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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 0001214659-25-008456

Total Value
$233.4M
Positions
212
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (212)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL65,929$14.6M6.28%
2ISHARES TR464287432136,892$12.5M5.34%
3ISHARES TR46428720018,826$10.6M4.53%
4MICROSOFT CORPMSFT21,061$7.9M3.39%
5ISHARES TR46428716855,881$7.5M3.22%
6VANGUARD INDEX FDS92290876927,126$7.5M3.19%
7AT&T INCT-PC226,046$6.4M2.74%
8NVIDIA CORPORATIONNVDA54,828$5.9M2.55%
9VANGUARD WHITEHALL FDS92194640643,048$5.6M2.38%
10FIRST TR EXCHANGE TRADED FD33738R11860,987$4.5M1.92%
11KINDER MORGAN INC DELEP-PC157,033$4.5M1.92%
12ISHARES TR46428715036,290$4.4M1.90%
13ISHARES TR464288448141,481$4.4M1.88%
14SPDR GOLD TRGLD14,908$4.3M1.84%
15PALANTIR TECHNOLOGIES INCPLTR49,249$4.2M1.78%
16EXXON MOBIL CORPXOM26,461$3.1M1.35%
17ISHARES TR46428722631,703$3.1M1.34%
18ELI LILLY & COLLY3,692$3.0M1.31%
19SSGA ACTIVE ETF TR78467V60873,306$3.0M1.29%
20AXON ENTERPRISE INCAXON5,022$2.6M1.13%
21ISHARES TR46429B66320,658$2.5M1.07%
22VANGUARD BD INDEX FDS92193781932,659$2.5M1.07%
23ALPHABET INCGOOG15,670$2.4M1.04%
24AMAZON COM INCAMZN12,639$2.4M1.03%
25PUBLIC SVC ENTERPRISE GRP IN74457310626,276$2.2M0.93%
26JPMORGAN CHASE & CO.VYLD8,165$2.0M0.86%
27VERIZON COMMUNICATIONS INCVZ42,268$1.9M0.82%
28SPROTT PHYSICAL GOLD TRSII78,163$1.9M0.81%
29VANGUARD WORLD FD92204A7023,236$1.8M0.75%
30BROADCOM INCAVGO10,317$1.7M0.74%
31JOHNSON & JOHNSONJNJ9,969$1.7M0.71%
32INVESCO QQQ TRIVZ3,511$1.6M0.71%
33ALPHABET INCGOOG10,365$1.6M0.69%
34PROCTER AND GAMBLE CO7427181099,489$1.6M0.69%
35CROWDSTRIKE HLDGS INCCRWD4,470$1.6M0.68%
36FIDELITY COMWLTH TR31591280822,189$1.5M0.65%
37ISHARES BITCOIN TRUST ETFIBIT32,207$1.5M0.65%
38ABBVIE INCABBV7,019$1.5M0.63%
39BANK AMERICA CORP06050510434,700$1.4M0.62%
40PFIZER INCPFE54,720$1.4M0.59%
41INTERNATIONAL BUSINESS MACHSINTR5,088$1.3M0.54%
42WALMART INCWMT14,331$1.3M0.54%
43CHEVRON CORP NEWCVX7,332$1.2M0.53%
44VANGUARD WORLD FD92204A4059,724$1.2M0.50%
45ISHARES TR46429B69712,383$1.2M0.50%
46FRANKLIN TEMPLETON ETF TRFGDL47,925$1.2M0.49%
47MCDONALDS CORPMCD3,639$1.1M0.49%
48MASTERCARD INCORPORATEDMA2,049$1.1M0.48%
49ISHARES TR46435G21924,133$1.1M0.47%
50ISHARES GOLD TRIAU18,368$1.1M0.46%
51VISA INCV3,042$1.1M0.46%
52MERCK & CO INCMRK11,359$1.0M0.44%
53COMCAST CORP NEWCCZ26,748$987,0010.42%
54ISHARES TR46428712712,699$981,1270.42%
55GE AEROSPACE3696043014,857$972,1490.42%
56SOUNDHOUND AI INCSOUNW115,169$935,1720.40%
57FIRST TR EXCHANGE-TRADED FD33739Q40815,228$911,2360.39%
58HOME DEPOT INCHD2,367$867,2990.37%
59DUKE ENERGY CORP NEWDUKB6,712$818,6630.35%
60DOCUSIGN INCDOCU9,810$798,5340.34%
61INVESCO EXCHANGE TRADED FD TIVZ22,933$784,2980.34%
62ISHARES TR4642877886,755$762,2640.33%
63COSTCO WHSL CORP NEW22160K105794$750,5510.32%
64CISCO SYS INCCSCO11,561$713,4020.31%
65ISHARES TR46434V62111,532$712,4760.31%
66VANGUARD INDEX FDS9229083631,354$695,8340.30%
67ISHARES TR4642876976,851$694,7950.30%
68UNITEDHEALTH GROUP INCUNH1,302$681,9240.29%
69LINKBANCORP INCLNKB99,044$671,5180.29%
70THE TRADE DESK INC88339J10512,057$659,7590.28%
