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Wealth Management Associates

Latest statistics and disclosures from Wealth Management Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, TLT, IVV, DVY, VTI, and represent 20.14% of Wealth Management Associates's stock portfolio.
Added to shares of these 10 stocks: APA, XOP, PR, CRUX, PSX, AAPL, XLE, TLT, GLD, LUV.
Started 23 new stock positions in AZN, GRID, CGBL, TEL, CRUX, USAI, XOP, SCHD, APA, ETR. PSX, PR, SCYB, LIN, AMGN, GDX, AEP, CGUS, VTEB, LUV, GLW, Honeywell International, BUFR.
Reduced shares in these 10 stocks: LLY, HYLB, RKT, IBIT, IBM, KKR, ETHA, INTU, BKNG, .
Sold out of its positions in AMD, AMT, AstraZeneca, BLK, BKNG, EQT, SKYY, FLBL, INTU, ETHA. KKR, MCK, MELI, NUW, NUV, ORLY, ORCL, COWG, CRM, IOT, TDOC, TTD, IVES, MDT.
Wealth Management Associates was a net buyer of stock by $7.1M.
Wealth Management Associates has $290M in assets under management (AUM), dropping by 0.74%.
Central Index Key (CIK): 0002067339

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Portfolio Holdings for Wealth Management Associates

