Holdings
Wealth Management Strategies, Inc.
As of Jun 30, 2026, Wealth Management Strategies, Inc. reported 14 positions worth US$13.1M. Largest: Apple Inc, Pnc Financial Services Group, Inc. (the) and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 17,851 | US$5.17M | +15 | Jun 30, 2026 |
| Pnc Financial Services Group, Inc. (the) | 7,324 | US$1.8M | +25 | Jun 30, 2026 |
| Eli Lilly And Company | 1,239 | US$1.49M | +2 | Jun 30, 2026 |
| Microsoft Corp. | 2,501 | US$933K | +3 | Jun 30, 2026 |
| Coherent Corp. | 1,813 | US$715K | −66 | Jun 30, 2026 |
| International Business Machines Corporation | 2,371 | US$667K | +14 | Jun 30, 2026 |
| Nvidia Corporation | 1,944 | US$389K | −199 | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 2,602 | US$376K | +10 | Jun 30, 2026 |
| Smartstop Self Storage Reit, Inc. | 9,807 | US$319K | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 798 | US$285K | −66 | Jun 30, 2026 |