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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 0001214659-25-008424

Total Value
$157.5M
Positions
186
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (186)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL90,699$11.1M7.03%
2ISHARES TR46428716867,480$7.7M4.89%
3VANGUARD INDEX FDS92290876929,695$6.1M3.90%
4AT&T INCT-PC178,567$5.4M3.43%
5ISHARES TR46428720011,380$4.5M2.87%
6MICROSOFT CORPMSFT19,021$4.5M2.85%
7FIRST TR EXCHANGE-TRADED FD33738R11882,874$4.5M2.84%
8VANGUARD WHITEHALL FDS92194640644,215$4.5M2.84%
9ISHARES TR464288448125,873$4.0M2.52%
10ISHARES TR46428715039,941$3.7M2.32%
11VERIZON COMMUNICATIONS INCVZ55,261$3.2M2.04%
12ISHARES TR46429B65558,161$3.0M1.87%
13KINDER MORGAN INC DELEP-PC163,701$2.7M1.73%
14ISHARES TR46428722618,752$2.1M1.35%
15AMAZON COM INCAMZN563$1.7M1.11%
16PUBLIC SVC ENTERPRISE GRP IN74457310628,881$1.7M1.10%
17ISHARES TR46429B66317,657$1.7M1.06%
18PAYPAL HLDGS INCPYPL6,898$1.7M1.06%
19SPDR GOLD TRGLD9,974$1.6M1.01%
20FIDELITY COMWLTH TR3159128082,987$1.5M0.97%
21PFIZER INCPFE41,847$1.5M0.96%
22VANGUARD WORLD FDS92204A7023,876$1.4M0.88%
23JOHNSON & JOHNSONJNJ8,369$1.4M0.87%
24ALPHABET INCGOOG645$1.3M0.84%
25EXXON MOBIL CORPXOM22,876$1.3M0.81%
26BK OF AMERICA CORP06050510431,808$1.2M0.78%
27VISA INCV5,564$1.2M0.75%
28BLACKROCK ENHANCED EQUITY DIBLK123,246$1.2M0.74%
29JPMORGAN CHASE & COVYLD7,084$1.1M0.68%
30INTERNATIONAL BUSINESS MACHSINTR8,027$1.1M0.68%
31NIKE INCNKE7,878$1.0M0.66%
32VANGUARD INTL EQUITY INDEX F92204285820,022$1.0M0.66%
33NVIDIA CORPORATIONNVDA1,941$1.0M0.66%
34UNITEDHEALTH GROUP INCUNH2,680$997,1480.63%
35MERCK & CO. INCMRK12,632$973,7740.62%
36ADOBE SYSTEMS INCORPORATEDADBE2,009$955,0180.61%
37PROCTER AND GAMBLE CO7427181097,015$950,0430.60%
38INTEL CORPINTC14,570$932,4880.59%
39MCDONALDS CORPMCD4,135$926,7590.59%
40GUARDANT HEALTH INCGH6,040$922,0060.59%
41EXACT SCIENCES CORP30063P1056,913$910,9950.58%
42ALPHABET INCGOOG414$856,4130.54%
43ISHARES TR4642871273,772$846,0480.54%
44SALESFORCE COM INCCRM3,979$843,0310.54%
45LILLY ELI & COLLY4,449$831,1670.53%
46COMCAST CORP NEWCCZ15,228$823,9870.52%
47ISHARES TR46429B69711,429$790,7590.50%
48ILLUMINA INCILMN2,019$775,4170.49%
49VANGUARD WORLD FDS92204A4058,804$743,9670.47%
50MSCI INCMSCI1,743$730,8050.46%
51FACEBOOK INCMETA2,455$723,0710.46%
52MASTERCARD INCORPORATEDMA2,007$714,5830.45%
53DISNEY WALT CO2546871063,851$710,5270.45%
54FIRST TR EXCHANGE-TRADED FD33739Q40811,738$703,9240.45%
55TARGET CORPTGT3,546$702,2850.45%
56SELECT SECTOR SPDR TR81369Y86017,391$686,7710.44%
57VANGUARD WORLD FDS92204A5042,905$664,4250.42%
58WALGREENS BOOTS ALLIANCE INC93142710812,005$659,0750.42%
59TEXAS INSTRS INC8825081043,470$655,7140.42%
60CHEVRON CORP NEWCVX6,159$645,3720.41%
