Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, VTI, and represent 20.76% of Wealth Management Associates's stock portfolio.
Added to shares of these 10 stocks: HYLB, TLT, IVZ, HYDW, WRN, IOT, NOW, DSI, LHX, ORCL.
Started 17 new stock positions in CGMS, GSK, ORCL, MU, HYLB, HYDW, IOT, DSI, KLAC, IVZ. DLTR, INTC, IBRX, MDT, IVES, AstraZeneca, CRM.
Reduced shares in these 10 stocks: AAPL, FLBL, DOCU, PGR, PYPL, , IBIT, NFLX, QBTS, TDOC.
Sold out of its positions in DOCU, QBTS, FI, PODD, ITB, Marsh & McLennan Companies, NFLX, NOC, PYPL, PGR. Tilray, NBIS.
Wealth Management Associates was a net buyer of stock by $1.3M.
Wealth Management Associates has $288M in assets under management (AUM), dropping by 2.03%.
Central Index Key (CIK): 0002067339

Tip: Access up to 7 years of quarterly data

Positions held by Wealth Management Associates consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Wealth Management Associates

Wealth Management Associates holds 235 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.4	$16M	-9%	57k	271.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$13M		19k	684.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	4.2	$12M	+8%	139k	87.16	View chart
Microsoft Corporation (MSFT)	3.5	$10M		21k	483.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.2	$9.3M		28k	335.27	View chart
NVIDIA Corporation (NVDA)	3.2	$9.2M		50k	186.50	View chart
Palantir Technologies Cl A (PLTR)	2.9	$8.4M		47k	177.75	View chart
Ishares Tr Select Divid Etf (DVY)	2.9	$8.3M		59k	141.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.2	$6.2M		43k	143.52	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$5.8M		15k	396.30	View chart
Ishares Tr Intl Sel Div Etf (IDV)	2.0	$5.8M		146k	39.45	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	2.0	$5.7M		38k	148.69	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.9	$5.4M		55k	96.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$4.5M	+4%	14k	313.01	View chart
Kinder Morgan (KMI)	1.4	$4.1M		150k	27.49	View chart
Eli Lilly & Co. (LLY)	1.4	$4.0M		3.7k	1074.64	View chart
Global X Fds Artificial Etf (AIQ)	1.3	$3.8M		76k	50.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$3.7M	+5%	37k	99.88	View chart
Broadcom (AVGO)	1.2	$3.6M	-4%	10k	346.11	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	1.2	$3.4M	+2%	82k	41.27	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$3.2M		10k	313.82	View chart
Exxon Mobil Corporation (XOM)	1.1	$3.1M		26k	120.34	View chart
Amazon (AMZN)	1.0	$3.0M		13k	230.82	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$2.9M	+4%	37k	77.88	View chart
Axon Enterprise (AXON)	1.0	$2.8M		5.0k	567.93	View chart
Ishares Tr Core High Dv Etf (HDV)	1.0	$2.8M	+2%	23k	121.61	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.7M	-4%	8.3k	322.21	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.9	$2.6M		79k	33.02	View chart
At&t (T)	0.9	$2.5M	-2%	101k	24.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$2.4M		3.2k	753.69	View chart
Applied Digital Corp Com New (APLD)	0.8	$2.3M		95k	24.52	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.8	$2.2M		4.7k	468.76	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$2.2M		3.6k	614.39	View chart
Johnson & Johnson (JNJ)	0.7	$2.1M		10k	206.94	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.7	$2.1M	-2%	23k	91.40	View chart
