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, MSFT, DVY, and represent 22.75% of Wealth Management Associates's stock portfolio.
- Added to shares of these 10 stocks: FLBL, TLT, IVV, SRLN, POWL, PYPL, SYF, ANET, AGG, IBIT.
- Started 15 new stock positions in OUNZ, BK, SYF, MO, VKTX, RTX, PM, XLE, NUW, ANET. FLBL, PYPL, POWL, VYMI, ARGX.
- Reduced shares in these 10 stocks: LIN, AMD, , QCOM, VEEV, UPS, VRT, GSC, ON, .
- Sold out of its positions in AMD, FXL, GSC, PFF, MPC, NVTS, ON, TROW, UPS, VEEV. VRT, LIN, VIK.
- Wealth Management Associates was a net buyer of stock by $4.1M.
- Wealth Management Associates has $233M in assets under management (AUM), dropping by -0.29%.
- Central Index Key (CIK): 0002067339
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Portfolio Holdings for Wealth Management Associates
Wealth Management Associates holds 212 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.3 | $15M | 66k | 222.13 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.3 | $13M | +6% | 137k | 91.03 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.5 | $11M | +5% | 19k | 561.91 |
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| Microsoft Corporation (MSFT) | 3.4 | $7.9M | 21k | 375.40 |
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| Ishares Tr Select Divid Etf (DVY) | 3.2 | $7.5M | 56k | 134.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.2 | $7.5M | +3% | 27k | 274.84 |
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| At&t (T) | 2.7 | $6.4M | 226k | 28.28 |
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| NVIDIA Corporation (NVDA) | 2.5 | $5.9M | 55k | 108.38 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 2.4 | $5.6M | 43k | 128.96 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 1.9 | $4.5M | 61k | 73.61 |
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| Kinder Morgan (KMI) | 1.9 | $4.5M | -3% | 157k | 28.53 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.9 | $4.4M | +2% | 36k | 122.01 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 1.9 | $4.4M | 142k | 31.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.8 | $4.3M | +4% | 15k | 288.14 |
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| Palantir Technologies Cl A (PLTR) | 1.8 | $4.2M | 49k | 84.40 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $3.1M | +2% | 27k | 118.93 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.3 | $3.1M | +11% | 32k | 98.92 |
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| Eli Lilly & Co. (LLY) | 1.3 | $3.0M | 3.7k | 825.80 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.3 | $3.0M | +16% | 73k | 41.13 |
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| Axon Enterprise (AXON) | 1.1 | $2.6M | +2% | 5.0k | 525.95 |
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| Ishares Tr Core High Dv Etf (HDV) | 1.1 | $2.5M | +2% | 21k | 121.12 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.1 | $2.5M | +8% | 33k | 76.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.4M | 16k | 154.64 |
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| Amazon (AMZN) | 1.0 | $2.4M | 13k | 190.26 |
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| Public Service Enterprise (PEG) | 0.9 | $2.2M | 26k | 82.30 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $2.0M | 8.2k | 245.29 |
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| Verizon Communications (VZ) | 0.8 | $1.9M | -8% | 42k | 45.36 |
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| Sprott Physical Gold Tr Unit (PHYS) | 0.8 | $1.9M | 78k | 24.06 |
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| Vanguard World Inf Tech Etf (VGT) | 0.8 | $1.8M | 3.2k | 542.35 |
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| Broadcom (AVGO) | 0.7 | $1.7M | -5% | 10k | 167.42 |
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| Johnson & Johnson (JNJ) | 0.7 | $1.7M | 10k | 165.83 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $1.6M | 3.5k | 468.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.6M | +2% | 10k | 156.23 |
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| Procter & Gamble Company (PG) | 0.7 | $1.6M | +2% | 9.5k | 170.41 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $1.6M | +2% | 4.5k | 352.58 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.6 | $1.5M | 22k | 68.07 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $1.5M | +22% | 32k | 46.81 |
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| Abbvie (ABBV) | 0.6 | $1.5M | 7.0k | 209.51 |
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| Bank of America Corporation (BAC) | 0.6 | $1.4M | 35k | 41.73 |
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| Pfizer (PFE) | 0.6 | $1.4M | +10% | 55k | 25.34 |
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| International Business Machines (IBM) | 0.5 | $1.3M | 5.1k | 248.65 |
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| Wal-Mart Stores (WMT) | 0.5 | $1.3M | 14k | 87.79 |
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| Chevron Corporation (CVX) | 0.5 | $1.2M | -6% | 7.3k | 167.29 |
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| Vanguard World Financials Etf (VFH) | 0.5 | $1.2M | +2% | 9.7k | 119.47 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $1.2M | 12k | 93.66 |
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| Franklin Templeton Etf Tr Senior Loan Etf (FLBL) | 0.5 | $1.2M | NEW | 48k | 24.07 |
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| McDonald's Corporation (MCD) | 0.5 | $1.1M | 3.6k | 312.40 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $1.1M | 2.0k | 548.21 |
