Wambolt & Associates, LLC Incresed Positions in Q1 2025

Wambolt & Associates, LLC

  • $291 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
102
+ 0.61%
$235.61 - $291.22 $24K - $29.7K
16.7K $4.73M
NVS
Novartis Ag

Healthcare
443
+ 1.67%
$97.14 - $115.57 $43K - $51.2K
27K $3.01M
SHEL
Shell PLC

Energy
645
+ 1.97%
$62.84 - $73.29 $40.5K - $47.3K
33.4K $2.45M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.46K
+ 4.22%
$56.12 - $68.15 $82.2K - $99.8K
36.2K $2.45M
PLTR
Palantir Technologies Inc.

Technology
2.27K
+ 11.42%
$64.98 - $124.62 $147K - $283K
22.1K $1.87M
VZ
Verizon Communications Inc

Communication Services
1.46K
+ 2.82%
$37.81 - $46.49 $55.1K - $67.8K
53.2K $2.42M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.66K
+ 4.7%
$54.25 - $57.64 $362K - $384K
148K $8.17M
IBM
International Business Machines Corp

Technology
1.11K
+ 122.06%
$217.4 - $264.74 $242K - $294K
2.02K $503K
NGG
National Grid PLC

Utilities
1.74K
+ 6.89%
$56.13 - $65.61 $97.5K - $114K
26.9K $1.77M
CTVA
Corteva, Inc.

Basic Materials
1.23K
+ 3.95%
$55.94 - $66.15 $68.5K - $81K
32.2K $2.03M
MKC
Mccormick & CO Inc

Consumer Defensive
403
+ 1.63%
$71.24 - $84.73 $28.7K - $34.1K
25.2K $2.07M
MFC
Manulife Financial Corp

Financial Services
2.03K
+ 2.22%
$28.41 - $31.82 $57.6K - $64.5K
93.5K $2.91M
META
Meta Platforms, Inc.

Communication Services
237
+ 9.48%
$576.36 - $736.67 $137K - $175K
2.74K $1.58M
CB
Chubb LTD

Financial Services
189
+ 11.92%
$257.71 - $301.99 $48.7K - $57.1K
1.77K $535K
MO
Altria Group, Inc.

Consumer Defensive
760
+ 11.85%
$50.81 - $60.02 $38.6K - $45.6K
7.17K $430K
WY
Weyerhaeuser CO

Real Estate
1.46K
+ 4.29%
$27.29 - $31.39 $39.9K - $45.9K
35.5K $1.04M
MELI
Mercadolibre Inc

Consumer Cyclical
21
+ 17.21%
$1739.0 - $2260.0 $36.5K - $47.5K
143 $278K
VOT
Vanguard Mid Cap Growth Index

ETFs
520
+ 7.25%
$237.72 - $276.98 $124K - $144K
7.69K $1.88M
PSA
Public Storage

Real Estate
74
+ 1.65%
$288.99 - $313.98 $21.4K - $23.2K
4.55K $1.36M
IX
Orix Corp

Financial Services
85.6K
+ 412.74%
$20.44 - $107.42 $1.75M - $9.2M
106K $2.22M
ASML
Asml Holding Nv

Technology
51
+ 10.0%
$662.63 - $776.99 $33.8K - $39.6K
561 $371K
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.39%
$137.61 - $149.68 $963 - $1.05K
1.8K $262K
ICF
Ishares Tr

ETFs
4
+ 0.04%
$57.98 - $63.8 $232 - $255
10.9K $668K
HD
Home Depot, Inc.

Consumer Cyclical
191
+ 7.1%
$347.25 - $424.87 $66.3K - $81.2K
2.88K $1.06M
CL
Colgate Palmolive CO

Consumer Defensive
14
+ 0.49%
$85.68 - $97.5 $1.2K - $1.37K
2.89K $270K
Bank America Corp
1
+ 0.21%
N/A
485 $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
31
+ 0.82%
$169.43 - $182.84 $5.25K - $5.67K
3.79K $657K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
317
+ 1.46%
$52.01 - $61.99 $16.5K - $19.7K
22.1K $1.18M
PEP
Pepsico Inc

Consumer Defensive
139
+ 0.84%
$142.64 - $156.42 $19.8K - $21.7K
16.6K $2.49M
ARW
Arrow Electronics Inc

Technology
565
+ 7.06%
$101.93 - $119.3 $57.6K - $67.4K
8.57K $889K
CNI
Canadian National Railway CO

Industrials
468
+ 2.86%
$95.46 - $106.79 $44.7K - $50K
16.8K $1.64M
VB
Vanguard Small Cap ETF

ETFs
2.27K
+ 7.87%
$217.89 - $252.64 $494K - $573K
31.1K $6.89M
EMR
Emerson Electric CO

Industrials
2
+ 0.06%
$108.64 - $131.17 $217 - $262
3.33K $364K
INTU
Intuit Inc

Technology
117
+ 1.35%
$555.63 - $630.23 $65K - $73.7K
8.78K $5.39M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
3
+ 0.02%
$40.03 - $46.81 $120 - $140
15.2K $621K
ODFL
Old Dominion Freight Line, Inc.

Industrials
459
+ 3.45%
$161.13 - $209.29 $74K - $96.1K
13.8K $2.28M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
103
+ 0.74%
$77.91 - $92.26 $8.02K - $9.5K
14.1K $1.12M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
26
+ 1.58%
$314.47 - $431.35 $8.18K - $11.2K
1.67K $613K
PRU
Prudential Financial Inc

Financial Services
38
+ 0.17%
$105.04 - $122.33 $3.99K - $4.65K
22.1K $2.47M
PANW
Palo Alto Networks Inc

Technology
272
+ 1.27%
$167.82 - $208.28 $45.6K - $56.7K
21.6K $3.69M
TSLA
Tesla, Inc.

Consumer Cyclical
316
+ 11.4%
$222.15 - $428.22 $70.2K - $135K
3.09K $800K
NVO
Novo Nordisk A S

Healthcare
2.28K
+ 7.03%
$69.3 - $90.95 $158K - $207K
34.7K $2.41M
AVGO
Broadcom Inc.

Technology
1.55K
+ 14.49%
$167.43 - $244.7 $259K - $378K
12.2K $2.04M
CDNS
Cadence Design Systems Inc

Technology
167
+ 1.46%
$233.96 - $324.52 $39.1K - $54.2K
11.6K $2.94M
BX
Blackstone Inc.

Financial Services
449
+ 1.84%
$136.53 - $186.74 $61.3K - $83.8K
24.9K $3.48M
GOOG
Alphabet Inc.

Communication Services
292
+ 0.78%
$156.06 - $207.71 $45.6K - $60.7K
37.6K $5.88M
Activity Summary
Buys All Purchases 49 New Holdings 2 Increased Positions 47 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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