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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Wealth Management Associates, Inc.

Quarter ended Q1 2025 · Filed May 28, 2025 · Accession 0001214659-25-008418

Total Value
$124.3M
Positions
144
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (144)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290876953,086$8.0M6.45%
2ISHARES TR46428716865,097$6.6M5.34%
3APPLE INCAAPL24,177$5.4M4.36%
4AT&T INCT-PC126,540$4.8M3.85%
5VANGUARD WHITEHALL FDS INC92194640642,887$3.8M3.06%
6ISHARES TR46428720011,351$3.4M2.73%
7ISHARES TR464288448106,057$3.3M2.62%
8FIRST TR EXCHANGE TRADED FD33738R11880,076$3.2M2.58%
9ISHARES TR46428715047,435$3.2M2.56%
10KINDER MORGAN INC DELEP-PC136,780$2.8M2.27%
11VERIZON COMMUNICATIONS INCVZ45,580$2.8M2.21%
12VANGUARD INDEX FDS92290855327,463$2.6M2.06%
13MICROSOFT CORPMSFT18,261$2.5M2.04%
14ISHARES TR46432F83442,459$2.5M1.97%
15ISHARES TR46428722620,272$2.3M1.85%
16ISHARES TR46429B69735,643$2.3M1.84%
17ISHARES TR46428724215,842$2.0M1.62%
18ISHARES TR46428851322,681$2.0M1.59%
19FIDELITY COMWLTH TR3159128085,955$1.9M1.50%
20ISHARES TR46429B66316,649$1.6M1.26%
21PUBLIC SVC ENTERPRISE GRP IN74457310624,632$1.5M1.23%
22BLACKROCK ENHANCED EQT DIV TBLK159,609$1.5M1.18%
23VANGUARD SCOTTSDALE FDS92206C40916,994$1.4M1.11%
24EXXON MOBIL CORPXOM18,284$1.3M1.04%
25ALPHABET INCGOOG909$1.1M0.89%
26PFIZER INCPFE30,417$1.1M0.88%
27JOHNSON & JOHNSONJNJ7,967$1.0M0.83%
28SPDR GOLD TRUSTGLD7,336$1.0M0.82%
29AMAZON COM INCAMZN561$973,8460.78%
30VANGUARD WORLD FDS92204A7024,312$929,3460.75%
31PROCTER & GAMBLE CO7427181097,351$914,2610.74%
32MCDONALDS CORPMCD4,099$880,1920.71%
33PAYPAL HLDGS INCPYPL8,463$876,6820.71%
34NIKE INCNKE9,112$855,7550.69%
35BANK AMER CORP06050510427,744$809,2830.65%
36VANGUARD MUN BD FD INC92290774614,755$791,1630.64%
37INTERNATIONAL BUSINESS MACHSINTR4,970$722,6840.58%
38FIRST TR EXCHANGE TRADED FD33739Q40811,685$701,9180.56%
39ISHARES TR4642871274,158$698,2570.56%
40EXACT SCIENCES CORP30063P1057,726$698,1990.56%
41INTEL CORPINTC13,232$681,8580.55%
42MSCI INCMSCI3,110$677,2030.54%
43SALESFORCE COM INCCRM4,431$657,7380.53%
44WEYERHAEUSER COWY23,611$654,0250.53%
45MERCK & CO INCMRK7,766$653,7120.53%
46DISNEY WALT CO2546871064,951$645,1770.52%
47NUVEEN NEW JERSEY QULT MUN FNU44,222$639,8920.51%
48CHEVRON CORP NEWCVX5,199$616,5740.50%
49ILLUMINA INCILMN1,947$592,3160.48%
50ALPHABET INCGOOG483$588,7770.47%
51VANGUARD SCOTTSDALE FDS92206C8706,450$588,4980.47%
52BOEING COBA-PA1,473$560,4340.45%
53ISHARES TR4642894386,381$555,5300.45%
54UNITEDHEALTH GROUP INCUNH2,540$551,9930.44%
55ADOBE INCADBE1,979$546,6990.44%
56HOME DEPOT INCHD2,323$538,9820.43%
57W P CAREY INC92936U1096,008$537,6740.43%
58SYSCO CORPSYY6,643$527,4540.42%
59TARGET CORPTGT4,840$517,4440.42%
60MASTERCARD INCMA1,891$513,4810.41%
61VANGUARD WORLD FDS92204A5043,000$502,9800.40%
62INVESCO QQQ TRIVZ2,623$495,2490.40%
63ALIBABA GROUP HLDG LTDBBAAY2,928$489,6490.39%
64INVESCO EXCHNG TRADED FD TRIVZ8,021$464,3950.37%
65TEXAS INSTRS INC8825081043,558$459,8250.37%
66ISHARES TR4642875072,359$455,8300.37%
67FISERV INCFISV4,379$453,6210.36%
68CISCO SYS INCCSCO9,146$451,9000.36%
69NVIDIA CORPNVDA2,592$451,1270.36%
70VANGUARD WORLD FDS92204A4056,444$451,1040.36%
