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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 0001214659-25-008421

Total Value
$118.6M
Positions
150
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (150)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL24,742$9.0M7.61%
2ISHARES TR46428716865,524$5.3M4.46%
3AT&T INCT-PC153,122$4.6M3.90%
4VANGUARD INDEX FDS92290876929,443$4.6M3.89%
5MICROSOFT CORPMSFT18,720$3.8M3.21%
6ISHARES TR46428720011,634$3.6M3.04%
7VANGUARD WHITEHALL FDS92194640643,647$3.4M2.90%
8FIRST TR EXCHANGE-TRADED FD33738R11881,855$3.4M2.88%
9ISHARES TR464288448117,902$3.0M2.50%
10VERIZON COMMUNICATIONS INCVZ51,886$2.9M2.41%
11ISHARES TR46428715040,990$2.8M2.40%
12ISHARES TR46428722620,891$2.5M2.08%
13SPDR GOLD TRGLD13,284$2.2M1.87%
14KINDER MORGAN INC DELEP-PC142,547$2.2M1.82%
15JOHNSON & JOHNSONJNJ11,338$1.6M1.34%
16AMAZON COM INCAMZN552$1.5M1.28%
17PAYPAL HLDGS INCPYPL8,682$1.5M1.28%
18ISHARES TR46429B66317,506$1.4M1.20%
19PUBLIC SVC ENTERPRISE GRP IN74457310627,682$1.4M1.15%
20VANGUARD WORLD FDS92204A7024,865$1.4M1.14%
21ALPHABET INCGOOG951$1.3M1.14%
22FIDELITY COMWLTH TR3159128083,297$1.3M1.09%
23PFIZER INCPFE36,949$1.2M1.02%
24BLACKROCK ENHANCED EQUITY DIBLK157,759$1.2M0.98%
25EXXON MOBIL CORPXOM23,666$1.1M0.89%
26JPMORGAN CHASE & COVYLD10,779$1.0M0.85%
27VISA INCV5,151$995,0190.84%
28NIKE INCNKE9,214$903,4440.76%
29ISHARES TR46435G10212,450$883,4520.74%
30PROCTER AND GAMBLE CO7427181097,216$862,8530.73%
31ADOBE INCADBE1,979$861,4780.73%
32SALESFORCE COM INCCRM4,309$807,2050.68%
33ALIBABA GROUP HLDG LTDBBAAY3,706$799,3840.67%
34MERCK & CO. INCMRK10,324$798,3480.67%
35UNITEDHEALTH GROUP INCUNH2,706$798,1350.67%
36FIRST TR EXCHANGE-TRADED FD33739Q40813,126$787,4290.66%
37INTEL CORPINTC13,019$778,9380.66%
38GILEAD SCIENCES INCGILD10,005$769,7780.65%
39MSCI INCMSCI2,259$754,0990.64%
40ISHARES TR46429B69712,272$744,0510.63%
41ISHARES TR4642871274,137$722,0240.61%
42NVIDIA CORPORATIONNVDA1,896$720,3210.61%
43MCDONALDS CORPMCD3,901$719,5790.61%
44HOME DEPOT INCHD2,839$711,1980.60%
45ILLUMINA INCILMN1,898$702,9240.59%
46FACEBOOK INCMETA3,074$698,0130.59%
47BK OF AMERICA CORP06050510429,296$695,7800.59%
48EXACT SCIENCES CORP30063P1057,886$685,6090.58%
49INTERNATIONAL BUSINESS MACHSINTR5,521$666,7740.56%
50LILLY ELI & COLLY3,702$607,8690.51%
51MASTERCARD INCORPORATEDMA1,978$585,0090.49%
52ALPHABET INCGOOG413$583,8210.49%
53CISCO SYS INCCSCO12,337$575,4160.49%
54VANGUARD WORLD FDS92204A5042,863$551,6290.47%
55VANGUARD SCOTTSDALE FDS92206C4096,473$535,0590.45%
56TARGET CORPTGT4,401$527,8120.44%
57ANSYS INC03662Q1051,754$511,6940.43%
58CHEVRON CORP NEWCVX5,641$503,3070.42%
59DISNEY WALT CO2546871064,421$492,9500.42%
60TEXAS INSTRS INC8825081043,629$460,7500.39%
61BROADCOM INCAVGO1,454$458,8970.39%
62COMCAST CORP NEWCCZ11,400$444,3720.37%
63SERVICENOW INCNOW1,090$441,5150.37%
64BRISTOL-MYERS SQUIBB COCELG-RI7,477$439,6480.37%
65NUVEEN NEW JERSEY QULT MUN FNU32,662$432,7940.36%
66FASTLY INCFSLY4,968$422,9260.36%
67KROGER COKR12,407$419,9910.35%
68VANGUARD WORLD FDS92204A4057,319$418,6660.35%
69SQUARE INCBSQKZ3,908$410,1060.35%
70ISHARES TR46432F8347,445$405,9230.34%
71GUARDANT HEALTH INCGH4,912$398,5110.34%
72WALMART INCWMT3,240$388,0640.33%
73ROYAL DUTCH SHELL PLC78025910712,732$387,6940.33%
74INVESCO EXCH TRADED FD TR IIIVZ7,800$387,4950.33%
