Wealth Management Associates
Latest statistics and disclosures from Wealth Management Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, TLT, MSFT, NVDA, and represent 21.39% of Wealth Management Associates's stock portfolio.
- Added to shares of these 10 stocks: ARTY, RKT, BA, ETHA, NVTS, AIQ, SLV, NBIS, TSM, FPEI.
- Started 23 new stock positions in QQQM, NOC, GD, QBTS, TSM, PFF, ITB, ETHA, FPEI, AXP. NBIS, SKYY, NVTS, BA, NFLX, PWR, LRCX, ARTY, NLR, AMD, IJR, EQT, SHOP.
- Reduced shares in these 10 stocks: NVDA, TLT, RDFN, GOOGL, LOW, AAPL, ELV, , , PLTR.
- Sold out of its positions in AMGN, ANSS, ELV, CMG, DVN, HON, LOW, RDFN, MSTY, UPST. VKTX, ACN.
- Wealth Management Associates was a net buyer of stock by $3.5M.
- Wealth Management Associates has $282M in assets under management (AUM), dropping by 9.67%.
- Central Index Key (CIK): 0002067339
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Portfolio Holdings for Wealth Management Associates
Wealth Management Associates holds 230 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $16M | -2% | 63k | 254.63 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.5 | $13M | 19k | 669.28 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.1 | $12M | -6% | 129k | 89.37 |
|
| Microsoft Corporation (MSFT) | 3.8 | $11M | 21k | 517.94 |
|
|
| NVIDIA Corporation (NVDA) | 3.3 | $9.4M | -8% | 50k | 186.58 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.3 | $9.3M | 28k | 328.17 |
|
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| Palantir Technologies Cl A (PLTR) | 3.1 | $8.7M | -3% | 48k | 182.42 |
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| Ishares Tr Select Divid Etf (DVY) | 3.0 | $8.3M | 59k | 142.10 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.2 | $6.1M | 43k | 140.95 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.0 | $5.6M | +3% | 39k | 145.65 |
|
| First Tr Exchange Traded Nasd Tech Div (TDIV) | 2.0 | $5.6M | 56k | 98.59 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 1.9 | $5.4M | 147k | 36.55 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.9 | $5.3M | +2% | 15k | 355.46 |
|
| Kinder Morgan (KMI) | 1.5 | $4.3M | -2% | 153k | 28.31 |
|
| Global X Fds Artificial Etf (AIQ) | 1.3 | $3.7M | +14% | 75k | 49.39 |
|
| Broadcom (AVGO) | 1.3 | $3.6M | +5% | 11k | 329.90 |
|
| Axon Enterprise (AXON) | 1.3 | $3.6M | 5.0k | 717.64 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $3.5M | +5% | 35k | 100.25 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.2 | $3.4M | +6% | 81k | 41.58 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $3.3M | -13% | 14k | 243.10 |
|
| At&t (T) | 1.0 | $2.9M | 103k | 28.24 |
|
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| Exxon Mobil Corporation (XOM) | 1.0 | $2.9M | 26k | 112.75 |
|
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| Amazon (AMZN) | 1.0 | $2.8M | 13k | 219.57 |
|
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| Eli Lilly & Co. (LLY) | 1.0 | $2.8M | 3.7k | 762.95 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 1.0 | $2.8M | +5% | 23k | 122.45 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.0 | $2.8M | +5% | 36k | 78.09 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.7M | 8.7k | 315.43 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.5M | 10k | 243.55 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.9 | $2.4M | 3.2k | 746.71 |
|
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.8 | $2.4M | 80k | 29.62 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.8 | $2.4M | +13% | 37k | 65.00 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $2.3M | 4.7k | 490.38 |
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| Applied Digital Corp Com New (APLD) | 0.8 | $2.2M | 95k | 22.94 |
|
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| Public Service Enterprise (PEG) | 0.8 | $2.1M | 26k | 83.46 |
|
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.1M | +2% | 3.5k | 600.42 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.7 | $2.1M | +5% | 23k | 89.13 |
|
| Verizon Communications (VZ) | 0.7 | $1.9M | 43k | 43.95 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.9M | +2% | 10k | 185.41 |
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| Soundhound Ai Class A Com (SOUN) | 0.6 | $1.8M | 110k | 16.08 |
|
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| Bank of America Corporation (BAC) | 0.6 | $1.8M | 34k | 51.59 |
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| Rocket Cos Com Cl A (RKT) | 0.6 | $1.6M | +74% | 84k | 19.38 |
