Wealth Management Associates, Inc. Reduced Holdings in Q2 2025

Wealth Management Associates, Inc.

  • $257 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
-124K
- 54.76%
$26.33 - $28.94 $3.26M - $3.58M
102K $2.96B
AAPL
Apple Inc.

Technology
-1.38K
- 2.09%
$172.42 - $223.89 $237K - $308K
64.6K $13.2B
UNH
Unitedhealth Group Inc

Healthcare
-571
- 43.86%
$274.35 - $599.47 $157K - $342K
731 $228M
XOM
Exxon Mobil Corp

Energy
-273
- 1.03%
$99.93 - $119.04 $27.3K - $32.5K
26.2K $2.82B
ABBV
Abb Vie Inc.

Healthcare
-528
- 7.52%
$170.16 - $206.27 $89.8K - $109K
6.49K $1.2B
PG
Procter & Gamble CO

Consumer Defensive
-307
- 3.24%
$157.66 - $172.39 $48.4K - $52.9K
9.18K $1.46B
MRK
Merck & Co., Inc.

Healthcare
-95
- 0.84%
$73.47 - $87.12 $6.98K - $8.28K
11.3K $892M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-5.23K
- 10.91%
$23.13 - $24.23 $121K - $127K
42.7K $1.03B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-743
- 25.14%
$152.93 - $181.74 $114K - $135K
2.21K $402M
EPD
Enterprise Products Partners L.P.

Energy
-2.17K
- 19.11%
$28.95 - $34.22 $62.8K - $74.3K
9.19K $285M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-5.87K
- 25.59%
N/A
17.1K $696M
MCD
Mcdonalds Corp

Consumer Cyclical
-9
- 0.25%
$285.55 - $321.23 $2.57K - $2.89K
3.63K $1.06B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-1K
- 21.51%
$72.12 - $76.23 $72.1K - $76.2K
3.65K $277M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-162
- 13.02%
$212.1 - $244.27 $34.4K - $39.6K
1.08K $237M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-222
- 16.4%
$456.74 - $568.03 $101K - $126K
1.13K $643M
PODD
Insulet Corp

Healthcare
-326
- 33.3%
$238.57 - $327.47 $77.8K - $107K
653 $205M
QCOM
Qualcomm Inc

Technology
-439
- 13.46%
$124.66 - $159.48 $54.7K - $70K
2.82K $450M
DUK
Duke Energy Corp

Utilities
-200
- 2.98%
$112.46 - $124.05 $22.5K - $24.8K
6.51K $768M
VHT
Vanguard Health Care ETF

ETFs
-44
- 1.95%
$236.71 - $261.92 $10.4K - $11.5K
2.21K $549M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-898
- 13.97%
$47.46 - $55.3 $42.6K - $49.7K
5.53K $305M
KO
Coca Cola CO

Consumer Defensive
-573
- 9.64%
$68.37 - $73.9 $39.2K - $42.3K
5.37K $380M
DOCU
Docusign, Inc.

Technology
-55
- 0.56%
$70.35 - $93.84 $3.87K - $5.16K
9.76K $760M
EXC
Exelon Corp

Utilities
-450
- 6.64%
$42.2 - $47.37 $19K - $21.3K
6.32K $275M
PEP
Pepsico Inc

Consumer Defensive
-28
- 1.56%
$128.02 - $151.37 $3.58K - $4.24K
1.77K $233M
VLO
Valero Energy Corp

Energy
-295
- 7.16%
$104.69 - $141.77 $30.9K - $41.8K
3.83K $514M
TGT
Target Corp

Consumer Defensive
-50
- 1.5%
$88.76 - $105.77 $4.44K - $5.29K
3.28K $324M
LGOV
First Tr ETF Iv Long Duration

ETFs
-765
- 7.0%
$20.73 - $21.92 $15.9K - $16.8K
10.2K $218M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-1.16K
- 8.54%
$10.29 - $11.24 $11.9K - $13K
12.4K $136M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-191
- 1.25%
$59.8 - $60.07 $11.4K - $11.5K
15K $900M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-289
- 2.05%
$11.35 - $12.45 $3.28K - $3.6K
13.8K $164M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-333
- 2.26%
$8.43 - $8.77 $2.81K - $2.92K
14.4K $125M
F
Ford Motor CO

Consumer Cyclical
-1.29K
- 8.68%
$8.69 - $10.85 $11.2K - $14K
13.5K $147M
PEG
Public Service Enterprise Group Inc

Utilities
-591
- 2.25%
$77.13 - $84.18 $45.6K - $49.8K
25.7K $2.16B
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-499
- 2.7%
$7.6 - $8.89 $3.79K - $4.44K
18K $160M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-574
- 4.31%
$7.69 - $11.46 $4.41K - $6.58K
12.8K $146M
WMB
Williams Companies, Inc.

Energy
-330
- 3.83%
$54.33 - $62.87 $17.9K - $20.7K
8.29K $521M
VKTX
Viking Therapeutics, Inc.

Healthcare
-430
- 4.31%
$19.98 - $29.49 $8.59K - $12.7K
9.55K $253M
FDVV
Fidelity High Dividend ETF

ETFs
-31
- 0.35%
$43.6 - $52.02 $1.35K - $1.61K
8.91K $463M
PH
Parker Hannifin Corp

Industrials
-8
- 2.17%
$517.23 - $700.54 $4.14K - $5.6K
360 $251M
IAU
Ishares Gold Trust

ETFs
-510
- 2.78%
$56.1 - $64.74 $28.6K - $33K
17.9K $1.11B
ABC
Amerisourcebergen Corp

Healthcare
-6
- 0.32%
N/A
1.89K $567M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-60
- 1.0%
$57.41 - $74.81 $3.44K - $4.49K
5.92K $440M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
-480
- 5.35%
$30.14 - $45.12 $14.5K - $21.7K
8.5K $367M
TXN
Texas Instruments Inc

Technology
-157
- 4.48%
N/A
3.35K $695M
CSCO
Cisco Systems, Inc.

Technology
-173
- 1.5%
$53.19 - $69.38 $9.2K - $12K
11.4K $790M
C
Citigroup Inc

Financial Services
-48
- 0.69%
$58.13 - $85.12 $2.79K - $4.09K
6.9K $588M
RDFN
Redfin Corp

Real Estate
-50
- 0.1%
$8.2 - $11.74 $410 - $587
48.1K $538M
WMT
Walmart Inc.

Consumer Defensive
-452
- 3.15%
$81.79 - $99.98 $37K - $45.2K
13.9K $1.36B
Arista Networks Inc
-20
- 0.48%
N/A
4.18K $428M
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
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