71ADOBE INCADBE1,666$638,9610.27%
72CONOCOPHILLIPSCOP6,048$635,2030.27%
73TEXAS INSTRS INC8825081043,503$629,5380.27%
74TJX COS INC NEW8725401094,998$608,7560.26%
75ISHARES TR46428734114,460$608,3320.26%
76WISDOMTREE TRWT7,582$605,4930.26%
77VANGUARD WORLD FD92204A5042,255$596,9890.26%
78ROCKET COS INC77311W10147,960$578,8770.25%
79CARDINAL HEALTH INCCAH4,075$561,4130.24%
80SPDR S&P 500 ETF TRSPY998$558,2990.24%
81AUTOMATIC DATA PROCESSING INADP1,811$553,3150.24%
82VALERO ENERGY CORPVLO4,120$544,0840.23%
83APPLIED DIGITAL CORPAPLD95,660$537,6090.23%
84CENCORA INCCOR1,896$527,1590.23%
85TARGA RES CORPTRGP2,601$521,4220.22%
86WILLIAMS COS INC9694571008,621$515,2090.22%
87INVESCO EXCHANGE TRADED FD TIVZ2,956$512,0590.22%
88PROGRESSIVE CORP7433151031,808$511,6820.22%
89KROGER COKR7,529$509,6200.22%
90ONEOK INC NEWOKE5,060$502,0530.22%
91LOWES COS INC5486611072,150$501,3780.21%
92QUALCOMM INCQCOM3,262$501,0150.21%
93UNION PAC CORPUNP2,113$499,1750.21%
94CITIGROUP INCC-PR6,952$493,5110.21%
95EATON CORP PLCETN1,784$484,8810.21%
96DISNEY WALT CO2546871064,895$483,0910.21%
97WISDOMTREE TRWT9,230$464,5520.20%
98ELEVANCE HEALTH INCELV1,053$458,0870.20%
99ABBOTT LABSABLZF3,427$454,6480.19%
100ISHARES TR4642875077,661$446,9900.19%
101REDFIN CORP75737F10848,150$443,4620.19%
102FIDELITY COVINGTON TRUST3160928408,937$443,2540.19%
103SOUTHERN COSOMN4,793$440,7160.19%
104FISERV INCFISV1,950$430,6190.18%
105COCA COLA COKO5,944$425,6890.18%
106BERKSHIRE HATHAWAY INC DELBRK-A798$424,9990.18%
107CATERPILLAR INCCAT1,287$424,4620.18%
108FEDEX CORPFDX1,725$420,5020.18%
109POWELL INDS INC7391281062,466$420,0340.18%
110INTUITIVE SURGICAL INCISRG848$419,9890.18%
111SYSCO CORPSYY5,467$410,2440.18%
112RYDER SYS INCR2,840$408,4200.18%
113INVESCO EXCH TRADED FD TR IIIVZ5,465$408,3140.17%
114CONSTELLATION ENERGY CORPCEG2,020$407,3280.17%
115FIDELITY COVINGTON TRUST3160926005,939$405,7750.17%
116WELLS FARGO CO NEW9497461015,532$397,1660.17%
117PAYPAL HLDGS INCPYPL5,980$390,1950.17%
118ENTERPRISE PRODS PARTNERS L29379210711,355$387,6440.17%
119PALO ALTO NETWORKS INCPANW2,270$387,3530.17%
120SYNOPSYS INCSNPS897$384,6780.16%
121ISHARES TR46432F8345,452$380,6290.16%
122NEXTERA ENERGY INCNEE-PW5,352$379,4030.16%
123VANGUARD BD INDEX FDS92203C3037,450$371,4200.16%
124ISHARES TR46432F3392,145$366,5860.16%
125SPDR SER TR78464A8214,550$361,5430.15%
126SERVICENOW INCNOW445$354,2820.15%
127VANGUARD SCOTTSDALE FDS92206C8134,650$352,9820.15%
128PACER FDS TR69374H8816,430$352,1170.15%
129TARGET CORPTGT3,330$347,5190.15%
130INTUITINTU562$345,0620.15%
131MERCADOLIBRE INCMELI176$343,3530.15%
132CHENIERE ENERGY INCLNG1,478$341,9740.15%
133ARBUTUS BIOPHARMA CORPABUS96,420$336,5060.14%
134TESLA INCTSLA1,297$336,1310.14%
135PPL CORPPPLC9,219$332,9100.14%
136NUVEEN NEW JERSEY QULT MUN FNU28,273$332,7720.14%
137OREILLY AUTOMOTIVE INC67103H107231$330,9260.14%
138FIRST TR EXCHANGE-TRADED FD33739Q2006,668$327,8110.14%
139SYNCHRONY FINANCIALSYF-PB6,190$327,6990.14%
140WISDOMTREE TRWT6,588$326,2170.14%
141TORONTO DOMINION BK ONTTORO5,437$325,8910.14%
142ARISTA NETWORKS INCANET4,200$325,4160.14%
143TRANE TECHNOLOGIES PLCTT952$320,7480.14%
