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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 0001214659-25-008426

Total Value
$170.9M
Positions
192
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (192)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL90,392$12.8M7.48%
2ISHARES TR46428716863,623$7.3M4.27%
3VANGUARD INDEX FDS92290876930,106$6.7M3.91%
4MICROSOFT CORPMSFT20,365$5.7M3.36%
5AT&T INCT-PC181,899$4.9M2.87%
6VANGUARD WHITEHALL FDS92194640646,192$4.8M2.79%
7ISHARES TR46428720010,788$4.6M2.72%
8FIRST TR EXCHANGE-TRADED FD33738R11878,345$4.4M2.59%
9ISHARES TR464288448128,725$3.9M2.29%
10ISHARES TR46428715039,711$3.9M2.29%
11ISHARES TR46429B65562,336$3.2M1.85%
12VERIZON COMMUNICATIONS INCVZ52,454$2.8M1.66%
13KINDER MORGAN INC DELEP-PC166,755$2.8M1.63%
14ISHARES TR46428722621,726$2.5M1.46%
15ISHARES TR46429B66320,567$1.9M1.13%
16AMAZON COM INCAMZN581$1.9M1.12%
17PAYPAL HLDGS INCPYPL6,958$1.8M1.06%
18PFIZER INCPFE41,486$1.8M1.04%
19ALPHABET INCGOOG637$1.7M1.00%
20BK OF AMERICA CORP06050510438,717$1.6M0.96%
21SPDR GOLD TRGLD9,725$1.6M0.93%
22VANGUARD WORLD FDS92204A7023,914$1.6M0.92%
23PUBLIC SVC ENTERPRISE GRP IN74457310625,747$1.6M0.92%
24JOHNSON & JOHNSONJNJ9,610$1.6M0.91%
25FIDELITY COMWLTH TR31591280826,977$1.5M0.89%
26EXXON MOBIL CORPXOM25,148$1.5M0.87%
27JPMORGAN CHASE & COVYLD8,439$1.4M0.81%
28NVIDIA CORPORATIONNVDA6,361$1.3M0.77%
29LILLY ELI & COLLY5,430$1.3M0.73%
30ADOBE SYSTEMS INCORPORATEDADBE2,009$1.2M0.68%
31NIKE INCNKE7,903$1.1M0.67%
32SSGA ACTIVE ETF TR78467V60824,913$1.1M0.67%
33COMCAST CORP NEWCCZ20,251$1.1M0.66%
34ALPHABET INCGOOG409$1.1M0.64%
35MSCI INCMSCI1,743$1.1M0.62%
36UNITEDHEALTH GROUP INCUNH2,655$1.0M0.61%
37SALESFORCE COM INCCRM3,715$1.0M0.59%
38PROCTER AND GAMBLE CO7427181097,096$991,9540.58%
39MCDONALDS CORPMCD4,035$972,9110.57%
40MERCK & CO INCMRK12,678$952,2800.56%
41BROADCOM INCAVGO1,910$926,2160.54%
42TARGET CORPTGT3,983$911,1830.53%
43ISHARES TR46428712714,925$905,8240.53%
44SPDR SER TR78468R20029,000$889,1400.52%
45TEXAS INSTRS INC8825081044,622$888,3980.52%
46ISHARES TR46429B69711,854$871,2540.51%
47VANECK ETF TRUST92189F48633,900$861,0600.50%
48INTERNATIONAL BUSINESS MACHSINTR6,075$844,0430.49%
49VANGUARD WORLD FDS92204A4059,044$837,9580.49%
50VISA INCV3,754$836,1010.49%
51ILLUMINA INCILMN2,019$818,9270.48%
52INTEL CORPINTC14,900$793,8490.46%
53FACEBOOK INCMETA2,326$789,4210.46%
54VANGUARD BD INDEX FDS92203C30315,550$779,6770.46%
55BLACKROCK ENHANCED EQUITY DIBLK78,956$773,7720.45%
56GUARDANT HEALTH INCGH6,002$750,3100.44%
57EXACT SCIENCES CORP30063P1057,648$730,0020.43%
58CISCO SYS INCCSCO13,400$729,3800.43%
59DOCUSIGN INCDOCU2,833$729,2990.43%
60VANGUARD WORLD FDS92204A5042,903$717,4900.42%
61NEXTERA ENERGY INCNEE-PW9,011$707,5440.41%
62MASTERCARD INCORPORATEDMA1,982$689,2200.40%
63WALMART INCWMT4,931$687,2640.40%