Wealth Management Associates holds 234 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.3	$15M	+5%	60k	253.79	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	4.4	$13M	+4%	146k	86.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.3	$12M		19k	653.20	View chart
Ishares Tr Select Divid Etf (DVY)	3.1	$9.1M	+2%	60k	151.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.1	$8.9M		28k	320.81	View chart
NVIDIA Corporation (NVDA)	3.0	$8.6M		50k	174.40	View chart
Microsoft Corporation (MSFT)	2.7	$7.9M	+3%	21k	370.17	View chart
Palantir Technologies Cl A (PLTR)	2.4	$6.9M		47k	146.28	View chart
Spdr Gold Tr Gold Shs (GLD)	2.4	$6.8M	+8%	16k	430.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.3	$6.7M	+5%	45k	148.10	View chart
Ishares Tr Intl Sel Div Etf (IDV)	2.2	$6.3M		147k	42.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.9	$5.5M		39k	142.43	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	1.8	$5.3M	+2%	57k	93.66	View chart
Kinder Morgan (KMI)	1.7	$5.1M		151k	33.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$4.5M	+9%	16k	287.56	View chart
Exxon Mobil Corporation (XOM)	1.5	$4.2M	-3%	25k	169.66	View chart
Global X Fds Artificial Etf (AIQ)	1.3	$3.9M	+9%	83k	46.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$3.7M	+2%	38k	99.27	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	1.2	$3.4M		84k	40.14	View chart
Broadcom (AVGO)	1.2	$3.4M	+4%	11k	309.50	View chart
Ishares Tr Core High Dv Etf (HDV)	1.1	$3.2M		23k	135.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$3.0M	+3%	38k	77.18	View chart
At&t (T)	1.0	$2.9M		101k	28.99	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.8M	-5%	9.7k	286.85	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.9	$2.7M	-3%	76k	35.44	View chart
Amazon (AMZN)	0.9	$2.6M	-2%	13k	208.27	View chart
Eli Lilly & Co. (LLY)	0.9	$2.5M	-25%	2.8k	919.77	View chart
Johnson & Johnson (JNJ)	0.9	$2.5M		10k	244.43	View chart
JPMorgan Chase & Co. (JPM)	0.8	$2.4M		8.3k	294.17	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$2.3M	+5%	3.3k	697.69	View chart
Applied Digital Corp Com New (APLD)	0.8	$2.3M	+2%	98k	23.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.1M	+3%	3.7k	577.11	View chart
Axon Enterprise (AXON)	0.7	$2.1M		5.0k	424.69	View chart
Verizon Communications (VZ)	0.7	$2.1M		42k	50.20	View chart
Public Service Enterprise (PEG)	0.7	$2.0M		25k	80.95	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.7	$1.9M		23k	84.91	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.6	$1.8M	-2%	4.6k	390.41	View chart
Pfizer (PFE)	0.6	$1.7M		62k	28.08	View chart
Apa Corporation (APA)	0.6	$1.7M	NEW	40k	42.44	View chart
Spdr Series Trust State Street Spd (XOP)	0.6	$1.6M	NEW	9.0k	181.83	View chart
Chevron Corporation (CVX)	0.6	$1.6M		7.9k	206.89	View chart
Permian Resources Corp Class A Com (PR)	0.6	$1.6M	NEW	76k	21.32	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$1.6M		18k	88.16	View chart
Columbia Etf Tr I Core Bond Etf (CRUX)	0.5	$1.5M	NEW	51k	30.05	View chart
Bank of America Corporation (BAC)	0.5	$1.5M	-4%	32k	48.75	View chart
Ge Aerospace Com New (GE)	0.5	$1.4M		5.1k	283.79	View chart
Abbvie (ABBV)	0.5	$1.4M		6.5k	217.49	View chart
Merck & Co (MRK)	0.5	$1.4M		11k	120.29	View chart
Wal-Mart Stores (WMT)	0.5	$1.3M	-6%	11k	124.28	View chart
Phillips 66 (PSX)	0.5	$1.3M	NEW	7.3k	182.19	View chart
Procter & Gamble Company (PG)	0.5	$1.3M		9.2k	144.44	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$1.3M	+7%	19k	68.14	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.2M		13k	92.74	View chart
Ishares Tr Investment Grade (IGEB)	0.4	$1.2M	+2%	27k	45.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$1.2M	+17%	17k	70.18	View chart
Vanguard World Financials Etf (VFH)	0.4	$1.2M		9.7k	120.81	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.4	$1.2M	+8%	25k	46.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.1M	+2%	1.9k	597.55	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$1.1M	-12%	10k	112.11	View chart
Ge Vernova (GEV)	0.4	$1.1M		1.3k	873.20	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.4	$1.1M	-2%	12k	89.86	View chart
Mastercard Incorporated Cl A (MA)	0.4	$1.0M		2.0k	499.61	View chart
International Business Machines (IBM)	0.3	$956k	-34%	3.9k	242.40	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$950k	+184%	16k	61.26	View chart
Valero Energy Corporation (VLO)	0.3	$945k		3.8k	247.06	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.3	$928k		8.0k	116.11	View chart
McDonald's Corporation (MCD)	0.3	$909k		2.9k	310.82	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$904k	+7%	16k	57.61	View chart
ConocoPhillips (COP)	0.3	$903k	+19%	6.8k	132.00	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.3	$869k		7.4k	117.66	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$869k	-4%	15k	59.78	View chart
Visa Com Cl A (V)	0.3	$855k	-11%	2.8k	302.26	View chart
Linkbancorp (LNKB)	0.3	$826k		99k	8.34	View chart
Cisco Systems (CSCO)	0.3	$824k		11k	77.59	View chart
Navitas Semiconductor Corp-a (NVTS)	0.3	$823k	+14%	94k	8.77	View chart
TJX Companies (TJX)	0.3	$792k	-2%	5.0k	159.69	View chart
Duke Energy Corp Com New (DUK)	0.3	$777k		5.9k	130.94	View chart
Costco Wholesale Corporation (COST)	0.3	$777k		779.00	996.90	View chart