75FISERV INCFISV3,909$381,5970.32%
76AMERISOURCEBERGEN CORPCOR3,743$377,1820.32%
77VANGUARD MUN BD FDS9229077466,888$372,9160.31%
78NEXTERA ENERGY INCNEE-PW1,521$365,2990.31%
79AMPLIFY ETF TR03210860718,068$364,6190.31%
80ISHARES TR46428868710,463$362,4380.31%
81WISDOMTREE TRWT14,290$358,9720.30%
82INVESCO QQQ TRIVZ1,443$357,3100.30%
83ISHARES TR46434V6219,323$350,5290.30%
84SPLUNK INC8486371041,754$348,5200.29%
85ISHARES TR4642875071,951$346,9270.29%
86IDEXX LABS INC45168D1041,049$346,3380.29%
87THE TRADE DESK INC88339J105836$339,8340.29%
88WISDOMTREE TRWT7,346$334,1830.28%
89ABBVIE INCABBV3,265$320,5120.27%
90NEW ORIENTAL ED & TECHNOLOGYNWOEF2,413$314,2450.26%
91ISHARES TR4642886792,800$310,0720.26%
92LINDE PLCLIN1,430$303,3170.26%
93DOCUSIGN INCDOCU1,761$303,2620.26%
94TJX COS INC NEW8725401095,950$300,8320.25%
95APPLIED MATLS INC0382221054,967$300,2550.25%
96ALTRIA GROUP INCMO7,642$299,9420.25%
97TWITTER INC90184L10210,050$299,3900.25%
98GLAXOSMITHKLINE PLCGLAXF7,322$298,6640.25%
99BOOKING HOLDINGS INCBKNG186$296,1750.25%
100LOWES COS INC5486611072,178$294,3530.25%
101CARDINAL HEALTH INCCAH5,620$293,3080.25%
102ISHARES GOLD TRUSTIAU16,890$286,9610.24%
103TORONTO DOMINION BK ONTTORO6,391$285,1210.24%
104COSTCO WHSL CORP NEW22160K105929$281,6410.24%
105DUKE ENERGY CORP NEWDUKB3,483$278,2570.23%
106ANTHEM INCELV1,053$276,9630.23%
107CVS HEALTH CORPCVS4,242$275,6100.23%
108REDFIN CORP75737F1086,377$267,2600.23%
109COCA COLA COKO5,805$259,3690.22%
110SHOCKWAVE MED INC82489T1045,452$258,2610.22%
111TREX CO INCTREX1,978$257,2780.22%
112ALEXION PHARMACEUTICALS INC0153511092,280$255,9070.22%
113WALGREENS BOOTS ALLIANCE INC9314271085,940$251,7970.21%
114CATERPILLAR INC DELCAT1,965$248,6130.21%
115SYSCO CORPSYY4,529$247,5550.21%
116ARCHER DANIELS MIDLAND COADM6,175$246,3830.21%
117NUVEEN AMT FREE QLTY MUN INCNU17,609$244,7630.21%
118FIRST TR EXCHANGE TRADED FD33734X1923,285$244,7560.21%
119EXELON CORPEXC6,542$237,4090.20%
120GENERAL MLS INC3703341043,845$237,0440.20%
121CROWDSTRIKE HLDGS INCCRWD2,360$236,6840.20%
122INTUITINTU799$236,6560.20%
123SPDR S&P 500 ETF TRSPY767$236,5280.20%
124ISHARES TR4642882081,278$235,6630.20%
1253M COMMM1,487$231,9620.20%
126ALIGN TECHNOLOGY INCALGN843$231,3530.20%
127RYDER SYS INCR5,970$223,9350.19%
128NUVEEN QUALITY MUNCP INCOMENU15,931$223,3500.19%
129VERTEX PHARMACEUTICALS INCVRTX750$217,7330.18%
130ISHARES TR4642875561,570$214,6360.18%
131LOCKHEED MARTIN CORPLMT588$214,5730.18%
132VANGUARD SPECIALIZED FUNDS9219088441,814$212,5360.18%
133PIMCO ETF TR72201R8663,815$212,2280.18%
134ZYNGA INC98986T10822,187$211,6640.18%
135BOEING COBA-PA1,152$211,2010.18%
136NUVEEN AMT FREE MUN CR INC FNU13,797$210,8220.18%
137ABBOTT LABSABLZF2,292$209,5710.18%
138WISDOMTREE TRWT7,386$209,3220.18%
139SELECT SECTOR SPDR TR81369Y6058,975$207,6820.18%
140SYNOPSYS INCSNPS1,061$206,8950.17%
141EDWARDS LIFESCIENCES CORPEW2,973$205,4640.17%
142ACTIVISION BLIZZARD INC00507V1092,696$204,6260.17%
143NUVEEN MUN VALUE FD INCNU19,541$199,3170.17%
144TRONOX HOLDINGS PLCTROX25,511$184,1890.16%
145NUVEEN INT DUR QUAL MUN TRMNU11,500$163,4150.14%
146ZUORA INC98983V10612,750$162,5630.14%
147GENERAL ELECTRIC COGE20,926$142,9220.12%
148TCW STRATEGIC INCOME FD INC87234010423,132$126,3020.11%
149FORD MTR CO DEL34537086010,543$64,1000.05%
150REPUBLIC FIRST BANCORP INC76041610717,450$42,5780.04%