100.0%
ACN -340 -100.0%
KMI -303 -6.5%
HON -295 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type