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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 0001214659-25-008443

Total Value
$171.2M
Positions
190
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (190)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL78,743$13.5M7.87%
2ISHARES TR464287432114,005$10.1M5.91%
3MICROSOFT CORPMSFT20,827$6.6M3.84%
4ISHARES TR46428716854,253$5.8M3.41%
5VANGUARD INDEX FDS92290876926,844$5.7M3.33%
6VANGUARD WHITEHALL FDS92194640644,092$4.6M2.66%
7FIRST TR EXCHANGE-TRADED FD33738R11867,862$3.8M2.22%
8ISHARES TR4642872008,457$3.6M2.12%
9ISHARES TR464288448137,243$3.5M2.04%
10ISHARES TR46428715036,265$3.4M2.00%
11NVIDIA CORPORATIONNVDA7,230$3.1M1.84%
12AT&T INCT-PC208,209$3.1M1.83%
13EXXON MOBIL CORPXOM26,194$3.1M1.80%
14KINDER MORGAN INC DELEP-PC166,325$2.8M1.61%
15ISHARES TR46428722626,760$2.5M1.47%
16SSGA ACTIVE ETF TR78467V60857,463$2.4M1.41%
17VANGUARD BD INDEX FDS92193781928,658$2.1M1.21%
18ELI LILLY & COLLY3,825$2.1M1.20%
19ISHARES TR46429B66320,066$2.0M1.16%
20SPDR GOLD TRGLD10,897$1.9M1.09%
21ALPHABET INCGOOG13,010$1.7M0.99%
22CHEVRON CORP NEWCVX10,086$1.7M0.99%
23JOHNSON & JOHNSONJNJ10,779$1.7M0.98%
24PUBLIC SVC ENTERPRISE GRP IN74457310628,573$1.6M0.95%
25VERIZON COMMUNICATIONS INCVZ46,249$1.5M0.88%
26AMAZON COM INCAMZN11,570$1.5M0.86%
27CONOCOPHILLIPSCOP11,694$1.4M0.82%
28PFIZER INCPFE41,027$1.4M0.79%
29JPMORGAN CHASE & COVYLD9,319$1.4M0.79%
30VANGUARD WORLD FDS92204A7023,202$1.3M0.78%
31ALPHABET INCGOOG9,954$1.3M0.77%
32MERCK & CO INCMRK12,571$1.3M0.76%
33FIDELITY COMWLTH TR31591280823,493$1.2M0.71%
34COMCAST CORP NEWCCZ26,231$1.2M0.68%
35PROCTER AND GAMBLE CO7427181097,938$1.2M0.68%
36ABBVIE INCABBV7,640$1.1M0.67%
37SPROTT PHYSICAL GOLD TRSII78,520$1.1M0.66%
38BROADCOM INCAVGO1,325$1.1M0.64%
39WALMART INCWMT6,425$1.0M0.60%
40BANK AMERICA CORP06050510435,960$984,5910.58%
41AXON ENTERPRISE INCAXON4,913$977,6380.57%
42MCDONALDS CORPMCD3,555$936,6540.55%
43INVESCO QQQ TRIVZ2,488$891,3500.52%
44INTERNATIONAL BUSINESS MACHSINTR6,327$887,6570.52%
45ISHARES TR46429B69712,188$882,1960.52%
46VISA INCV3,777$868,6800.51%
47PACER FDS TR69374H85720,794$867,1120.51%
48ISHARES TR46435G21920,157$854,8630.50%
49MSCI INCMSCI1,633$837,8600.49%
50ADOBE INCADBE1,635$833,6870.49%
51MASTERCARD INCORPORATEDMA2,056$813,8160.48%
52HOME DEPOT INCHD2,642$798,2050.47%
53VANGUARD WORLD FDS92204A4059,794$786,6810.46%
54ISHARES TR46428712713,166$775,4480.45%
55UNITEDHEALTH GROUP INCUNH1,526$769,4050.45%
56FIRST TR EXCHANGE-TRADED FD33739Q40812,881$765,4010.45%
57FIDELITY COVINGTON TRUST31609284019,798$764,0200.45%
58CROWDSTRIKE HLDGS INCCRWD4,546$760,9090.44%
59CISCO SYS INCCSCO13,780$740,8240.43%
60LOCKHEED MARTIN CORPLMT1,783$729,1740.43%
61LINKBANCORP INCLNKB99,044$678,4510.40%
62TEXAS INSTRS INC8825081044,234$673,1800.39%
63VANGUARD WORLD FDS92204A5042,842$668,1230.39%