Public Service Enterprise (PEG)	0.7	$2.0M	-4%	25k	80.30	View chart
Bank of America Corporation (BAC)	0.6	$1.8M	-3%	33k	55.00	View chart
International Business Machines (IBM)	0.6	$1.8M	+7%	6.0k	296.19	View chart
Verizon Communications (VZ)	0.6	$1.7M		43k	40.73	View chart
Ge Aerospace Com New (GE)	0.5	$1.6M	-3%	5.1k	308.04	View chart
Rocket Cos Com Cl A (RKT)	0.5	$1.5M	-5%	80k	19.36	View chart
Pfizer (PFE)	0.5	$1.5M	+15%	61k	24.90	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$1.5M	-16%	31k	49.65	View chart
Abbvie (ABBV)	0.5	$1.5M		6.5k	228.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$1.4M		18k	81.17	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.5	$1.4M	NEW	39k	36.83	View chart
Invesco Exch Traded Fd Tr S&p 500 Momntm (SPMO)	0.5	$1.4M		12k	119.32	View chart
Procter & Gamble Company (PG)	0.5	$1.3M	+2%	9.2k	143.31	View chart
Vanguard World Financials Etf (VFH)	0.5	$1.3M		9.8k	133.49	View chart
Wal-Mart Stores (WMT)	0.4	$1.3M	-5%	12k	111.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.3M		13k	94.16	View chart
Merck & Co (MRK)	0.4	$1.2M	-3%	12k	105.26	View chart
Ishares Tr Investment Grade (IGEB)	0.4	$1.2M	+4%	26k	45.66	View chart
Chevron Corporation (CVX)	0.4	$1.2M		7.9k	152.41	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.4	$1.2M		13k	94.38	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.2M		2.1k	570.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.2M	+35%	1.9k	627.13	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$1.2M		18k	64.42	View chart
Visa Com Cl A (V)	0.4	$1.1M	-2%	3.2k	350.71	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.4	$1.1M	+15%	23k	48.18	View chart
Soundhound Ai Class A Com (SOUN)	0.4	$1.1M	-2%	107k	9.97	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$1.0M	+23%	15k	69.42	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.3	$951k		7.4k	128.94	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$914k	-7%	15k	59.93	View chart
McDonald's Corporation (MCD)	0.3	$894k		2.9k	305.67	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.3	$858k	+2%	7.9k	108.36	View chart
Ge Vernova (GEV)	0.3	$840k		1.3k	653.78	View chart
Linkbancorp (LNKB)	0.3	$818k		99k	8.26	View chart
Cisco Systems (CSCO)	0.3	$818k		11k	77.03	View chart
TJX Companies (TJX)	0.3	$778k		5.1k	153.60	View chart
Caterpillar (CAT)	0.3	$759k		1.3k	572.92	View chart
Comcast Corp Cl A (CMCSA)	0.3	$755k	-4%	25k	29.89	View chart
Home Depot (HD)	0.3	$751k	-2%	2.2k	344.02	View chart
Invesco Exchange Traded S&p500 Eql Tec (RSPT)	0.3	$720k	-10%	16k	45.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$705k		1.0k	682.02	View chart
Duke Energy Corp Com New (DUK)	0.2	$705k		6.0k	117.21	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$698k		7.8k	89.43	View chart
Citigroup Com New (C)	0.2	$681k	-15%	5.8k	116.68	View chart
Bridgebio Pharma (BBIO)	0.2	$681k		8.9k	76.49	View chart
Costco Wholesale Corporation (COST)	0.2	$672k		779.00	862.54	View chart
Boeing Company (BA)	0.2	$669k	+8%	3.1k	217.12	View chart
Constellation Energy (CEG)	0.2	$662k		1.9k	353.24	View chart
Walt Disney Company (DIS)	0.2	$642k		5.6k	113.77	View chart
Vanguard World Health Car Etf (VHT)	0.2	$640k		2.2k	287.88	View chart
AmerisourceBergen (COR)	0.2	$638k		1.9k	337.74	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$634k	+16%	11k	56.69	View chart
