Wealth Management Associates, Inc. Incresed Positions 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
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
SRLN
Ssga Active Trust

ETFs
10.5K
+ 16.74%
$41.02 - $41.99 $431K - $441K
73.3K $3.02B
XOM
Exxon Mobil Corp

Energy
691
+ 2.68%
$105.44 - $118.93 $72.9K - $82.2K
26.5K $3.15B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.16K
+ 11.06%
$95.85 - $99.25 $303K - $313K
31.7K $3.14B
PHYS
Sprott Physical Gold Trust

Financial Services
10
+ 0.01%
$20.25 - $24.06 $203 - $241
78.2K $1.88B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.44K
+ 8.06%
$73.78 - $76.59 $180K - $187K
32.7K $2.5B
HDV
Ishares Core High Dividend ETF

ETFs
417
+ 2.06%
$110.86 - $121.12 $46.2K - $50.5K
20.7K $2.5B
ABBV
Abb Vie Inc.

Healthcare
6
+ 0.09%
$169.2 - $216.66 $1.02K - $1.3K
7.02K $1.47B
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
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
IVV
Ishares Core S&P 500 ETF

ETFs
944
+ 5.28%
$554.06 - $615.85 $523K - $581K
18.8K $10.6B
KR
Kroger CO

Consumer Defensive
1
+ 0.01%
$58.36 - $67.72 $58.4 - $67.7
7.53K $510M
AMT
American Tower Corp

Real Estate
2
+ 0.15%
$173.46 - $217.6 $347 - $435
1.33K $290M
IXC
Ishares Tr Global Energy ETF

ETFs
535
+ 3.84%
$38.48 - $42.16 $20.6K - $22.6K
14.5K $608M
VFH
Vanguard Financial ETF

ETFs
205
+ 2.15%
$114.07 - $127.34 $23.4K - $26.1K
9.72K $1.16B
CSGP
Costar Group, Inc.

Real Estate
308
+ 9.51%
$69.29 - $80.37 $21.3K - $24.8K
3.55K $281M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
127
+ 10.35%
$507.05 - $563.67 $64.4K - $71.6K
1.35K $696M
PPL
Ppl Corp

Utilities
4
+ 0.04%
$31.68 - $36.11 $127 - $144
9.22K $333M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
521
+ 3.54%
$59.78 - $60.03 $31.1K - $31.3K
15.2K $911M
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.14%
$209.32 - $253.66 $419 - $507
1.48K $342M
O
Realty Income Corp

Real Estate
60
+ 1.3%
$51.67 - $58.49 $3.1K - $3.51K
4.69K $272M
PG
Procter & Gamble CO

Consumer Defensive
253
+ 2.74%
$158.56 - $176.26 $40.1K - $44.6K
9.49K $1.62B
WFC
Wells Fargo & Company

Financial Services
60
+ 1.1%
$66.78 - $81.42 $4.01K - $4.89K
5.53K $397M
WRN
Western Copper & Gold Corp

Basic Materials
7.8K
+ 21.31%
$0.99 - $1.21 $7.72K - $9.44K
44.4K $50.4M
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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