Wealth Management Associates, Inc. Closed Holding Positions

Wealth Management Associates, Inc.

  • $257 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2021 Filed on May 28, 2025
20,022
$50.96 - $55.14 $1.02M - $1.1M
MDT
Medtronic PLC

Healthcare
Q4 2023 Filed on May 28, 2025
2,767
$69.43 - $83.43 $192K - $231K
ETRN
Equitrans Midstream Corp

Energy
Q3 2022 Filed on May 28, 2025
34,685
$6.14 - $9.83 $213K - $341K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 28, 2025
643
$331.01 - $597.37 $213K - $384K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on May 28, 2025
1,181
$89.08 - $177.02 $105K - $209K
CROX
Crocs, Inc.

Consumer Cyclical
Q3 2022 Filed on May 28, 2025
5,378
$47.95 - $83.59 $258K - $450K
DE
Deere & CO

Industrials
Q1 2023 Filed on May 28, 2025
560
$385.5 - $439.61 $216K - $246K
IP
International Paper CO

Consumer Cyclical
Q1 2023 Filed on May 28, 2025
8,278
$34.06 - $41.82 $282K - $346K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on May 28, 2025
556
$30.35 - $72.73 $16.9K - $40.4K
GFI
Gold Fields LTD

Basic Materials
Q3 2022 Filed on May 28, 2025
15,995
$7.15 - $9.55 $114K - $153K
NOC
Northrop Grumman Corp

Industrials
Q1 2023 Filed on May 28, 2025
431
$437.65 - $540.28 $189K - $233K
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q3 2023 Filed on May 28, 2025
10,660
$18.77 - $21.4 $200K - $228K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2022 Filed on May 28, 2025
8,965
$48.11 - $50.34 $431K - $451K
VALE
Vale S.A.

Basic Materials
Q4 2022 Filed on May 28, 2025
12,785
$12.64 - $16.97 $162K - $217K
AZN
Astrazeneca PLC

Healthcare
Q4 2023 Filed on May 28, 2025
2,964
$61.89 - $69.28 $183K - $205K
CI
Cigna Corp

Healthcare
Q2 2023 Filed on May 28, 2025
792
$242.64 - $280.6 $192K - $222K
DFS
Discover Financial Services

Financial Services
Q4 2023 Filed on May 28, 2025
2,730
$80.49 - $112.57 $220K - $307K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2022 Filed on May 28, 2025
23,120
$8.33 - $16.96 $193K - $392K
ZEN
Zendesk, Inc.

Technology
Q3 2021 Filed on May 28, 2025
1,665
$115.3 - $150.84 $192K - $251K
GOLD
Barrick Gold Corp

Basic Materials
Q3 2022 Filed on May 28, 2025
11,545
$14.1 - $18.06 $163K - $209K
CHWY
Chewy, Inc.

Consumer Cyclical
Q2 2022 Filed on May 28, 2025
5,522
$23.31 - $45.82 $129K - $253K
HPQ
Hp Inc

Technology
Q2 2021 Filed on May 28, 2025
7,358
$28.64 - $35.57 $211K - $262K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2022 Filed on May 28, 2025
2,219
$140.99 - $168.41 $313K - $374K
RNG
Ring Central, Inc.

Technology
Q2 2022 Filed on May 28, 2025
2,552
$48.69 - $124.8 $124K - $318K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q3 2021 Filed on May 28, 2025
17,521
$44.45 - $48.73 $779K - $854K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
Q2 2022 Filed on May 28, 2025
30,100
$24.5 - $25.16 $737K - $757K
BE
Bloom Energy Corp

Industrials
Q3 2021 Filed on May 28, 2025
7,743
$18.54 - $26.62 $144K - $206K
CRH
Crh Public LTD CO

Basic Materials
Q4 2021 Filed on May 28, 2025
4,545
$46.01 - $53.02 $209K - $241K
ENPH
Enphase Energy, Inc.

Technology
Q3 2022 Filed on May 28, 2025
1,808
$189.47 - $320.62 $343K - $580K
FDN
First Tr Fd Dow Jones

ETFs
Q3 2021 Filed on May 28, 2025
837
$235.18 - $252.25 $197K - $211K
IVZ
Invesco Ltd.

Financial Services
Q3 2022 Filed on May 28, 2025
20,080
$13.7 - $19.07 $275K - $383K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2022 Filed on May 28, 2025
1,307
$151.25 - $169.21 $198K - $221K
IRL
New Ireland Fund Inc

Financial Services
Q1 2022 Filed on May 28, 2025
11,930
$8.7 - $11.55 $104K - $138K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2022 Filed on May 28, 2025
29,000
$30.11 - $30.51 $873K - $885K
NRIM
Northrim Bancorp Inc

Financial Services
Q1 2023 Filed on May 28, 2025
3,750
$45.16 - $54.85 $169K - $206K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2023 Filed on May 28, 2025
607
$431.41 - $532.94 $262K - $323K
Linde PLC
Q1 2025 Filed on May 28, 2025
1,176
N/A
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q4 2024 Filed on May 28, 2025
80,000
$0.76 - $10.86 $60.8K - $869K
MPC
Marathon Petroleum Corp

Energy
Q1 2025 Filed on May 28, 2025
2,650
$134.72 - $159.03 $357K - $421K
MSCI
Msci Inc.

Financial Services
Q3 2024 Filed on May 28, 2025
1,540
$479.31 - $584.91 $738K - $901K
NVTS
Navitas Semiconductor Corp

Technology
Q1 2025 Filed on May 28, 2025
17,950
$1.83 - $4.25 $32.8K - $76.3K
NKE
Nike, Inc.

Consumer Cyclical
Q3 2024 Filed on May 28, 2025
6,040
$71.09 - $89.44 $429K - $540K
ON
On Semiconductor Corp

Technology
Q1 2025 Filed on May 28, 2025
3,902
$40.69 - $64.51 $159K - $252K
PSX
Phillips 66

Energy
Q3 2024 Filed on May 28, 2025
1,561
$125.0 - $147.17 $195K - $230K
TROW
Price T Rowe Group Inc

Financial Services
Q1 2025 Filed on May 28, 2025
1,770
$91.57 - $116.93 $162K - $207K
PWR
Quanta Services, Inc.

Industrials
Q3 2024 Filed on May 28, 2025
1,241
$239.58 - $298.23 $297K - $370K
UPS
United Parcel Service Inc

Industrials
Q1 2025 Filed on May 28, 2025
2,395
$109.66 - $136.26 $263K - $326K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2024 Filed on May 28, 2025
2,669
$77.86 - $79.27 $208K - $212K
VEEV
Veeva Systems Inc

Healthcare
Q1 2025 Filed on May 28, 2025
1,499
$210.58 - $246.8 $316K - $370K
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