Wealth Management Associates, Inc. Reduced Holdings in Q3 2025

Wealth Management Associates, Inc.

  • $282 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-9.6K
- 6.93%
$85.01 - $90.35 $816K - $867K
129K $11.5B
AXON
Axon Enterprise, Inc.

Industrials
-5
- 0.1%
$698.02 - $870.97 $3.49K - $4.35K
5.01K $3.59B
TTD
Trade Desk, Inc.

Technology
-5.72K
- 50.41%
$43.93 - $89.76 $251K - $513K
5.62K $275M
KMI
Kinder Morgan, Inc.

Energy
-4.64K
- 2.95%
$26.23 - $28.5 $122K - $132K
153K $4.33B
CAH
Cardinal Health Inc

Healthcare
-1.28K
- 32.0%
$146.04 - $167.63 $187K - $215K
2.72K $427M
COP
Conocophillips

Energy
-2.8K
- 32.13%
$91.0 - $98.99 $255K - $277K
5.91K $559M
MCD
Mcdonalds Corp

Consumer Cyclical
-680
- 18.73%
$291.67 - $316.99 $198K - $216K
2.95K $896M
CMCSA
Comcast Corp

Communication Services
-287
- 1.07%
$31.41 - $36.33 $9.01K - $10.4K
26.5K $831M
WMT
Walmart Inc.

Consumer Defensive
-1.73K
- 12.43%
$94.4 - $104.27 $163K - $180K
12.2K $1.25B
CRWD
Crowd Strike Holdings, Inc.

Technology
-20
- 0.42%
$412.46 - $514.1 $8.25K - $10.3K
4.75K $2.33B
PG
Procter & Gamble CO

Consumer Defensive
-200
- 2.18%
$150.47 - $161.22 $30.1K - $32.2K
8.98K $1.38B
LLY
Eli Lilly & CO

Healthcare
-28
- 0.75%
$625.65 - $812.69 $17.5K - $22.8K
3.69K $2.81B
CEG
Constellation Energy Corp

Utilities
-243
- 11.46%
$298.82 - $354.89 $72.6K - $86.2K
1.88K $618M
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 1.51%
$915.95 - $994.57 $11K - $11.9K
782 $724M
NOW
Service Now, Inc.

Technology
-3
- 0.58%
$850.86 - $1044.69 $2.55K - $3.13K
517 $476M
DOCU
Docusign, Inc.

Technology
-25
- 0.26%
$67.14 - $85.01 $1.68K - $2.13K
9.73K $701M
CSCO
Cisco Systems, Inc.

Technology
-673
- 5.91%
$66.2 - $71.79 $44.6K - $48.3K
10.7K $733M
ADP
Automatic Data Processing Inc

Industrials
-84
- 4.64%
$288.69 - $310.94 $24.2K - $26.1K
1.73K $507M
V
Visa Inc.

Financial Services
-4
- 0.12%
$332.09 - $358.86 $1.33K - $1.44K
3.26K $1.11B
TT
Trane Technologies PLC

Industrials
-56
- 5.88%
$398.96 - $472.54 $22.3K - $26.5K
896 $378M
DUK
Duke Energy Corp

Utilities
-499
- 7.66%
$116.31 - $125.93 $58K - $62.8K
6.01K $744M
WFC
Wells Fargo & Company

Financial Services
-518
- 9.36%
$77.05 - $85.16 $39.9K - $44.1K
5.01K $420M
PFE
Pfizer Inc

Healthcare
-2.93K
- 5.24%
$23.29 - $25.88 $68.1K - $75.7K
52.9K $1.35B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-9
- 0.16%
$72.01 - $74.44 $648 - $670
5.77K $424M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-7
- 0.22%
$70.77 - $73.59 $495 - $515
3.22K $236M
EXC
Exelon Corp

Utilities
-40
- 0.63%
$42.73 - $45.54 $1.71K - $1.82K
6.28K $283M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-73
- 1.23%
$61.56 - $66.95 $4.49K - $4.89K
5.87K $392M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2
- 0.25%
$459.11 - $506.91 $918 - $1.01K
796 $400M
TD
Toronto Dominion Bank

Financial Services
-233
- 4.27%
$72.55 - $79.95 $16.9K - $18.6K
5.23K $418M
LMT
Lockheed Martin Corp

Industrials
-10
- 1.51%
$410.74 - $499.21 $4.11K - $4.99K
653 $326M
QCOM
Qualcomm Inc

Technology
-3
- 0.11%
$145.84 - $173.55 $438 - $521
2.82K $469M
XLK
Technology Sector Spdr

ETFs
-2
- 0.25%
$250.97 - $282.66 $502 - $565
809 $228M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-25
- 0.33%
$62.09 - $66.51 $1.55K - $1.66K
7.64K $498M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7
- 0.33%
$182.33 - $194.5 $1.28K - $1.36K
2.14K $416M
VFH
Vanguard Financial ETF

ETFs
-28
- 0.29%
$125.23 - $132.78 $3.51K - $3.72K
9.72K $1.28B
SCCO
Southern Copper Corp

Basic Materials
-12
- 0.58%
$90.54 - $121.36 $1.09K - $1.46K
2.06K $250M
SPY
Spdr S&P 500 ETF Trust

ETFs
-15
- 1.42%
$617.65 - $666.84 $9.26K - $10K
1.05K $696M
HD
Home Depot, Inc.

Consumer Cyclical
-121
- 5.11%
$357.4 - $423.42 $43.2K - $51.2K
2.25K $910M
TSLA
Tesla, Inc.

Consumer Cyclical
-266
- 18.93%
$293.94 - $444.72 $78.2K - $118K
1.14K $507M
XOM
Exxon Mobil Corp

Energy
-509
- 1.94%
$105.83 - $117.22 $53.9K - $59.7K
25.7K $2.9B
ILCB
Ishares Morningstar U.S. Equit

ETFs
-82
- 0.65%
$85.66 - $92.67 $7.02K - $7.6K
12.5K $1.16B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-94
- 0.82%
$110.74 - $122.12 $10.4K - $11.5K
11.4K $1.38B
GE
General Electric CO

Industrials
-530
- 9.15%
$244.75 - $305.63 $130K - $162K
5.26K $1.58B
CAT
Caterpillar Inc

Industrials
-16
- 1.19%
$390.92 - $477.15 $6.25K - $7.63K
1.32K $632M
BAC
Bank Of America Corp

Financial Services
-392
- 1.13%
$44.92 - $52.42 $17.6K - $20.5K
34.2K $1.76B
JPM
Jpmorgan Chase & CO

Financial Services
-40
- 0.46%
$282.78 - $316.06 $11.3K - $12.6K
8.7K $2.74B
IDV
Ishares Tr

ETFs
-1.29K
- 0.87%
$34.54 - $37.28 $44.7K - $48.2K
147K $5.38B
VGT
Vanguard Information Technolog

ETFs
-5
- 0.15%
$656.44 - $753.15 $3.28K - $3.77K
3.23K $2.41B
PHYS
Sprott Physical Gold Trust

Financial Services
-541
- 0.67%
$25.02 - $29.62 $13.5K - $16K
80.1K $2.37B
Activity Summary
Buys All Purchases 116 New Holdings 23 Increased Positions 93 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Management Associates, Inc. Portfolio

Follow Wealth Management Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email