Wealth Management Associates, Inc. Incresed Positions in Q4 2025

Wealth Management Associates, Inc.

  • $288 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
676
+ 4.94%
$236.57 - $291.31 $160K - $197K
14.3K $4.49B
LLY
Eli Lilly & CO

Healthcare
5
+ 0.14%
$799.57 - $1025.28 $4K - $5.13K
3.69K $3.97B
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.4K
+ 8.07%
$88.67 - $92.06 $923K - $958K
139K $12.1B
WRN
Western Copper & Gold Corp

Basic Materials
138K
+ 202.65%
$1.9 - $2.5 $261K - $344K
206K $549M
LHX
L3 Harris Technologies, Inc.

Industrials
1.16K
+ 116.9%
$283.87 - $306.76 $328K - $354K
2.14K $629M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
483
+ 35.08%
$600.51 - $631.95 $290K - $305K
1.86K $1.17B
JNJ
Johnson & Johnson

Healthcare
85
+ 0.83%
$185.98 - $199.58 $15.8K - $17K
10.3K $2.13B
DGRO
Ishares Core Dividend Growth E

ETFs
2.78K
+ 23.74%
$66.93 - $69.17 $186K - $192K
14.5K $1.01B
IBM
International Business Machines Corp

Technology
426
+ 7.68%
$275.97 - $314.98 $118K - $134K
5.98K $1.77B
IRBO
Ishares Robotics & Artificial

ETFs
3.05K
+ 15.21%
N/A
23.1K $1.11B
PFE
Pfizer Inc

Healthcare
8.11K
+ 15.33%
$24.23 - $27.37 $197K - $222K
61K $1.52B
AMZN
Amazon Com Inc

Consumer Cyclical
109
+ 0.85%
$213.04 - $254.0 $23.2K - $27.7K
12.9K $2.99B
APLD
Applied Blockchain, Inc.

Financial Services
650
+ 0.69%
$23.06 - $37.76 $15K - $24.5K
95.3K $2.34B
AIQ
Global X Funds Global X Artifi

ETFs
619
+ 0.82%
$48.93 - $53.56 $30.3K - $33.2K
75.7K $3.85B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
538
+ 56.57%
$242.67 - $261.79 $131K - $141K
1.49K $377M
ISRG
Intuitive Surgical Inc

Healthcare
52
+ 6.12%
$429.59 - $576.2 $22.3K - $30K
902 $511M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.62K
+ 4.56%
$77.73 - $78.84 $126K - $128K
37.2K $2.9B
OKE
Oneok Inc

Energy
1.56K
+ 30.43%
$64.31 - $72.98 $100K - $113K
6.67K $490M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
26
+ 0.06%
$137.47 - $143.13 $3.57K - $3.72K
43.1K $6.19B
ABUS
Arbutus Biopharma Corp

Healthcare
15.1K
+ 13.34%
$4.11 - $4.84 $61.9K - $72.8K
128K $615M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
775
+ 13.2%
$68.19 - $73.27 $52.8K - $56.8K
6.64K $493M
FDVV
Fidelity High Dividend ETF

ETFs
1.6K
+ 16.69%
$54.66 - $56.68 $87.5K - $90.7K
11.2K $634M
KKR
Kkr & Co. Inc.

Financial Services
790
+ 25.95%
$117.52 - $127.65 $92.8K - $101K
3.83K $489M
FDX
Fedex Corp

Industrials
1
+ 0.06%
$224.63 - $268.67 $225 - $269
1.73K $499M
TD
Toronto Dominion Bank

Financial Services
18
+ 0.34%
$78.32 - $82.74 $1.41K - $1.49K
5.25K $494M
LVS
Las Vegas Sands Corp

Consumer Cyclical
23
+ 0.36%
$46.47 - $66.99 $1.07K - $1.54K
6.39K $416M
QQQ
Invesco Qqq Trust, Series 1

ETFs
35
+ 0.99%
$589.5 - $635.77 $20.6K - $22.3K
3.57K $2.19B
NVTS
Navitas Semiconductor Corp

Technology
10.1K
+ 13.94%
$7.3 - $17.1 $73.4K - $172K
82.1K $586M
AXP
American Express CO

Financial Services
96
+ 12.12%
$316.26 - $372.77 $30.4K - $35.8K
888 $328M
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.23%
$264.7 - $283.93 $1.32K - $1.42K
2.22K $640M
GILD
Gilead Sciences, Inc.

Healthcare
285
+ 12.39%
$110.56 - $125.2 $31.5K - $35.7K
2.59K $317M
PM
Philip Morris International Inc.

Consumer Defensive
390
+ 25.16%
$144.33 - $160.86 $56.3K - $62.7K
1.94K $311M
BA
Boeing CO

Industrials
235
+ 8.25%
$191.81 - $225.32 $45.1K - $53K
3.08K $669M
SCCO
Southern Copper Corp

Basic Materials
15
+ 0.73%
$122.64 - $141.68 $1.84K - $2.13K
2.08K $298M
WFC
Wells Fargo & Company

Financial Services
4
+ 0.08%
$77.62 - $87.3 $310 - $349
5.02K $468M
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.02%
$138.56 - $147.63 $139 - $148
5.06K $778M
NEE
Nextera Energy Inc

Utilities
218
+ 3.72%
$78.18 - $86.03 $17K - $18.8K
6.08K $488M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.17K
+ 4.66%
$45.63 - $46.44 $53.6K - $54.5K
26.4K $1.2B
Tko Group Holdings Inc
124
+ 5.34%
N/A
2.45K $511M
SRLN
Ssga Active Trust

ETFs
1.62K
+ 2.0%
$41.05 - $41.54 $66.4K - $67.2K
82.4K $3.4B
HDV
Ishares Core High Dividend ETF

ETFs
496
+ 2.17%
$118.22 - $122.79 $58.6K - $60.9K
23.3K $2.84B
IYF
Ishares Tr

ETFs
130
+ 1.79%
$120.85 - $126.31 $15.7K - $16.4K
7.37K $951M
VFH
Vanguard Financial ETF

ETFs
65
+ 0.67%
$125.75 - $131.12 $8.17K - $8.52K
9.78K $1.31B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
115
+ 3.34%
$82.92 - $88.2 $9.54K - $10.1K
3.56K $320M
SHOP
Shopify Inc.

Technology
35
+ 2.03%
$146.04 - $179.01 $5.11K - $6.27K
1.76K $283M
ILCB
Ishares Morningstar U.S. Equit

ETFs
7
+ 0.06%
$90.64 - $95.28 $634 - $667
12.6K $1.18B
PWR
Quanta Services, Inc.

Industrials
46
+ 8.95%
$412.21 - $453.83 $19K - $20.9K
560 $236M
KO
Coca Cola CO

Consumer Defensive
6
+ 0.1%
$66.1 - $71.61 $397 - $430
5.76K $403M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
1.02K
+ 6.55%
$19.25 - $19.51 $19.6K - $19.8K
16.6K $321M
Activity Summary
Buys All Purchases 99 New Holdings 17 Increased Positions 82 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wealth Management Associates, Inc. Portfolio

Follow Wealth Management Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email