64SYNOPSYS INCSNPS1,388$637,0500.37%
65GENERAL ELECTRIC CO3696043015,610$620,1940.36%
66ISHARES GOLD TRIAU17,630$616,8740.36%
67THE TRADE DESK INC88339J1057,705$602,1460.35%
68ELEVANCE HEALTH INCELV1,359$591,8100.35%
69QUALCOMM INCQCOM5,161$573,2290.33%
70COSTCO WHSL CORP NEW22160K1051,012$571,5780.33%
71DUKE ENERGY CORP NEWDUKB6,447$569,0120.33%
72VALERO ENERGY CORPVLO3,994$565,9420.33%
73ISHARES TR46428734113,225$545,6640.32%
74ISHARES TR46434V62110,904$540,0920.32%
75MARATHON PETE CORPMARA3,310$500,9350.29%
76EXACT SCIENCES CORP30063P1057,300$498,0060.29%
77CATERPILLAR INCCAT1,805$492,6810.29%
78FRANKLIN RESOURCES INCBEN19,895$489,0190.29%
79TRANE TECHNOLOGIES PLCTT2,358$478,4620.28%
80WISDOMTREE TRWT7,488$475,4210.28%
81UNION PAC CORPUNP2,330$474,4580.28%
82ISHARES TR4642877886,167$461,0450.27%
83LINDE PLCLIN1,213$451,6610.26%
84NEXTERA ENERGY INCNEE-PW7,694$440,7890.26%
85SHOCKWAVE MED INC82489T1042,185$435,0340.25%
86ISHARES TR4642876975,859$431,1050.25%
87INTEL CORPINTC11,704$416,0640.24%
88ADVANCED MICRO DEVICES INCAMD4,026$413,9530.24%
89NIKE INCNKE4,285$409,7510.24%
90SYSCO CORPSYY6,161$406,9340.24%
91RYDER SYS INCR3,765$402,6670.24%
92INTUITINTU786$401,5990.23%
93AUTOMATIC DATA PROCESSING INADP1,636$393,5890.23%
94LOWES COS INC5486611071,877$390,0480.23%
95TORONTO DOMINION BK ONTTORO6,464$389,5130.23%
96ISHARES TR4642875071,551$386,7670.23%
97TESLA INCTSLA1,540$385,3390.23%
98CVS HEALTH CORPCVS5,344$373,1170.22%
99SERVICENOW INCNOW665$371,7080.22%
100PACER FDS TR69374H8817,457$368,5760.22%
101TREX CO INCTREX5,956$367,0680.21%
102FEDEX CORPFDX1,378$365,0600.21%
103HUMANA INCHUM745$362,4570.21%
104CENCORA INCCOR1,973$355,1660.21%
105PALO ALTO NETWORKS INCPANW1,509$353,7700.21%
106NUVEEN NEW JERSEY QULT MUN FNU33,304$352,3560.21%
107FIDELITY COVINGTON TRUST3160926005,788$350,6170.20%
108WILLIAMS COS INC96945710010,360$349,0280.20%
109ONEOK INC NEWOKE5,430$344,4250.20%
110TJX COS INC NEW8725401093,865$343,5210.20%
111DISNEY WALT CO2546871064,198$340,2220.20%
112EXELON CORPEXC8,972$339,0520.20%
113INTUITIVE SURGICAL INCISRG1,156$337,8870.20%
114ISHARES TR46432F8345,597$335,7700.20%
115COCA COLA COKO5,802$324,7710.19%
116VANGUARD BD INDEX FDS92203C3036,550$322,1950.19%
117PEPSICO INCPEP1,897$321,4420.19%
118PARAMOUNT GLOBAL92556H20624,775$319,5980.19%
119TARGET CORPTGT2,885$318,9940.19%
120ALTRIA GROUP INCMO7,569$318,2740.19%
121THERMO FISHER SCIENTIFIC INCTMO607$307,2450.18%
122BOOKING HOLDINGS INCBKNG99$305,3110.18%
123RTX CORPORATIONRTX4,233$304,6130.18%
124SKECHERS U S A INC8305661056,195$303,2450.18%
125ANSYS INC03662Q105998$296,9550.17%
126CARDINAL HEALTH INCCAH3,420$296,9240.17%
127SOUTHERN COSOMN4,567$295,5760.17%
128PHILIP MORRIS INTL INC7181721093,175$293,9420.17%
129JUNIPER NETWORKS INC48203R10410,575$293,8790.17%
130PALANTIR TECHNOLOGIES INCPLTR18,315$293,0400.17%
