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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 0001214659-25-008422

Total Value
$129.4M
Positions
157
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (157)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL89,542$10.4M8.01%
2ISHARES TR46428716866,562$5.4M4.19%
3VANGUARD INDEX FDS92290876929,172$5.0M3.84%
4AT&T INCT-PC167,366$4.8M3.69%
5MICROSOFT CORPMSFT19,190$4.0M3.12%
6ISHARES TR46428720011,459$3.9M2.98%
7VANGUARD WHITEHALL FDS92194640644,469$3.6M2.78%
8FIRST TR EXCHANGE-TRADED FD33738R11882,160$3.6M2.78%
9VERIZON COMMUNICATIONS INCVZ59,766$3.6M2.75%
10ISHARES TR46428715040,545$3.1M2.37%
11ISHARES TR464288448119,614$3.0M2.30%
12SPDR GOLD TRGLD15,754$2.8M2.16%
13ISHARES TR46428722620,612$2.4M1.88%
14ISHARES TR46429B65541,831$2.1M1.64%
15KINDER MORGAN INC DELEP-PC145,092$1.8M1.38%
16AMAZON COM INCAMZN541$1.7M1.32%
17PFIZER INCPFE45,041$1.7M1.28%
18PUBLIC SVC ENTERPRISE GRP IN74457310629,271$1.6M1.24%
19PAYPAL HLDGS INCPYPL7,651$1.5M1.16%
20FIDELITY COMWLTH TR3159128083,273$1.4M1.10%
21ISHARES TR46429B66317,234$1.4M1.07%
22ALPHABET INCGOOG924$1.4M1.05%
23VANGUARD WORLD FDS92204A7024,182$1.3M1.01%
24JOHNSON & JOHNSONJNJ8,173$1.2M0.94%
25BLACKROCK ENHANCED EQUITY DIBLK161,068$1.2M0.91%
26NIKE INCNKE8,906$1.1M0.86%
27INTERNATIONAL BUSINESS MACHSINTR9,152$1.1M0.86%
28VISA INCV5,151$1.0M0.80%
29PROCTER AND GAMBLE CO7427181097,181$998,0230.77%
30ADOBE SYSTEMS INCORPORATEDADBE1,979$970,5610.75%
31SALESFORCE COM INCCRM3,732$937,9260.72%
32MERCK & CO. INCMRK11,179$927,2810.72%
33NVIDIA CORPORATIONNVDA1,705$922,8320.71%
34UNITEDHEALTH GROUP INCUNH2,696$840,5320.65%
35EXACT SCIENCES CORP30063P1058,028$818,4550.63%
36MCDONALDS CORPMCD3,697$811,4640.63%
37EXXON MOBIL CORPXOM23,191$796,1340.62%
38HOME DEPOT INCHD2,849$791,1960.61%
39ISHARES TR4642871273,990$778,1170.60%
40BK OF AMERICA CORP06050510432,267$777,3190.60%
41FIRST TR EXCHANGE-TRADED FD33739Q40812,852$771,3490.60%
42ISHARES TR46429B69712,058$768,4560.59%
43JPMORGAN CHASE & COVYLD7,486$720,7210.56%
44INTEL CORPINTC13,911$720,3000.56%
45COMCAST CORP NEWCCZ15,362$710,6460.55%
46FACEBOOK INCMETA2,669$699,0110.54%
47ALIBABA GROUP HLDG LTDBBAAY2,322$682,6220.53%
48MASTERCARD INCORPORATEDMA1,979$669,0960.52%
49MSCI INCMSCI1,834$654,3350.51%
50TARGET CORPTGT3,879$610,7060.47%
51ALPHABET INCGOOG414$608,4140.47%
52ILLUMINA INCILMN1,913$591,2700.46%
53VANGUARD WORLD FDS92204A5042,864$584,2060.45%
54LILLY ELI & COLLY3,706$548,5880.42%
55VANGUARD SCOTTSDALE FDS92206C4096,486$537,3660.42%
56SERVICENOW INCNOW1,100$533,5000.41%
57TEXAS INSTRS INC8825081043,554$507,4850.39%
58GUARDANT HEALTH INCGH4,537$507,1460.39%
59BROADCOM INCAVGO1,385$504,5830.39%
60VANGUARD WORLD FDS92204A4058,384$490,4840.38%
61ANSYS INC03662Q1051,494$488,8820.38%
62LOWES COS INC5486611072,938$487,2430.38%
63CISCO SYS INCCSCO12,321$485,3410.38%
64DISNEY WALT CO2546871063,815$473,3250.37%
65NUVEEN NEW JERSEY QULT MUN FNU34,204$462,7800.36%
66WALMART INCWMT3,242$453,5970.35%
67UNION PAC CORPUNP2,300$452,8010.35%
68TWITTER INC90184L10210,050$447,2250.35%
69BRISTOL-MYERS SQUIBB COCELG-RI7,335$442,2280.34%
70ISHARES TR46432F8347,395$431,4480.33%
71SHOCKWAVE MED INC82489T1045,592$423,8740.33%
72AMPLIFY ETF TR03210860717,286$423,6800.33%
73NEXTERA ENERGY INCNEE-PW1,521$422,1690.33%
74KROGER COKR12,410$420,8220.33%
75CHEVRON CORP NEWCVX5,634$405,6620.31%
76COSTCO WHSL CORP NEW22160K1051,115$395,8610.31%
77FISERV INCFISV3,809$392,5170.30%
78THE TRADE DESK INC88339J105741$384,4160.30%