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| Ge Aerospace Com New (GE) | 0.6 | $1.6M | -9% | 5.3k | 300.82 |
|
| International Business Machines (IBM) | 0.6 | $1.6M | +8% | 5.5k | 282.18 |
|
| Abbvie (ABBV) | 0.5 | $1.5M | 6.5k | 231.55 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $1.4M | -2% | 9.0k | 153.65 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.5 | $1.4M | 11k | 121.06 |
|
|
| Pfizer (PFE) | 0.5 | $1.3M | -5% | 53k | 25.48 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.5 | $1.3M | 18k | 72.77 |
|
|
| Vanguard World Financials Etf (VFH) | 0.5 | $1.3M | 9.7k | 131.24 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $1.3M | -12% | 12k | 103.06 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $1.3M | 13k | 95.14 |
|
|
| Chevron Corporation (CVX) | 0.4 | $1.2M | +7% | 7.9k | 155.30 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.2M | 2.1k | 568.69 |
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|
| Ishares Tr Investment Grade (IGEB) | 0.4 | $1.2M | +2% | 25k | 46.05 |
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| Ishares Tr Morningstr Us Eq (ILCB) | 0.4 | $1.2M | 13k | 92.42 |
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|
| Visa Com Cl A (V) | 0.4 | $1.1M | 3.3k | 341.36 |
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| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.4 | $1.0M | 43k | 24.02 |
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| Merck & Co (MRK) | 0.4 | $998k | +5% | 12k | 83.93 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.3 | $985k | +9% | 16k | 59.91 |
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.3 | $918k | NEW | 20k | 45.78 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $917k | +4% | 7.2k | 126.65 |
|
| Home Depot (HD) | 0.3 | $910k | -5% | 2.2k | 405.10 |
|
| McDonald's Corporation (MCD) | 0.3 | $896k | -18% | 3.0k | 303.87 |
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.3 | $859k | +6% | 7.7k | 110.90 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $843k | +21% | 1.4k | 612.38 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $831k | 27k | 31.42 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $797k | 12k | 68.08 |
|
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| Ge Vernova (GEV) | 0.3 | $797k | +3% | 1.3k | 615.09 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $785k | +3% | 18k | 44.58 |
|
| Ishares Silver Tr Ishares (SLV) | 0.3 | $758k | +76% | 18k | 42.37 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $744k | -7% | 6.0k | 123.75 |
|
| Cisco Systems (CSCO) | 0.3 | $733k | -5% | 11k | 68.42 |
|
| TJX Companies (TJX) | 0.3 | $732k | 5.1k | 144.55 |
|
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| Costco Wholesale Corporation (COST) | 0.3 | $724k | 782.00 | 925.61 |
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| Linkbancorp (LNKB) | 0.3 | $706k | 99k | 7.13 |
|
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| Citigroup Com New (C) | 0.3 | $705k | 6.9k | 101.50 |
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| Docusign (DOCU) | 0.2 | $701k | 9.7k | 72.09 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $696k | 1.0k | 665.93 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $694k | 7.8k | 88.96 |
|
|
| Eaton Corp SHS (ETN) | 0.2 | $668k | 1.8k | 374.27 |
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| Walt Disney Company (DIS) | 0.2 | $656k | +7% | 5.7k | 114.51 |
|
| Valero Energy Corporation (VLO) | 0.2 | $651k | 3.8k | 170.25 |
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| Caterpillar (CAT) | 0.2 | $632k | 1.3k | 477.07 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $621k | 1.8k | 352.75 |
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| Constellation Energy (CEG) | 0.2 | $618k | -11% | 1.9k | 329.02 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $615k | 3.3k | 183.73 |
|
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| Boeing Company (BA) | 0.2 | $615k | NEW | 2.8k | 215.83 |
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| Arista Networks Com Shs (ANET) | 0.2 | $609k | 4.2k | 145.71 |
|
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| Ishares Tr Global Energ Etf (IXC) | 0.2 | $608k | 15k | 41.75 |
|
|
| AmerisourceBergen (COR) | 0.2 | $591k | 1.9k | 312.50 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.2 | $576k | 2.2k | 259.64 |
|
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| ConocoPhillips (COP) | 0.2 | $559k | -32% | 5.9k | 94.59 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.2 | $558k | NEW | 18k | 31.51 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $541k | +16% | 11k | 50.27 |
