Wambolt & Associates, LLC Portfolio Holdings
Wambolt & Associates, LLC
- $342 Million
- Q2 2024
Wambolt & Associates, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $342 Million distributed in 203 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.4M, Microsoft Corp with a value of $14M, Nvidia Corp with a value of $12.5M, Ishares Inc Msci Emerging Mkts with a value of $8.15M, and Alphabet Inc. with a value of $7.79M.
Examining the 13F form we can see an increase of $8.72M in the current position value, from $333M to 342M.
Below you can find more details about Wambolt & Associates, LLC portfolio as well as his latest detailed transactions.