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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 0001214659-25-008425

Total Value
$176.2M
Positions
197
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (197)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL90,730$12.4M7.05%
2ISHARES TR46428716865,920$7.7M4.36%
3VANGUARD INDEX FDS92290876929,541$6.6M3.74%
4MICROSOFT CORPMSFT20,622$5.6M3.17%
5AT&T INCT-PC181,837$5.2M2.97%
6VANGUARD WHITEHALL FDS92194640645,972$4.8M2.73%
7ISHARES TR46428720011,095$4.8M2.71%
8FIRST TR EXCHANGE-TRADED FD33738R11881,590$4.7M2.65%
9ISHARES TR464288448126,254$4.1M2.32%
10ISHARES TR46428715039,021$3.9M2.19%
11VERIZON COMMUNICATIONS INCVZ57,029$3.2M1.81%
12ISHARES TR46429B65562,645$3.2M1.81%
13KINDER MORGAN INC DELEP-PC166,184$3.0M1.72%
14ISHARES TR46428722620,684$2.4M1.35%
15PAYPAL HLDGS INCPYPL6,868$2.0M1.14%
16AMAZON COM INCAMZN563$1.9M1.10%
17PUBLIC SVC ENTERPRISE GRP IN74457310630,983$1.9M1.05%
18ISHARES TR46429B66319,161$1.8M1.05%
19SPDR GOLD TRGLD9,940$1.6M0.93%
20PFIZER INCPFE41,576$1.6M0.92%
21BK OF AMERICA CORP06050510438,669$1.6M0.90%
22EXXON MOBIL CORPXOM25,127$1.6M0.90%
23VANGUARD WORLD FDS92204A7023,947$1.6M0.89%
24ALPHABET INCGOOG637$1.6M0.88%
25JOHNSON & JOHNSONJNJ9,346$1.5M0.87%
26FIDELITY COMWLTH TR31591280827,125$1.5M0.87%
27NVIDIA CORPORATIONNVDA1,742$1.4M0.79%
28NIKE INCNKE8,497$1.3M0.74%
29JPMORGAN CHASE & COVYLD8,393$1.3M0.74%
30LILLY ELI & COLLY5,477$1.3M0.71%
31VISA INCV5,335$1.2M0.71%
32ADOBE SYSTEMS INCORPORATEDADBE2,009$1.2M0.67%
33INTERNATIONAL BUSINESS MACHSINTR7,952$1.2M0.66%
34COMCAST CORP NEWCCZ20,251$1.2M0.66%
35BLACKROCK ENHANCED EQUITY DIBLK106,632$1.1M0.61%
36ALPHABET INCGOOG410$1.0M0.58%
37TARGET CORPTGT4,142$1.0M0.57%
38UNITEDHEALTH GROUP INCUNH2,481$993,4920.56%
39MERCK & CO INCMRK12,483$970,8080.55%
40ILLUMINA INCILMN2,019$955,4110.54%
41PROCTER AND GAMBLE CO7427181096,908$932,1330.53%
42MSCI INCMSCI1,743$929,1580.53%
43BROADCOM INCAVGO1,910$910,7640.52%
44ISHARES TR46428712714,974$909,5120.52%
45MCDONALDS CORPMCD3,919$905,2360.51%
46SALESFORCE COM INCCRM3,669$896,2270.51%
47SPDR SER TR78468R20029,000$888,8500.50%
48VANECK VECTORS ETF TR92189F48635,000$888,3000.50%
49TEXAS INSTRS INC8825081044,590$882,6190.50%
50EXACT SCIENCES CORP30063P1056,913$859,3550.49%
51FACEBOOK INCMETA2,455$853,6280.48%
52ISHARES TR46429B69711,529$848,6350.48%
53INTEL CORPINTC14,795$830,5740.47%
54SSGA ACTIVE ETF TR78467V60817,572$813,4080.46%
55VANGUARD WORLD FDS92204A4058,964$810,8250.46%
56DOCUSIGN INCDOCU2,800$782,7960.44%
57GUARDANT HEALTH INCGH6,270$778,6710.44%
58SELECT SECTOR SPDR TR81369Y86017,521$776,7200.44%
59MASTERCARD INCORPORATEDMA2,007$732,7920.42%
60VANGUARD WORLD FDS92204A5042,913$719,8740.41%
61CISCO SYS INCCSCO13,109$694,7590.39%
62DISNEY WALT CO2546871063,842$675,2520.38%
63NEXTERA ENERGY INCNEE-PW8,930$654,3960.37%
64CROWDSTRIKE HLDGS INCCRWD2,518$632,7990.36%
65CHEVRON CORP NEWCVX5,942$622,3250.35%
