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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 0001214659-25-008455

Total Value
$234.0M
Positions
210
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (210)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL66,309$16.6M7.10%
2ISHARES TR464287432128,716$11.2M4.80%
3ISHARES TR46428720017,882$10.5M4.50%
4MICROSOFT CORPMSFT20,800$8.8M3.75%
5VANGUARD INDEX FDS92290876926,314$7.6M3.26%
6NVIDIA CORPORATIONNVDA54,765$7.4M3.14%
7ISHARES TR46428716855,327$7.3M3.10%
8VANGUARD WHITEHALL FDS92194640643,678$5.6M2.38%
9AT&T INCT-PC224,305$5.1M2.18%
10FIRST TR EXCHANGE-TRADED FD33738R11862,065$4.9M2.08%
11ISHARES TR46428715035,560$4.6M1.95%
12KINDER MORGAN INC DELEP-PC163,076$4.5M1.91%
13ISHARES TR464288448140,317$3.8M1.64%
14PALANTIR TECHNOLOGIES INCPLTR48,567$3.7M1.57%
15SPDR GOLD TRGLD14,270$3.5M1.48%
16ALPHABET INCGOOG15,623$3.0M1.26%
17AXON ENTERPRISE INCAXON4,900$2.9M1.24%
18ELI LILLY & COLLY3,689$2.8M1.22%
19AMAZON COM INCAMZN12,739$2.8M1.19%
20EXXON MOBIL CORPXOM25,770$2.8M1.18%
21ISHARES TR46428722628,546$2.8M1.18%
22SSGA ACTIVE ETF TR78467V60862,792$2.6M1.12%
23BROADCOM INCAVGO10,890$2.5M1.08%
24ISHARES TR46429B66320,241$2.3M0.97%
25VANGUARD BD INDEX FDS92193781930,223$2.3M0.97%
26PUBLIC SVC ENTERPRISE GRP IN74457310626,577$2.2M0.96%
27SOUNDHOUND AI INCSOUNW107,724$2.1M0.91%
28VANGUARD WORLD FD92204A7023,240$2.0M0.86%
29JPMORGAN CHASE & CO.VYLD8,185$2.0M0.84%
30ALPHABET INCGOOG10,116$1.9M0.82%
31VERIZON COMMUNICATIONS INCVZ46,234$1.8M0.79%
32INVESCO QQQ TRIVZ3,522$1.8M0.77%
33FIDELITY COMWLTH TR31591280822,408$1.7M0.73%
34SPROTT PHYSICAL GOLD TRSII78,153$1.6M0.67%
35PROCTER AND GAMBLE CO7427181099,236$1.5M0.66%
36BANK AMERICA CORP06050510434,711$1.5M0.65%
37CROWDSTRIKE HLDGS INCCRWD4,372$1.5M0.64%
38JOHNSON & JOHNSONJNJ10,168$1.5M0.63%
39ISHARES BITCOIN TRUST ETFIBIT26,262$1.4M0.60%
40THE TRADE DESK INC88339J10511,314$1.3M0.57%
41WALMART INCWMT14,587$1.3M0.56%
42PFIZER INCPFE49,667$1.3M0.56%
43ABBVIE INCABBV7,013$1.2M0.53%
44CHEVRON CORP NEWCVX7,856$1.1M0.49%
45MERCK & CO INCMRK11,404$1.1M0.48%
46VANGUARD WORLD FD92204A4059,519$1.1M0.48%
47INTERNATIONAL BUSINESS MACHSINTR5,062$1.1M0.48%
48ISHARES TR46429B69712,464$1.1M0.47%
49MASTERCARD INCORPORATEDMA2,049$1.1M0.46%
50MCDONALDS CORPMCD3,705$1.1M0.46%
51ISHARES TR46428712712,808$1.0M0.44%
52COMCAST CORP NEWCCZ26,630$999,4240.43%
53ISHARES TR46435G21922,505$998,3150.43%
54INVESCO EXCHANGE TRADED FD TIVZ25,146$940,9500.40%
55HOME DEPOT INCHD2,388$928,7140.40%
56VISA INCV2,933$927,0850.40%
57ISHARES GOLD TRIAU18,368$909,4000.39%
58FIRST TR EXCHANGE-TRADED FD33739Q40814,707$879,0250.38%
59QUALCOMM INCQCOM5,424$833,3100.36%
60DOCUSIGN INCDOCU9,230$830,1460.35%
61GE AEROSPACE3696043014,747$791,7340.34%
62ADOBE INCADBE1,741$774,1880.33%
63LINKBANCORP INCLNKB99,044$740,8490.32%
64COSTCO WHSL CORP NEW22160K105799$732,4730.31%
65DUKE ENERGY CORP NEWDUKB6,712$723,1510.31%
66UNITEDHEALTH GROUP INCUNH1,395$705,4500.30%
67ISHARES TR46434V62111,429$701,0770.30%
68ISHARES TR4642877886,287$695,2160.30%
69CISCO SYS INCCSCO11,558$684,2260.29%
70SYNOPSYS INCSNPS1,388$673,6800.29%
