Wambolt & Associates, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationlittleton, CO
- CIK0001755723
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
170 | $294.54 M | AAPL, NVDA, MSFT, EMXC | 13F-HR | May 12, 2025 | 000175572325000002 | ||
183 | $312.52 M | AAPL, NVDA, MSFT, EMXC | 13F-HR | Feb 11, 2025 | 000175572325000001 | ||
194 | $365.88 M | AAPL, MSFT, NVDA, EMXC | 13F-HR | Nov 12, 2024 | 000175572324000001 | ||
203 | $344.31 M | AAPL, MSFT, NVDA, EMXC | 13F-HR | Aug 8, 2024 | 000108514624003550 | ||
219 | $334.32 M | AAPL, MSFT, NVDA, UPS | 13F-HR | Apr 30, 2024 | 000108514624002145 | ||
236 | $305.90 M | AAPL, MSFT, UPS, INTU | 13F-HR | Feb 7, 2024 | 000108514624000826 | ||
241 | $275.55 M | AAPL, MSFT, UPS, PB | 13F-HR | Nov 7, 2023 | 000108514623004132 | ||
250 | $281.01 M | AAPL, MSFT, UPS, SHYG | 13F-HR | Aug 3, 2023 | 000108514623003037 | ||
259 | $281.79 M | AAPL, MSFT, UPS, SHYG | 13F-HR | May 8, 2023 | 000108514623002100 | ||
241 | $260.34 M | AAPL, UPS, MSFT, SHYG | 13F-HR | Feb 1, 2023 | 000108514623000498 | ||
232 | $235.41 M | AAPL, SHYG, UPS, MSFT | 13F-HR | Oct 19, 2022 | 000108514622003481 | ||
236 | $248.72 M | AAPL, UPS, MSFT, SHYG | 13F-HR | Aug 1, 2022 | 000108514622002664 | ||
237 | $274.69 M | AAPL, MSFT, UPS, SHYG | 13F-HR | May 10, 2022 | 000108514622001908 | ||
240 | $276.76 M | AAPL, MSFT, UPS, SHYG | 13F-HR | Feb 8, 2022 | 000108514622000588 | ||
239 | $249.34 M | AAPL, MSFT, UPS, SHYG | 13F-HR | Oct 20, 2021 | 000108514621002845 | ||
245 | $235.18 M | AAPL, UPS, MSFT, QQQE | 13F-HR | Aug 13, 2021 | 000108514621002459 | ||
214 | $192.13 M | UPS, MSFT, QQQE, RSP | 13F-HR | Apr 19, 2021 | 000108514621001226 | ||
204 | $167.41 M | UPS, MSFT, QQQE, AAPL | 13F-HR | Jan 19, 2021 | 000108514621000162 | ||
180 | $133.79 M | UPS, MSFT, AAPL, QQQE | 13F-HR | Nov 4, 2020 | 000108514620002740 | ||
178 | $127.22 M | UPS, MSFT, ICF, RSP | 13F-HR | Jul 23, 2020 | 000108514620001871 | ||
158 | $96.75 M | UPS, IDLV, ICF, MSFT | 13F-HR | May 11, 2020 | 000108514620001408 | ||
167 | $131.25 M | UPS, IDLV, MAIN, ICF | 13F-HR | Feb 10, 2020 | 000108514620000518 | ||
157 | $121.10 M | UPS, IDLV, MAIN, ICF | 13F-HR | Oct 15, 2019 | 000108514619002523 | ||
159 | $118.09 M | UPS, IDLV, MAIN, ICF | 13F-HR | Jul 26, 2019 | 000108514619001973 | ||
151 | $110.05 M | UPS, ICF, IDLV, MAIN | 13F-HR | Apr 11, 2019 | 000108514619001157 | ||
143 | $90.64 M | UPS, MAIN, IDLV, ICF | 13F-HR | Jan 29, 2019 | 000108514619000244 |