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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 0001214659-25-008442

Total Value
$176.6M
Positions
191
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (191)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL78,338$15.2M8.60%
2ISHARES TR464287432110,137$11.3M6.42%
3MICROSOFT CORPMSFT20,735$7.1M4.00%
4ISHARES TR46428716854,464$6.2M3.49%
5VANGUARD INDEX FDS92290876927,011$5.9M3.37%
6VANGUARD WHITEHALL FDS92194640643,163$4.6M2.59%
7FIRST TR EXCHANGE-TRADED FD33738R11870,043$4.1M2.33%
8ISHARES TR4642872008,496$3.8M2.14%
9ISHARES TR464288448137,010$3.6M2.04%
10ISHARES TR46428715036,432$3.6M2.02%
11AT&T INCT-PC201,166$3.2M1.82%
12NVIDIA CORPORATIONNVDA7,068$3.0M1.69%
13KINDER MORGAN INC DELEP-PC166,797$2.9M1.63%
14EXXON MOBIL CORPXOM26,603$2.9M1.62%
15ISHARES TR46428722626,545$2.6M1.47%
16SSGA ACTIVE ETF TR78467V60857,072$2.4M1.35%
17VANGUARD BD INDEX FDS92193781928,333$2.1M1.21%
18ISHARES TR46429B66320,093$2.0M1.15%
19VERIZON COMMUNICATIONS INCVZ53,659$2.0M1.13%
20SPDR GOLD TRGLD11,082$2.0M1.12%
21PUBLIC SVC ENTERPRISE GRP IN74457310629,616$1.9M1.05%
22JOHNSON & JOHNSONJNJ11,051$1.8M1.04%
23LILLY ELI & COLLY3,806$1.8M1.01%
24CHEVRON CORP NEWCVX10,420$1.6M0.93%
25ALPHABET INCGOOG12,930$1.5M0.88%
26PFIZER INCPFE40,568$1.5M0.84%
27AMAZON COM INCAMZN11,185$1.5M0.83%
28MERCK & CO INCMRK12,494$1.4M0.82%
29VANGUARD WORLD FDS92204A7023,031$1.3M0.76%
30JPMORGAN CHASE & COVYLD8,821$1.3M0.73%
31FIDELITY COMWLTH TR31591280823,539$1.3M0.72%
32ALPHABET INCGOOG9,914$1.2M0.68%
33SPROTT PHYSICAL GOLD TRSII80,095$1.2M0.68%
34PROCTER AND GAMBLE CO7427181097,817$1.2M0.67%
35CONOCOPHILLIPSCOP11,245$1.2M0.66%
36BROADCOM INCAVGO1,307$1.1M0.64%
37ABBVIE INCABBV8,061$1.1M0.61%
38COMCAST CORP NEWCCZ25,884$1.1M0.61%
39MCDONALDS CORPMCD3,522$1.1M0.60%
40BANK AMERICA CORP06050510435,489$1.0M0.58%
41UNITEDHEALTH GROUP INCUNH2,118$1.0M0.58%
42WALMART INCWMT6,359$999,4760.57%
43AXON ENTERPRISE INCAXON4,803$937,1610.53%
44INVESCO QQQ TRIVZ2,446$903,5620.51%
45INTERNATIONAL BUSINESS MACHSINTR6,712$898,1120.51%
46VISA INCV3,693$876,9110.50%
47ISHARES TR46435G21919,823$875,9690.50%
48ISHARES TR46429B69711,538$857,6490.49%
49LOCKHEED MARTIN CORPLMT1,776$817,5500.46%
50ISHARES TR46428712713,291$811,8440.46%
51MASTERCARD INCORPORATEDMA2,055$808,3940.46%
52VANGUARD WORLD FDS92204A4059,794$795,6920.45%
53HOME DEPOT INCHD2,524$784,1600.44%
54FIDELITY COVINGTON TRUST31609284019,097$758,9090.43%
55FRANKLIN RESOURCES INCBEN28,385$758,1630.43%
56ADOBE SYSTEMS INCORPORATEDADBE1,518$742,2870.42%
57TEXAS INSTRS INC8825081044,058$730,6110.41%
58MSCI INCMSCI1,502$704,8740.40%
59VANGUARD WORLD FDS92204A5042,857$699,4280.40%
60CISCO SYS INCCSCO12,923$668,6210.38%
61CROWDSTRIKE HLDGS INCCRWD4,472$656,8030.37%
62EXACT SCIENCES CORP30063P1056,971$654,5770.37%
63FIRST TR EXCHANGE-TRADED FD33739Q40810,977$652,1290.37%
