Wealth Management Associates, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WM Wealth Management Associates, Inc. | Institutional Filer | ▲ 0.74% | $289.6M | 234 |
Current Portfolio Holdings
Showing all 234 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 60K | $15.3M | 5.29% |
| 2 | TLT | ISHARES TR | — | 146K | $12.7M | 4.37% |
| 3 | IVV | ISHARES TR | — | 19K | $12.3M | 4.25% |
| 4 | DVY | ISHARES TR | — | 60K | $9.1M | 3.14% |
| 5 | VTI | VANGUARD INDEX FDS | — | 28K | $8.9M | 3.08% |
| 6 | NVDA | NVIDIA Corporation | Technology | 50K | $8.6M | 2.99% |
| 7 | MSFT | Microsoft Corporation | Technology | 21K | $7.9M | 2.74% |
| 8 | PLTR | Palantir Technologies Inc. | Technology | 47K | $6.9M | 2.38% |
| 9 | GLD | SPDR GOLD TR | — | 16K | $6.8M | 2.36% |
| 10 | VYM | VANGUARD WHITEHALL FDS | — | 45K | $6.7M | 2.32% |
| 11 | IDV | ISHARES TR | — | 147K | $6.3M | 2.16% |
| 12 | ITOT | ISHARES TR | — | 39K | $5.5M | 1.90% |
| 13 | TDIV | FIRST TR EXCHANGE TRADED FD | — | 57K | $5.3M | 1.83% |
| 14 | KMI | Kinder Morgan, Inc. | Energy | 151K | $5.1M | 1.75% |
| 15 | GOOGL | Alphabet Inc. | Technology | 16K | $4.5M | 1.56% |
Showing 1 to 15 of 234 holdings