Wambolt & Associates, LLC Sells in Q2 2025

Wambolt & Associates, LLC

  • $293 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MELI
Mercadolibre Inc

Consumer Cyclical
-4
- 2.8%
$1794.73 - $2613.63 $7.18K - $10.5K
139 $363K
IBM
International Business Machines Corp

Technology
-25
- 1.24%
$221.03 - $294.78 $5.53K - $7.37K
2K $588K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-269
- 10.98%
$141.37 - $228.57 $38K - $61.5K
2.18K $493K
NVS
Novartis Ag

Healthcare
-1.37K
- 5.08%
$101.96 - $121.01 $140K - $166K
25.6K $3.1M
XLK
Technology Sector Spdr

ETFs
-37
- 1.53%
$179.73 - $253.23 $6.65K - $9.37K
2.39K $604K
NGG
National Grid PLC

Utilities
-1.72K
- 6.38%
$62.74 - $74.79 $108K - $129K
25.2K $1.88M
FNDF
Schwab Fundamental Intl Large

ETFs
-2.14K
- 3.89%
$32.25 - $40.02 $69K - $85.6K
52.9K $2.12M
TT
Trane Technologies PLC

Industrials
-249
- 10.47%
$315.21 - $437.41 $78.5K - $109K
2.13K $931K
JPM
Jpmorgan Chase & CO

Financial Services
-194
- 4.35%
$210.28 - $289.91 $40.8K - $56.2K
4.27K $1.24M
RY
Royal Bank Of Canada

Financial Services
-1.58K
- 7.37%
$108.36 - $131.55 $171K - $208K
19.9K $2.61M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-427
- 1.86%
$76.98 - $98.31 $32.9K - $42K
22.5K $2.21M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-900
- 6.23%
$105.2 - $141.69 $94.7K - $128K
13.5K $1.92M
CTVA
Corteva, Inc.

Basic Materials
-1.75K
- 5.43%
$55.52 - $74.53 $97.2K - $130K
30.5K $2.27M
VOT
Vanguard Mid Cap Growth Index

ETFs
-183
- 2.38%
$216.28 - $284.39 $39.6K - $52K
7.51K $2.14M
EVR
Evercore Inc.

Financial Services
-500
- 8.19%
$163.77 - $271.5 $81.9K - $136K
5.6K $1.51M
WMT
Walmart Inc.

Consumer Defensive
-1.6K
- 3.31%
$81.79 - $99.98 $131K - $160K
46.8K $4.58M
META
Meta Platforms, Inc.

Communication Services
-97
- 3.55%
$484.66 - $738.09 $47K - $71.6K
2.64K $1.95M
ETN
Eaton Corp PLC

Industrials
-1.8K
- 15.09%
$246.52 - $356.99 $443K - $642K
10.1K $3.61M
CDNS
Cadence Design Systems Inc

Technology
-779
- 6.73%
$231.64 - $323.08 $180K - $252K
10.8K $3.32M
GOOG
Alphabet Inc.

Communication Services
-977
- 2.6%
$146.58 - $180.01 $143K - $176K
36.7K $6.5M
PANW
Palo Alto Networks Inc

Technology
-539
- 2.49%
$152.44 - $204.64 $82.2K - $110K
21.1K $4.32M
SPYG
Spdr Portfolio

ETFs
-918
- 1.87%
$71.83 - $95.32 $65.9K - $87.5K
48.3K $4.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.91K
- 2.63%
$50.08 - $63.14 $196K - $247K
144K $9.12M
PLTR
Palantir Technologies Inc.

Technology
-1.39K
- 6.3%
$74.01 - $144.25 $103K - $201K
20.7K $2.83M
AMZN
Amazon Com Inc

Consumer Cyclical
-17
- 0.05%
$167.32 - $223.3 $2.84K - $3.8K
34.5K $7.56M
AVGO
Broadcom Inc.

Technology
-814
- 6.67%
$146.29 - $275.65 $119K - $224K
11.4K $3.14M
INTU
Intuit Inc

Technology
-527
- 6.0%
$544.07 - $787.63 $287K - $415K
8.26K $6.5M
MSFT
Microsoft Corp

Technology
-1.37K
- 5.49%
$354.56 - $497.45 $484K - $679K
23.5K $11.7M
NVDA
Nvidia Corp

Technology
-7.87K
- 9.04%
$94.31 - $157.99 $742K - $1.24M
79.1K $12.5M
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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