Wealth Management Associates, Inc. Purchases in Q1 2025

Wealth Management Associates, Inc.

  • $233 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
1.74K
+ 0.78%
$21.56 - $28.28 $37.5K - $49.2K
226K $6.39B
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.18K
+ 6.35%
$85.29 - $92.57 $697K - $757K
137K $12.5B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
47.9K
New
$23.9 - $24.43 $1.15M - $1.17M
47.9K $1.15B
GLD
Spdr Gold Trust

ETFs
638
+ 4.47%
$243.19 - $288.14 $155K - $184K
14.9K $4.3B
IDV
Ishares Tr

ETFs
1.16K
+ 0.83%
$27.0 - $31.7 $31.4K - $36.9K
141K $4.39B
PLTR
Palantir Technologies Inc.

Technology
682
+ 1.4%
$64.98 - $124.62 $44.3K - $85K
49.2K $4.16B
POWL
Powell Industries Inc

Industrials
2.47K
New
$155.56 - $311.38 $384K - $768K
2.47K $420M
SRLN
Ssga Active Trust

ETFs
10.5K
+ 16.74%
$41.02 - $41.99 $431K - $441K
73.3K $3.02B
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.98K
New
$65.15 - $91.81 $390K - $549K
5.98K $390M
XOM
Exxon Mobil Corp

Energy
691
+ 2.68%
$105.44 - $118.93 $72.9K - $82.2K
26.5K $3.15B
SYF
Synchrony Financial

Financial Services
6.19K
New
$51.9 - $70.63 $321K - $437K
6.19K $328M
Arista Networks Inc
4.2K
New
N/A
4.2K $325M
PHYS
Sprott Physical Gold Trust

Financial Services
10
+ 0.01%
$20.25 - $24.06 $203 - $241
78.2K $1.88B
ARGX
Argenx Se

Healthcare
453
New
$571.0 - $671.75 $259K - $304K
453 $268M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.44K
+ 8.06%
$73.78 - $76.59 $180K - $187K
32.7K $2.5B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.27K
New
$67.08 - $76.14 $219K - $249K
3.27K $241M
VKTX
Viking Therapeutics, Inc.

Healthcare
9.98K
New
$24.15 - $42.89 $241K - $428K
9.98K $241M
DVY
Ishares Tr

ETFs
554
+ 1.0%
$128.58 - $138.1 $71.2K - $76.5K
55.9K $7.5B
XLE
Energy Sector Spdr

ETFs
2.49K
New
$85.7 - $93.96 $213K - $234K
2.49K $232M
MO
Altria Group, Inc.

Consumer Defensive
3.83K
New
$50.81 - $60.02 $195K - $230K
3.83K $230M
HDV
Ishares Core High Dividend ETF

ETFs
417
+ 2.06%
$110.86 - $121.12 $46.2K - $50.5K
20.7K $2.5B
RTX
Raytheon Technologies Corp

Industrials
1.73K
New
$114.1 - $135.66 $197K - $234K
1.73K $229M
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.09%
$169.2 - $216.66 $1.02K - $1.3K
7.02K $1.47B
BK
Bank Of New York Mellon Corp

Financial Services
2.5K
New
$75.42 - $88.95 $188K - $222K
2.5K $210M
OUNZ
Van Eck Merk Gold Trust

ETFs
6.76K
New
$25.41 - $30.14 $172K - $204K
6.76K $204M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.08%
$725.72 - $929.72 $2.18K - $2.79K
3.69K $3.05B
CEG
Constellation Energy Corp

Utilities
176
+ 9.54%
$201.63 - $347.44 $35.5K - $61.1K
2.02K $407M
GE
General Electric CO

Industrials
110
+ 2.32%
$168.59 - $212.13 $18.5K - $23.3K
4.86K $972M
CSCO
Cisco Systems, Inc.

Technology
3
+ 0.03%
$58.74 - $64.87 $176 - $195
11.6K $713M
IBM
International Business Machines Corp

Technology
26
+ 0.51%
$217.4 - $264.74 $5.65K - $6.88K
5.09K $1.27B
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
10.8K
New
$13.59 - $14.05 $147K - $152K
10.8K $149M
V
Visa Inc.

Financial Services
109
+ 3.72%
$306.92 - $362.71 $33.5K - $39.5K
3.04K $1.07B
ABUS
Arbutus Biopharma Corp

Healthcare
35.4K
+ 58.01%
$3.06 - $3.59 $108K - $127K
96.4K $337M
Ishares Bitcoin Trust ETF
5.95K
+ 22.64%
N/A
32.2K $1.51B
MELI
Mercadolibre Inc

Consumer Cyclical
39
+ 28.47%
$1739.0 - $2260.0 $67.8K - $88.1K
176 $343M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
1.44K
+ 19.02%
$28.12 - $37.59 $40.4K - $53.9K
8.98K $310M
IDU
Ishares Tr U S Utils ETF

ETFs
614
+ 9.84%
$95.33 - $102.77 $58.5K - $63.1K
6.85K $695M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.63K
+ 7.23%
$43.76 - $45.31 $71.2K - $73.8K
24.1K $1.09B
PGR
Progressive Corp

Financial Services
13
+ 0.72%
$235.61 - $291.22 $3.06K - $3.79K
1.81K $512M
CRWD
Crowd Strike Holdings, Inc.

Technology
98
+ 2.24%
$308.86 - $455.36 $30.3K - $44.6K
4.47K $1.58B
SGMO
Sangamo Therapeutics, Inc

Healthcare
156K
+ 213.74%
$0.66 - $1.37 $103K - $213K
228K $150M
RDFN
Redfin Corp

Real Estate
1.25K
+ 2.67%
$5.82 - $11.39 $7.28K - $14.2K
48.2K $443M
PFE
Pfizer Inc

Healthcare
5.05K
+ 10.17%
$25.01 - $27.13 $126K - $137K
54.7K $1.39B
IYF
Ishares Tr

ETFs
468
+ 7.44%
$107.69 - $119.37 $50.4K - $55.9K
6.76K $762M
OKE
Oneok Inc

Energy
275
+ 5.75%
$89.57 - $109.85 $24.6K - $30.2K
5.06K $502M
SPY
Spdr S&P 500 ETF Trust

ETFs
157
+ 18.67%
$551.42 - $612.93 $86.6K - $96.2K
998 $558M
CB
Chubb LTD

Financial Services
157
+ 19.03%
$257.71 - $301.99 $40.5K - $47.4K
982 $297M
WM
Waste Management Inc

Industrials
72
+ 5.58%
$200.54 - $233.78 $14.4K - $16.8K
1.36K $316M
VHT
Vanguard Health Care ETF

ETFs
113
+ 5.28%
$254.06 - $273.83 $28.7K - $30.9K
2.26K $597M
Activity Summary
Buys All Purchases 97 New Holdings 14 Increased Positions 83 Sells All Sells 81 Reductions 68 Sold out 13 Options Calls 0 Puts 0
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