Wealth Management Associates, Inc. Closed Holding Positions

Wealth Management Associates, Inc.

  • $233 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2024 Filed on May 28, 2025
2,669
$77.86 - $79.27 $208K - $212K
VEEV
Veeva Systems Inc

Healthcare
Q1 2025 Filed on May 28, 2025
1,499
$210.58 - $246.8 $316K - $370K
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
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q4 2024 Filed on May 28, 2025
3,480
$68.25 - $75.42 $238K - $262K
VRT
Vertiv Holdings CO

Industrials
Q1 2025 Filed on May 28, 2025
2,582
N/A
MPC
Marathon Petroleum Corp

Energy
Q1 2025 Filed on May 28, 2025
2,650
$134.72 - $159.03 $357K - $421K
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q4 2024 Filed on May 28, 2025
80,000
$0.76 - $10.86 $60.8K - $869K
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
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q4 2024 Filed on May 28, 2025
6,740
$25.66 - $34.91 $173K - $235K
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
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q1 2025 Filed on May 28, 2025
1,453
$131.2 - $160.72 $191K - $234K
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
KLAC
Kla Corp

Technology
Q3 2024 Filed on May 28, 2025
306
$696.17 - $892.35 $213K - $273K
LRCX
Lam Research Corp

Technology
Q3 2024 Filed on May 28, 2025
234
$731.56 - $1127.3 $171K - $264K
Linde PLC
Q1 2025 Filed on May 28, 2025
1,176
N/A
Viking Holdings LTD
Q1 2025 Filed on May 28, 2025
4,680
N/A
Advaxis Inc
Q1 2019 Filed on May 28, 2025
11,000
N/A
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
IDXX
Idexx Laboratories Inc

Healthcare
Q4 2021 Filed on May 28, 2025
521
$586.54 - $666.48 $306K - $347K
ILMN
Illumina, Inc.

Healthcare
Q2 2023 Filed on May 28, 2025
875
$183.43 - $232.67 $161K - $204K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2020 Filed on May 28, 2025
6,375
$22.51 - $42.68 $144K - $272K
WY
Weyerhaeuser CO

Real Estate
Q2 2020 Filed on May 28, 2025
29,615
$15.34 - $24.64 $454K - $730K
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
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