64NEXTERA ENERGY INCNEE-PW8,559$635,0580.36%
65ISHARES GOLD TRIAU16,785$610,7880.35%
66SYNOPSYS INCSNPS1,388$604,3490.34%
67SHOCKWAVE MED INC82489T1042,115$603,6420.34%
68ELEVANCE HEALTH INCELV1,344$597,2020.34%
69THE TRADE DESK INC88339J1057,705$594,9800.34%
70LINKBANCORP INCLNKB99,044$594,2640.34%
71ALTRIA GROUP INCMO12,876$583,3050.33%
72DUKE ENERGY CORP NEWDUKB6,422$576,3100.33%
73QUALCOMM INCQCOM4,806$572,1530.32%
74COSTCO WHSL CORP NEW22160K105961$517,6480.29%
75PACER FDS TR69374H88110,515$503,3530.29%
76WISDOMTREE TRWT7,480$498,5830.28%
77ISHARES TR46428734113,250$493,1650.28%
78ISHARES TR4642876975,852$478,4010.27%
79ISHARES TR4642877886,141$458,1800.26%
80NUVEEN NEW JERSEY QULT MUN FNU39,804$456,5520.26%
81LINDE PLCLIN1,194$455,0100.26%
82UNION PAC CORPUNP2,182$446,4810.25%
83VALERO ENERGY CORPVLO3,768$441,9470.25%
84ISHARES TR46434V6218,534$439,7750.25%
85TORONTO DOMINION BK ONTTORO6,963$431,7990.24%
86NIKE INCNKE3,844$424,3080.24%
87LOWES COS INC5486611071,876$423,4510.24%
88SYSCO CORPSYY5,681$421,5300.24%
89PACER FDS TR69374H85710,336$420,6880.24%
90RAYTHEON TECHNOLOGIES CORPRTX4,200$411,4420.23%
91ISHARES TR4642875071,551$405,5820.23%
92PARAMOUNT GLOBAL92556H20625,385$403,8750.23%
93TESLA INCTSLA1,530$400,5080.23%
94CATERPILLAR INCCAT1,609$395,9120.22%
95TRANE TECHNOLOGIES PLCTT2,057$393,4220.22%
96TREX CO INCTREX5,956$390,4750.22%
97INTEL CORPINTC11,575$387,0700.22%
98AMERISOURCEBERGEN CORPCOR1,973$379,7020.21%
99DISNEY WALT CO2546871064,143$369,8580.21%
100EXELON CORPEXC8,974$365,6010.21%
101PALO ALTO NETWORKS INCPANW1,399$357,4580.20%
102AUTOMATIC DATA PROCESSING INADP1,614$354,7410.20%
103ISHARES TR46432F8345,597$350,4910.20%
104SERVICENOW INCNOW619$347,8590.20%
105CVS HEALTH CORPCVS4,986$344,6810.20%
106UNITED PARCEL SERVICE INCUPS1,910$342,3280.19%
107MARATHON PETE CORPMARA2,920$340,4720.19%
108COCA COLA COKO5,653$340,4500.19%
109WILLIAMS COS INC96945710010,360$338,0470.19%
110PEPSICO INCPEP1,824$337,7970.19%
111FEDEX CORPFDX1,360$337,1440.19%
112ADVANCED MICRO DEVICES INCAMD2,941$335,0090.19%
113INTUITINTU720$329,8970.19%
114ANSYS INC03662Q105998$329,6090.19%
115TJX COS INC NEW8725401093,865$327,7130.19%
116VANGUARD MUN BD FDS9229077466,477$325,2500.18%
117INTUITIVE SURGICAL INCISRG948$324,1590.18%
118CARDINAL HEALTH INCCAH3,420$323,4290.18%
119VANGUARD BD INDEX FDS92203C3036,550$321,9980.18%
120SPDR SER TR78464A37510,000$321,1000.18%
121RYDER SYS INCR3,765$319,2340.18%
122ABBOTT LABSABLZF2,927$319,1260.18%
123DISCOVER FINL SVCS2547091082,730$319,0010.18%
124TARGET CORPTGT2,410$317,8790.18%
125THERMO FISHER SCIENTIFIC INCTMO607$316,7020.18%
126FIDELITY COVINGTON TRUST3160926005,001$315,6910.18%
127INVESCO EXCH TRADED FD TR IIIVZ4,895$307,4320.17%
128PHILIP MORRIS INTL INC7181721093,081$300,7400.17%
129SKECHERS U S A INC8305661055,620$295,9490.17%
130SPDR S&P 500 ETF TRSPY667$295,6900.17%
