Wealth Management Associates, Inc.

Q1 2026 13F-HR Holdings

Location
Cherry Hill, NJ
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
234
Total value ($000)
$289,632
Net value change ($000)
+2,121 (0.7%)
New positions
22
Sold out positions
23
Turnover %
6.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
APA 1,715 NEW
XOP 1,640 NEW
PR 1,614 NEW
PSX 1,338 NEW
XOM 1,129 36.7%
GLD 1,023 17.6%
KMI 933 22.6%
DVY 824 10.0%
XLE 707 290.9%
TLT 523 4.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,089 -20.8%
PLTR -1,531 -18.2%
LLY -1,435 -36.2%
RKT -986 -63.9%
IBIT -853 -56.2%
IBM -814 -46.0%
HYLB -805 -56.3%
AXON -716 -25.2%
SOUN -587 -54.8%
NVDA -578 -6.3%
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