L3harris Technologies (LHX)	0.2	$629k	+116%	2.1k	293.58	View chart
Valero Energy Corporation (VLO)	0.2	$623k		3.8k	162.78	View chart
Arbutus Biopharma (ABUS)	0.2	$615k	+13%	128k	4.81	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$612k		15k	41.93	View chart
Adobe Systems Incorporated (ADBE)	0.2	$587k	-4%	1.7k	349.99	View chart
Navitas Semiconductor Corp-a (NVTS)	0.2	$586k	+13%	82k	7.14	View chart
Texas Instruments Incorporated (TXN)	0.2	$581k		3.3k	173.51	View chart
Cardinal Health (CAH)	0.2	$559k		2.7k	205.50	View chart
Western Copper And Gold Cor (WRN)	0.2	$549k	+202%	206k	2.67	View chart
Arista Networks Com Shs (ANET)	0.2	$548k		4.2k	131.03	View chart
Ryder System (R)	0.2	$544k		2.8k	191.39	View chart
ConocoPhillips (COP)	0.2	$535k	-3%	5.7k	93.60	View chart
Synchrony Financial (SYF)	0.2	$516k		6.2k	83.43	View chart
Tko Group Holdings Cl A (TKO)	0.2	$511k	+5%	2.4k	209.00	View chart
Intuitive Surgical Com New (ISRG)	0.2	$511k	+6%	902.00	566.36	View chart
Invesco SHS (IVZ)	0.2	$510k	NEW	19k	26.27	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$507k	-6%	10k	50.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$502k		7.6k	66.00	View chart
Williams Companies (WMB)	0.2	$501k		8.3k	60.11	View chart
Synopsys (SNPS)	0.2	$500k		1.1k	469.72	View chart
FedEx Corporation (FDX)	0.2	$499k		1.7k	288.82	View chart
Tesla Motors (TSLA)	0.2	$497k	-3%	1.1k	449.72	View chart
Eaton Corp SHS (ETN)	0.2	$495k	-12%	1.6k	318.47	View chart
Toronto Dominion Bk Ont Com New (TD)	0.2	$494k		5.2k	94.21	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$494k	+13%	6.6k	74.28	View chart
Oneok (OKE)	0.2	$490k	+30%	6.7k	73.50	View chart
Union Pacific Corporation (UNP)	0.2	$489k		2.1k	231.32	View chart
Kkr & Co (KKR)	0.2	$489k	+25%	3.8k	127.48	View chart
Nextera Energy (NEE)	0.2	$488k	+3%	6.1k	80.28	View chart
Targa Res Corp (TRGP)	0.2	$480k		2.6k	184.50	View chart
Southern Company (SO)	0.2	$473k		5.4k	87.20	View chart
Qualcomm (QCOM)	0.2	$472k	-2%	2.8k	171.05	View chart
Kroger (KR)	0.2	$471k		7.5k	62.48	View chart
Wells Fargo & Company (WFC)	0.2	$468k		5.0k	93.20	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$465k	-10%	2.9k	162.01	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$461k		5.4k	84.63	View chart
Argenx Se Sponsored Adr (ARGX)	0.2	$453k		539.00	840.95	View chart
Automatic Data Processing (ADP)	0.2	$444k		1.7k	257.23	View chart
Target Corporation (TGT)	0.2	$442k		4.5k	97.75	View chart
Meta Platforms Cl A (META)	0.2	$441k	+5%	668.00	660.28	View chart
Invesco Exchange Traded S&p500 Eql Wgt (RSP)	0.2	$437k	+2%	2.3k	191.57	View chart
UnitedHealth (UNH)	0.2	$436k		1.3k	329.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$431k		2.2k	198.66	View chart
Servicenow (NOW)	0.1	$430k	+442%	2.8k	153.19	View chart
Applied Materials (AMAT)	0.1	$422k		1.6k	256.99	View chart
Palo Alto Networks (PANW)	0.1	$422k		2.3k	184.20	View chart
Abbott Laboratories (ABT)	0.1	$421k	-10%	3.4k	125.30	View chart
Las Vegas Sands (LVS)	0.1	$416k		6.4k	65.09	View chart
Best Buy (BBY)	0.1	$408k		6.1k	66.93	View chart
SYSCO Corporation (SYY)	0.1	$403k		5.5k	73.69	View chart
Coca-Cola Company (KO)	0.1	$403k		5.8k	69.92	View chart
Invesco Exch Traded Fd Tr S&p500 Low Vol (SPLV)	0.1	$399k	-3%	5.6k	71.42	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$399k		14k	28.82	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$397k		18k	22.43	View chart
