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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 0001214659-25-008454

Total Value
$227.4M
Positions
209
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (209)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL65,515$15.3M6.71%
2ISHARES TR464287432125,638$12.3M5.42%
3ISHARES TR46428720017,709$10.2M4.49%
4MICROSOFT CORPMSFT20,792$8.9M3.93%
5VANGUARD INDEX FDS92290876926,520$7.5M3.30%
6ISHARES TR46428716855,379$7.5M3.29%
7NVIDIA CORPORATIONNVDA56,260$6.8M3.00%
8VANGUARD WHITEHALL FDS92194640643,381$5.6M2.45%
9FIRST TR EXCHANGE-TRADED FD33738R11861,915$5.0M2.19%
10AT&T INCT-PC221,953$4.9M2.15%
11ISHARES TR46428715035,033$4.4M1.94%
12ISHARES TR464288448137,961$4.2M1.83%
13KINDER MORGAN INC DELEP-PC163,366$3.6M1.59%
14ELI LILLY & COLLY3,710$3.3M1.45%
15EXXON MOBIL CORPXOM25,760$3.0M1.33%
16ISHARES TR46428722627,568$2.8M1.23%
17SPDR GOLD TRGLD10,689$2.6M1.14%
18ALPHABET INCGOOG15,614$2.6M1.14%
19SSGA ACTIVE ETF TR78467V60860,177$2.5M1.10%
20AMAZON COM INCAMZN12,804$2.4M1.05%
21PUBLIC SVC ENTERPRISE GRP IN74457310626,492$2.4M1.04%
22ISHARES TR46429B66319,809$2.3M1.02%
23VANGUARD BD INDEX FDS92193781929,523$2.3M1.02%
24VERIZON COMMUNICATIONS INCVZ46,518$2.1M0.92%
25AXON ENTERPRISE INCAXON4,945$2.0M0.87%
26BROADCOM INCAVGO11,348$2.0M0.86%
27VANGUARD WORLD FD92204A7023,286$1.9M0.85%
28PALANTIR TECHNOLOGIES INCPLTR51,074$1.9M0.84%
29INVESCO QQQ TRIVZ3,561$1.7M0.76%
30JPMORGAN CHASE & CO.VYLD8,228$1.7M0.76%
31ALPHABET INCGOOG10,165$1.7M0.75%
32JOHNSON & JOHNSONJNJ10,191$1.7M0.73%
33PROCTER AND GAMBLE CO7427181099,236$1.6M0.70%
34SPROTT PHYSICAL GOLD TRSII78,288$1.6M0.70%
35FIDELITY COMWLTH TR31591280822,057$1.6M0.69%
36BANK AMERICA CORP06050510435,697$1.4M0.62%
37PFIZER INCPFE48,480$1.4M0.62%
38MERCK & CO INCMRK12,275$1.4M0.61%
39ABBVIE INCABBV6,922$1.4M0.60%
40WALMART INCWMT15,605$1.3M0.55%
41THE TRADE DESK INC88339J10511,406$1.3M0.55%
42CROWDSTRIKE HLDGS INCCRWD4,337$1.2M0.53%
43CHEVRON CORP NEWCVX7,886$1.2M0.51%
44INTERNATIONAL BUSINESS MACHSINTR5,198$1.1M0.51%
45ISHARES TR46429B69712,453$1.1M0.50%
46MCDONALDS CORPMCD3,633$1.1M0.49%
47VANGUARD WORLD FD92204A4059,574$1.1M0.46%
48COMCAST CORP NEWCCZ24,346$1.0M0.45%
49ISHARES TR46428712712,811$1.0M0.45%
50MASTERCARD INCORPORATEDMA2,049$1.0M0.44%
51INVESCO EXCHANGE TRADED FD TIVZ26,816$1.0M0.44%
52HOME DEPOT INCHD2,403$973,4930.43%
53ISHARES TR46435G21920,645$959,3900.42%
54QUALCOMM INCQCOM5,548$943,4880.41%
55ROCKET COS INC77311W10148,940$939,1590.41%
56ISHARES GOLD TRIAU18,368$912,8900.40%
57GE AEROSPACE3696043014,785$902,2910.40%
58ADOBE INCADBE1,741$901,4550.40%
59VISA INCV3,155$867,5490.38%
60FIRST TR EXCHANGE-TRADED FD33739Q40813,521$809,5320.36%
61ADVANCED MICRO DEVICES INCAMD4,760$781,0210.34%
62DUKE ENERGY CORP NEWDUKB6,712$773,8940.34%
63UNITEDHEALTH GROUP INCUNH1,256$734,4470.32%
64ISHARES TR46434V62111,684$732,4410.32%
65LOCKHEED MARTIN CORPLMT1,252$731,8690.32%
66TEXAS INSTRS INC8825081043,503$723,5430.32%
67ELEVANCE HEALTH INCELV1,387$721,3290.32%
68COSTCO WHSL CORP NEW22160K105799$708,5200.31%
69SYNOPSYS INCSNPS1,388$702,8690.31%