131ANALOG DEVICES INCADI1,497$291,7160.17%
132FIRST TR EXCHANGE-TRADED FD33739Q2006,104$290,9880.16%
133SPDR SER TR78464A14410,000$288,7500.16%
134NUVEEN QUALITY MUNCP INCOMENU25,473$287,0780.16%
135DOLLAR TREE INCDLTR2,000$287,0000.16%
136HUMANA INCHUM635$283,9280.16%
137SOUTHERN COSOMN4,021$282,4750.16%
138JUNIPER NETWORKS INC48203R1048,975$281,1870.16%
139FORD MTR CO DEL34537086018,521$280,2190.16%
140COSTAR GROUP INCCSGP3,144$279,8160.16%
141ONEOK INC NEWOKE4,495$277,4310.16%
142WALGREENS BOOTS ALLIANCE INC9314271089,389$267,4930.15%
143ISHARES TR4642882084,222$267,2100.15%
144GENERAL ELECTRIC CO3696043012,415$265,2920.15%
145AMERICAN TOWER CORP NEW03027X1001,367$265,0270.15%
146QUANTA SVCS INC74762E1021,340$263,2430.15%
147INSULET CORPPODD900$259,5060.15%
148BERKSHIRE HATHAWAY INC DELBRK-A748$255,0680.14%
149VANGUARD SPECIALIZED FUNDS9219088441,567$254,4890.14%
150ISHARES TR4642876891,000$254,4800.14%
151EOG RES INCEOG2,216$253,5780.14%
152BLACKROCK ENHANCED EQUITY DIBLK30,236$252,1680.14%
153BOOKING HOLDINGS INCBKNG91$245,7300.14%
154MATCH GROUP INC NEWMTCH5,867$245,5340.14%
155FISERV INCFISV1,938$244,4790.14%
156BRISTOL-MYERS SQUIBB COCELG-RI3,816$244,0030.14%
157ISHARES TR4642886792,200$242,9900.14%
158MEDTRONIC PLCMDT2,748$242,0990.14%
159CHENIERE ENERGY INCLNG1,583$241,2040.14%
160WISDOMTREE TRWT4,734$238,2150.13%
161WASTE MGMT INC DEL94106L1091,364$236,5450.13%
162ISHARES TR4642886877,618$235,6250.13%
163VANGUARD SCOTTSDALE FDS92206C4093,084$233,3350.13%
164VANGUARD ADMIRAL FDS INC9219327031,485$231,2150.13%
165EDWARDS LIFESCIENCES CORPEW2,438$229,9770.13%
166EATON CORP PLCETN1,140$229,2540.13%
167WARNER BROS DISCOVERY INCWBD18,006$225,7950.13%
168VANECK ETF TRUST92189F46010,660$225,3520.13%
169MARSH & MCLENNAN COS INC5717481021,197$225,1320.13%
170BOEING COBA-PA1,052$222,1860.13%
171ACCENTURE PLC IRELANDACN704$217,2400.12%
172CHIPOTLE MEXICAN GRILL INCCMG100$213,9000.12%
173ASTRAZENECA PLCAZN2,964$212,1330.12%
174BIOMARIN PHARMACEUTICAL INCBMRN2,440$211,4990.12%
175LAUDER ESTEE COS INC5184391041,072$210,5190.12%
176CONSTELLATION ENERGY CORPCEG2,288$209,4660.12%
177TRONOX HOLDINGS PLCTROX16,221$206,1690.12%
178HANOVER INS GROUP INC4108671051,817$205,3760.12%
179PPL CORPPPLC7,719$204,2330.12%
180PIMCO ETF TR72201R8663,865$200,3620.11%
181NUVEEN AMT FREE MUN CR INC FNU15,313$179,1570.10%
182NAVITAS SEMICONDUCTOR CORPNVTS14,550$153,3570.09%
183NUVEEN MUN VALUE FD INCNU15,946$138,7300.08%
184NUVEEN AMT FREE QLTY MUN INCNU12,020$131,3790.07%
185ARBUTUS BIOPHARMA CORPABUS49,620$114,1260.06%
186AVIDXCHANGE HOLDINGS INC05368X10210,300$106,9140.06%
187TILRAY BRANDS INCTLRY37,270$58,1410.03%
188TCW STRATEGIC INCOME FD INC87234010410,188$47,1720.03%
189QUANTUM SI INCQSIAW25,900$46,3610.03%
190WESTERN COPPER & GOLD CORPWRN14,100$21,5730.01%
191REPUBLIC FIRST BANCORP INC76041610710,250$9,2250.01%