Notify me when Wealth Management Associates, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 235 | $287,510,981 | +$10,963,154 | -$9,683,344 | +$1,279,810 | AAPL, IVV, TLT, MSFT, VTI | 13F-HR | 20 Jan 2026, 06:23 |
| Q3 2025 | 230 | $281,785,224 | +$12,971,668 | -$9,471,410 | +$3,500,258 | AAPL, IVV, TLT, MSFT, NVDA | 13F-HR | 21 Oct 2025, 07:26 |
| Q2 2025 | 219 | $256,950,297 | +$11,901,744 | -$8,720,788 | +$3,180,956 | AAPL, TLT, IVV, MSFT, NVDA | 13F-HR | 04 Aug 2025, 06:01 |
| Q1 2025 | 212 | $233,352,075 | +$10,347,099 | -$6,201,993 | +$4,145,106 | AAPL, TLT, IVV, MSFT, DVY | 13F-HR | 28 May 2025, 12:01 |
| Q4 2024 | 210 | $234,034,653 | +$6,668,881 | -$4,949,812 | +$1,719,069 | AAPL, TLT, IVV, MSFT, VTI | 13F-HR | 28 May 2025, 12:01 |
| Q3 2024 | 209 | $227,425,492 | +$11,444,598 | -$8,612,189 | +$2,832,409 | AAPL, TLT, IVV, MSFT, VTI | 13F-HR | 28 May 2025, 12:01 |
| Q2 2024 | 204 | $213,210,183 | $0 | $0 | $0 | AAPL, TLT, IVV, MSFT, VTI | 13F-HR | 28 May 2025, 12:01 |
| Q1 2024 | 204 | $205,792,913 | +$18,549,806 | -$13,284,934 | +$5,264,872 | AAPL, TLT, IVV, MSFT, VTI | 13F-HR | 28 May 2025, 12:01 |
| Q4 2023 | 198 | $189,437,101 | +$8,996,768 | -$7,424,097 | +$1,572,671 | AAPL, TLT, MSFT, VTI, DVY | 13F-HR | 28 May 2025, 11:54 |
| Q3 2023 | 190 | $171,212,881 | +$6,201,295 | -$4,190,702 | +$2,010,593 | AAPL, TLT, MSFT, DVY, VTI | 13F-HR | 28 May 2025, 11:54 |
| Q2 2023 | 191 | $176,609,042 | +$14,631,430 | -$7,772,962 | +$6,858,468 | AAPL, TLT, MSFT, DVY, VTI | 13F-HR | 28 May 2025, 11:54 |
| Q1 2023 | 193 | $161,929,752 | +$8,669,284 | -$4,629,812 | +$4,039,472 | AAPL, DVY, MSFT, VTI, VYM | 13F-HR | 28 May 2025, 11:54 |
| Q4 2022 | 186 | $150,182,980 | +$9,235,657 | -$13,103,353 | -$3,867,696 | AAPL, DVY, VTI, VYM, MSFT | 13F-HR | 28 May 2025, 11:52 |
| Q3 2022 | 174 | $141,969,807 | +$12,133,736 | -$4,541,024 | +$7,592,712 | AAPL, DVY, VTI, MSFT, VYM | 13F-HR | 28 May 2025, 11:52 |
| Q2 2022 | 175 | $146,597,382 | +$6,618,212 | -$12,115,763 | -$5,497,551 | AAPL, DVY, VTI, MSFT, VYM | 13F-HR | 28 May 2025, 11:52 |
| Q1 2022 | 187 | $176,279,957 | +$7,829,453 | -$10,998,092 | -$3,168,639 | AAPL, DVY, VTI, MSFT, VYM | 13F-HR | 28 May 2025, 11:52 |
| Q4 2021 | 195 | $185,886,022 | +$11,298,337 | -$8,080,192 | +$3,218,145 | AAPL, DVY, VTI, MSFT, VYM | 13F-HR | 28 May 2025, 11:47 |
| Q3 2021 | 192 | $170,943,711 | +$6,297,140 | -$8,559,678 | -$2,262,538 | AAPL, DVY, VTI, MSFT, T | 13F-HR | 28 May 2025, 11:47 |
| Q2 2021 | 197 | $176,217,424 | +$19,004,140 | -$7,411,996 | +$11,592,144 | AAPL, DVY, VTI, MSFT, T | 13F-HR | 28 May 2025, 11:47 |
| Q1 2021 | 186 | $157,529,327 | +$9,742,414 | -$11,229,858 | -$1,487,444 | AAPL, DVY, VTI, T, IVV | 13F-HR | 28 May 2025, 11:47 |
| Q4 2020 | 177 | $152,273,381 | +$14,139,945 | -$5,614,565 | +$8,525,380 | AAPL, VTI, DVY, T, IVV | 13F-HR | 28 May 2025, 11:31 |
| Q3 2020 | 157 | $129,412,616 | +$17,565,028 | -$6,777,926 | +$10,787,102 | AAPL, DVY, VTI, T, MSFT | 13F-HR | 28 May 2025, 11:31 |
| Q2 2020 | 150 | $118,616,724 | +$12,817,148 | -$10,701,120 | +$2,116,028 | AAPL, DVY, T, VTI, MSFT | 13F-HR | 28 May 2025, 11:31 |
| Q1 2020 | 122 | $98,973,749 | +$4,283,218 | -$21,107,495 | -$16,824,277 | VTI, AAPL, DVY, T, IVV | 13F-HR | 28 May 2025, 11:31 |
| Q4 2019 | 149 | $139,780,437 | +$7,909,109 | -$1,455,210 | +$6,453,899 | VTI, DVY, AAPL, T, IVV | 13F-HR | 28 May 2025, 11:27 |
| Q3 2019 | 144 | $124,285,078 | +$26,181,496 | -$4,075,317 | +$22,106,179 | VTI, DVY, AAPL, T, VYM | 13F-HR | 28 May 2025, 11:27 |
| Q2 2019 | 100 | $100,412,357 | +$9,685,446 | -$3,276,141 | +$6,409,305 | VTI, DVY, AAPL, T, VYM | 13F-HR | 28 May 2025, 11:27 |
| Q1 2019 | 93 | $91,755,891 | +$11,348,927 | -$2,460,619 | +$8,888,308 | VTI, DVY, AAPL, IVV, VYM | 13F-HR | 28 May 2025, 11:27 |
| Q4 2018 | 86 | $74,261,409 | $0 | $0 | $0 | VTI, DVY, AAPL, VYM, T | 13F-HR | 28 May 2025, 11:27 |