70CONOCOPHILLIPSCOP6,236$656,4890.29%
71LINKBANCORP INCLNKB99,044$634,8720.28%
72ISHARES TR4642877886,089$632,6470.28%
73VANGUARD INDEX FDS9229083631,188$626,8720.28%
74WISDOMTREE TRWT7,518$625,5590.28%
75ISHARES BITCOIN TRUST ETFIBIT17,305$625,2460.27%
76CISCO SYS INCCSCO11,558$615,1100.27%
77ISHARES TR4642876976,001$612,2220.27%
78VANGUARD WORLD FD92204A5042,147$605,9910.27%
79REDFIN CORP75737F10847,200$591,4160.26%
80TJX COS INC NEW8725401094,998$587,4650.26%
81UNION PAC CORPUNP2,379$586,3760.26%
82DOCUSIGN INCDOCU9,420$584,8880.26%
83LOWES COS INC5486611072,149$581,9990.26%
84ISHARES TR46428734113,925$563,6840.25%
85CATERPILLAR INCCAT1,437$561,9770.25%
86LINDE PLCLIN1,176$560,7870.25%
87SOUTHERN COSOMN6,023$543,1540.24%
88VANGUARD SCOTTSDALE FDS92206C8136,445$523,5270.23%
89EATON CORP PLCETN1,538$509,8330.22%
90WILLIAMS COS INC96945710010,884$496,8550.22%
91DISNEY WALT CO2546871065,101$490,6740.22%
92SERVICENOW INCNOW542$484,7590.21%
93INTUITIVE SURGICAL INCISRG986$484,3920.21%
94ISHARES TR4642875077,746$482,7000.21%
95TARGA RES CORPTRGP3,261$482,6610.21%
96CONSTELLATION ENERGY CORPCEG1,844$479,4770.21%
97SPDR S&P 500 ETF TRSPY817$468,7910.21%
98CITIGROUP INCC-PR7,416$464,2520.20%
99AUTOMATIC DATA PROCESSING INADP1,672$462,6930.20%
100PROGRESSIVE CORP7433151031,805$458,0370.20%
101NEXTERA ENERGY INCNEE-PW5,352$452,4050.20%
102WISDOMTREE TRWT9,008$452,3680.20%
103VALERO ENERGY CORPVLO3,348$452,0350.20%
104CARDINAL HEALTH INCCAH4,075$450,3690.20%
105BEST BUY INCBBY4,350$449,3550.20%
106INVESCO EXCHANGE TRADED FD TIVZ2,483$444,7660.20%
107FIDELITY COVINGTON TRUST3160926006,073$442,0800.19%
108SPDR SER TR78464A8215,033$441,5950.19%
109FIDELITY COVINGTON TRUST3160928408,705$440,8980.19%
110CENCORA INCCOR1,945$437,8730.19%
111SOUNDHOUND AI INCSOUNW93,774$436,9870.19%
112ONEOK INC NEWOKE4,785$436,0570.19%
113PALO ALTO NETWORKS INCPANW1,274$435,4530.19%
114MARATHON PETE CORPMARA2,650$431,7120.19%
115KROGER COKR7,527$431,2720.19%
116COCA COLA COKO5,978$429,5510.19%
117PACER FDS TR69374H8817,407$428,3740.19%
118SYSCO CORPSYY5,467$426,7540.19%
119FEDEX CORPFDX1,519$415,6950.18%
120TARGET CORPTGT2,665$415,3670.18%
121APPLIED MATLS INC0382221052,052$414,6070.18%
122RYDER SYS INCR2,840$414,0720.18%
123NUVEEN NEW JERSEY QULT MUN FNU31,095$405,4790.18%
124INVESCO EXCH TRADED FD TR IIIVZ5,620$403,1430.18%
125ISHARES TR46432F8345,548$402,9220.18%
126TREX CO INCTREX5,956$396,5500.17%
127ABBOTT LABSABLZF3,426$390,6160.17%
128GOLDMAN SACHS ETF TRNVGLF7,335$388,1780.17%
129TORONTO DOMINION BK ONTTORO5,888$372,5030.16%
130TRANE TECHNOLOGIES PLCTT954$370,8480.16%
131VERTIV HOLDINGS COVRT3,718$369,9040.16%
132BERKSHIRE HATHAWAY INC DELBRK-A798$367,2870.16%
133BOOKING HOLDINGS INCBKNG84$353,8180.16%
134ISHARES TR46432F3391,966$352,5130.16%
135INTUITINTU567$352,1070.15%
136WISDOMTREE TRWT6,856$350,5310.15%
137FISERV INCFISV1,950$350,3180.15%
138ENTERPRISE PRODS PARTNERS L29379210711,355$330,5310.15%
139FIRST TR EXCHANGE-TRADED FD33739Q2006,650$328,5930.14%
140ISHARES TR4642876891,000$326,7300.14%
141UNITED PARCEL SERVICE INCUPS2,388$325,5150.14%
