WEALTH MANAGEMENT STRATEGIES, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 18K | $4.53M |
 | SMA | 10K | $296.96K |
 | PNC | 7K | $1.52M |
 | BN | 5K | $217.39K |
 | WPC | 4K | $261.24K |
 | MDT | 3K | $284.21K |
 | MSFT | 2K | $924.81K |
 | IBM | 2K | $571.23K |
 | NVDA | 2K | $373.78K |
 | COHR | 2K | $447.60K |
 | XOM | 1K | $222.43K |
 | LLY | 1K | $1.14M |
 | GOOG | 866 | $248.54K |
Apple Inc.
AAPL
Shares Held
18K
Value
$4.53M
Smartstop Self Storage REIT Inc
SMA
Shares Held
10K
Value
$296.96K
The PNC Financial Services Group, Inc.
PNC
Shares Held
7K
Value
$1.52M
Brookfield Corporation
BN
Shares Held
5K
Value
$217.39K
W. P. Carey Inc.
WPC
Shares Held
4K
Value
$261.24K
Medtronic plc
MDT
Shares Held
3K
Value
$284.21K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$924.81K
International Business Machines Corporation
IBM
Shares Held
2K
Value
$571.23K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$373.78K
Coherent, Inc.
COHR
Shares Held
2K
Value
$447.60K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$222.43K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$1.14M
Alphabet Inc.
GOOG
Shares Held
866
Value
$248.54K