Citigroup Com New (C)	0.3	$762k	+14%	6.7k	113.41	View chart
Comcast Corp Cl A (CMCSA)	0.3	$753k	+3%	26k	28.71	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$739k	+9%	1.1k	650.19	View chart
L3harris Technologies (LHX)	0.3	$725k	-2%	2.1k	345.08	View chart
Home Depot (HD)	0.2	$716k		2.2k	328.81	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$713k		16k	45.26	View chart
Meta Platforms Cl A (META)	0.2	$691k	+80%	1.2k	572.32	View chart
Bridgebio Pharma (BBIO)	0.2	$671k		9.0k	74.26	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$669k	-2%	7.6k	87.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$665k	-43%	17k	38.42	View chart
Targa Res Corp (TRGP)	0.2	$652k		2.6k	250.73	View chart
Texas Instruments Incorporated (TXN)	0.2	$650k		3.3k	194.12	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$645k	+4%	12k	55.24	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$625k	-55%	17k	36.16	View chart
Eaton Corp SHS (ETN)	0.2	$619k	+11%	1.7k	357.77	View chart
FedEx Corporation (FDX)	0.2	$615k		1.7k	356.24	View chart
Oneok (OKE)	0.2	$614k		6.8k	90.39	View chart
Vanguard World Health Car Etf (VHT)	0.2	$611k		2.2k	272.30	View chart
Williams Companies (WMB)	0.2	$603k		8.3k	72.78	View chart
Caterpillar (CAT)	0.2	$595k	-36%	839.00	708.77	View chart
AmerisourceBergen (COR)	0.2	$594k		1.9k	314.14	View chart
Arbutus Biopharma (ABUS)	0.2	$593k	+3%	132k	4.50	View chart
Arista Networks Com Shs (ANET)	0.2	$588k	+14%	4.8k	122.78	View chart
Ryder System (R)	0.2	$581k		2.8k	204.71	View chart
Cardinal Health (CAH)	0.2	$575k		2.7k	211.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$571k	+37%	3.0k	191.84	View chart
Boeing Company (BA)	0.2	$569k	-7%	2.9k	199.03	View chart
Nextera Energy (NEE)	0.2	$564k		6.1k	92.88	View chart
Rocket Cos Com Cl A (RKT)	0.2	$557k	-50%	39k	14.25	View chart
Western Copper And Gold Cor (WRN)	0.2	$554k	+6%	219k	2.53	View chart
Target Corporation (TGT)	0.2	$548k		4.5k	121.20	View chart
Kroger (KR)	0.2	$545k		7.5k	72.36	View chart
Southern Company (SO)	0.2	$523k		5.4k	96.52	View chart
Walt Disney Company (DIS)	0.2	$515k	-5%	5.3k	96.38	View chart
Union Pacific Corporation (UNP)	0.2	$513k		2.1k	242.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$512k		7.6k	67.53	View chart
Constellation Energy (CEG)	0.2	$507k	-2%	1.8k	279.24	View chart
Applied Materials (AMAT)	0.2	$501k	-10%	1.5k	341.79	View chart
Micron Technology (MU)	0.2	$499k	+61%	1.5k	337.83	View chart
Toronto Dominion Bk Ont Com New (TD)	0.2	$491k		5.3k	93.30	View chart
Dbx Etf Tr Xtrackers Low (HYDW)	0.2	$489k	+25%	11k	46.62	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$487k	-4%	9.7k	50.34	View chart
Soundhound Ai Class A Com (SOUN)	0.2	$484k	-34%	70k	6.87	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$472k		5.4k	86.63	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$468k		6.6k	70.36	View chart
Immunitybio (IBRX)	0.2	$466k	+219%	61k	7.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$462k	+5%	2.4k	191.93	View chart
Invesco SHS (IVZ)	0.2	$461k	-2%	19k	24.29	View chart
Analog Devices (ADI)	0.2	$438k		1.4k	318.14	View chart
Synopsys (SNPS)	0.1	$422k		1.1k	396.48	View chart
Synchrony Financial (SYF)	0.1	$421k		6.2k	68.02	View chart
Coca-Cola Company (KO)	0.1	$415k	-5%	5.5k	76.06	View chart
Altria (MO)	0.1	$414k	-2%	6.3k	65.99	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$410k		5.6k	73.13	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$405k	-43%	1.6k	250.58	View chart
Southwest Airlines (LUV)	0.1	$404k	NEW	11k	37.57	View chart
Lockheed Martin Corporation (LMT)	0.1	$392k		648.00	604.39	View chart
Best Buy (BBY)	0.1	$392k		6.1k	64.20	View chart
SYSCO Corporation (SYY)	0.1	$390k		5.5k	71.33	View chart
Intuitive Surgical Com New (ISRG)	0.1	$390k	-6%	845.00	460.99	View chart
Philip Morris International (PM)	0.1	$378k	+17%	2.3k	165.32	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$376k		14k	27.46	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$374k	+18%	6.0k	62.68	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$372k		7.1k	52.54	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$371k		1.0k	370.68	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.1	$364k	NEW	14k	26.00	View chart
Southern Copper Corporation (SCCO)	0.1	$360k		2.1k	172.06	View chart
Gilead Sciences (GILD)	0.1	$360k		2.6k	139.37	View chart
UnitedHealth (UNH)	0.1	$358k		1.3k	270.63	View chart
Corning Incorporated (GLW)	0.1	$357k	NEW	2.6k	135.98	View chart
Raytheon Technologies Corp (RTX)	0.1	$353k		1.8k	192.87	View chart
Wells Fargo & Company (WFC)	0.1	$352k	-11%	4.4k	79.62	View chart
Astrazeneca Ord (AZN)	0.1	$351k	NEW	1.8k	197.22	View chart
Pacer Fds Tr American Energy (USAI)	0.1	$348k	NEW	7.4k	46.99	View chart
Enterprise Products Partners (EPD)	0.1	$348k		9.2k	37.84	View chart
PPL Corporation (PPL)	0.1	$347k		9.1k	38.20	View chart
Las Vegas Sands (LVS)	0.1	$346k		6.4k	53.88	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$346k	-6%	7.0k	49.78	View chart
Abbott Laboratories (ABT)	0.1	$345k		3.4k	102.67	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$344k	+2%	3.7k	94.24	View chart
Chubb (CB)	0.1	$344k		1.1k	325.93	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$339k	+20%	2.5k	133.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$337k		1.6k	215.02	View chart