66FIRST TR EXCHANGE-TRADED FD33739Q40810,259$614,9140.35%
67SPROTT PHYSICAL GOLD TRSII43,612$611,8760.35%
68LOWES COS INC5486611073,141$609,2940.35%
69BRISTOL-MYERS SQUIBB COCELG-RI9,082$606,8690.34%
70SERVICENOW INCNOW1,100$604,5050.34%
71WALMART INCWMT4,168$587,7990.33%
72ISHARES TR46428868714,768$580,8990.33%
73ONEOK INC NEWOKE10,320$574,2050.33%
74INTUITINTU1,150$563,6960.32%
75ISHARES GOLD TRIAU16,717$563,5300.32%
76ISHARES TR4642876303,311$548,8640.31%
77VANGUARD SCOTTSDALE FDS92206C4096,612$546,8790.31%
78FORD MTR CO DEL34537086036,195$537,8550.31%
79TRANE TECHNOLOGIES PLCTT2,899$533,8220.30%
80IDEXX LABS INC45168D104839$529,8700.30%
81THE TRADE DESK INC88339J1056,810$526,8220.30%
82AMPLIFY ETF TR03210860711,005$524,6080.30%
83AMERICAN WTR WKS CO INC NEW0304201033,396$523,3490.30%
84ISHARES TR4642875071,942$521,9270.30%
85MATCH GROUP INC NEWMTCH3,225$520,0310.30%
86KROGER COKR13,558$519,4070.29%
87HOME DEPOT INCHD1,627$518,8340.29%
88LINDE PLCLIN1,794$518,6450.29%
89TWITTER INC90184L1027,415$510,2260.29%
90NUVEEN NEW JERSEY QULT MUN FNU32,704$509,8550.29%
91COSTCO WHSL CORP NEW22160K1051,279$505,9940.29%
92TORONTO DOMINION BK ONTTORO7,221$505,8650.29%
93SQUARE INCBSQKZ2,054$500,7650.28%
94ISHARES TR46432F8346,805$498,8060.28%
95EXELON CORPEXC11,257$498,7980.28%
96VIACOMCBS INC92556H20610,760$486,3520.28%
97AXON ENTERPRISE INCAXON2,735$483,5480.27%
98VANGUARD BD INDEX FDS92203C3039,500$476,0450.27%
99WALGREENS BOOTS ALLIANCE INC9314271089,025$474,8050.27%
100SYSCO CORPSYY6,077$472,4870.27%
101FISERV INCFISV4,359$465,9340.26%
102ARCHER DANIELS MIDLAND COADM7,630$462,3780.26%
103TILRAY INCTLRY25,374$458,7620.26%
104TJX COS INC NEW8725401096,753$455,2870.26%
105AMERISOURCEBERGEN CORPCOR3,932$450,1750.26%
106INVESCO QQQ TRIVZ1,263$447,7320.25%
107ISHARES TR4642876551,949$446,9300.25%
108RYDER SYS INCR5,980$444,4930.25%
109ISHARES TR46434V6218,711$438,6750.25%
110CATERPILLAR INCCAT2,000$435,2040.25%
111BOOKING HOLDINGS INCBKNG198$433,2420.25%
112CONOCOPHILLIPSCOP6,994$425,9410.24%
113WISDOMTREE TRWT7,100$423,6410.24%
114UNDER ARMOUR INCUA19,715$416,9720.24%
115ABBVIE INCABBV3,665$412,8630.23%
116CARDINAL HEALTH INCCAH7,195$410,7630.23%
117INVESCO LTDIVZ15,365$410,7060.23%
118VANGUARD MUN BD FDS9229077467,388$408,5560.23%
119TRONOX HOLDINGS PLCTROX18,226$408,2620.23%
120ANTHEM INCELV1,053$402,1010.23%
121ISHARES TR4642875982,533$401,7840.23%
122SHOCKWAVE MED INC82489T1042,100$398,4330.23%
123TREX CO INCTREX3,896$398,2100.23%
124CVS HEALTH CORPCVS4,737$395,2540.22%
125RINGCENTRAL INCRNG1,328$385,8900.22%
126REDFIN CORP75737F1085,911$374,8170.21%
127BOEING COBA-PA1,527$365,8600.21%
128AUTOMATIC DATA PROCESSING INADP1,812$359,8990.20%
129EDWARDS LIFESCIENCES CORPEW3,447$357,0060.20%
130ALIGN TECHNOLOGY INCALGN577$352,5470.20%
131FIRST TR EXCHANGE-TRADED FD33739Q2006,896$351,0250.20%
132ABBOTT LABSABLZF2,972$344,6000.20%
133UBER TECHNOLOGIES INCUBER6,800$340,8160.19%