79ISHARES TR46428868710,463$381,3760.29%
80INVESCO EXCH TRADED FD TR IIIVZ7,109$381,3090.29%
81SYSCO CORPSYY6,077$378,1110.29%
82VANGUARD MUN BD FDS9229077466,888$374,9830.29%
83BOOKING HOLDINGS INCBKNG219$374,6390.29%
84ISHARES GOLD TRUSTIAU20,544$369,5870.29%
85ISHARES TR46434V6219,286$369,5030.29%
86DOCUSIGN INCDOCU1,711$368,2760.28%
87IDEXX LABS INC45168D104929$365,1990.28%
88INVESCO QQQ TRIVZ1,313$364,8420.28%
89AMERISOURCEBERGEN CORPCOR3,743$362,7720.28%
90NEW ORIENTAL ED & TECHNOLOGYNWOEF2,413$360,7440.28%
91WISDOMTREE TRWT7,203$357,0490.28%
92ISHARES TR4642875071,896$351,3480.27%
93FIRST TR EXCHANGE-TRADED FD33739Q2006,684$345,4480.27%
94WISDOMTREE TRWT13,565$340,6290.26%
95LINDE PLCLIN1,430$340,5260.26%
96INTUITINTU1,029$335,6700.26%
97TJX COS INC NEW8725401095,950$331,1180.26%
98SPLUNK INC8486371041,754$329,9800.25%
99ALEXION PHARMACEUTICALS INC0153511092,870$328,4140.25%
100RYDER SYS INCR7,630$322,2910.25%
101REDFIN CORP75737F1086,377$318,4040.25%
102DUKE ENERGY CORP NEWDUKB3,583$317,3100.25%
103SBA COMMUNICATIONS CORP NEWSBAC995$316,8880.24%
104ISHARES TR4642886792,800$309,9600.24%
105CROWDSTRIKE HLDGS INCCRWD2,185$300,0440.23%
106ACTIVISION BLIZZARD INC00507V1093,706$300,0010.23%
107TORONTO DOMINION BK ONTTORO6,458$298,5990.23%
108ALTRIA GROUP INCMO7,672$296,4570.23%
109APPLIED MATLS INC0382221054,967$295,2880.23%
110CATERPILLAR INC DELCAT1,976$294,7890.23%
111ABBVIE INCABBV3,359$294,1730.23%
112ARCHER DANIELS MIDLAND COADM6,175$287,0760.22%
113SQUARE INCBSQKZ1,757$285,6000.22%
114TREX CO INCTREX3,956$283,2500.22%
115ANTHEM INCELV1,053$282,8710.22%
116COCA COLA COKO5,715$282,1610.22%
117GILEAD SCIENCES INCGILD4,429$279,8690.22%
118ONEOK INC NEWOKE10,625$276,0380.21%
119ALIGN TECHNOLOGY INCALGN843$275,9640.21%
120GLAXOSMITHKLINE PLCGLAXF7,243$272,6220.21%
121BLACKLINE INCBL3,028$271,4000.21%
122WALGREENS BOOTS ALLIANCE INC9314271087,475$268,5020.21%
123TRANE TECHNOLOGIES PLCTT2,191$265,6590.21%
124CARDINAL HEALTH INCCAH5,620$263,8590.20%
125AXON ENTERPRISE INCAXON2,879$261,1250.20%
126CVS HEALTH CORPCVS4,458$260,3460.20%
127SPDR S&P 500 ETF TRSPY767$256,8770.20%
128NUVEEN AMT FREE QLTY MUN INCNU17,695$253,7420.20%
129EXELON CORPEXC7,007$250,5700.19%
130NUVEEN AMT FREE MUN CR INC FNU15,738$246,4640.19%
131PIMCO ETF TR72201R8664,365$245,3130.19%
132ABBOTT LABSABLZF2,231$242,7480.19%
1333M COMMM1,487$238,2470.18%
134EDWARDS LIFESCIENCES CORPEW2,973$237,3050.18%
135GENERAL MLS INC3703341043,845$237,1600.18%
136SHERWIN WILLIAMS COSHW337$234,8010.18%
137NORDSTROM INC65566410019,550$233,0360.18%
138NUVEEN QUALITY MUNCP INCOMENU15,983$232,0700.18%
139LOCKHEED MARTIN CORPLMT594$227,6680.18%
140FIRST TR EXCHANGE TRADED FD33734X1922,895$227,2670.18%
141FRANKLIN ETF TR3535061082,371$227,2370.18%
142VANGUARD SPECIALIZED FUNDS9219088441,764$226,9250.18%
143UNITED PARCEL SERVICE INCUPS1,350$224,8780.17%
144ISHARES TR4642882081,108$221,9550.17%
145INVESCO ACTIVELY MANAGED ETFIVZ8,718$216,6420.17%
146TRONOX HOLDINGS PLCTROX26,816$211,0420.16%
147NUVEEN MUN VALUE FD INCNU19,580$208,7200.16%
148PHILIP MORRIS INTL INC7181721092,711$203,3190.16%
149ZYNGA INC98986T10822,197$202,4370.16%
150ISHARES TR4642875561,492$202,0610.16%
151ABIOMED INC003654100728$201,7000.16%
152ISHARES TR46428734110,875$178,3500.14%
153NUVEEN INT DUR QUAL MUN TRMNU11,500$164,3350.13%
154GENERAL ELECTRIC COGE21,345$132,9810.10%
155ZUORA INC98983V10611,830$122,3220.09%
156TCW STRATEGIC INCOME FD INC87234010420,889$117,3960.09%
157FORD MTR CO DEL34537086010,043$66,8850.05%