|
| Ryder System (R) | 0.2 | $536k | 2.8k | 188.64 |
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|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $534k | +7% | 9.6k | 55.71 |
|
| Williams Companies (WMB) | 0.2 | $528k | 8.3k | 63.35 |
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| Synopsys (SNPS) | 0.2 | $525k | +18% | 1.1k | 493.39 |
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| Teladoc (TDOC) | 0.2 | $522k | +15% | 68k | 7.73 |
|
| Navitas Semiconductor Corp-a (NVTS) | 0.2 | $520k | NEW | 72k | 7.22 |
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| Southern Company (SO) | 0.2 | $514k | +10% | 5.4k | 94.77 |
|
| Arbutus Biopharma (ABUS) | 0.2 | $512k | +7% | 113k | 4.54 |
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| Kroger (KR) | 0.2 | $508k | 7.5k | 67.41 |
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| Automatic Data Processing (ADP) | 0.2 | $507k | -4% | 1.7k | 293.50 |
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| Tesla Motors (TSLA) | 0.2 | $507k | -18% | 1.1k | 444.72 |
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| Abbott Laboratories (ABT) | 0.2 | $503k | 3.8k | 133.93 |
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| Union Pacific Corporation (UNP) | 0.2 | $500k | 2.1k | 236.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $498k | 7.6k | 65.26 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $482k | +33% | 3.2k | 150.86 |
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| Servicenow (NOW) | 0.2 | $476k | 517.00 | 920.28 |
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| Qualcomm (QCOM) | 0.2 | $469k | 2.8k | 166.35 |
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| Tko Group Holdings Cl A (TKO) | 0.2 | $469k | +19% | 2.3k | 201.96 |
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| Meta Platforms Cl A (META) | 0.2 | $467k | +7% | 636.00 | 734.38 |
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| Bridgebio Pharma (BBIO) | 0.2 | $462k | +4% | 8.9k | 51.94 |
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| Palo Alto Networks (PANW) | 0.2 | $462k | 2.3k | 203.62 |
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| Best Buy (BBY) | 0.2 | $461k | +40% | 6.1k | 75.62 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $451k | 5.5k | 82.58 |
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| SYSCO Corporation (SYY) | 0.2 | $450k | 5.5k | 82.34 |
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| UnitedHealth (UNH) | 0.2 | $450k | +78% | 1.3k | 345.20 |
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| Progressive Corporation (PGR) | 0.2 | $447k | 1.8k | 246.95 |
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| O'reilly Automotive (ORLY) | 0.2 | $443k | 4.1k | 107.81 |
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| Nextera Energy (NEE) | 0.2 | $442k | 5.9k | 75.49 |
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| Synchrony Financial (SYF) | 0.2 | $440k | 6.2k | 71.05 |
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| Targa Res Corp (TRGP) | 0.2 | $436k | 2.6k | 167.54 |
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| Cardinal Health (CAH) | 0.2 | $427k | -32% | 2.7k | 156.96 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $424k | 5.8k | 73.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $424k | 2.2k | 189.71 |
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| Wells Fargo & Company (WFC) | 0.1 | $420k | -9% | 5.0k | 83.83 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $418k | -4% | 5.2k | 79.95 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $416k | 2.1k | 194.53 |
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| Altria (MO) | 0.1 | $412k | +12% | 6.2k | 66.06 |
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| MercadoLibre (MELI) | 0.1 | $411k | 176.00 | 2336.94 |
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| FedEx Corporation (FDX) | 0.1 | $407k | 1.7k | 235.83 |
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| Target Corporation (TGT) | 0.1 | $406k | +37% | 4.5k | 89.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $400k | 796.00 | 502.74 |
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| Paypal Holdings (PYPL) | 0.1 | $398k | 5.9k | 67.06 |
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| Argenx Se Sponsored Adr (ARGX) | 0.1 | $398k | 539.00 | 737.56 |
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| Kkr & Co (KKR) | 0.1 | $396k | +25% | 3.0k | 129.95 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $393k | 5.9k | 66.87 |
