Wealth Management Associates, Inc. Reduced Holdings in Q1 2025

Wealth Management Associates, Inc.

  • $233 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-380
- 0.57%
$209.68 - $247.1 $79.7K - $93.9K
65.9K $14.6B
AVGO
Broadcom Inc.

Technology
-573
- 5.26%
$167.43 - $244.7 $95.9K - $140K
10.3K $1.73B
AMZN
Amazon Com Inc

Consumer Cyclical
-100
- 0.78%
$190.26 - $242.06 $19K - $24.2K
12.6K $2.4B
TDIV
First Trust Nasdaq Technology

ETFs
-1.08K
- 1.74%
$73.39 - $83.95 $79.1K - $90.5K
61K $4.49B
QCOM
Qualcomm Inc

Technology
-2.16K
- 39.86%
$151.94 - $175.86 $328K - $380K
3.26K $501M
SNPS
Synopsys Inc

Technology
-491
- 35.37%
$428.58 - $551.54 $210K - $271K
897 $385M
ADBE
Adobe Inc.

Technology
-75
- 4.31%
$377.84 - $464.11 $28.3K - $34.8K
1.67K $639M
TREX
Trex CO Inc

Industrials
-2K
- 33.58%
$54.0 - $74.44 $108K - $149K
3.96K $230M
VGT
Vanguard Information Technolog

ETFs
-4
- 0.12%
$542.38 - $646.34 $2.17K - $2.59K
3.24K $1.76B
LMT
Lockheed Martin Corp

Industrials
-466
- 42.52%
$423.19 - $506.29 $197K - $236K
630 $281M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.21K
- 8.8%
N/A
22.9K $784M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11
- 0.31%
$468.34 - $539.52 $5.15K - $5.93K
3.51K $1.65B
NOW
Service Now, Inc.

Technology
-26
- 5.52%
$783.83 - $1170.39 $20.4K - $30.4K
445 $354M
MRK
Merck & Co., Inc.

Healthcare
-45
- 0.39%
$83.01 - $101.02 $3.74K - $4.55K
11.4K $1.02B
CAT
Caterpillar Inc

Industrials
-151
- 10.5%
$326.75 - $407.63 $49.3K - $61.6K
1.29K $424M
PEG
Public Service Enterprise Group Inc

Utilities
-301
- 1.13%
$78.2 - $90.39 $23.5K - $27.2K
26.3K $2.16B
BAC
Bank Of America Corp

Financial Services
-11
- 0.03%
$39.61 - $47.74 $436 - $525
34.7K $1.45B
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
-2.82K
- 9.08%
$11.69 - $12.32 $33K - $34.8K
28.3K $333M
HD
Home Depot, Inc.

Consumer Cyclical
-21
- 0.88%
$347.25 - $424.87 $7.29K - $8.92K
2.37K $867M
WMT
Walmart Inc.

Consumer Defensive
-256
- 1.75%
$84.5 - $105.05 $21.6K - $26.9K
14.3K $1.26B
ILCB
Ishares Morningstar U.S. Equit

ETFs
-109
- 0.85%
$76.17 - $85.05 $8.3K - $9.27K
12.7K $981M
TT
Trane Technologies PLC

Industrials
-2
- 0.21%
$332.0 - $400.86 $664 - $802
952 $321M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-100
- 2.15%
$77.91 - $92.26 $7.79K - $9.23K
4.55K $362M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-545
- 7.81%
$53.6 - $58.97 $29.2K - $32.1K
6.43K $352M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-74
- 1.46%
$47.79 - $59.89 $3.54K - $4.43K
4.98K $250M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-173
- 5.53%
$169.43 - $182.84 $29.3K - $31.6K
2.96K $512M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-50
- 0.65%
$57.21 - $65.8 $2.86K - $3.29K
7.66K $447M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 2.99%
$4295.4 - $5141.88 $8.59K - $10.3K
65 $299M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-3.42K
- 15.62%
$8.29 - $8.97 $28.4K - $30.7K
18.5K $159M
C
Citigroup Inc

Financial Services
-465
- 6.27%
$67.23 - $84.63 $31.3K - $39.4K
6.95K $494M
INTU
Intuit Inc

Technology
-5
- 0.88%
$555.63 - $630.23 $2.78K - $3.15K
562 $345M
PANW
Palo Alto Networks Inc

Technology
-2
- 0.09%
$167.82 - $208.28 $336 - $417
2.27K $387M
UNH
Unitedhealth Group Inc

Healthcare
-93
- 6.67%
$461.52 - $548.18 $42.9K - $51K
1.3K $682M
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.12%
$476.63 - $610.45 $477 - $610
848 $420M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-200
- 4.97%
$72.01 - $79.94 $14.4K - $16K
3.82K $283M
TLRY
Tilray Brands, Inc.

Healthcare
-2K
- 6.49%
$0.59 - $1.46 $1.18K - $2.92K
28.8K $19M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-630
- 1.44%
$126.11 - $135.06 $79.4K - $85.1K
43K $5.55B
META
Meta Platforms, Inc.

Communication Services
-28
- 4.88%
$576.36 - $736.67 $16.1K - $20.6K
546 $314M
EOG
Eog Resources Inc

Energy
-250
- 12.15%
$120.54 - $138.05 $30.1K - $34.5K
1.81K $232M
PM
Philip Morris International Inc.

Consumer Defensive
-1.26K
- 45.16%
$117.15 - $158.79 $148K - $200K
1.53K $243M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-289
- 2.01%
$12.18 - $12.91 $3.52K - $3.73K
14.1K $174M
SO
Southern CO

Utilities
-730
- 13.22%
$80.96 - $92.96 $59.1K - $67.9K
4.79K $441M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-19
- 0.29%
$48.02 - $53.02 $912 - $1.01K
6.59K $326M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-102
- 3.16%
$65.27 - $71.18 $6.66K - $7.26K
3.13K $207M
F
Ford Motor CO

Consumer Cyclical
-962
- 6.09%
$9.12 - $10.43 $8.77K - $10K
14.8K $149M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-187
- 1.38%
$9.47 - $11.46 $1.77K - $2.14K
13.3K $143M
QSI
Quantum Si Inc

Healthcare
-8.1K
- 23.11%
$1.14 - $4.29 $9.23K - $34.7K
27K $32.3M
TD
Toronto Dominion Bank

Financial Services
-483
- 8.16%
$53.12 - $61.15 $25.7K - $29.5K
5.44K $326M
KMI
Kinder Morgan, Inc.

Energy
-6.04K
- 3.71%
$26.1 - $31.22 $158K - $189K
157K $4.48B
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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