Wealth Management Associates, Inc. - Portfolio overview

Wealth Management Associates, Inc. has 263 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.14%
2. TLT - ISHARES TR, 4.25%
3. IVV - ISHARES TR, 4.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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