71VANGUARD INDEX FDS9229083631,227$661,1200.28%
72TEXAS INSTRS INC8825081043,503$656,8350.28%
73CONOCOPHILLIPSCOP6,273$622,0940.27%
74WISDOMTREE TRWT7,525$608,9970.26%
75TJX COS INC NEW8725401094,998$603,8080.26%
76ISHARES TR4642876976,237$600,0620.26%
77WILLIAMS COS INC96945710010,884$589,0420.25%
78APPLIED DIGITAL CORPAPLD76,210$582,2440.25%
79INVESCO EXCHANGE TRADED FD TIVZ3,129$548,3510.23%
80DISNEY WALT CO2546871064,890$544,5310.23%
81VANGUARD WORLD FD92204A5042,142$543,2900.23%
82ROCKET COS INC77311W10148,190$542,6190.23%
83AUTOMATIC DATA PROCESSING INADP1,835$537,1600.23%
84LOCKHEED MARTIN CORPLMT1,096$532,5900.23%
85ISHARES TR46428734113,925$531,6570.23%
86LOWES COS INC5486611072,149$530,4330.23%
87CITIGROUP INCC-PR7,417$522,1120.22%
88CATERPILLAR INCCAT1,438$521,4780.22%
89EATON CORP PLCETN1,539$510,7040.22%
90VALERO ENERGY CORPVLO4,120$505,0290.22%
91SERVICENOW INCNOW471$499,3170.21%
92SPDR S&P 500 ETF TRSPY841$492,9230.21%
93LINDE PLCLIN1,176$492,3560.21%
94CARDINAL HEALTH INCCAH4,075$481,9500.21%
95UNION PAC CORPUNP2,113$481,8490.21%
96ISHARES TR4642875077,711$480,4410.21%
97ONEOK INC NEWOKE4,785$480,4140.21%
98TARGA RES CORPTRGP2,601$464,2790.20%
99KROGER COKR7,528$460,3170.20%
100SOUTHERN COSOMN5,523$454,6530.19%
101WISDOMTREE TRWT9,020$453,8640.19%
102RYDER SYS INCR2,840$445,4820.19%
103INTUITIVE SURGICAL INCISRG849$443,1440.19%
104FIDELITY COVINGTON TRUST3160928408,707$434,8180.19%
105PROGRESSIVE CORP7433151031,795$430,1000.18%
106FEDEX CORPFDX1,519$427,4580.18%
107CENCORA INCCOR1,896$425,8860.18%
108SYSCO CORPSYY5,467$418,0070.18%
109PALO ALTO NETWORKS INCPANW2,272$413,4130.18%
110CONSTELLATION ENERGY CORPCEG1,844$412,5210.18%
111TREX CO INCTREX5,956$411,1430.18%
112SPDR SER TR78464A8214,650$404,0390.17%
113FISERV INCFISV1,950$400,5690.17%
114PACER FDS TR69374H8816,975$393,9480.17%
115INVESCO EXCH TRADED FD TR IIIVZ5,624$393,6900.17%
116FIDELITY COVINGTON TRUST3160926005,952$388,9640.17%
117ELEVANCE HEALTH INCELV1,053$388,5150.17%
118ABBOTT LABSABLZF3,427$387,6060.17%
119WELLS FARGO CO NEW9497461015,472$384,3770.16%
120NEXTERA ENERGY INCNEE-PW5,352$383,6850.16%
121ADVANCED MICRO DEVICES INCAMD3,157$381,3340.16%
122NUVEEN NEW JERSEY QULT MUN FNU31,095$378,4260.16%
123BEST BUY INCBBY4,350$373,2300.16%
124COCA COLA COKO5,944$370,0560.16%
125MARATHON PETE CORPMARA2,650$369,6750.16%
126VANGUARD BD INDEX FDS92203C3037,450$369,6690.16%
127REDFIN CORP75737F10846,900$369,1030.16%
128TESLA INCTSLA912$368,3020.16%
129BERKSHIRE HATHAWAY INC DELBRK-A799$362,1710.15%
130ISHARES TR46432F8345,452$360,6190.15%
131TARGET CORPTGT2,665$360,2550.15%
132INTUITINTU567$356,3600.15%
133ENTERPRISE PRODS PARTNERS L29379210711,355$356,0790.15%
134ISHARES TR46432F3391,993$354,9280.15%
135TRANE TECHNOLOGIES PLCTT954$352,3600.15%
136VANGUARD SCOTTSDALE FDS92206C8134,650$347,7270.15%
137ACCENTURE PLC IRELANDACN981$345,1060.15%
138WISDOMTREE TRWT6,607$336,7740.14%
139ANSYS INC03662Q105998$336,6550.14%
140META PLATFORMS INCMETA574$335,8740.14%
141ISHARES TR4642876891,000$334,2500.14%
142BOOKING HOLDINGS INCBKNG67$332,8840.14%
143GE VERNOVA INCGEV1,006$330,9040.14%