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| Ishares Tr Investment Grade (IGEB) | 0.5 | $1.1M | +7% | 24k | 45.01 |
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| Ishares Gold Tr Ishares New (IAU) | 0.5 | $1.1M | 18k | 58.96 |
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| Visa Com Cl A (V) | 0.5 | $1.1M | +3% | 3.0k | 350.41 |
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| Merck & Co (MRK) | 0.4 | $1.0M | 11k | 89.76 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $987k | 27k | 36.90 |
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| Ishares Tr Morningstr Us Eq (ILCB) | 0.4 | $981k | 13k | 77.26 |
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| Ge Aerospace Com New (GE) | 0.4 | $972k | +2% | 4.9k | 200.15 |
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| Soundhound Ai Class A Com (SOUN) | 0.4 | $935k | +6% | 115k | 8.12 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.4 | $911k | +3% | 15k | 59.84 |
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| Home Depot (HD) | 0.4 | $867k | 2.4k | 366.41 |
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| Duke Energy Corp Com New (DUK) | 0.4 | $819k | 6.7k | 121.97 |
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| Docusign (DOCU) | 0.3 | $799k | +6% | 9.8k | 81.40 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.3 | $784k | -8% | 23k | 34.20 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.3 | $762k | +7% | 6.8k | 112.84 |
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| Costco Wholesale Corporation (COST) | 0.3 | $751k | 794.00 | 945.28 |
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| Cisco Systems (CSCO) | 0.3 | $713k | 12k | 61.71 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $713k | 12k | 61.78 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $696k | +10% | 1.4k | 513.91 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.3 | $695k | +9% | 6.9k | 101.42 |
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| UnitedHealth (UNH) | 0.3 | $682k | -6% | 1.3k | 523.75 |
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| Linkbancorp (LNKB) | 0.3 | $672k | 99k | 6.78 |
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| The Trade Desk Com Cl A (TTD) | 0.3 | $660k | +6% | 12k | 54.72 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $639k | -4% | 1.7k | 383.53 |
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| ConocoPhillips (COP) | 0.3 | $635k | -3% | 6.0k | 105.03 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $630k | 3.5k | 179.71 |
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| TJX Companies (TJX) | 0.3 | $609k | 5.0k | 121.80 |
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| Ishares Tr Global Energ Etf (IXC) | 0.3 | $608k | +3% | 15k | 42.07 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.3 | $606k | 7.6k | 79.86 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $597k | +5% | 2.3k | 264.74 |
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| Rocket Cos Com Cl A (RKT) | 0.2 | $579k | 48k | 12.07 |
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| Cardinal Health (CAH) | 0.2 | $561k | 4.1k | 137.77 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $558k | +18% | 998.00 | 559.42 |
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| Automatic Data Processing (ADP) | 0.2 | $553k | 1.8k | 305.53 |
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| Valero Energy Corporation (VLO) | 0.2 | $544k | 4.1k | 132.06 |
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| Applied Digital Corp Com New (APLD) | 0.2 | $538k | +25% | 96k | 5.62 |
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| AmerisourceBergen (COR) | 0.2 | $527k | 1.9k | 278.04 |
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| Targa Res Corp (TRGP) | 0.2 | $521k | 2.6k | 200.47 |
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| Williams Companies (WMB) | 0.2 | $515k | -20% | 8.6k | 59.76 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $512k | -5% | 3.0k | 173.23 |
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| Progressive Corporation (PGR) | 0.2 | $512k | 1.8k | 283.01 |
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| Kroger (KR) | 0.2 | $510k | 7.5k | 67.69 |
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| Oneok (OKE) | 0.2 | $502k | +5% | 5.1k | 99.22 |
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| Lowe's Companies (LOW) | 0.2 | $501k | 2.2k | 233.20 |
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| Qualcomm (QCOM) | 0.2 | $501k | -39% | 3.3k | 153.59 |
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| Union Pacific Corporation (UNP) | 0.2 | $499k | 2.1k | 236.24 |
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| Citigroup Com New (C) | 0.2 | $494k | -6% | 7.0k | 70.99 |
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| Eaton Corp SHS (ETN) | 0.2 | $485k | +15% | 1.8k | 271.79 |
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| Walt Disney Company (DIS) | 0.2 | $483k | 4.9k | 98.69 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $465k | +2% | 9.2k | 50.33 |
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| Anthem (ELV) | 0.2 | $458k | 1.1k | 435.03 |
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| Abbott Laboratories (ABT) | 0.2 | $455k | 3.4k | 132.67 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $447k | 7.7k | 58.35 |
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| Redfin Corp (RDFN) | 0.2 | $444k | +2% | 48k | 9.21 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $443k | +2% | 8.9k | 49.60 |