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| Intuit (INTU) | 0.1 | $390k | 571.00 | 682.91 |
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| Booking Holdings (BKNG) | 0.1 | $383k | 71.00 | 5399.27 |
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| Coca-Cola Company (KO) | 0.1 | $381k | +7% | 5.8k | 66.32 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $380k | 850.00 | 447.23 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $379k | 1.0k | 378.94 |
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| Trane Technologies SHS (TT) | 0.1 | $378k | -5% | 896.00 | 421.96 |
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| Oneok (OKE) | 0.1 | $373k | 5.1k | 72.97 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $373k | 7.5k | 49.99 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $370k | 7.1k | 52.30 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $369k | +22% | 4.9k | 76.01 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $351k | 28k | 12.41 |
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| Cheniere Energy Com New (LNG) | 0.1 | $348k | 1.5k | 234.90 |
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| PPL Corporation (PPL) | 0.1 | $343k | 9.2k | 37.16 |
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| Las Vegas Sands (LVS) | 0.1 | $343k | 6.4k | 53.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $338k | 1.6k | 215.81 |
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| Analog Devices (ADI) | 0.1 | $338k | +16% | 1.4k | 245.70 |
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| Applied Materials (AMAT) | 0.1 | $336k | 1.6k | 204.74 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $333k | 6.7k | 49.79 |
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| Hanover Insurance (THG) | 0.1 | $330k | 1.8k | 181.63 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $326k | 653.00 | 499.21 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $323k | NEW | 2.9k | 112.27 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $318k | 5.5k | 57.47 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $317k | 3.8k | 83.05 |
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| McKesson Corporation (MCK) | 0.1 | $317k | 410.00 | 772.13 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $307k | NEW | 1.1k | 279.35 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $307k | 3.3k | 93.64 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $306k | +6% | 1.8k | 167.29 |
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| Morgan Stanley Com New (MS) | 0.1 | $305k | 1.9k | 158.93 |
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| L3harris Technologies (LHX) | 0.1 | $302k | 988.00 | 305.29 |
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| Waste Management (WM) | 0.1 | $301k | 1.4k | 220.83 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.1 | $300k | NEW | 16k | 19.34 |
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| Chubb (CB) | 0.1 | $298k | +7% | 1.1k | 282.25 |
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| Realty Income (O) | 0.1 | $297k | 4.9k | 60.79 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $296k | 1.5k | 199.47 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $293k | 25k | 11.69 |
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| Viking Holdings Ord Shs (VIK) | 0.1 | $292k | 4.7k | 62.16 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $291k | 3.4k | 84.68 |
|
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| Enterprise Products Partners (EPD) | 0.1 | $287k | 9.2k | 31.27 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $286k | +5% | 2.6k | 108.96 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $283k | 3.7k | 77.65 |
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| Exelon Corporation (EXC) | 0.1 | $283k | 6.3k | 45.01 |
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| PNC Financial Services (PNC) | 0.1 | $279k | 1.4k | 200.93 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.1 | $277k | NEW | 2.0k | 135.68 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $276k | -50% | 5.6k | 49.01 |
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| Netflix (NFLX) | 0.1 | $275k | NEW | 229.00 | 1198.92 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $273k | 360.00 | 758.15 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $271k | +8% | 14k | 19.53 |
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| D-wave Quantum (QBTS) | 0.1 | $270k | NEW | 11k | 24.71 |
