Wealth Management Associates, Inc. Incresed Positions in Q2 2025

Wealth Management Associates, Inc.

  • $257 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
375
+ 0.68%
$94.31 - $157.99 $35.4K - $59.2K
55.2K $8.72B
PLTR
Palantir Technologies Inc.

Technology
299
+ 0.61%
$74.01 - $144.25 $22.1K - $43.1K
49.5K $6.75B
IVV
Ishares Core S&P 500 ETF

ETFs
46
+ 0.24%
$498.8 - $620.9 $22.9K - $28.6K
18.9K $11.7B
AVGO
Broadcom Inc.

Technology
50
+ 0.48%
$146.29 - $275.65 $7.31K - $13.8K
10.4K $2.86B
VTI
Vanguard Total Stock Market Et

ETFs
1.12K
+ 4.13%
$243.75 - $303.93 $273K - $340K
28.2K $8.58B
CRWD
Crowd Strike Holdings, Inc.

Technology
297
+ 6.64%
$321.63 - $509.31 $95.5K - $151K
4.77K $2.43B
IDV
Ishares Tr

ETFs
7.08K
+ 5.0%
$27.79 - $34.84 $197K - $246K
149K $5.13B
ITOT
Ishares Core S&P Total U.S. St

ETFs
935
+ 2.58%
$108.12 - $135.04 $101K - $126K
37.2K $5.03B
JPM
Jpmorgan Chase & CO

Financial Services
572
+ 7.01%
$210.28 - $289.91 $120K - $166K
8.74K $2.53B
GE
General Electric CO

Industrials
934
+ 19.23%
$166.81 - $257.39 $156K - $240K
5.79K $1.49B
Ge Vernova Inc
233
+ 22.91%
N/A
1.25K $662M
GOOGL
Alphabet Inc.

Communication Services
48
+ 0.31%
$144.7 - $178.6 $6.95K - $8.57K
15.7K $2.77B
CEG
Constellation Energy Corp

Utilities
100
+ 4.95%
$170.96 - $322.76 $17.1K - $32.3K
2.12K $684M
IBM
International Business Machines Corp

Technology
11
+ 0.22%
$221.03 - $294.78 $2.43K - $3.24K
5.1K $1.5B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.0%
$114.78 - $133.31 $230 - $267
43.1K $5.74B
NOW
Service Now, Inc.

Technology
75
+ 16.85%
$721.65 - $1040.18 $54.1K - $78K
520 $535M
DIS
Walt Disney CO

Communication Services
409
+ 8.36%
$81.72 - $124.01 $33.4K - $50.7K
5.3K $658M
PHYS
Sprott Physical Gold Trust

Financial Services
2.43K
+ 3.11%
$22.82 - $26.29 $55.4K - $63.8K
80.6K $2.04B
ETN
Eaton Corp PLC

Industrials
1
+ 0.06%
$246.52 - $356.99 $247 - $357
1.79K $637M
DVY
Ishares Tr

ETFs
1.77K
+ 3.17%
$118.37 - $134.86 $210K - $239K
57.7K $7.66B
KMI
Kinder Morgan, Inc.

Energy
404
+ 0.26%
$25.21 - $29.4 $10.2K - $11.9K
157K $4.63B
COP
Conocophillips

Energy
2.67K
+ 44.08%
$82.66 - $106.1 $220K - $283K
8.71K $782M
SRLN
Ssga Active Trust

ETFs
2.54K
+ 3.47%
$39.47 - $41.59 $100K - $106K
75.9K $3.15B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.24K
+ 3.91%
$96.84 - $99.46 $120K - $123K
32.9K $3.27B
META
Meta Platforms, Inc.

Communication Services
44
+ 8.06%
$484.66 - $738.09 $21.3K - $32.5K
590 $435M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 9.23%
$4164.15 - $5789.24 $25K - $34.7K
71 $411M
TSLA
Tesla, Inc.

Consumer Cyclical
108
+ 8.33%
$221.86 - $362.89 $24K - $39.2K
1.41K $446M
RKT
Rocket Companies, Inc.

Financial Services
300
+ 0.63%
$11.11 - $15.4 $3.33K - $4.62K
48.3K $684M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.03K
+ 3.16%
$75.05 - $77.34 $77.5K - $79.8K
33.7K $2.61B
INTU
Intuit Inc

Technology
9
+ 1.6%
$544.07 - $787.63 $4.9K - $7.09K
571 $450M
SPY
Spdr S&P 500 ETF Trust

ETFs
62
+ 6.21%
$496.48 - $617.85 $30.8K - $38.3K
1.06K $655M
CAT
Caterpillar Inc

Industrials
53
+ 4.12%
$273.94 - $388.21 $14.5K - $20.6K
1.34K $520M
MO
Altria Group, Inc.

Consumer Defensive
1.71K
+ 44.61%
$55.56 - $60.91 $95K - $104K
5.54K $325M
V
Visa Inc.

Financial Services
224
+ 7.36%
$308.27 - $373.31 $69.1K - $83.6K
3.27K $1.16B
KKR
Kkr & Co. Inc.

Financial Services
432
+ 21.59%
$92.79 - $134.29 $40.1K - $58K
2.43K $324M
IYF
Ishares Tr

ETFs
196
+ 2.9%
$99.23 - $120.99 $19.4K - $23.7K
6.95K $841M
VFH
Vanguard Financial ETF

ETFs
20
+ 0.21%
$104.87 - $127.3 $2.1K - $2.55K
9.74K $1.24B
TD
Toronto Dominion Bank

Financial Services
24
+ 0.44%
$55.71 - $73.45 $1.34K - $1.76K
5.46K $401M
AMAT
Applied Materials Inc

Technology
84
+ 5.48%
$126.95 - $183.52 $10.7K - $15.4K
1.62K $296M
IDU
Ishares Tr U S Utils ETF

ETFs
418
+ 6.1%
$93.98 - $106.11 $39.3K - $44.4K
7.27K $760M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
619
+ 5.0%
$85.42 - $94.39 $52.9K - $58.4K
13K $1.22B
ABT
Abbott Laboratories

Healthcare
330
+ 9.63%
$123.95 - $138.08 $40.9K - $45.6K
3.76K $511M
MS
Morgan Stanley

Financial Services
1
+ 0.05%
$99.83 - $140.86 $99.8 - $141
1.9K $267M
Pacer Fds Tr
400
+ 5.88%
N/A
7.2K $253M
ADBE
Adobe Inc.

Technology
95
+ 5.7%
$340.0 - $420.68 $32.3K - $40K
1.76K $681M
IXUS
Ishares Tr

ETFs
8
+ 0.15%
$62.37 - $77.63 $499 - $621
5.46K $422M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
143
+ 1.89%
$71.28 - $83.74 $10.2K - $12K
7.73K $647M
HDV
Ishares Core High Dividend ETF

ETFs
1.05K
+ 5.08%
$108.41 - $120.51 $114K - $126K
21.7K $2.54B
LHX
L3 Harris Technologies, Inc.

Industrials
1
+ 0.1%
$200.21 - $256.99 $200 - $257
988 $248M
Activity Summary
Buys All Purchases 105 New Holdings 15 Increased Positions 90 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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