Dbx Etf Tr Xtrackers Low (HYDW)	0.1	$395k	NEW	8.4k	47.18	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$387k		1.0k	386.85	View chart
Intuit (INTU)	0.1	$382k		576.00	662.42	View chart
Booking Holdings (BKNG)	0.1	$380k		71.00	5355.32	View chart
Invesco Exch Traded Fd Tr Nasdaq 100 Etf (QQQM)	0.1	$377k	+56%	1.5k	252.98	View chart
O'reilly Automotive (ORLY)	0.1	$375k		4.1k	91.21	View chart
Analog Devices (ADI)	0.1	$373k		1.4k	271.20	View chart
Altria (MO)	0.1	$372k	+3%	6.5k	57.66	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$371k		7.5k	49.84	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$366k		7.1k	51.60	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$361k	+4%	5.1k	71.44	View chart
Samsara Com Cl A (IOT)	0.1	$358k	NEW	10k	35.45	View chart
MercadoLibre (MELI)	0.1	$355k		176.00	2014.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$349k	-12%	694.00	502.65	View chart
Trane Technologies SHS (TT)	0.1	$349k		896.00	389.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$345k		1.6k	219.72	View chart
Morgan Stanley Com New (MS)	0.1	$340k		1.9k	177.56	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$339k	NEW	2.6k	128.83	View chart
Oracle Corporation (ORCL)	0.1	$339k	NEW	1.7k	194.94	View chart
Raytheon Technologies Corp (RTX)	0.1	$336k		1.8k	183.37	View chart
Viking Holdings Ord Shs (VIK)	0.1	$335k		4.7k	71.41	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$335k		6.7k	49.99	View chart
Hanover Insurance (THG)	0.1	$332k		1.8k	182.77	View chart
Chubb (CB)	0.1	$329k		1.1k	312.12	View chart
American Express Company (AXP)	0.1	$328k	+12%	888.00	369.74	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$321k	+6%	17k	19.39	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$320k	+3%	3.6k	90.00	View chart
PPL Corporation (PPL)	0.1	$318k		9.1k	35.02	View chart
Gilead Sciences (GILD)	0.1	$317k	+12%	2.6k	122.74	View chart
Parker-Hannifin Corporation (PH)	0.1	$316k		360.00	878.96	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$316k		3.8k	82.73	View chart
Lockheed Martin Corporation (LMT)	0.1	$316k		653.00	483.67	View chart
Philip Morris International (PM)	0.1	$311k	+25%	1.9k	160.38	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$304k		1.5k	204.85	View chart
McKesson Corporation (MCK)	0.1	$303k	-9%	370.00	819.92	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$303k		3.3k	92.51	View chart
Astrazeneca Sponsored Adr	0.1	$301k	NEW	3.3k	91.93	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$301k		25k	12.02	View chart
Bank of New York Mellon Corporation (BK)	0.1	$299k		2.6k	116.09	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$299k	-10%	5.0k	60.18	View chart
Southern Copper Corporation (SCCO)	0.1	$298k		2.1k	143.47	View chart
Realty Income (O)	0.1	$297k	+7%	5.3k	56.37	View chart
Enterprise Products Partners (EPD)	0.1	$295k		9.2k	32.06	View chart
PNC Financial Services (PNC)	0.1	$290k		1.4k	208.73	View chart
Waste Management (WM)	0.1	$287k	-4%	1.3k	219.71	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$283k	+2%	1.8k	160.97	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$280k		6.8k	41.48	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$277k		3.7k	75.85	View chart