71FACEBOOK INCMETA2,529$450,3640.36%
72ONEOK INC NEWOKE6,078$447,8550.36%
73ANSYS INC03662Q1051,998$442,2770.36%
74SPDR INDEX SHS FDS78463X53314,511$433,0390.35%
75ISHARES TR46428868711,432$429,0470.35%
76ISHARES TR4642878045,232$407,2800.33%
77ALTRIA GROUP INCMO9,870$403,6780.32%
78VISA INCV2,312$397,6870.32%
79WALMART INCWMT3,272$388,2670.31%
80BRISTOL MYERS SQUIBB COCELG-RI7,471$378,8760.30%
81BROADCOM INCAVGO1,335$368,5530.30%
82GUARDANT HEALTH INCGH5,712$364,5970.29%
83ISHARES TR4642887601,579$354,8010.29%
84COCA COLA COKO6,435$350,3210.28%
85TWITTER INC90184L1028,294$341,7130.27%
86TJX COS INC NEW8725401095,950$331,6530.27%
87GLOBAL X FDS37954Y76413,349$331,3220.27%
88JPMORGAN CHASE & COVYLD2,749$323,5590.26%
89LILLY ELI & COLLY2,891$323,2760.26%
90WISDOMTREE TRWT7,162$322,9240.26%
91SPDR SERIES TRUST78468R7888,360$317,5130.26%
92GENERAL MLS INC3703341045,743$316,5650.25%
93ETF MANAGERS TR26924G4096,700$312,2870.25%
94NORDSTROM INC6556641009,270$312,1210.25%
95ACTIVISION BLIZZARD INC00507V1095,891$311,7520.25%
96RYDER SYS INCR5,972$309,1700.25%
97AMERISOURCEBERGEN CORPCOR3,743$308,1610.25%
98GLAXOSMITHKLINE PLCGLAXF7,160$305,5730.25%
99DISCOVERY INC25470F30212,356$304,2050.24%
100SELECT SECTOR SPDR TR81369Y60510,777$301,7560.24%
101IDEXX LABS INC45168D1041,107$301,0270.24%
102NEW ORIENTAL ED & TECH GRP INWOEF2,684$297,2800.24%
103DUKE ENERGY CORP NEWDUKB3,097$296,8780.24%
104KROGER COKR11,307$291,4940.23%
105SERVICENOW INCNOW1,146$290,9120.23%
106WALGREENS BOOTS ALLIANCE INC9314271085,185$286,7820.23%
107BOOKING HLDGS INCBKNG146$286,5410.23%
108APPLIED MATLS INC0382221055,568$277,8430.22%
109LINDE PLCLIN1,430$277,0200.22%
110PAYCHEX INCPAYX3,267$270,4480.22%
111AMPLIFY ETF TR03210860714,947$268,1340.22%
112NUVEEN AMT FREE QLTY MUN INCNU18,667$267,1210.21%
113ISHARES TR4642882081,343$265,6050.21%
114CARDINAL HEALTH INCCAH5,620$265,2080.21%
115WISDOMTREE TRWT7,252$263,3050.21%
116NEXTERA ENERGY INCNEE-PW1,125$262,1140.21%
117WISDOMTREE TRWT6,543$258,0480.21%
118ARCHER DANIELS MIDLAND COADM6,175$253,6070.20%
119CATERPILLAR INC DELCAT2,000$252,5790.20%
120NUVEEN QUALITY MUNCP INCOMENU17,353$249,1890.20%
121HANOVER INS GROUP INC4108671051,817$246,2760.20%
122ALPS ETF TRALPWF26,849$245,3970.20%
123SQUARE INCBSQKZ3,908$242,1010.19%
124ANTHEM INCELV1,000$240,1000.19%
125THE CHARLES SCHWAB CORPORATISCHW-PJ5,698$238,3470.19%
126ISHARES TR46429B6893,218$235,8050.19%
127NUVEEN AMT FREE MUN CR INC FNU13,932$233,0790.19%
128DOLLAR TREE INCDLTR2,000$228,3200.18%
129NUVEEN MUN VALUE FD INCNU21,616$227,1830.18%
130GENERAL ELECTRIC COGE25,059$224,0250.18%
131SPLUNK INC8486371041,875$220,9880.18%
132EDWARDS LIFESCIENCES CORPEW991$217,9310.18%
133ENTERPRISE PRODS PARTNERS L2937921077,575$216,4930.17%
134LOCKHEED MARTIN CORPLMT553$215,7030.17%
135COMCAST CORP NEWCCZ4,766$214,8510.17%
136PHILIP MORRIS INTL INC7181721092,824$214,4520.17%
137SPDR S&P 500 ETF TRSPY717$212,7990.17%
138CVS HEALTH CORPCVS3,296$207,8480.17%
139FIRST TR EXCHANGE TRADED FD33734X1923,681$207,7020.17%
140ISHARES TR46434V6215,140$201,1800.16%
141ALEXION PHARMACEUTICALS INC0153511092,051$200,8750.16%
142TCW STRATEGIC INCOME FUND IN87234010421,321$121,1030.10%
143ZYNGA INC98986T10818,706$108,8690.09%
144REPUBLIC FIRST BANCORP INC76041610715,550$65,3100.05%