Wealth Management Associates, Inc.
235 holdingsFiling period: 2026-03-31Current AUM: $319.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 60.3K | $15.3M | $18.6M | 5.84% | +3.4K | 2026-03-31 |
| 2 | TLT | ISHARES TR | 146.2K | $12.7M | $12.0M | 3.77% | +6.8K | 2026-03-31 |
| 3 | IVV | ISHARES TR | 18.8K | $12.3M | $14.1M | 4.43% | +291 | 2026-03-31 |
| 4 | DVY | ISHARES TR | 60.1K | $9.1M | $9.7M | 3.04% | +1.5K | 2026-03-31 |
| 5 | VTI | VANGUARD INDEX FDS | 27.8K | $8.9M | $10.2M | 3.21% | +14 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 49.6K | $8.6M | $10.0M | 3.12% | +115 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 21.4K | $7.9M | $10.0M | 3.12% | +712 | 2026-03-31 |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | 47.1K | $6.9M | $5.8M | 1.82% | -269 | 2026-03-31 |
| 9 | GLD | SPDR GOLD TR | 15.9K | $6.8M | $5.9M | 1.85% | +1.2K | 2026-03-31 |
| 10 | VYM | VANGUARD WHITEHALL FDS | 45.3K | $6.7M | $7.3M | 2.30% | +2.2K | 2026-03-31 |
| 11 | IDV | ISHARES TR | 147.3K | $6.3M | $6.5M | 2.05% | +1.3K | 2026-03-31 |
| 12 | ITOT | ISHARES TR | 38.6K | $5.5M | $6.3M | 1.98% | +200 | 2026-03-31 |
| 13 | TDIV | FIRST TR EXCHANGE TRADED FD | 56.7K | $5.3M | $6.3M | 1.96% | +1.2K | 2026-03-31 |
| 14 | KMI | KINDER MORGAN INC DEL | 150.9K | $5.1M | $4.9M | 1.52% | +769 | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC | 15.7K | $4.5M | $5.6M | 1.75% | +1.3K | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 24.8K | $4.2M | $3.9M | 1.21% | -783 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 24.8K | $4.2M | $3.9M | 1.21% | -783 | 2026-03-31 |
| 18 | AIQ | GLOBAL X FDS | 83.1K | $3.9M | $4.9M | 1.53% | +7.4K | 2026-03-31 |
| 19 | AGG | ISHARES TR | 37.7K | $3.7M | $3.7M | 1.15% | +912 | 2026-03-31 |
| 20 | SRLN | SSGA ACTIVE ETF TR | 84.0K | $3.4M | $3.4M | 1.06% | +1.6K | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 10.8K | $3.4M | $4.2M | 1.32% | +467 | 2026-03-31 |
| 22 | HDV | ISHARES TR | 23.4K | $3.2M | $3.4M | 1.05% | +48 | 2026-03-31 |
| 23 | BIV | VANGUARD BD INDEX FDS | 38.3K | $3.0M | $2.9M | 0.91% | +1.1K | 2026-03-31 |
| 24 | T | AT&T INC | 100.9K | $2.9M | $2.3M | 0.74% | +152 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 9.7K | $2.8M | $3.4M | 1.08% | -539 | 2026-03-31 |
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