134INVESCO EXCH TRADED FD TR IIIVZ5,499$334,9390.19%
135ISHARES TR46428734112,030$319,8780.18%
136LOCKHEED MARTIN CORPLMT842$318,5710.18%
137NUVEEN AMT FREE QLTY MUN INCNU19,956$313,3020.18%
138ACTIVISION BLIZZARD INC00507V1093,261$311,2300.18%
139ISHARES TR4642886792,800$309,3720.18%
140GENERAL ELECTRIC COGE22,584$303,9810.17%
141FIRST TR EXCHANGE TRADED FD33734X1922,851$302,0840.17%
142SPLUNK INC8486371042,086$301,5940.17%
143CHEWY INCCHWY3,781$301,3840.17%
144ISHARES TR4642882084,472$299,8590.17%
145ENPHASE ENERGY INCENPH1,578$289,7680.16%
146UNION PAC CORPUNP1,307$287,4490.16%
147SPDR S&P 500 ETF TRSPY667$285,5370.16%
148NUVEEN AMT FREE MUN CR INC FNU15,770$281,6480.16%
149LAUDER ESTEE COS INC518439104882$280,5470.16%
150ASML HOLDING N VASMLF405$279,7900.16%
1513M COMMM1,403$278,7350.16%
152DUKE ENERGY CORP NEWDUKB2,787$275,1330.16%
153COSTAR GROUP INCCSGP3,300$273,3060.16%
154BLACKLINE INCBL2,446$272,1660.15%
155PNC FINL SVCS GROUP INC6934751051,412$269,3530.15%
156COCA COLA COKO4,973$269,1100.15%
157INVESCO ACTIVELY MANAGED ETFIVZ10,718$268,9680.15%
158UNITED PARCEL SERVICE INCUPS1,285$267,3380.15%
159ABIOMED INC003654100854$266,5420.15%
160VANGUARD SPECIALIZED FUNDS9219088441,697$262,6410.15%
161WISDOMTREE TRWT10,396$261,0360.15%
162ISHARES TR4642878042,307$260,6930.15%
163PEPSICO INCPEP1,753$259,6740.15%
164NUVEEN QUALITY MUNCP INCOMENU16,141$258,4140.15%
165PHILIP MORRIS INTL INC7181721092,564$254,1190.14%
166LAM RESEARCH CORPLRCX390$253,7730.14%
167PIMCO ETF TR72201R8664,365$247,8010.14%
168SYNOPSYS INCSNPS897$247,3840.14%
169HANOVER INS GROUP INC4108671051,817$246,4580.14%
170FIRST TR EXCHANGE-TRADED FD33733E1043,223$243,4980.14%
171CRH PLCCRH4,775$242,7610.14%
172ACCENTURE PLC IRELANDACN820$241,7280.14%
173ZENDESK INC98936J1011,665$240,3260.14%
174SMITH & WESSON BRANDS INCSWBI6,907$239,6730.14%
175GLAXOSMITHKLINE PLCGLAXF5,997$238,7950.14%
176ISHARES TR4642877882,912$236,0180.13%
177QUALCOMM INCQCOM1,651$235,9140.13%
178GILEAD SCIENCES INCGILD3,399$234,0550.13%
179MARSH & MCLENNAN COS INC5717481021,653$232,5440.13%
180NEW IRELAND FD INC64567310418,950$231,0010.13%
181WASTE MGMT INC DEL94106L1091,612$225,8570.13%
182ISHARES TR4642876972,836$222,6260.13%
183ALTRIA GROUP INCMO4,639$221,1770.13%
184FIDELITY COVINGTON TRUST3160926003,374$215,0690.12%
185REALTY INCOME CORPO3,217$214,7030.12%
186ZYNGA INC98986T10820,140$214,0880.12%
187VANGUARD ADMIRAL FDS INC9219327031,485$211,8500.12%
188BIOMARIN PHARMACEUTICAL INCBMRN2,524$210,6030.12%
189BLOOM ENERGY CORPBE7,743$208,0540.12%
190FIRST TR EXCHANGE-TRADED FD33733E302837$204,9480.12%
191HONEYWELL INTL INC438516106927$203,3370.12%
192FRANKLIN ETF TR3535061082,120$201,2410.11%
193NUVEEN MUN VALUE FD INCNU15,866$182,9400.10%
194NUVEEN INT DUR QUAL MUN TRMNU11,500$172,3850.10%
195QUANTUM SI INCQSIAW11,150$136,6990.08%
196TCW STRATEGIC INCOME FD INC87234010418,824$111,4380.06%
197ARBUTUS BIOPHARMA CORPABUS17,470$52,9340.03%