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| American Express Company (AXP) | 0.1 | $263k | NEW | 792.00 | 332.32 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $261k | 7.2k | 36.30 |
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| American Tower Reit (AMT) | 0.1 | $260k | 1.4k | 192.28 |
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| EQT Corporation (EQT) | 0.1 | $256k | NEW | 4.7k | 54.43 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $256k | NEW | 1.7k | 148.61 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $256k | 2.9k | 89.34 |
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| Gilead Sciences (GILD) | 0.1 | $255k | 2.3k | 111.00 |
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| Philip Morris International (PM) | 0.1 | $251k | 1.6k | 162.17 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $251k | 6.8k | 37.19 |
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| Southern Copper Corporation (SCCO) | 0.1 | $251k | 2.1k | 121.36 |
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| Fiserv (FI) | 0.1 | $250k | 1.9k | 128.93 |
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| Pepsi (PEP) | 0.1 | $248k | 1.8k | 140.44 |
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| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $247k | 1.5k | 167.99 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $242k | NEW | 7.6k | 31.62 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $242k | 4.6k | 52.82 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $236k | 3.2k | 73.29 |
|
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $235k | NEW | 951.00 | 247.16 |
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| Advanced Micro Devices (AMD) | 0.1 | $232k | NEW | 1.4k | 161.79 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $230k | NEW | 378.00 | 609.32 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $228k | 809.00 | 281.86 |
|
|
| Sangamo Biosciences (SGMO) | 0.1 | $226k | +9% | 336k | 0.67 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $225k | 5.0k | 45.10 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $224k | NEW | 1.7k | 133.90 |
|
| Blackrock (BLK) | 0.1 | $223k | 191.00 | 1165.87 |
|
|
| First Tr Exchange-traded Lng Dur Oprtun (LGOV) | 0.1 | $221k | 10k | 21.75 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $221k | 2.0k | 110.49 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $218k | 1.1k | 201.53 |
|
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.1 | $215k | NEW | 2.0k | 107.25 |
|
| Quanta Services (PWR) | 0.1 | $213k | NEW | 514.00 | 414.42 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $213k | NEW | 1.8k | 118.82 |
|
| General Dynamics Corporation (GD) | 0.1 | $206k | NEW | 604.00 | 341.00 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $203k | NEW | 1.5k | 134.45 |
|
| Cme (CME) | 0.1 | $203k | 750.00 | 270.19 |
|
|
| Insulet Corporation (PODD) | 0.1 | $202k | 653.00 | 308.73 |
|
|
| Ford Motor Company (F) | 0.1 | $170k | +5% | 14k | 11.96 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $169k | 14k | 12.29 |
|
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $164k | 18k | 9.11 |
|
|
| Nuveen Mun Value Fd 2 (NUW) | 0.1 | $154k | 11k | 14.18 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $142k | 13k | 11.39 |
|
|
| Western Copper And Gold Cor (WRN) | 0.0 | $134k | +7% | 68k | 1.97 |
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $129k | 14k | 8.98 |
|
|
| Tilray (TLRY) | 0.0 | $50k | 29k | 1.73 |
|
|
| Quantum Si Com Cl A (QSI) | 0.0 | $44k | +14% | 31k | 1.41 |
|
Past Filings by Wealth Management Associates
SEC 13F filings are viewable for Wealth Management Associates going back to 2025
- Wealth Management Associates 2025 Q3 filed Oct. 21, 2025
- Wealth Management Associates 2025 Q2 filed Aug. 4, 2025
- Wealth Management Associates 2018 Q4 filed May 28, 2025
- Wealth Management Associates 2019 Q1 filed May 28, 2025
- Wealth Management Associates 2019 Q2 filed May 28, 2025
- Wealth Management Associates 2019 Q3 filed May 28, 2025
- Wealth Management Associates 2019 Q4 filed May 28, 2025
- Wealth Management Associates 2020 Q1 filed May 28, 2025
- Wealth Management Associates 2020 Q2 filed May 28, 2025
- Wealth Management Associates 2020 Q3 filed May 28, 2025
- Wealth Management Associates 2020 Q4 filed May 28, 2025
- Wealth Management Associates 2021 Q1 filed May 28, 2025
- Wealth Management Associates 2021 Q2 filed May 28, 2025
- Wealth Management Associates 2021 Q3 filed May 28, 2025
- Wealth Management Associates 2021 Q4 filed May 28, 2025
- Wealth Management Associates 2022 Q1 filed May 28, 2025