Wealth Management Associates, Inc. Closed Holding Positions

Wealth Management Associates, Inc.

  • $282 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
KLAC
Kla Corp

Technology
Q3 2024 Filed on May 28, 2025
306
$696.17 - $892.35 $213K - $273K
INTC
Intel Corp

Technology
Q3 2024 Filed on May 28, 2025
10,990
$18.9 - $34.87 $208K - $383K
BEN
Franklin Resources Inc

Financial Services
Q4 2023 Filed on May 28, 2025
19,895
$22.24 - $30.18 $442K - $600K
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
DOW
Dow Inc.

Basic Materials
Q2 2023 Filed on May 28, 2025
4,395
$48.78 - $56.92 $214K - $250K
FDHY
Fidelity Covington Trust High

ETFs
Q2 2023 Filed on May 28, 2025
4,800
$45.97 - $47.32 $221K - $227K
PUBM
Pub Matic, Inc.

Technology
Q2 2023 Filed on May 28, 2025
10,825
$11.87 - $19.29 $128K - $209K
AVDX
Avid Xchange Holdings, Inc.

Technology
Q4 2023 Filed on May 28, 2025
11,850
$7.6 - $12.56 $90.1K - $149K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q3 2023 Filed on May 28, 2025
10,000
$27.56 - $28.96 $276K - $290K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2023 Filed on May 28, 2025
10,000
$31.4 - $32.25 $314K - $323K
BDX
Becton Dickinson & CO

Healthcare
Q4 2023 Filed on May 28, 2025
782
$232.24 - $267.23 $182K - $209K
ROVR
Rover Group, Inc.

Consumer Cyclical
Q4 2023 Filed on May 28, 2025
34,050
$6.0 - $10.96 $204K - $373K
CPB
Campbell Soup CO

Consumer Defensive
Q4 2024 Filed on May 28, 2025
6,370
$41.42 - $48.71 $264K - $310K
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q4 2024 Filed on May 28, 2025
6,740
$25.66 - $34.91 $173K - $235K
DXCM
Dexcom Inc

Healthcare
Q3 2024 Filed on May 28, 2025
2,173
$64.0 - $116.06 $139K - $252K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2024 Filed on May 28, 2025
3,480
$68.25 - $75.42 $238K - $262K
Advaxis Inc
Q1 2019 Filed on May 28, 2025
11,000
N/A
WY
Weyerhaeuser CO

Real Estate
Q2 2020 Filed on May 28, 2025
29,615
$15.34 - $24.64 $454K - $730K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2020 Filed on May 28, 2025
6,375
$22.51 - $42.68 $144K - $272K
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q2 2022 Filed on May 28, 2025
8,552
$18.13 - $34.7 $155K - $297K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q1 2020 Filed on May 28, 2025
6,618
$73.46 - $106.09 $486K - $702K
MILN
Global X Funds Global X Millen

ETFs
Q1 2020 Filed on May 28, 2025
13,425
$17.47 - $27.9 $235K - $375K
GH
Guardant Health, Inc.

Healthcare
Q2 2022 Filed on May 28, 2025
3,517
$28.82 - $77.35 $101K - $272K
ITA
Ishares Tr

ETFs
Q1 2020 Filed on May 28, 2025
1,579
$58.76 - $119.9 $92.8K - $189K
TSI
Tcw Strategic Income Fund Inc

Financial Services
Q4 2023 Filed on May 28, 2025
10,231
$4.48 - $4.85 $45.8K - $49.6K
ZNGA
Zynga Inc.

Communication Services
Q1 2022 Filed on May 28, 2025
11,434
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on May 28, 2025
3,261
$57.28 - $81.19 $187K - $265K
Alexion Pharmaceuticals Inc
Q4 2020 Filed on May 28, 2025
2,870
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on May 28, 2025
2,322
$222.0 - $317.14 $515K - $736K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2022 Filed on May 28, 2025
7,630
$67.89 - $93.49 $518K - $713K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2020 Filed on May 28, 2025
10,080
$16.84 - $23.42 $170K - $236K
EW
Edwards Lifesciences Corp

Healthcare
Q3 2023 Filed on May 28, 2025
2,438
$69.28 - $93.38 $169K - $228K
WPC
W. P. Carey Inc.

Real Estate
Q2 2020 Filed on May 28, 2025
3,599
$50.26 - $74.36 $181K - $268K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2020 Filed on May 28, 2025
6,400
$78.83 - $94.82 $505K - $607K
Alps ETF Tr
Q1 2020 Filed on May 28, 2025
20,089
N/A
AWK
American Water Works Company, Inc.

Utilities
Q1 2023 Filed on May 28, 2025
3,377
$133.65 - $161.43 $451K - $545K
General Electric CO
Q3 2021 Filed on May 28, 2025
22,584
N/A
GSK
Gsk PLC

Healthcare
Q3 2022 Filed on May 28, 2025
6,096
$16.13 - $44.61 $98.3K - $272K
HYG
Ishares Tr

ETFs
Q1 2022 Filed on May 28, 2025
2,896
$79.97 - $86.97 $232K - $252K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on May 28, 2025
16,367
$105.05 - $134.27 $1.72M - $2.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2020 Filed on May 28, 2025
3,361
$54.87 - $75.75 $184K - $255K
JLS
Nuveen Mortgage & Income Fund

Financial Services
Q3 2019 Filed on May 28, 2025
115,160
$22.94 - $23.27 $2.64M - $2.68M
Nuveen Mtg Oppty Term Fd 2
Q3 2019 Filed on May 28, 2025
30,859
N/A
FRBK
Republic First Bancorp Inc

Financial Services
Q3 2023 Filed on May 28, 2025
10,250
$0.16 - $1.03 $1.64K - $10.6K
XLF
Financial Sector Spdr

ETFs
Q3 2020 Filed on May 28, 2025
8,975
$22.68 - $25.49 $204K - $229K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q2 2020 Filed on May 28, 2025
18,700
$21.53 - $26.88 $403K - $503K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q1 2020 Filed on May 28, 2025
7,410
$21.02 - $39.9 $156K - $296K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2019 Filed on May 28, 2025
3,919
$52.26 - $54.6 $205K - $214K
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