61AMPLIFY ETF TR03210860711,461$639,9820.41%
62BROADCOM INCAVGO1,374$637,0690.40%
63CISCO SYS INCCSCO11,716$605,8120.38%
64LOWES COS INC5486611073,140$597,1950.38%
65NEXTERA ENERGY INCNEE-PW7,771$587,5670.37%
66ISHARES TR46428868715,018$576,6910.37%
67SPROTT PHYSICAL GOLD TRSII42,537$570,4210.36%
68SERVICENOW INCNOW1,100$550,1210.35%
69VANGUARD SCOTTSDALE FDS92206C4096,557$540,9530.34%
70ISHARES GOLD TRIAU33,040$537,2300.34%
71ANSYS INC03662Q1051,564$531,0720.34%
72ONEOK INC NEWOKE10,320$522,8110.33%
73FISERV INCFISV4,359$518,8950.33%
74BOOKING HOLDINGS INCBKNG219$510,2350.32%
75AMERICAN WTR WKS CO INC NEW0304201033,376$506,1300.32%
76ISHARES TR4642875071,942$505,5160.32%
77BRISTOL-MYERS SQUIBB COCELG-RI7,960$502,5220.32%
78COSTCO WHSL CORP NEW22160K1051,425$502,1360.32%
79TORONTO DOMINION BK ONTTORO7,624$497,1660.32%
80SYSCO CORPSYY6,077$478,5030.30%
81ISHARES TR46432F8346,799$477,8600.30%
82NUVEEN NEW JERSEY QULT MUN FNU32,804$475,0020.30%
83TWITTER INC90184L1027,415$471,8160.30%
84KROGER COKR13,058$469,9570.30%
85DOCUSIGN INCDOCU2,298$465,2300.30%
86WALMART INCWMT3,419$464,4500.29%
87AMERISOURCEBERGEN CORPCOR3,932$464,2510.29%
88CATERPILLAR INCCAT1,993$462,1700.29%
89CROWDSTRIKE HLDGS INCCRWD2,510$458,1000.29%
90TRONOX HOLDINGS PLCTROX24,726$452,4860.29%
91RYDER SYS INCR5,980$452,3870.29%
92INTUITINTU1,150$440,5190.28%
93THE TRADE DESK INC88339J105671$437,2640.28%
94VIACOMCBS INC92556H2069,695$437,2450.28%
95CARDINAL HEALTH INCCAH7,195$437,0960.28%
96ARCHER DANIELS MIDLAND COADM7,630$434,9100.28%
97SBA COMMUNICATIONS CORP NEWSBAC1,530$424,6520.27%
98ISHARES TR46434V6218,593$414,7770.26%
99IDEXX LABS INC45168D104839$410,5310.26%
100WISDOMTREE TRWT7,091$405,5370.26%
101LINDE PLCLIN1,430$400,6000.25%
102SQUARE INCBSQKZ1,745$396,2020.25%
103TJX COS INC NEW8725401095,950$393,5930.25%
104INVESCO QQQ TRIVZ1,231$392,9180.25%
105ABBVIE INCABBV3,630$392,7940.25%
106BOEING COBA-PA1,527$389,0120.25%
107REDFIN CORP75737F1085,679$378,1650.24%
108ANTHEM INCELV1,053$378,0360.24%
109VANGUARD MUN BD FDS9229077466,888$376,3600.24%
110AXON ENTERPRISE INCAXON2,629$374,4220.24%
111TREX CO INCTREX3,926$359,3860.23%
112CVS HEALTH CORPCVS4,762$358,2440.23%
113FIRST TR EXCHANGE-TRADED FD33739Q2006,892$351,9220.22%
114ALTRIA GROUP INCMO6,828$349,3040.22%
115ACTIVISION BLIZZARD INC00507V1093,751$348,8430.22%
116DUKE ENERGY CORP NEWDUKB3,583$345,8670.22%
117BARRICK GOLD CORP06790110816,677$330,2050.21%
118EXELON CORPEXC7,497$327,9190.21%
119RINGCENTRAL INCRNG1,086$323,4980.21%
120INVESCO EXCH TRADED FD TR IIIVZ5,496$319,5640.20%
121TRANE TECHNOLOGIES PLCTT1,923$318,3720.20%
122WISDOMTREE TRWT12,566$315,3990.20%
123ALIGN TECHNOLOGY INCALGN580$314,0870.20%
124COCA COLA COKO5,912$311,6390.20%
125MATCH GROUP INC NEWMTCH2,253$309,5170.20%
