Wealth Management Associates, Inc. Closed Holding Positions

Wealth Management Associates, Inc.

  • $233 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GOLD
Barrick Gold Corp

Basic Materials
Q3 2022 Filed on May 28, 2025
11,545
$14.1 - $18.06 $163K - $209K
NFLX
Netflix Inc

Communication Services
Q1 2022 Filed on May 28, 2025
643
$331.01 - $597.37 $213K - $384K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on May 28, 2025
1,181
$89.08 - $177.02 $105K - $209K
CROX
Crocs, Inc.

Consumer Cyclical
Q3 2022 Filed on May 28, 2025
5,378
$47.95 - $83.59 $258K - $450K
DE
Deere & CO

Industrials
Q1 2023 Filed on May 28, 2025
560
$385.5 - $439.61 $216K - $246K
IP
International Paper CO

Consumer Cyclical
Q1 2023 Filed on May 28, 2025
8,278
$34.06 - $41.82 $282K - $346K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on May 28, 2025
556
$30.35 - $72.73 $16.9K - $40.4K
DVN
Devon Energy Corp

Energy
Q2 2023 Filed on May 28, 2025
7,008
$46.1 - $55.7 $323K - $390K
GFI
Gold Fields LTD

Basic Materials
Q3 2022 Filed on May 28, 2025
15,995
$7.15 - $9.55 $114K - $153K
NOC
Northrop Grumman Corp

Industrials
Q1 2023 Filed on May 28, 2025
431
$437.65 - $540.28 $189K - $233K
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q3 2023 Filed on May 28, 2025
10,660
$18.77 - $21.4 $200K - $228K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q3 2022 Filed on May 28, 2025
8,965
$48.11 - $50.34 $431K - $451K
VALE
Vale S.A.

Basic Materials
Q4 2022 Filed on May 28, 2025
12,785
$12.64 - $16.97 $162K - $217K
AZN
Astrazeneca PLC

Healthcare
Q4 2023 Filed on May 28, 2025
2,964
$61.89 - $69.28 $183K - $205K
CI
Cigna Corp

Healthcare
Q2 2023 Filed on May 28, 2025
792
$242.64 - $280.6 $192K - $222K
BEN
Franklin Resources Inc

Financial Services
Q4 2023 Filed on May 28, 2025
19,895
$22.24 - $30.18 $442K - $600K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q4 2023 Filed on May 28, 2025
607
$431.41 - $532.94 $262K - $323K
ETRN
Equitrans Midstream Corp

Energy
Q3 2022 Filed on May 28, 2025
34,685
$6.14 - $9.83 $213K - $341K
UPST
Upstart Holdings, Inc.

Financial Services
Q1 2022 Filed on May 28, 2025
1,574
$89.34 - $157.99 $141K - $249K
CHWY
Chewy, Inc.

Consumer Cyclical
Q2 2022 Filed on May 28, 2025
5,522
$23.31 - $45.82 $129K - $253K
HPQ
Hp Inc

Technology
Q2 2021 Filed on May 28, 2025
7,358
$28.64 - $35.57 $211K - $262K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q2 2022 Filed on May 28, 2025
2,219
$140.99 - $168.41 $313K - $374K
RNG
Ring Central, Inc.

Technology
Q2 2022 Filed on May 28, 2025
2,552
$48.69 - $124.8 $124K - $318K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q3 2021 Filed on May 28, 2025
17,521
$44.45 - $48.73 $779K - $854K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
Q2 2022 Filed on May 28, 2025
30,100
$24.5 - $25.16 $737K - $757K
BE
Bloom Energy Corp

Industrials
Q3 2021 Filed on May 28, 2025
7,743
$18.54 - $26.62 $144K - $206K
CRH
Crh Public LTD CO

Basic Materials
Q4 2021 Filed on May 28, 2025
4,545
$46.01 - $53.02 $209K - $241K
ENPH
Enphase Energy, Inc.

Technology
Q3 2022 Filed on May 28, 2025
1,808
$189.47 - $320.62 $343K - $580K
FDN
First Tr Fd Dow Jones

ETFs
Q3 2021 Filed on May 28, 2025
837
$235.18 - $252.25 $197K - $211K
IVZ
Invesco Ltd.

Financial Services
Q3 2022 Filed on May 28, 2025
20,080
$13.7 - $19.07 $275K - $383K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2022 Filed on May 28, 2025
1,307
$151.25 - $169.21 $198K - $221K
IRL
New Ireland Fund Inc

Financial Services
Q1 2022 Filed on May 28, 2025
11,930
$8.7 - $11.55 $104K - $138K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q2 2022 Filed on May 28, 2025
29,000
$30.11 - $30.51 $873K - $885K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2022 Filed on May 28, 2025
23,120
$8.33 - $16.96 $193K - $392K
DFS
Discover Financial Services

Financial Services
Q4 2023 Filed on May 28, 2025
2,730
$80.49 - $112.57 $220K - $307K
MDT
Medtronic PLC

Healthcare
Q4 2023 Filed on May 28, 2025
2,767
$69.43 - $83.43 $192K - $231K
DOW
Dow Inc.

Basic Materials
Q2 2023 Filed on May 28, 2025
4,395
$48.78 - $56.92 $214K - $250K
FDHY
Fidelity Covington Trust High

ETFs
Q2 2023 Filed on May 28, 2025
4,800
$45.97 - $47.32 $221K - $227K
PUBM
Pub Matic, Inc.

Technology
Q2 2023 Filed on May 28, 2025
10,825
$11.87 - $19.29 $128K - $209K
MSCI
Msci Inc.

Financial Services
Q3 2024 Filed on May 28, 2025
1,540
$479.31 - $584.91 $738K - $901K
NVTS
Navitas Semiconductor Corp

Technology
Q1 2025 Filed on May 28, 2025
17,950
$1.83 - $4.25 $32.8K - $76.3K
NKE
Nike, Inc.

Consumer Cyclical
Q3 2024 Filed on May 28, 2025
6,040
$71.09 - $89.44 $429K - $540K
ON
On Semiconductor Corp

Technology
Q1 2025 Filed on May 28, 2025
3,902
$40.69 - $64.51 $159K - $252K
PSX
Phillips 66

Energy
Q3 2024 Filed on May 28, 2025
1,561
$125.0 - $147.17 $195K - $230K
TROW
Price T Rowe Group Inc

Financial Services
Q1 2025 Filed on May 28, 2025
1,770
$91.57 - $116.93 $162K - $207K
PWR
Quanta Services, Inc.

Industrials
Q3 2024 Filed on May 28, 2025
1,241
$239.58 - $298.23 $297K - $370K
XLK
Technology Sector Spdr

ETFs
Q3 2024 Filed on May 28, 2025
919
$197.34 - $237.68 $181K - $218K
SCCO
Southern Copper Corp

Basic Materials
Q4 2024 Filed on May 28, 2025
2,039
$91.13 - $117.95 $186K - $241K
UPS
United Parcel Service Inc

Industrials
Q1 2025 Filed on May 28, 2025
2,395
$109.66 - $136.26 $263K - $326K
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