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| Southern Company (SO) | 0.2 | $441k | -13% | 4.8k | 91.95 |
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| Fiserv (FI) | 0.2 | $431k | 2.0k | 220.83 |
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| Coca-Cola Company (KO) | 0.2 | $426k | 5.9k | 71.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $425k | 798.00 | 532.58 |
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| Caterpillar (CAT) | 0.2 | $425k | -10% | 1.3k | 329.81 |
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| FedEx Corporation (FDX) | 0.2 | $421k | +13% | 1.7k | 243.77 |
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| Powell Industries (POWL) | 0.2 | $420k | NEW | 2.5k | 170.33 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $420k | 848.00 | 495.27 |
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| SYSCO Corporation (SYY) | 0.2 | $410k | 5.5k | 75.04 |
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| Ryder System (R) | 0.2 | $408k | 2.8k | 143.81 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $408k | -2% | 5.5k | 74.71 |
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| Constellation Energy (CEG) | 0.2 | $407k | +9% | 2.0k | 201.65 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $406k | 5.9k | 68.32 |
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| Wells Fargo & Company (WFC) | 0.2 | $397k | 5.5k | 71.79 |
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| Paypal Holdings (PYPL) | 0.2 | $390k | NEW | 6.0k | 65.25 |
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| Enterprise Products Partners (EPD) | 0.2 | $388k | 11k | 34.14 |
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| Palo Alto Networks (PANW) | 0.2 | $387k | 2.3k | 170.64 |
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| Synopsys (SNPS) | 0.2 | $385k | -35% | 897.00 | 428.85 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $381k | 5.5k | 69.81 |
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| Nextera Energy (NEE) | 0.2 | $379k | 5.4k | 70.89 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $371k | 7.5k | 49.85 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $367k | +7% | 2.1k | 170.90 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $362k | -2% | 4.6k | 79.46 |
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| Servicenow (NOW) | 0.2 | $354k | -5% | 445.00 | 796.14 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $353k | 4.7k | 75.91 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $352k | -7% | 6.4k | 54.76 |
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| Target Corporation (TGT) | 0.1 | $348k | +24% | 3.3k | 104.36 |
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| Intuit (INTU) | 0.1 | $345k | 562.00 | 613.99 |
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| MercadoLibre (MELI) | 0.1 | $343k | +28% | 176.00 | 1950.87 |
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| Cheniere Energy Com New (LNG) | 0.1 | $342k | 1.5k | 231.38 |
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| Arbutus Biopharma (ABUS) | 0.1 | $337k | +58% | 96k | 3.49 |
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| Tesla Motors (TSLA) | 0.1 | $336k | +42% | 1.3k | 259.16 |
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| PPL Corporation (PPL) | 0.1 | $333k | 9.2k | 36.11 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $333k | -9% | 28k | 11.77 |
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| O'reilly Automotive (ORLY) | 0.1 | $331k | 231.00 | 1432.58 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $328k | 6.7k | 49.16 |
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| Synchrony Financial (SYF) | 0.1 | $328k | NEW | 6.2k | 52.94 |
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| Wisdomtree Tr Us Midcap Divid (DON) | 0.1 | $326k | 6.6k | 49.52 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $326k | -8% | 5.4k | 59.94 |
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| Arista Networks Com Shs (ANET) | 0.1 | $325k | NEW | 4.2k | 77.48 |
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| Trane Technologies SHS (TT) | 0.1 | $321k | 952.00 | 336.92 |
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| Best Buy (BBY) | 0.1 | $320k | 4.4k | 73.61 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $318k | 1.0k | 317.64 |
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| Hanover Insurance (THG) | 0.1 | $316k | 1.8k | 173.95 |
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| Ansys (ANSS) | 0.1 | $316k | 998.00 | 316.56 |
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| Waste Management (WM) | 0.1 | $316k | +5% | 1.4k | 231.51 |
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| Meta Platforms Cl A (META) | 0.1 | $315k | -4% | 546.00 | 576.00 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $314k | 10k | 30.99 |
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| Exelon Corporation (EXC) | 0.1 | $312k | -6% | 6.8k | 46.08 |
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| Ge Vernova (GEV) | 0.1 | $311k | 1.0k | 305.29 |
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| Bridgebio Pharma (BBIO) | 0.1 | $310k | +19% | 9.0k | 34.57 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $306k | 981.00 | 312.04 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $304k | 1.6k | 193.98 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $304k | 1.2k | 244.03 |
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| Bristol Myers Squibb (BMY) | 0.1 | $300k | 4.9k | 60.99 |
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| Booking Holdings (BKNG) | 0.1 | $299k | -2% | 65.00 | 4606.91 |
