Wealth Management Associates, Inc.

Q4 2025 13F-HR Holdings

Location
Cherry Hill, NJ
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
235
Total value ($000)
$287,511
Net value change ($000)
+5,726 (2.0%)
New positions
17
Sold out positions
12
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
HYLB 1,430 NEW
GOOGL 1,167 35.1%
LLY 1,155 41.0%
GOOGL 684 27.2%
TLT 622 5.4%
GLD 526 10.0%
IVZ 510 NEW
WRN 415 309.7%
HYDW 395 NEW
SLV 394 52.0%
Top Reduces (Value $000, Stocks/ETFs)
IBIT -852 -35.9%
MSFT -765 -7.1%
AXON -755 -21.0%
DOCU -701 -100.0%
SOUN -695 -39.4%
AAPL -488 -3.1%
PGR -446 -100.0%
T -403 -13.9%
PYPL -398 -100.0%
NBIS -323 -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