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Home > Institutional Investor > Wealth Management Associates, Inc. > Profile

Instuitional Investor - Wealth Management Associates, Inc.

Fund Profile
Filing Period:
Fund Name: Wealth Management Associates, Inc.
Portfolio Value $256,950,297
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 64,552 $13,244,184 5.15%
2.
Ishares Trust
 IEF 138,561 $12,227,991 4.76%
3.
Ishares Trust
 IEF 18,872 $11,717,910 4.56%
4.
Microsoft Corp
 MSFT 20,938 $10,414,796 4.05%
5.
Nvidia Corp
 NVDA 55,203 $8,721,594 3.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)