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| Chubb (CB) | 0.1 | $297k | +19% | 982.00 | 301.99 |
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| Tko Group Holdings Cl A (TKO) | 0.1 | $296k | 1.9k | 152.81 |
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| Skechers U S A Cl A (SKX) | 0.1 | $293k | +11% | 5.2k | 56.78 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $292k | 3.3k | 89.64 |
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| American Tower Reit (AMT) | 0.1 | $290k | 1.3k | 217.63 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.1 | $288k | 25k | 11.52 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $283k | -4% | 3.8k | 74.08 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $281k | -42% | 630.00 | 446.71 |
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| CoStar (CSGP) | 0.1 | $281k | +9% | 3.5k | 79.23 |
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| McKesson Corporation (MCK) | 0.1 | $276k | 410.00 | 672.46 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $274k | 1.5k | 184.19 |
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| Realty Income (O) | 0.1 | $272k | 4.7k | 58.01 |
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| Pepsi (PEP) | 0.1 | $269k | 1.8k | 149.94 |
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| Argenx Se Sponsored Adr (ARGX) | 0.1 | $268k | NEW | 453.00 | 591.87 |
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| Amgen (AMGN) | 0.1 | $264k | 847.00 | 311.69 |
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| Honeywell International (HON) | 0.1 | $258k | 1.2k | 211.76 |
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| Insulet Corporation (PODD) | 0.1 | $257k | -2% | 979.00 | 262.61 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $250k | 5.0k | 50.21 |
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| PNC Financial Services (PNC) | 0.1 | $244k | 1.4k | 175.77 |
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| Las Vegas Sands (LVS) | 0.1 | $244k | 6.3k | 38.63 |
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| Philip Morris International (PM) | 0.1 | $243k | NEW | 1.5k | 158.73 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $241k | NEW | 3.3k | 73.69 |
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| Viking Therapeutics (VKTX) | 0.1 | $241k | NEW | 10k | 24.15 |
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| Analog Devices (ADI) | 0.1 | $239k | 1.2k | 201.67 |
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| First Tr Exchange-traded Lng Dur Oprtun (LGOV) | 0.1 | $235k | 11k | 21.50 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $232k | NEW | 2.5k | 93.46 |
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| EOG Resources (EOG) | 0.1 | $232k | -12% | 1.8k | 128.27 |
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| Kkr & Co (KKR) | 0.1 | $231k | +7% | 2.0k | 115.61 |
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| Altria (MO) | 0.1 | $230k | NEW | 3.8k | 60.03 |
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| Trex Company (TREX) | 0.1 | $230k | -33% | 4.0k | 58.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $229k | 2.2k | 104.58 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $229k | NEW | 1.7k | 132.48 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $224k | 368.00 | 607.85 |
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| Applied Materials (AMAT) | 0.1 | $223k | 1.5k | 145.12 |
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| Morgan Stanley Com New (MS) | 0.1 | $221k | 1.9k | 116.68 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $221k | 2.0k | 110.46 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $210k | NEW | 2.5k | 83.87 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $209k | 6.8k | 30.79 |
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| General Mills (GIS) | 0.1 | $209k | 3.5k | 59.79 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $207k | -3% | 3.1k | 66.34 |
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| L3harris Technologies (LHX) | 0.1 | $207k | 987.00 | 209.40 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $206k | 4.6k | 45.07 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $204k | NEW | 6.8k | 30.14 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.1 | $174k | -2% | 14k | 12.38 |
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| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $159k | -15% | 19k | 8.60 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $152k | +13% | 14k | 11.20 |
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| Sangamo Biosciences (SGMO) | 0.1 | $150k | +213% | 228k | 0.66 |
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| Ford Motor Company (F) | 0.1 | $149k | -6% | 15k | 10.03 |
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| Nuveen Mun Value Fd 2 (NUW) | 0.1 | $149k | NEW | 11k | 13.74 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $143k | 13k | 10.73 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $129k | 15k | 8.77 |
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| Western Copper And Gold Cor (WRN) | 0.0 | $50k | +21% | 44k | 1.14 |
|
| Quantum Si Com Cl A (QSI) | 0.0 | $32k | -23% | 27k | 1.20 |
|
| Tilray (TLRY) | 0.0 | $19k | -6% | 29k | 0.66 |
|
Past Filings by Wealth Management Associates
SEC 13F filings are viewable for Wealth Management Associates going back to 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
- Wealth Management Associates 2022 Q2 filed May 28, 2025
- Wealth Management Associates 2022 Q3 filed May 28, 2025