144FIRST TR EXCHANGE-TRADED FD33739Q2006,659$324,1060.14%
145LAS VEGAS SANDS CORPLVS6,268$321,9380.14%
146CHENIERE ENERGY INCLNG1,476$317,1280.14%
147TORONTO DOMINION BK ONTTORO5,920$315,2010.13%
148VEEVA SYS INCVEEV1,499$315,1650.13%
149SKECHERS U S A INC8305661054,645$312,3300.13%
150VANGUARD SPECIALIZED FUNDS9219088441,568$306,9940.13%
151ISHARES TR4642882084,022$306,2750.13%
152CHIPOTLE MEXICAN GRILL INCCMG5,058$304,9970.13%
153UNITED PARCEL SERVICE INCUPS2,395$301,9610.13%
154PPL CORPPPLC9,215$299,1290.13%
155VERTIV HOLDINGS COVRT2,582$293,3410.13%
156NUVEEN QUALITY MUNCP INCOMENU25,026$291,8000.12%
157FIRST TR EXCHANGE-TRADED FD33733E1043,253$285,6780.12%
158HANOVER INS GROUP INC4108671051,817$281,0170.12%
159BRISTOL-MYERS SQUIBB COCELG-RI4,963$280,7290.12%
160TKO GROUP HOLDINGS INCTKO1,948$276,8300.12%
161KKR & CO INCKKRT1,863$275,5560.12%
162HONEYWELL INTL INC4385161061,216$274,7950.12%
163VANGUARD ADMIRAL FDS INC9219327031,485$273,9970.12%
164OREILLY AUTOMOTIVE INC67103H107231$273,9200.12%
165PEPSICO INCPEP1,790$272,1380.12%
166EXELON CORPEXC7,222$271,8360.12%
167PNC FINL SVCS GROUP INC6934751051,390$268,0620.11%
168GOLDMAN SACHS ETF TRNVGLF5,225$267,8340.11%
169ISHARES SILVER TRSLV10,125$266,5800.11%
170MARSH & MCLENNAN COS INC5717481021,244$264,2380.11%
171INSULET CORPPODD1,000$261,0700.11%
172WASTE MGMT INC DEL94106L1091,291$260,5110.11%
173ISHARES TR4642878042,190$252,2950.11%
174EOG RES INCEOG2,058$252,2780.11%
175ANALOG DEVICES INCADI1,187$252,1900.11%
176APPLIED MATLS INC0382221051,534$249,4740.11%
177REALTY INCOME CORPO4,630$247,2880.11%
178ON SEMICONDUCTOR CORPON3,902$246,0210.11%
179AMERICAN TOWER CORP NEW03027X1001,331$244,0580.10%
180MORGAN STANLEYMS-PQ1,894$238,0550.10%
181PARKER-HANNIFIN CORPPH368$234,0590.10%
182MCKESSON CORPMCK410$233,4430.10%
183MERCADOLIBRE INCMELI137$232,9600.10%
184COSTAR GROUP INCCSGP3,239$231,8800.10%
185CHUBB LIMITEDCB825$227,9480.10%
186FIRST TR EXCHANGE-TRADED FD33738D60610,925$227,6730.10%
187GENERAL MLS INC3703341043,500$223,1950.10%
188AMGEN INCAMGN847$220,7620.09%
189ISHARES TR4642886792,000$220,2200.09%
190PACER FDS TR69374H3606,800$217,8720.09%
191INVESCO EXCHANGE TRADED FD TIVZ3,227$216,3130.09%
192FIRST TR EXCHANGE TRADED FD33734X1761,453$215,8430.09%
193ISHARES TR46435U7134,575$211,7770.09%
194L3HARRIS TECHNOLOGIES INCLHX987$207,6020.09%
195BRIDGEBIO PHARMA INCBBIO7,545$207,0350.09%
196ISHARES TR4642886876,583$206,9700.09%
197VIKING HOLDINGS LTDVIK4,680$206,2010.09%
198PRICE T ROWE GROUP INCTROW1,770$200,1690.09%
199ARBUTUS BIOPHARMA CORPABUS61,020$199,5350.09%
200BLACKROCK ENHANCED EQUITY DIBLK21,892$181,2660.08%
201NUVEEN AMT FREE MUN CR INC FNU14,354$175,9750.08%
202FORD MTR CO34537086015,796$156,3780.07%
203WARNER BROS DISCOVERY INCWBD13,516$142,8590.06%
204NUVEEN AMT FREE QLTY MUN INCNU11,950$134,7960.06%
205NUVEEN MUN VALUE FD INCNU14,736$126,5820.05%
206QUANTUM SI INCQSIAW35,050$94,6350.04%
207SANGAMO THERAPEUTICS INCSGMO72,800$74,2560.03%
208NAVITAS SEMICONDUCTOR CORPNVTS17,950$64,0820.03%
209TILRAY BRANDS INCTLRY30,835$41,0110.02%
210WESTERN COPPER & GOLD CORPWRN36,600$38,4300.02%