131ANALOG DEVICES INCADI1,656$290,0260.17%
132UNITED PARCEL SERVICE INCUPS1,858$289,6030.17%
133EOG RES INCEOG2,283$289,4540.17%
134FIRST TR EXCHANGE-TRADED FD33739Q2006,113$288,7610.17%
135ABBOTT LABSABLZF2,978$288,4530.17%
136INVESCO EXCH TRADED FD TR IIIVZ4,900$288,0900.17%
137SPDR S&P 500 ETF TRSPY667$285,1510.17%
138COSTAR GROUP INCCSGP3,679$282,8780.17%
139BERKSHIRE HATHAWAY INC DELBRK-A798$279,5390.16%
140QUANTA SVCS INC74762E1021,483$277,4250.16%
141CELSIUS HLDGS INCCELH1,605$275,4180.16%
142CHENIERE ENERGY INCLNG1,585$263,0710.15%
143CHIPOTLE MEXICAN GRILL INCCMG142$260,1200.15%
144WALGREENS BOOTS ALLIANCE INC93142710811,684$259,8520.15%
145NUVEEN QUALITY MUNCP INCOMENU25,473$258,2940.15%
146MATCH GROUP INC NEWMTCH6,485$254,0500.15%
147ISHARES TR4642882084,222$252,1800.15%
148EATON CORP PLCETN1,180$251,6700.15%
149MARSH & MCLENNAN COS INC5717481021,293$246,0580.14%
150ISHARES TR4642876891,000$245,0600.14%
151VANGUARD MUN BD FDS9229077465,077$244,1800.14%
152VANGUARD SPECIALIZED FUNDS9219088441,567$243,4430.14%
153ISHARES TR4642886792,200$243,0340.14%
154BIOMARIN PHARMACEUTICAL INCBMRN2,725$241,1080.14%
155ACCENTURE PLC IRELANDACN784$240,7740.14%
156FIRST TR EXCHANGE-TRADED FD33733E1043,253$239,5180.14%
157WISDOMTREE TRWT4,734$238,2150.14%
158DISCOVER FINL SVCS2547091082,730$236,5000.14%
159VANGUARD SCOTTSDALE FDS92206C4093,084$231,7630.14%
160FORD MTR CO DEL34537086018,426$228,8480.13%
161AMERICAN TOWER CORP NEW03027X1001,369$225,0850.13%
162BLACKROCK ENHANCED EQUITY DIBLK29,543$224,8220.13%
163BRISTOL-MYERS SQUIBB COCELG-RI3,869$224,5430.13%
164CONSTELLATION ENERGY CORPCEG2,054$224,0500.13%
165VANGUARD ADMIRAL FDS INC9219327031,485$220,8050.13%
166FISERV INCFISV1,938$218,9160.13%
167ISHARES TR4642886877,243$218,3760.13%
168PACER FDS TR69374H36010,150$217,1090.13%
169MEDTRONIC PLCMDT2,767$216,7830.13%
170ROVER GROUP INC77936F10334,050$213,1530.12%
171WASTE MGMT INC DEL94106L1091,398$213,1110.12%
172DOLLAR TREE INCDLTR2,000$212,9000.12%
173SCHWAB CHARLES CORPSCHW-PJ3,783$207,6870.12%
174MCKESSON CORPMCK476$207,1160.12%
175LULULEMON ATHLETICA INCLULU535$206,3010.12%
176BECTON DICKINSON & COBDX782$202,1740.12%
177BOEING COBA-PA1,052$201,6890.12%
178HANOVER INS GROUP INC4108671051,817$201,6510.12%
179ASTRAZENECA PLCAZN2,964$200,7220.12%
180WARNER BROS DISCOVERY INCWBD17,983$195,2950.11%
181NUVEEN AMT FREE MUN CR INC FNU14,313$147,5620.09%
182NAVITAS SEMICONDUCTOR CORPNVTS19,200$133,4400.08%
183NUVEEN MUN VALUE FD INCNU15,946$131,7140.08%
184NUVEEN AMT FREE QLTY MUN INCNU12,020$116,3540.07%
185AVIDXCHANGE HOLDINGS INC05368X10211,850$112,3380.07%
186ARBUTUS BIOPHARMA CORPABUS54,620$110,8790.06%
187TILRAY BRANDS INCTLRY37,270$89,0750.05%
188TCW STRATEGIC INCOME FD INC87234010410,231$46,8600.03%
189QUANTUM SI INCQSIAW17,900$29,7140.02%
190WESTERN COPPER & GOLD CORPWRN14,100$19,2470.01%