126ISHARES TR4642886792,800$309,4280.20%
127ABBOTT LABSABLZF2,523$302,3630.19%
128ISHARES TR46428734112,030$296,5400.19%
129GENERAL ELECTRIC COGE22,581$296,4930.19%
1303M COMMM1,533$295,3790.19%
131NUVEEN AMT FREE QLTY MUN INCNU19,869$294,4560.19%
132VANECK VECTORS ETF TR92189F48611,375$288,6980.18%
133EDWARDS LIFESCIENCES CORPEW3,447$288,3070.18%
134SHOCKWAVE MED INC82489T1042,200$286,5720.18%
135SPLUNK INC8486371042,086$282,6110.18%
136ISHARES TR4642882081,118$281,1160.18%
137CONOCOPHILLIPSCOP5,242$277,6560.18%
138CHEWY INCCHWY3,251$275,3920.17%
139BLACKLINE INCBL2,521$273,2760.17%
140ABIOMED INC003654100854$272,1950.17%
141INVESCO ACTIVELY MANAGED ETFIVZ10,718$268,7000.17%
142NUVEEN AMT FREE MUN CR INC FNU15,718$265,6360.17%
143PPL CORPPPLC9,173$264,5600.17%
144SPDR S&P 500 ETF TRSPY667$264,3720.17%
145UBER TECHNOLOGIES INCUBER4,788$260,9940.17%
146GILEAD SCIENCES INCGILD4,029$260,3940.17%
147FIRST TR EXCHANGE TRADED FD33734X1922,713$259,7790.16%
148LOCKHEED MARTIN CORPLMT680$251,2600.16%
149ISHARES TR4642878042,307$250,4230.16%
150ASML HOLDING N VASMLF405$250,0310.16%
151HOME DEPOT INCHD817$249,3890.16%
152PIMCO ETF TR72201R8664,365$245,3130.16%
153NUVEEN QUALITY MUNCP INCOMENU16,088$243,5780.15%
154LAUDER ESTEE COS INC518439104830$241,4060.15%
155PHILIP MORRIS INTL INC7181721092,712$240,6470.15%
156GENERAL MLS INC3703341043,845$235,7750.15%
157HANOVER INS GROUP INC4108671051,817$235,2290.15%
158HP INCHPQ7,358$233,6170.15%
159VANGUARD SPECIALIZED FUNDS9219088441,567$230,4390.15%
160DOLLAR TREE INCDLTR2,000$228,9200.15%
161TILRAY INCTLRY10,000$227,3000.14%
162AUTOMATIC DATA PROCESSING INADP1,199$225,9760.14%
163SHERWIN WILLIAMS COSHW304$224,3550.14%
164TELADOC HEALTH INCTDOC1,234$224,2800.14%
165SOUTHERN COSOMN3,586$222,9060.14%
166SYNOPSYS INCSNPS897$222,2590.14%
167GLAXOSMITHKLINE PLCGLAXF6,225$222,1870.14%
168ZENDESK INC98936J1011,665$220,8120.14%
169ZYNGA INC98986T10821,336$217,8410.14%
170WASTE MGMT INC DEL94106L1091,674$215,9790.14%
171PAYCHEX INCPAYX2,199$215,5240.14%
172NEW ORIENTAL ED & TECHNOLOGYNWOEF15,280$213,9200.14%
173UNITED PARCEL SERVICE INCUPS1,249$212,2790.13%
174SSGA ACTIVE ETF TR78467V6084,637$212,0960.13%
175QUALCOMM INCQCOM1,598$211,8870.13%
176FIRST TR EXCHANGE-TRADED FD33733E1042,973$210,5480.13%
177ISHARES TR464287655927$204,8980.13%
178VANGUARD ADMIRAL FDS INC9219327031,485$202,9850.13%
179ISHARES TR4642875561,342$202,1080.13%
180FRANKLIN ETF TR3535061082,120$201,8100.13%
181ISHARES TR4642875981,321$200,1980.13%
182NUVEEN MUN VALUE FD INCNU15,830$176,3410.11%
183NUVEEN INT DUR QUAL MUN TRMNU11,500$168,5900.11%
184FORD MTR CO DEL34537086011,325$138,7290.09%
185TCW STRATEGIC INCOME FD INC87234010418,796$106,9490.07%
186ARBUTUS BIOPHARMA CORPABUS29,170$97,1360.06%