Wambolt & Associates, LLC Sells in Q1 2025

Wambolt & Associates, LLC

  • $291 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-874
- 0.99%
$106.98 - $149.43 $93.5K - $131K
87K $9.43M
AAPL
Apple Inc.

Technology
-2.15K
- 3.92%
$209.68 - $247.1 $450K - $530K
52.5K $11.7M
MSFT
Microsoft Corp

Technology
-1.83K
- 6.86%
$375.39 - $447.2 $688K - $820K
24.9K $9.34M
AMZN
Amazon Com Inc

Consumer Cyclical
-27
- 0.08%
$190.26 - $242.06 $5.14K - $6.54K
34.5K $6.56M
ETN
Eaton Corp PLC

Industrials
-227
- 1.87%
$271.83 - $371.23 $61.7K - $84.3K
11.9K $3.24M
UPS
United Parcel Service Inc

Industrials
-147
- 0.32%
$109.66 - $136.26 $16.1K - $20K
45.5K $5M
XLK
Technology Sector Spdr

ETFs
-2.4K
- 49.7%
$206.38 - $242.18 $495K - $581K
2.43K $500K
GOOGL
Alphabet Inc.

Communication Services
-1.26K
- 11.59%
$154.33 - $206.19 $194K - $260K
9.6K $1.48M
EVR
Evercore Inc.

Financial Services
-138
- 2.21%
$190.28 - $291.27 $26.3K - $40.2K
6.1K $1.22M
RF
Regions Financial Corp

Financial Services
-15.8K
- 17.36%
$20.84 - $24.77 $329K - $392K
75.2K $1.64M
WMT
Walmart Inc.

Consumer Defensive
-3.71K
- 7.12%
$84.5 - $105.05 $313K - $390K
48.4K $4.25M
VO
Vanguard Mid Cap ETF

ETFs
-1.04K
- 47.57%
$251.87 - $277.95 $262K - $289K
1.15K $296K
COST
Costco Wholesale Corp

Consumer Defensive
-403
- 8.21%
$890.62 - $1076.86 $359K - $434K
4.5K $4.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
-260
- 8.12%
$551.42 - $612.93 $143K - $159K
2.94K $1.65M
RY
Royal Bank Of Canada

Financial Services
-475
- 2.17%
$108.81 - $123.4 $51.7K - $58.6K
21.4K $2.42M
JPM
Jpmorgan Chase & CO

Financial Services
-1.01K
- 18.51%
$225.19 - $279.95 $228K - $284K
4.46K $1.09M
HON
Honeywell International Inc

Industrials
-132
- 1.2%
$202.75 - $226.52 $26.8K - $29.9K
10.9K $2.3M
MAIN
Main Street Capital Corp

Financial Services
-530
- 0.7%
$54.71 - $63.1 $29K - $33.4K
74.7K $4.22M
ACN
Accenture PLC

Technology
-370
- 25.12%
$300.91 - $398.25 $111K - $147K
1.1K $344K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.73K
- 5.1%
$49.78 - $53.19 $136K - $145K
50.8K $2.6M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-918
- 3.85%
$86.24 - $97.98 $79.2K - $89.9K
22.9K $2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-13
- 6.53%
$4295.4 - $5141.88 $55.8K - $66.8K
186 $856K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-201
- 24.81%
$468.34 - $539.52 $94.1K - $108K
609 $285K
ADBE
Adobe Inc.

Technology
-98
- 6.74%
$377.84 - $464.11 $37K - $45.5K
1.36K $519K
APO
Apollo Global Management, Inc.

Financial Services
-376
- 15.1%
$126.01 - $172.06 $47.4K - $64.7K
2.11K $289K
TT
Trane Technologies PLC

Industrials
-96
- 3.88%
$332.0 - $400.86 $31.9K - $38.5K
2.38K $801K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-270
- 1.18%
$69.82 - $78.67 $18.9K - $21.2K
22.6K $1.59M
MET
Metlife Inc

Financial Services
-1.22K
- 25.0%
$77.7 - $87.0 $94.8K - $106K
3.66K $293K
IRM
Iron Mountain Inc

Real Estate
-249
- 5.79%
$82.79 - $111.31 $20.6K - $27.7K
4.05K $348K
TM
Toyota Motor Corp

Consumer Cyclical
-290
- 10.59%
$176.53 - $195.35 $51.2K - $56.7K
2.45K $432K
ORCL
Oracle Corp

Technology
-27
- 0.77%
$139.81 - $186.47 $3.77K - $5.03K
3.47K $484K
VBR
Vanguard Small Cap Value ETF

ETFs
-380
- 16.67%
$183.02 - $207.75 $69.5K - $78.9K
1.9K $353K
VMI
Valmont Industries Inc

Industrials
-14
- 0.33%
$285.37 - $376.98 $4K - $5.28K
4.29K $1.22M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-70
- 2.78%
$165.25 - $224.62 $11.6K - $15.7K
2.45K $406K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.91K
- 9.65%
$42.38 - $43.28 $81.1K - $82.8K
17.9K $762K
CRM
Salesforce, Inc.

Technology
-55
- 5.36%
$268.36 - $359.95 $14.8K - $19.8K
972 $260K
LOW
Lowes Companies Inc

Consumer Cyclical
-159
- 4.92%
$222.66 - $268.42 $35.4K - $42.7K
3.07K $716K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-50
- 2.26%
$497.6 - $606.74 $24.9K - $30.3K
2.17K $1.08M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-96
- 19.35%
$522.96 - $601.18 $50.2K - $57.7K
400 $213K
ISRG
Intuitive Surgical Inc

Healthcare
-94
- 12.6%
$476.63 - $610.45 $44.8K - $57.4K
652 $322K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-1.68K
- 7.1%
$48.32 - $51.22 $81.2K - $86K
22K $1.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.69K
- 11.18%
$20.7 - $21.15 $55.7K - $56.9K
21.4K $442K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-658
- 5.23%
$37.33 - $45.03 $24.6K - $29.6K
11.9K $455K
APH
Amphenol Corp

Technology
-230
- 2.0%
$61.62 - $78.55 $14.2K - $18.1K
11.3K $739K
FISV
Fiserv Inc

Technology
-475
- 17.1%
N/A
2.3K $288K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-328
- 3.02%
$75.47 - $84.24 $24.8K - $27.6K
10.5K $811K
TXN
Texas Instruments Inc

Technology
-289
- 1.97%
N/A
14.4K $2.79M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.29K
- 7.11%
$51.52 - $52.37 $66.4K - $67.5K
16.8K $880K
IVV
Ishares Core S&P 500 ETF

ETFs
-63
- 9.2%
$554.06 - $615.85 $34.9K - $38.8K
622 $349K
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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