Tesla Motors (TSLA)	0.1	$337k	-17%	906.00	371.75	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$334k		6.7k	49.81	View chart
Realty Income (O)	0.1	$333k	+3%	5.4k	61.18	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$330k	+4%	17k	19.00	View chart
Trane Technologies SHS (TT)	0.1	$327k	-12%	785.00	416.74	View chart
Parker-Hannifin Corporation (PH)	0.1	$322k		360.00	895.24	View chart
Tko Group Holdings Cl A (TKO)	0.1	$320k	-35%	1.6k	201.65	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$319k		2.6k	121.19	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$319k		3.8k	83.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$317k	-4%	662.00	479.20	View chart
Morgan Stanley Com New (MS)	0.1	$316k		1.9k	164.56	View chart
Hanover Insurance (THG)	0.1	$315k		1.8k	173.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$312k	NEW	6.2k	49.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$310k		4.9k	62.56	View chart
Automatic Data Processing (ADP)	0.1	$309k	-11%	1.5k	203.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$306k	NEW	9.1k	33.77	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$306k		2.6k	118.63	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	0.1	$304k		6.8k	45.05	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$304k	NEW	1.9k	163.58	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$300k	+11%	889.00	337.81	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$299k	+25%	11k	27.23	View chart
Lam Research Corp Com New (LRCX)	0.1	$296k	-9%	1.4k	213.66	View chart
Servicenow (NOW)	0.1	$296k		2.8k	104.55	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$294k	-3%	3.2k	92.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$292k	-17%	1.2k	237.55	View chart
PNC Financial Services (PNC)	0.1	$289k		1.4k	208.09	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$288k		25k	11.50	View chart
General Dynamics Corporation (GD)	0.1	$288k	+38%	838.00	343.22	View chart
Pepsi (PEP)	0.1	$286k		1.8k	155.27	View chart
Argenx Se Sponsored Adr (ARGX)	0.1	$280k	-28%	384.00	730.25	View chart
Exelon Corporation (EXC)	0.1	$277k		5.6k	49.02	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$274k	-9%	1.3k	203.79	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$273k		3.7k	74.72	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$272k	NEW	3.0k	91.78	View chart
Kla Corp Com New (KLAC)	0.1	$270k		183.00	1472.41	View chart
American Express Company (AXP)	0.1	$269k		888.00	302.35	View chart
Palo Alto Networks (PANW)	0.1	$267k	-27%	1.7k	160.32	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$262k		4.6k	57.20	View chart
Qualcomm (QCOM)	0.1	$259k	-27%	2.0k	128.76	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.1	$252k		1.6k	158.87	View chart
Intel Corporation (INTC)	0.1	$252k	-3%	5.7k	44.13	View chart
Waste Management (WM)	0.1	$250k	-16%	1.1k	229.79	View chart
Cme (CME)	0.1	$246k	+10%	832.00	295.35	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$242k		3.2k	75.19	View chart
Bristol Myers Squibb (BMY)	0.1	$240k		4.0k	60.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$235k	NEW	7.6k	30.68	View chart
Te Connectivity Ord Shs (TEL)	0.1	$233k	NEW	1.1k	209.02	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$233k	NEW	6.1k	38.42	View chart
Linde SHS (LIN)	0.1	$232k	NEW	468.00	495.76	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$232k		7.6k	30.32	View chart
Cheniere Energy Com New (LNG)	0.1	$229k	-40%	806.00	283.69	View chart
GSK Sponsored Adr (GSK)	0.1	$228k		4.1k	55.18	View chart
Viking Holdings Ord Shs (VIK)	0.1	$227k	-34%	3.1k	73.48	View chart
Adobe Systems Incorporated (ADBE)	0.1	$225k	-44%	925.00	243.08	View chart
Quanta Services (PWR)	0.1	$225k	-26%	409.00	549.02	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$222k	NEW	6.5k	34.41	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$221k		2.0k	110.39	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$220k		1.7k	132.90	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.1	$219k		10k	21.57	View chart
Dollar Tree (DLTR)	0.1	$219k		2.0k	109.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$218k		1.8k	124.31	View chart
Entergy Corporation (ETR)	0.1	$216k	NEW	1.9k	112.36	View chart
American Electric Power Company (AEP)	0.1	$215k	NEW	1.6k	131.08	View chart
Amgen (AMGN)	0.1	$211k	NEW	599.00	351.83	View chart
Honeywell International	0.1	$204k	NEW	902.00	226.09	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$201k	-3%	1.7k	118.62	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.1	$194k	-10%	16k	12.30	View chart
Ford Motor Company (F)	0.1	$172k	+4%	15k	11.54	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$166k	-2%	14k	12.33	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$141k		13k	11.23	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$139k		16k	8.62	View chart
Sangamo Biosciences	0.0	$73k	-6%	296k	0.25	View chart
Quantum Si Com Cl A (QSI)	0.0	$21k		27k	0.77	View chart

Past Filings by Wealth Management Associates

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

Wealth Management Associates 2026 Q1 filed May 13, 2026
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

View all past filings

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