64SERVICENOW INCNOW1,100$684,4970.40%
65INVESCO QQQ TRIVZ1,877$671,9890.39%
66DISNEY WALT CO2546871063,827$647,3590.38%
67MATCH GROUP INC NEWMTCH4,117$646,3280.38%
68LOWES COS INC5486611073,080$624,7240.37%
69INTUITINTU1,150$620,4370.36%
70CROWDSTRIKE HLDGS INCCRWD2,518$618,8740.36%
71FIRST TR EXCHANGE-TRADED FD33739Q40810,095$605,1430.35%
72CHEVRON CORP NEWCVX5,943$602,8920.35%
73SPROTT PHYSICAL GOLD TRSII43,612$601,8460.35%
74COSTCO WHSL CORP NEW22160K1051,279$574,7360.34%
75ISHARES GOLD TRIAU17,022$568,7050.33%
76CONOCOPHILLIPSCOP8,221$557,1660.33%
77ONEOK INC NEWOKE9,520$552,0650.32%
78KROGER COKR13,558$548,1500.32%
79VANGUARD SCOTTSDALE FDS92206C4096,587$542,8350.32%
80ABBVIE INCABBV5,005$539,9190.32%
81HOME DEPOT INCHD1,627$534,0790.31%
82LINDE PLCLIN1,794$526,3240.31%
83VIACOMCBS INC92556H20613,240$523,1120.31%
84BOOKING HOLDINGS INCBKNG218$517,5040.30%
85ISHARES TR46432F8347,205$511,5550.30%
86NUVEEN NEW JERSEY QULT MUN FNU32,704$504,6230.30%
87TRANE TECHNOLOGIES PLCTT2,899$500,5120.29%
88RYDER SYS INCR5,980$494,6060.29%
89FORD MTR CO DEL34537086034,395$487,0300.28%
90SQUARE INCBSQKZ2,024$485,4360.28%
91THE TRADE DESK INC88339J1056,890$484,3670.28%
92AXON ENTERPRISE INCAXON2,735$478,6800.28%
93SYSCO CORPSYY6,077$477,0450.28%
94AMERISOURCEBERGEN CORPCOR3,932$469,6770.27%
95ISHARES TR4642875071,771$465,9500.27%
96ARCHER DANIELS MIDLAND COADM7,630$457,8760.27%
97TWITTER INC90184L1027,415$447,7920.26%
98DISCOVER FINL SVCS2547091083,630$445,9460.26%
99TJX COS INC NEW8725401096,753$445,5630.26%
100UPSTART HLDGS INCUPST1,397$442,0670.26%
101UBER TECHNOLOGIES INCUBER9,865$441,9520.26%
102ISHARES TR46434V6218,764$440,2820.26%
103EXELON CORPEXC8,977$433,9480.25%
104SHOCKWAVE MED INC82489T1042,100$432,3480.25%
105TRONOX HOLDINGS PLCTROX17,421$429,4280.25%
106WALGREENS BOOTS ALLIANCE INC9314271089,025$424,6260.25%
107WISDOMTREE TRWT7,108$418,2250.24%
108CVS HEALTH CORPCVS4,877$413,8610.24%
109VANGUARD MUN BD FDS9229077467,388$404,6410.24%
110ISHARES TR46428868710,258$398,1130.23%
111AMPLIFY ETF TR0321086078,915$397,9660.23%
112UNDER ARMOUR INCUA19,715$397,8490.23%
113TREX CO INCTREX3,896$397,1190.23%
114ANTHEM INCELV1,053$392,6220.23%
115EDWARDS LIFESCIENCES CORPEW3,447$390,2350.23%
116ISHARES TR4642876551,764$385,8220.23%
117RINGCENTRAL INCRNG1,772$385,4100.23%
118ALIGN TECHNOLOGY INCALGN577$383,9530.22%
119INVESCO LTDIVZ15,365$370,4500.22%
120ISHARES TR4642875982,339$366,0770.21%
121AUTOMATIC DATA PROCESSING INADP1,812$362,2550.21%
122CARDINAL HEALTH INCCAH7,195$355,8650.21%
123ABBOTT LABSABLZF2,981$352,1930.21%
124FIRST TR EXCHANGE-TRADED FD33739Q2006,900$349,0060.20%
125ISHARES TR4642877884,216$348,0310.20%
126TILRAY INCTLRY29,680$335,0870.20%
127ISHARES TR4642876974,146$327,2850.19%
128COSTAR GROUP INCCSGP3,776$324,9630.19%
129IDEXX LABS INC45168D104521$324,0100.19%
130ISHARES TR46428734112,030$323,0060.19%
