Wealth Management Associates, Inc. Closed Holding Positions

Wealth Management Associates, Inc.

  • $257 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2024 Filed on May 28, 2025
21,774
$8.26 - $12.16 $180K - $265K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
Q4 2024 Filed on May 28, 2025
6,865
$35.45 - $40.33 $243K - $277K
Goldman Sachs ETF Tr
Q1 2025 Filed on May 28, 2025
5,225
N/A
LRCX
Lam Research Corp

Technology
Q3 2024 Filed on May 28, 2025
234
$731.56 - $1127.3 $171K - $264K
KLAC
Kla Corp

Technology
Q3 2024 Filed on May 28, 2025
306
$696.17 - $892.35 $213K - $273K
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
AVDX
Avid Xchange Holdings, Inc.

Technology
Q4 2023 Filed on May 28, 2025
11,850
$7.6 - $12.56 $90.1K - $149K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
Q3 2023 Filed on May 28, 2025
10,000
$27.56 - $28.96 $276K - $290K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q3 2023 Filed on May 28, 2025
10,000
$31.4 - $32.25 $314K - $323K
BDX
Becton Dickinson & CO

Healthcare
Q4 2023 Filed on May 28, 2025
782
$232.24 - $267.23 $182K - $209K
ROVR
Rover Group, Inc.

Consumer Cyclical
Q4 2023 Filed on May 28, 2025
34,050
$6.0 - $10.96 $204K - $373K
AMD
Advanced Micro Devices Inc

Technology
Q1 2025 Filed on May 28, 2025
3,157
$96.63 - $129.55 $305K - $409K
BA
Boeing CO

Industrials
Q3 2024 Filed on May 28, 2025
1,105
$152.04 - $190.6 $168K - $211K
CPB
Campbell Soup CO

Consumer Defensive
Q4 2024 Filed on May 28, 2025
6,370
$41.42 - $48.71 $264K - $310K
DXCM
Dexcom Inc

Healthcare
Q3 2024 Filed on May 28, 2025
2,173
$64.0 - $116.06 $139K - $252K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q3 2024 Filed on May 28, 2025
2,000
$63.56 - $107.36 $127K - $215K
INTC
Intel Corp

Technology
Q3 2024 Filed on May 28, 2025
10,990
$18.9 - $34.87 $208K - $383K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2025 Filed on May 28, 2025
6,583
$30.73 - $32.26 $202K - $212K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2024 Filed on May 28, 2025
3,480
$68.25 - $75.42 $238K - $262K
U
Unity Software Inc.

Technology
Q1 2021 Filed on May 28, 2025
2,073
$90.88 - $155.86 $188K - $323K
Advaxis Inc
Q1 2019 Filed on May 28, 2025
11,000
N/A
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2020 Filed on May 28, 2025
6,375
$22.51 - $42.68 $144K - $272K
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q2 2022 Filed on May 28, 2025
8,552
$18.13 - $34.7 $155K - $297K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q1 2020 Filed on May 28, 2025
6,618
$73.46 - $106.09 $486K - $702K
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2022 Filed on May 28, 2025
2,568
$77.19 - $103.46 $198K - $266K
MILN
Global X Funds Global X Millen

ETFs
Q1 2020 Filed on May 28, 2025
13,425
$17.47 - $27.9 $235K - $375K
GH
Guardant Health, Inc.

Healthcare
Q2 2022 Filed on May 28, 2025
3,517
$28.82 - $77.35 $101K - $272K
ITA
Ishares Tr

ETFs
Q1 2020 Filed on May 28, 2025
1,579
$58.76 - $119.9 $92.8K - $189K
TSI
Tcw Strategic Income Fund Inc

Financial Services
Q4 2023 Filed on May 28, 2025
10,231
$4.48 - $4.85 $45.8K - $49.6K
ZNGA
Zynga Inc.

Communication Services
Q1 2022 Filed on May 28, 2025
11,434
N/A
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on May 28, 2025
3,261
$57.28 - $81.19 $187K - $265K
Alexion Pharmaceuticals Inc
Q4 2020 Filed on May 28, 2025
2,870
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on May 28, 2025
2,322
$222.0 - $317.14 $515K - $736K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2022 Filed on May 28, 2025
7,630
$67.89 - $93.49 $518K - $713K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2020 Filed on May 28, 2025
10,080
$16.84 - $23.42 $170K - $236K
EW
Edwards Lifesciences Corp

Healthcare
Q3 2023 Filed on May 28, 2025
2,438
$69.28 - $93.38 $169K - $228K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q1 2020 Filed on May 28, 2025
6,700
$31.51 - $55.22 $211K - $370K
WY
Weyerhaeuser CO

Real Estate
Q2 2020 Filed on May 28, 2025
29,615
$15.34 - $24.64 $454K - $730K
WPC
W. P. Carey Inc.

Real Estate
Q2 2020 Filed on May 28, 2025
3,599
$50.26 - $74.36 $181K - $268K
Alps ETF Tr
Q1 2020 Filed on May 28, 2025
20,089
N/A
AWK
American Water Works Company, Inc.

Utilities
Q1 2023 Filed on May 28, 2025
3,377
$133.65 - $161.43 $451K - $545K
General Electric CO
Q3 2021 Filed on May 28, 2025
22,584
N/A
GSK
Gsk PLC

Healthcare
Q3 2022 Filed on May 28, 2025
6,096
$16.13 - $44.61 $98.3K - $272K
HYG
Ishares Tr

ETFs
Q1 2022 Filed on May 28, 2025
2,896
$79.97 - $86.97 $232K - $252K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on May 28, 2025
16,367
$105.05 - $134.27 $1.72M - $2.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2020 Filed on May 28, 2025
3,361
$54.87 - $75.75 $184K - $255K
JLS
Nuveen Mortgage & Income Fund

Financial Services
Q3 2019 Filed on May 28, 2025
115,160
$22.94 - $23.27 $2.64M - $2.68M
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