Long-term investor
Wealth Management Associates, Inc. @wealthmanagementassociat
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002067339).
Record
- Tracked since 2025-06-30 (434 days), 185 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months +6.8% · 1 year +15.3% · all +15.3%
- Max drawdown -1.8% · Sharpe 1.03 · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 12.5% · long · since 2025-06-30
- IVV · 3.9% · long · since 2025-06-30
- TLT · 3.5% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- VTI · 2.9% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- DVY · 2.6% · long · since 2025-06-30
- GOOGL · 2.3% · long · since 2025-06-30
- VYM · 2.0% · long · since 2025-06-30
- TDIV · 1.8% · long · since 2025-06-30
- ITOT · 1.8% · long · since 2025-06-30
- IDV · 1.7% · long · since 2025-06-30