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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 $305,895,318
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 138,044 $13,361,989 4.36%
2.
Microsoft Corp
 MSFT 28,889 $10,863,515 3.55%
3.
United Parcel Service Inc
 UPS 45,866 $7,211,511 2.35%
4.
Intuit Inc.
 INTU 8,193 $5,120,712 1.67%
5.
Prosperity Bancshares Inc
 PB 67,873 $4,597,038 1.5%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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 November 14th, 2024)