142AMERICAN TOWER CORP NEW03027X1001,379$320,6180.14%
143ANSYS INC03662Q105998$317,9930.14%
144FIRST TR EXCHANGE-TRADED FD33738D60614,185$317,7390.14%
145PEPSICO INCPEP1,865$317,0880.14%
146VEEVA SYS INCVEEV1,499$314,5950.14%
147LAS VEGAS SANDS CORPLVS6,243$314,2690.14%
148CAMPBELL SOUP COCPB6,370$311,6200.14%
149META PLATFORMS INCMETA543$311,1100.14%
150SKECHERS U S A INC8305661054,645$310,8430.14%
151VANGUARD SPECIALIZED FUNDS9219088441,567$310,4030.14%
152NUVEEN QUALITY MUNCP INCOMENU25,026$309,8190.14%
153ISHARES TR4642882084,022$305,7520.13%
154PPL CORPPPLC9,211$304,7140.13%
155ACCENTURE PLC IRELANDACN861$304,3460.13%
156VANGUARD BD INDEX FDS92203C3036,000$299,6400.13%
157FIRST TR EXCHANGE-TRADED FD33733E1043,253$295,3720.13%
158EXELON CORPEXC7,272$294,8800.13%
159CHIPOTLE MEXICAN GRILL INCCMG5,058$291,4420.13%
160GE VERNOVA INCGEV1,143$291,4420.13%
161CHENIERE ENERGY INCLNG1,594$286,6440.13%
162VANGUARD ADMIRAL FDS INC9219327031,497$285,5920.13%
163ON SEMICONDUCTOR CORPON3,902$283,3240.12%
164TESLA INCTSLA1,049$274,4500.12%
165ANALOG DEVICES INCADI1,187$273,2120.12%
166WELLS FARGO CO NEW9497461014,807$271,5660.12%
167EOG RES INCEOG2,196$269,9260.12%
168HANOVER INS GROUP INC4108671051,817$269,1160.12%
169OREILLY AUTOMOTIVE INC67103H107231$266,0200.12%
170VANGUARD BD INDEX FDS9219377933,480$261,5920.12%
171PNC FINL SVCS GROUP INC6934751051,390$256,9420.11%
172WASTE MGMT INC DEL94106L1091,237$256,8010.11%
173L3HARRIS TECHNOLOGIES INCLHX1,076$255,9840.11%
174ISHARES TR4642878042,188$255,8660.11%
175KKR & CO INCKKRT1,913$249,8000.11%
176FIRST TR EXCHANGE-TRADED FD33741X1026,865$249,7490.11%
177BRIDGEBIO PHARMA INCBBIO9,680$246,4530.11%
178MARSH & MCLENNAN COS INC5717481021,099$245,1760.11%
179COSTAR GROUP INCCSGP3,239$244,3500.11%
180GENERAL MLS INC3703341043,278$242,0800.11%
181CHUBB LIMITEDCB825$237,9220.10%
182SOUTHERN COPPER CORPSCCO2,039$235,8510.10%
183REALTY INCOME CORPO3,676$233,1130.10%
184INSULET CORPPODD1,000$232,7500.10%
185PARKER-HANNIFIN CORPPH368$232,5100.10%
186HONEYWELL INTL INC4385161061,116$230,6880.10%
187AMGEN INCAMGN697$224,5800.10%
188ISHARES TR4642886792,000$221,2600.10%
189FIRST TR EXCHANGE TRADED FD33734X1761,535$212,8200.09%
190MCKESSON CORPMCK430$212,3740.09%
191VANGUARD SCOTTSDALE FDS92206C4092,669$211,9720.09%
192INVESCO EXCHANGE TRADED FD TIVZ3,150$211,8900.09%
193ISHARES TR46435U7134,505$211,6000.09%
194CELSIUS HLDGS INCCELH6,740$211,3660.09%
195ARBUTUS BIOPHARMA CORPABUS54,520$209,9020.09%
196RTX CORPORATIONRTX1,726$209,1230.09%
197ISHARES TR4642886876,283$208,7840.09%
198ALTRIA GROUP INCMO4,083$208,3990.09%
199NUVEEN AMT FREE MUN CR INC FNU14,354$192,1940.08%
200BLACKROCK ENHANCED EQUITY DIBLK21,892$189,3660.08%
201FORD MTR CO34537086016,796$177,3630.08%
202NUVEEN AMT FREE QLTY MUN INCNU11,950$143,0420.06%
203NUVEEN MUN VALUE FD INCNU14,736$132,9190.06%
204WARNER BROS DISCOVERY INCWBD13,754$113,4660.05%
205LUMINAR TECHNOLOGIES INCLAZRQ80,000$71,9760.03%
206TILRAY BRANDS INCTLRY31,254$55,0070.02%
207NAVITAS SEMICONDUCTOR CORPNVTS18,150$44,4680.02%
208QUANTUM SI INCQSIAW35,050$30,9210.01%
209WESTERN COPPER & GOLD CORPWRN23,600$28,3200.01%