Wambolt & Associates, LLC Incresed Positions in Q2 2025

Wambolt & Associates, LLC

  • $293 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
468
+ 1.51%
$193.73 - $237.37 $90.7K - $111K
31.6K $7.48M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.68K
+ 24.0%
$63.54 - $68.5 $551K - $594K
44.8K $3.02M
IVV
Ishares Core S&P 500 ETF

ETFs
706
+ 113.5%
$498.8 - $620.9 $352K - $438K
1.33K $824K
ORCL
Oracle Corp

Technology
299
+ 8.63%
$122.82 - $218.63 $36.7K - $65.4K
3.77K $823K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.02K
+ 60.9%
$91.43 - $91.74 $276K - $277K
7.97K $731K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.34K
+ 35.21%
$152.93 - $181.74 $204K - $243K
5.13K $932K
PG
Procter & Gamble CO

Consumer Defensive
3K
+ 15.44%
$157.66 - $172.39 $472K - $516K
22.4K $3.57M
TSLA
Tesla, Inc.

Consumer Cyclical
31
+ 1.0%
$221.86 - $362.89 $6.88K - $11.2K
3.12K $990K
SPY
Spdr S&P 500 ETF Trust

ETFs
21
+ 0.71%
$496.48 - $617.85 $10.4K - $13K
2.96K $1.83M
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.14%
$149.23 - $184.95 $1.34K - $1.66K
6.23K $1.14M
FISV
Fiserv Inc

Technology
586
+ 25.46%
N/A
2.89K $361K
QQQ
Invesco Qqq Trust, Series 1

ETFs
33
+ 5.42%
$416.06 - $551.64 $13.7K - $18.2K
642 $354K
AZO
Autozone Inc

Consumer Cyclical
20
+ 22.99%
$3478.38 - $3880.15 $69.6K - $77.6K
107 $397K
ADBE
Adobe Inc.

Technology
94
+ 6.94%
$340.0 - $420.68 $32K - $39.5K
1.45K $560K
DRI
Darden Restaurants Inc

Consumer Cyclical
67
+ 3.78%
$186.58 - $225.78 $12.5K - $15.1K
1.84K $401K
UNP
Union Pacific Corp

Industrials
159
+ 16.08%
$208.27 - $238.46 $33.1K - $37.9K
1.15K $264K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
5
+ 1.25%
$468.22 - $566.51 $2.34K - $2.83K
405 $229K
CRM
Salesforce, Inc.

Technology
15
+ 1.54%
$236.26 - $291.15 $3.54K - $4.37K
987 $269K
Blackrock Inc
31
+ 7.06%
N/A
470 $0
CL
Colgate Palmolive CO

Consumer Defensive
14
+ 0.49%
$87.57 - $96.0 $1.23K - $1.34K
2.9K $263K
MO
Altria Group, Inc.

Consumer Defensive
12
+ 0.17%
$55.56 - $60.91 $667 - $731
7.18K $421K
LLY
Eli Lilly & CO

Healthcare
13
+ 2.8%
$713.71 - $898.95 $9.28K - $11.7K
478 $372K
CB
Chubb LTD

Financial Services
20
+ 1.13%
$274.32 - $302.46 $5.49K - $6.05K
1.79K $519K
XLV
Select Sector Spdr Fund Health

ETFs
8
+ 0.45%
$128.77 - $144.3 $1.03K - $1.15K
1.8K $243K
XOM
Exxon Mobil Corp

Energy
8
+ 0.11%
$99.93 - $119.04 $799 - $952
7.54K $813K
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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