Wambolt & Associates, LLC

Q4 2024 13F Holdings

  • Location
    littleton, CO
  • Num holdings

    183

  • Value ($000)

    $312,518

  • Date Filed
    02/11/2025
  • Form type
    13F-HR
  • CIK
    0001755723
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$13.69M
4 %

54,670

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$11.80M
4 %

87,881

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$11.26M
4 %

26,711

EMXC
EMXC

ISHARES INC

MSCI EMRG CHN
46434G764
$7.86M
3 %

141,725

AMZN
AMZN

AMAZON COM INC

COM
023135106
$7.57M
2 %

34,499

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$7.11M
2 %

37,341

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$6.92M
2 %

28,814

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$5.85M
2 %

12,900

V
V

VISA INC

COM CL A
92826C839
$5.81M
2 %

18,384

UPS
UPS

UNITED PARCEL SERVICE INC

CL B
911312106
$5.75M
2 %

45,637

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