Wealth Management Associates, Inc. Closed Holding Positions

Wealth Management Associates, Inc.

  • $233 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
Nuveen Mtg Oppty Term Fd 2
Q3 2019 Filed on May 28, 2025
30,859
N/A
FRBK
Republic First Bancorp Inc

Financial Services
Q3 2023 Filed on May 28, 2025
10,250
$0.16 - $1.03 $1.64K - $10.6K
XLF
Financial Sector Spdr

ETFs
Q3 2020 Filed on May 28, 2025
8,975
$22.68 - $25.49 $204K - $229K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
Q2 2020 Filed on May 28, 2025
18,700
$21.53 - $26.88 $403K - $503K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q1 2020 Filed on May 28, 2025
7,410
$21.02 - $39.9 $156K - $296K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2019 Filed on May 28, 2025
3,919
$52.26 - $54.6 $205K - $214K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2020 Filed on May 28, 2025
27,965
$56.91 - $99.57 $1.59M - $2.78M
VCIT
Vanguard Intermediate Term Cor

ETFs
Q1 2020 Filed on May 28, 2025
6,400
$78.83 - $94.82 $505K - $607K
WPC
W. P. Carey Inc.

Real Estate
Q2 2020 Filed on May 28, 2025
3,599
$50.26 - $74.36 $181K - $268K
LIN
Linde PLC

Basic Materials
Q1 2023 Filed on May 28, 2025
1,229
$305.5 - $362.38 $375K - $445K
New Oriental Ed & Technology
Q2 2021 Filed on May 28, 2025
15,280
N/A
ZUO
Zuora Inc

Technology
Q4 2020 Filed on May 28, 2025
11,830
$9.51 - $14.71 $113K - $174K
ABMD
Abiomed Inc

Healthcare
Q1 2022 Filed on May 28, 2025
880
$277.25 - $366.29 $244K - $322K
BL
Blackline, Inc.

Technology
Q1 2022 Filed on May 28, 2025
2,138
$65.77 - $103.04 $141K - $220K
FTSD
Franklin ETF Tr Liberty Short

ETFs
Q4 2021 Filed on May 28, 2025
2,120
$93.89 - $94.79 $199K - $201K
VRIG
Invesco Actively Managed ETF F

ETFs
Q1 2023 Filed on May 28, 2025
10,159
$24.62 - $25.06 $250K - $255K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2023 Filed on May 28, 2025
5,044
$50.19 - $50.83 $253K - $256K
SBAC
Sba Communications Corp

Real Estate
Q2 2021 Filed on May 28, 2025
1,530
$275.69 - $322.84 $422K - $494K
SHW
Sherwin Williams CO

Basic Materials
Q2 2021 Filed on May 28, 2025
304
$249.75 - $288.65 $75.9K - $87.7K
ASML
Asml Holding Nv

Technology
Q2 2022 Filed on May 28, 2025
381
$468.15 - $680.83 $178K - $259K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q3 2023 Filed on May 28, 2025
1,072
$139.62 - $198.0 $150K - $212K
RGEN
Repligen Corp

Healthcare
Q1 2021 Filed on May 28, 2025
1,162
$180.37 - $226.26 $210K - $263K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q1 2021 Filed on May 28, 2025
1,369
$72.25 - $168.95 $98.9K - $231K
SWBI
Smith & Wesson Brands, Inc.

Industrials
Q3 2021 Filed on May 28, 2025
6,907
$20.66 - $35.4 $143K - $245K
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2021 Filed on May 28, 2025
1,234
$132.71 - $192.38 $164K - $237K
UBER
Uber Technologies, Inc

Technology
Q3 2022 Filed on May 28, 2025
10,136
$20.65 - $33.13 $209K - $336K
U
Unity Software Inc.

Technology
Q1 2021 Filed on May 28, 2025
2,073
$90.88 - $155.86 $188K - $323K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2021 Filed on May 28, 2025
20,022
$50.96 - $55.14 $1.02M - $1.1M
Wisdomtree Tr
Q1 2022 Filed on May 28, 2025
8,396
N/A
VRTX
Vertex Pharmaceuticals Inc

Healthcare
Q3 2020 Filed on May 28, 2025
750
$255.65 - $303.1 $192K - $227K
PAYX
Paychex Inc

Industrials
Q2 2021 Filed on May 28, 2025
2,199
$94.81 - $107.54 $208K - $236K
CRM
Salesforce, Inc.

Technology
Q4 2022 Filed on May 28, 2025
2,169
$128.21 - $165.27 $278K - $358K
SPLK
Splunk Inc

Technology
Q4 2021 Filed on May 28, 2025
2,086
$108.91 - $173.31 $227K - $362K
SQ
Block, Inc.

Technology
Q2 2022 Filed on May 28, 2025
2,221
$57.51 - $145.19 $128K - $322K
TWTR
Twitter, Inc.

Communication Services
Q1 2022 Filed on May 28, 2025
7,415
$32.42 - $42.66 $240K - $316K
ALGN
Align Technology Inc

Healthcare
Q3 2022 Filed on May 28, 2025
927
$207.11 - $293.89 $192K - $272K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q1 2020 Filed on May 28, 2025
7,868
$14.17 - $26.35 $111K - $207K
MMM
3 M CO

Industrials
Q3 2021 Filed on May 28, 2025
1,403
$175.42 - $202.83 $246K - $285K
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2021 Filed on May 28, 2025
3,399
$67.69 - $73.03 $230K - $248K
NIQ
Nuveen Intermediate Duration Quality Municipal Term Fund

Financial Services
Q4 2022 Filed on May 28, 2025
11,500
$12.13 - $12.66 $139K - $146K
FSLY
Fastly, Inc.

Technology
Q3 2020 Filed on May 28, 2025
4,968
$74.96 - $116.18 $372K - $577K
Ishares Gold Tr
Q2 2021 Filed on May 28, 2025
33,040
N/A
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on May 28, 2025
1,432
$119.6 - $152.37 $171K - $218K
ICVT
Ishares Tr Convertible Bond Et

ETFs
Q1 2021 Filed on May 28, 2025
5,900
$95.63 - $110.08 $564K - $649K
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