144BEST BUY INCBBY4,350$320,2040.14%
145ISHARES TR4642876891,000$317,6400.14%
146HANOVER INS GROUP INC4108671051,817$316,0670.14%
147ANSYS INC03662Q105998$315,9270.14%
148WASTE MGMT INC DEL94106L1091,363$315,5480.14%
149META PLATFORMS INCMETA546$314,4950.13%
150ISHARES SILVER TRSLV10,125$313,7610.13%
151EXELON CORPEXC6,773$312,1000.13%
152GE VERNOVA INCGEV1,017$310,4780.13%
153BRIDGEBIO PHARMA INCBBIO8,980$310,4390.13%
154ACCENTURE PLC IRELANDACN981$306,1110.13%
155VANGUARD SPECIALIZED FUNDS9219088441,568$304,1580.13%
156MARSH & MCLENNAN COS INC5717481021,244$303,5730.13%
157BRISTOL-MYERS SQUIBB COCELG-RI4,920$300,0490.13%
158BOOKING HOLDINGS INCBKNG65$299,4490.13%
159CHUBB LIMITEDCB982$296,5540.13%
160TKO GROUP HOLDINGS INCTKO1,938$296,1460.13%
161SKECHERS U S A INC8305661055,165$293,2690.13%
162FIRST TR EXCHANGE-TRADED FD33733E1043,253$291,5990.12%
163AMERICAN TOWER CORP NEW03027X1001,333$290,0950.12%
164NUVEEN QUALITY MUNCP INCOMENU25,026$288,2970.12%
165ISHARES TR4642882083,822$283,1450.12%
166LOCKHEED MARTIN CORPLMT630$281,4270.12%
167COSTAR GROUP INCCSGP3,547$281,0290.12%
168MCKESSON CORPMCK410$275,7090.12%
169VANGUARD ADMIRAL FDS INC9219327031,485$273,5220.12%
170REALTY INCOME CORPO4,690$272,0670.12%
171PEPSICO INCPEP1,793$268,8480.12%
172ARGENX SEARGX453$268,1150.11%
173AMGEN INCAMGN847$264,0000.11%
174HONEYWELL INTL INC4385161061,217$257,7100.11%
175INSULET CORPPODD979$257,0950.11%
176CHIPOTLE MEXICAN GRILL INCCMG4,984$250,2470.11%
177PNC FINL SVCS GROUP INC6934751051,390$244,3200.10%
178LAS VEGAS SANDS CORPLVS6,304$243,5260.10%
179PHILIP MORRIS INTL INC7181721091,530$242,8520.10%
180VANGUARD WHITEHALL FDS9219467943,270$240,9660.10%
181VIKING THERAPEUTICS INCVKTX9,975$240,8960.10%
182ANALOG DEVICES INCADI1,187$239,3820.10%
183FIRST TR EXCHANGE-TRADED FD33738D60610,930$234,9920.10%
184SELECT SECTOR SPDR TR81369Y5062,486$232,3330.10%
185EOG RES INCEOG1,808$231,9050.10%
186KKR & CO INCKKRT2,001$231,3360.10%
187ALTRIA GROUP INCMO3,831$229,9560.10%
188TREX CO INCTREX3,956$229,8440.10%
189ISHARES TR4642878042,193$229,3550.10%
190RTX CORPORATIONRTX1,726$228,6650.10%
191PARKER-HANNIFIN CORPPH368$223,6890.10%
192APPLIED MATLS INC0382221051,534$222,6140.10%
193MORGAN STANLEYMS-PQ1,894$221,0010.09%
194ISHARES TR4642886792,000$220,9200.09%
195BANK NEW YORK MELLON CORP0640581002,498$209,5070.09%
196PACER FDS TR69374H3606,800$209,3720.09%
197GENERAL MLS INC3703341043,500$209,2650.09%
198INVESCO EXCHANGE TRADED FD TIVZ3,125$207,3010.09%
199L3HARRIS TECHNOLOGIES INCLHX987$206,6740.09%
200ISHARES TR46435U7134,575$206,1950.09%
201VANECK MERK GOLD ETFOUNZ6,755$203,5960.09%
202NUVEEN AMT FREE MUN CR INC FNU14,065$174,1230.07%
203BLACKROCK ENHANCED EQUITY DIBLK18,472$158,8590.07%
204NUVEEN AMT FREE QLTY MUN INCNU13,576$152,0470.07%
205SANGAMO THERAPEUTICS INCSGMO228,400$149,7850.06%
206FORD MTR CO34537086014,834$148,7850.06%
207NUVEEN AMT-FREE MUN VALUE FDNU10,827$148,7620.06%
208WARNER BROS DISCOVERY INCWBD13,329$143,0150.06%
209NUVEEN MUN VALUE FD INCNU14,736$129,2350.06%
210WESTERN COPPER & GOLD CORPWRN44,400$50,3940.02%
211QUANTUM SI INCQSIAW26,950$32,3400.01%
212TILRAY BRANDS INCTLRY28,835$18,9590.01%