Advanced Micro Devices (AMD)	0.1	$272k	-11%	1.3k	214.16	View chart
Cheniere Energy Com New (LNG)	0.1	$265k	-7%	1.4k	194.35	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$264k	+6%	1.6k	168.28	View chart
Micron Technology (MU)	0.1	$262k	NEW	917.00	285.38	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$261k	+3%	2.1k	124.19	View chart
Lam Research Corp Com New (LRCX)	0.1	$261k	-8%	1.5k	171.18	View chart
Pepsi (PEP)	0.1	$259k	+2%	1.8k	143.52	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.1	$254k		7.2k	35.21	View chart
EQT Corporation (EQT)	0.1	$252k		4.7k	53.60	View chart
Dollar Tree (DLTR)	0.1	$246k	NEW	2.0k	123.01	View chart
Exelon Corporation (EXC)	0.1	$246k	-10%	5.6k	43.59	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$244k	+90%	5.4k	44.71	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$243k	-27%	798.00	304.06	View chart
Capital Grp Fixed Incm Etf Us Multi-sector (CGMS)	0.1	$242k	NEW	8.8k	27.62	View chart
Invesco Exchange Traded S&p500 Quality (SPHQ)	0.1	$241k		3.2k	75.04	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$241k		4.6k	52.62	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$239k	+104%	1.7k	143.97	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$237k		7.6k	30.96	View chart
Quanta Services (PWR)	0.1	$236k	+8%	560.00	422.06	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$231k	-76%	9.9k	23.42	View chart
American Tower Reit (AMT)	0.1	$228k	-4%	1.3k	175.61	View chart
Wedbush Ser Tr Dan Ives Wedbush (IVES)	0.1	$226k	NEW	7.2k	31.61	View chart
Kla Corp Com New (KLAC)	0.1	$222k	NEW	183.00	1215.08	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$222k		10k	21.83	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.1	$222k	-38%	18k	12.64	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$220k		2.0k	110.15	View chart
Intel Corporation (INTC)	0.1	$217k	NEW	5.9k	36.90	View chart
Teladoc (TDOC)	0.1	$214k	-54%	31k	7.00	View chart
Bristol Myers Squibb (BMY)	0.1	$213k	-20%	4.0k	53.94	View chart
The Trade Desk Com Cl A (TTD)	0.1	$212k		5.6k	37.96	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$211k		1.8k	120.18	View chart
Cme (CME)	0.1	$205k		750.00	273.08	View chart
Blackrock (BLK)	0.1	$204k		191.00	1070.34	View chart
General Dynamics Corporation (GD)	0.1	$203k		604.00	336.66	View chart
GSK Sponsored Adr (GSK)	0.1	$202k	NEW	4.1k	49.05	View chart
salesforce (CRM)	0.1	$201k	NEW	757.00	264.91	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$200k		1.5k	130.11	View chart
Medtronic SHS (MDT)	0.1	$200k	NEW	2.1k	96.06	View chart
Ford Motor Company (F)	0.1	$188k		14k	13.12	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$174k		14k	12.66	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$156k		11k	14.31	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$152k	-10%	16k	9.48	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$146k		13k	11.63	View chart
Sangamo Biosciences (SGMO)	0.0	$133k	-5%	316k	0.42	View chart
Nuveen Muni Value Fund (NUV)	0.0	$131k		14k	9.06	View chart
Immunitybio (IBRX)	0.0	$38k	NEW	19k	1.98	View chart
Quantum Si Com Cl A (QSI)	0.0	$30k	-12%	27k	1.10	View chart

Past Filings by Wealth Management Associates

SEC 13F filings are viewable for Wealth Management Associates going back to 2025

Wealth Management Associates 2025 Q4 filed Jan. 20, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z