Wambolt & Associates, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $366 Million distributed in 194 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.3M, Microsoft Corp with a value of $13.8M, Nvidia Corp with a value of $12.3M, Ishares Inc Msci Emerging Mkts with a value of $9.96M, and Vanguard Small Cap ETF with a value of $8.31M.
Examining the 13F form we can see an increase of $24M in the current position value, from $342M to 366M.
Below you can find more details about Wambolt & Associates, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$366 Million
Technology: $77.1 Million
Financial Services: $69 Million
ETFs: $60.3 Million
Consumer Defensive: $31.5 Million
Industrials: $29.2 Million
Healthcare: $28.2 Million
Consumer Cyclical: $21.2 Million
Communication Services: $17.1 Million
Other: $32.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
