Wambolt & Associates, LLC Sells in Q2 2025

Wambolt & Associates, LLC

  • $293 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-6.09K
- 84.84%
$274.35 - $599.47 $1.67M - $3.65M
1.09K $339K
AAPL
Apple Inc.

Technology
-4.39K
- 8.35%
$172.42 - $223.89 $756K - $982K
48.1K $9.88M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.32K
- 10.36%
$483.48 - $539.8 $640K - $715K
11.5K $5.56M
ABBV
Abb Vie Inc.

Healthcare
-1.57K
- 7.02%
$170.16 - $206.27 $267K - $324K
20.8K $3.86M
TMUS
T Mobile Us, Inc.

Communication Services
-846
- 7.14%
$220.99 - $268.54 $187K - $227K
11K $2.62M
PGR
Progressive Corp

Financial Services
-885
- 5.3%
$255.27 - $288.74 $226K - $256K
15.8K $4.22M
COP
Conocophillips

Energy
-1.23K
- 5.37%
$82.66 - $106.1 $102K - $131K
21.8K $1.95M
PEP
Pepsico Inc

Consumer Defensive
-1.09K
- 6.58%
$128.02 - $151.37 $140K - $165K
15.5K $2.05M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.59K
- 11.48%
$53.23 - $70.65 $138K - $183K
20K $1.16M
UPS
United Parcel Service Inc

Industrials
-27
- 0.06%
$91.92 - $110.2 $2.48K - $2.98K
45.5K $4.59M
MA
Mastercard Inc

Financial Services
-854
- 9.05%
$479.92 - $590.74 $410K - $504K
8.58K $4.82M
JNJ
Johnson & Johnson

Healthcare
-959
- 6.25%
$146.36 - $159.82 $140K - $153K
14.4K $2.2M
ARCC
Ares Capital Corp

Financial Services
-13.5K
- 6.29%
$18.91 - $22.43 $256K - $304K
202K $4.43M
CVX
Chevron Corp

Energy
-691
- 7.05%
$133.73 - $168.51 $92.4K - $116K
9.11K $1.3M
MKC
Mccormick & CO Inc

Consumer Defensive
-1.91K
- 7.57%
$71.11 - $82.25 $136K - $157K
23.3K $1.77M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-248
- 11.44%
$390.26 - $489.06 $96.8K - $121K
1.92K $778K
PRU
Prudential Financial Inc

Financial Services
-1.84K
- 8.35%
$95.12 - $112.71 $175K - $208K
20.2K $2.17M
CNI
Canadian National Railway CO

Industrials
-3.79K
- 22.47%
$92.66 - $108.13 $351K - $409K
13.1K $1.36M
MAIN
Main Street Capital Corp

Financial Services
-7.52K
- 10.08%
$49.15 - $59.32 $370K - $446K
67.2K $3.97M
TXN
Texas Instruments Inc

Technology
-1.23K
- 8.55%
N/A
13.1K $2.56M
CPRT
Copart Inc

Consumer Cyclical
-3.05K
- 28.96%
$47.72 - $63.84 $145K - $195K
7.48K $366K
GOOGL
Alphabet Inc.

Communication Services
-2.45K
- 25.49%
$144.7 - $178.6 $354K - $437K
7.15K $1.26M
PLD
Prologis, Inc.

Real Estate
-905
- 4.98%
$89.76 - $112.34 $81.2K - $102K
17.3K $1.82M
ICF
Ishares Tr

ETFs
-3.44K
- 31.62%
$54.56 - $62.47 $188K - $215K
7.43K $454K
WM
Waste Management Inc

Industrials
-741
- 4.42%
$216.47 - $242.1 $160K - $179K
16K $3.67M
VZ
Verizon Communications Inc

Communication Services
-1.99K
- 3.74%
$41.67 - $45.62 $82.9K - $90.8K
51.3K $2.22M
LOW
Lowes Companies Inc

Consumer Cyclical
-727
- 23.66%
$210.83 - $235.28 $153K - $171K
2.35K $520K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.62K
- 26.01%
$119.13 - $135.03 $192K - $218K
4.59K $567K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
-2.7K
- 12.22%
$47.79 - $56.03 $129K - $151K
19.4K $997K
SHEL
Shell PLC

Energy
-1.2K
- 3.58%
$59.75 - $73.05 $71.6K - $87.5K
32.2K $2.27M
KR
Kroger CO

Consumer Defensive
-5.42K
- 10.16%
$64.62 - $74.0 $350K - $401K
48K $3.44M
WELL
Welltower Inc.

Real Estate
-1.13K
- 8.48%
$136.49 - $155.22 $154K - $175K
12.2K $1.87M
NVO
Novo Nordisk A S

Healthcare
-2.16K
- 6.23%
$58.08 - $81.05 $126K - $175K
32.5K $2.25M
V
Visa Inc.

Financial Services
-669
- 3.99%
$308.27 - $373.31 $206K - $250K
16.1K $5.72M
AVB
Avalonbay Communities Inc

Real Estate
-451
- 7.33%
$187.23 - $215.61 $84.4K - $97.2K
5.7K $1.16M
STLD
Steel Dynamics Inc

Basic Materials
-1.58K
- 8.46%
N/A
17.1K $1.67M
SPGI
S&P Global Inc.

Financial Services
-334
- 28.74%
$438.31 - $527.29 $146K - $176K
828 $436K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-655
- 4.76%
$146.74 - $176.07 $96.1K - $115K
13.1K $2.13M
MFC
Manulife Financial Corp

Financial Services
-7.01K
- 7.5%
$26.93 - $32.44 $189K - $227K
86.5K $2.76M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.09K
- 26.86%
$35.35 - $42.68 $145K - $175K
11.1K $474K
WY
Weyerhaeuser CO

Real Estate
-235
- 0.66%
$24.69 - $29.48 $5.8K - $6.93K
35.3K $906K
PSA
Public Storage

Real Estate
-314
- 6.9%
$266.31 - $309.77 $83.6K - $97.3K
4.23K $1.24M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-13.9K
- 8.68%
$19.16 - $23.81 $267K - $332K
147K $3.49M
HD
Home Depot, Inc.

Consumer Cyclical
-270
- 9.38%
$335.24 - $380.78 $90.5K - $103K
2.61K $956K
TM
Toyota Motor Corp

Consumer Cyclical
-463
- 18.91%
$158.63 - $195.39 $73.4K - $90.5K
1.99K $342K
COST
Costco Wholesale Corp

Consumer Defensive
-289
- 6.42%
$908.13 - $1056.85 $262K - $305K
4.21K $4.17M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-1.54K
- 6.99%
$47.55 - $50.44 $73K - $77.5K
20.5K $1.03M
VLO
Valero Energy Corp

Energy
-738
- 7.88%
$104.69 - $141.77 $77.3K - $105K
8.62K $1.16M
CBOE
Cboe Global Markets, Inc.

Financial Services
-527
- 6.66%
$205.81 - $234.23 $108K - $123K
7.39K $1.72M
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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