Notify me when Wambolt & Associates, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 171 | $297,290,020 | +$5,298,997 | -$23,420,612 | -$18,121,615 | NVDA, MSFT, AAPL, EMXC, AMZN | 13F-HR | 12 Aug 2025, 20:05 |
| Q1 2025 | 170 | $294,539,288 | +$6,194,630 | -$16,748,740 | -$10,554,110 | AAPL, NVDA, MSFT, EMXC, VB | 13F-HR | 09 May 2025, 20:31 |
| Q4 2024 | 183 | $312,517,832 | +$8,825,264 | -$61,488,337 | -$52,663,073 | AAPL, NVDA, MSFT, EMXC, AMZN | 13F-HR | 11 Feb 2025, 21:09 |
| Q3 2024 | 194 | $365,876,461 | +$19,281,997 | -$13,462,090 | +$5,819,907 | AAPL, MSFT, NVDA, EMXC, VB | 13F-HR | 08 Nov 2024, 17:45 |
| Q2 2024 | 203 | $344,309,109 | +$31,804,843 | -$18,221,201 | +$13,583,642 | AAPL, MSFT, NVDA, EMXC, GOOG | 13F-HR | 07 Aug 2024, 19:20 |
| Q1 2024 | 219 | $334,319,807 | +$49,889,633 | -$38,161,347 | +$11,728,286 | AAPL, MSFT, NVDA, UPS, EMXC | 13F-HR | 30 Apr 2024, 15:15 |
| Q4 2023 | 236 | $291,150,350 | +$36,282,689 | -$33,977,474 | +$2,305,215 | MSFT, UPS, INTU, PB, V | 13F-HR | 07 Feb 2024, 17:28 |
| Q3 2023 | 241 | $263,838,676 | +$27,277,770 | -$23,086,073 | +$4,191,697 | MSFT, UPS, PB, ABBV, INTU | 13F-HR | 06 Nov 2023, 18:02 |
| Q2 2023 | 249 | $269,851,651 | +$11,833,691 | -$22,030,532 | -$10,196,841 | MSFT, UPS, SHYG, BKLN, ABBV | 13F-HR | 02 Aug 2023, 18:46 |
| Q1 2023 | 258 | $272,272,337 | +$24,584,206 | -$11,087,140 | +$13,497,066 | MSFT, UPS, SHYG, BKLN, ABBV | 13F-HR | 05 May 2023, 17:58 |
| Q4 2022 | 240 | $251,952,710 | +$10,618,329 | -$5,765,006 | +$4,853,323 | UPS, MSFT, SHYG, BKLN, ABBV | 13F-HR | 31 Jan 2023, 20:44 |
| Q3 2022 | 232 | $226,755,000 | +$16,863,837 | -$13,523,264 | +$3,340,573 | SHYG, UPS, MSFT, BKLN, IGSB | 13F-HR | 18 Oct 2022, 18:33 |
| Q2 2022 | 236 | $239,982,000 | +$17,814,096 | -$6,310,615 | +$11,503,481 | UPS, MSFT, SHYG, BKLN, IGSB | 13F-HR | 29 Jul 2022, 20:48 |
| Q1 2022 | 237 | $264,055,000 | +$20,859,922 | -$10,761,894 | +$10,098,028 | MSFT, UPS, SHYG, BKLN, IGSB | 13F-HR | 09 May 2022, 18:42 |
| Q4 2021 | 240 | $265,605,000 | +$15,501,203 | -$6,433,426 | +$9,067,777 | MSFT, UPS, SHYG, IGSB, INTU | 13F-HR | 07 Feb 2022, 20:12 |
| Q3 2021 | 239 | $240,252,000 | +$19,877,376 | -$5,792,085 | +$14,085,291 | MSFT, UPS, SHYG, IGSB, QQQE | 13F-HR | 19 Oct 2021, 19:33 |
| Q2 2021 | 245 | $235,184,000 | +$36,139,176 | -$4,867,892 | +$31,271,284 | AAPL, UPS, MSFT, QQQE, SHYG | 13F-HR | 13 Aug 2021, 14:25 |
| Q1 2021 | 214 | $191,361,000 | +$20,118,626 | -$6,747,767 | +$13,370,859 | UPS, MSFT, QQQE, RSP, AAPL | 13F-HR | 19 Apr 2021, 09:37 |
| Q4 2020 | 204 | $167,407,000 | +$26,336,324 | -$7,022,852 | +$19,313,472 | UPS, MSFT, QQQE, AAPL, RSP | 13F-HR | 19 Jan 2021, 09:22 |
| Q3 2020 | 180 | $133,792,000 | +$9,127,785 | -$9,034,083 | +$93,702 | UPS, MSFT, AAPL, QQQE, RSP | 13F-HR | 03 Nov 2020, 21:24 |
| Q2 2020 | 178 | $127,221,000 | +$15,996,456 | -$3,167,503 | +$12,828,953 | UPS, MSFT, ICF, RSP, IDLV | 13F-HR | 23 Jul 2020, 17:21 |
| Q1 2020 | 158 | $96,749,000 | +$7,182,257 | -$8,461,120 | -$1,278,863 | UPS, IDLV, ICF, MSFT, RSP | 13F-HR | 11 May 2020, 16:47 |
| Q4 2019 | 167 | $131,250,000 | +$7,441,843 | -$2,055,470 | +$5,386,373 | UPS, IDLV, MAIN, ICF, RSP | 13F-HR | 10 Feb 2020, 15:43 |
| Q3 2019 | 157 | $121,098,000 | +$6,907,049 | -$5,790,933 | +$1,116,116 | UPS, IDLV, MAIN, ICF, RSP | 13F-HR | 15 Oct 2019, 10:55 |
| Q2 2019 | 159 | $118,093,000 | +$9,147,871 | -$2,143,315 | +$7,004,556 | UPS, IDLV, MAIN, ICF, RSP | 13F-HR | 26 Jul 2019, 12:21 |
| Q1 2019 | 151 | $110,048,000 | +$11,022,501 | -$4,370,954 | +$6,651,547 | UPS, ICF, IDLV, MAIN, IDOG | 13F-HR | 11 Apr 2019, 16:14 |
| Q4 2018 | 143 | $90,635,000 | $0 | $0 | $0 | UPS, MAIN, IDLV, ICF, IDOG | 13F-HR | 28 Jan 2019, 18:43 |