Wambolt & Associates, LLC — 13F holdings
Wambolt & Associates, LLC reported 171 holdings worth $297M in its 13F filing for Q2 2025, filed August 13, 2025.
Largest positions
- NVDA NVIDIA CORPORATION — $12.1M (4.1%)
- MSFT MICROSOFT CORP — $11.6M (3.9%)
- AAPL APPLE INC — $10.0M (3.4%)
- EMXC ISHARES INC — $9.14M (3.1%)
- AMZN AMAZON COM INC — $7.60M (2.6%)
- VB VANGUARD INDEX FDS — $7.55M (2.5%)
- GOOG ALPHABET INC — $6.48M (2.2%)
- INTU INTUIT — $6.44M (2.2%)
- V Visa Inc — $5.72M (1.9%)
- BRK.B BERKSHIRE HATHAWAY INC DEL — $5.61M (1.9%)