WEALTH MANAGEMENT STRATEGIES, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 18K | $4.84M |
 | SMA | 12K | $359.03K |
 | BN | 5K | $246.51K |
 | WPC | 4K | $244.13K |
 | PNC | 3K | $689.85K |
 | MDT | 3K | $315.08K |
 | BK | 3K | $299.56K |
 | MSFT | 3K | $1.22M |
 | IBM | 2K | $693.42K |
 | NVDA | 2K | $399.71K |
 | COHR | 2K | $346.81K |
 | LLY | 1K | $1.33M |
 | GOOG | 866 | $271.70K |
Apple Inc.
AAPL
Shares Held
18K
Value
$4.84M
Smartstop Self Storage REIT Inc
SMA
Shares Held
12K
Value
$359.03K
Brookfield Corporation
BN
Shares Held
5K
Value
$246.51K
W. P. Carey Inc.
WPC
Shares Held
4K
Value
$244.13K
The PNC Financial Services Group, Inc.
PNC
Shares Held
3K
Value
$689.85K
Medtronic plc
MDT
Shares Held
3K
Value
$315.08K
The Bank of New York Mellon Corporation
BK
Shares Held
3K
Value
$299.56K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.22M
International Business Machines Corporation
IBM
Shares Held
2K
Value
$693.42K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$399.71K
Coherent, Inc.
COHR
Shares Held
2K
Value
$346.81K
Eli Lilly and Company
LLY
Shares Held
1K
Value
$1.33M
Alphabet Inc.
GOOG
Shares Held
866
Value
$271.70K