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Home > Institutional Investor > Wambolt & Associates, Llc > Profile

Instuitional Investor - Wambolt & Associates, Llc

Fund Profile
Filing Period:
Fund Name: Wambolt & Associates, Llc
Portfolio Value $294,539,288
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 52,525 $11,723,047 3.98%
2.
Nvidia Corp
 NVDA 87,007 $9,583,779 3.25%
3.
Microsoft Corp
 MSFT 24,878 $9,508,041 3.23%
4.
Ishares Inc - MSCI EMRG CHN
 148,389 $8,219,282 2.79%
5.
Vanguard Index Fds - SMALL CP ETF
 31,083 $6,915,130 2.35%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)