131LOCKHEED MARTIN CORPLMT934$322,3230.19%
132ISHARES TR4642886792,800$309,3160.18%
133NUVEEN AMT FREE QLTY MUN INCNU20,039$304,3900.18%
134INVESCO EXCH TRADED FD TR IIIVZ4,992$303,7390.18%
135SPLUNK INC8486371042,086$301,8650.18%
136ASML HOLDING N VASMLF405$301,7700.18%
137ISHARES TR4642882084,472$297,5620.17%
138REDFIN CORP75737F1085,881$294,6380.17%
139FIRST TR EXCHANGE TRADED FD33734X1922,751$289,8480.17%
140BOEING COBA-PA1,302$286,4090.17%
141SPDR S&P 500 ETF TRSPY667$286,2580.17%
142PNC FINL SVCS GROUP INC6934751051,452$284,0690.17%
143ABIOMED INC003654100854$277,9940.16%
144GENERAL ELECTRIC CO3696043012,687$276,8420.16%
145COCA COLA COKO5,231$274,4920.16%
146NUVEEN AMT FREE MUN CR INC FNU15,820$271,3110.16%
147INVESCO ACTIVELY MANAGED ETFIVZ10,718$269,1830.16%
148SYNOPSYS INCSNPS897$268,5710.16%
149BLACKLINE INCBL2,273$268,3500.16%
150BIOMARIN PHARMACEUTICAL INCBMRN3,426$264,7960.15%
151LAUDER ESTEE COS INC518439104882$264,5380.15%
152PEPSICO INCPEP1,754$263,7810.15%
153ACCENTURE PLC IRELANDACN820$262,3340.15%
154VANGUARD SPECIALIZED FUNDS9219088441,697$260,6220.15%
155ANALOG DEVICES INCADI1,546$258,9980.15%
156CHEWY INCCHWY3,781$257,5240.15%
157UNION PAC CORPUNP1,307$256,1850.15%
158NUVEEN QUALITY MUNCP INCOMENU16,191$252,9040.15%
159ACTIVISION BLIZZARD INC00507V1093,261$252,3690.15%
160MARSH & MCLENNAN COS INC5717481021,653$250,3140.15%
161PHILIP MORRIS INTL INC7181721092,626$248,9280.15%
162PIMCO ETF TR72201R8664,365$246,0550.14%
163NEW IRELAND FD INC64567310419,950$245,7840.14%
164UNITED PARCEL SERVICE INCUPS1,317$239,8460.14%
165FIRST TR EXCHANGE-TRADED FD33733E1043,188$238,5260.14%
166ISHARES TR4642876301,472$235,8590.14%
167HANOVER INS GROUP INC4108671051,817$235,5200.14%
168ISHARES TR4642875561,432$231,5950.14%
169GLAXOSMITHKLINE PLCGLAXF6,013$229,7630.13%
170ENPHASE ENERGY INCENPH1,528$229,1540.13%
171QUALCOMM INCQCOM1,753$226,1160.13%
172BRISTOL-MYERS SQUIBB COCELG-RI3,818$225,9050.13%
173FIDELITY COVINGTON TRUST3160926003,525$224,9380.13%
174ISHARES TR4642878042,051$223,9980.13%
175LAM RESEARCH CORPLRCX390$221,9690.13%
176DUKE ENERGY CORP NEWDUKB2,252$219,7730.13%
177WASTE MGMT INC DEL94106L1091,462$218,3640.13%
178REALTY INCOME CORPO3,327$215,7890.13%
179CRH PLCCRH4,545$212,4330.12%
180ALTRIA GROUP INCMO4,666$212,3760.12%
181WISDOMTREE TRWT8,396$210,7320.12%
182VANGUARD ADMIRAL FDS INC9219327031,485$208,8500.12%
183CATERPILLAR INCCAT1,068$204,9840.12%
184SOUTHERN COSOMN3,250$201,4030.12%
185MEDTRONIC PLCMDT1,603$200,9360.12%
186FRANKLIN ETF TR3535061082,120$200,8170.12%
187NUVEEN MUN VALUE FD INCNU15,900$179,9880.11%
188NUVEEN INT DUR QUAL MUN TRMNU11,500$168,7050.10%
189ZYNGA INC98986T10820,006$150,6450.09%
190QUANTUM SI INCQSIAW16,025$133,6490.08%
191TCW STRATEGIC INCOME FD INC87234010418,852$108,2080.06%
192ARBUTUS BIOPHARMA CORPABUS16,770$71,9430.04%