Wambolt & Associates, LLC

Q1 2025 13F Holdings

  • Location
    littleton, CO
  • Num holdings

    170

  • Value ($000)

    $294,539

  • Date Filed
    05/12/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$11.72M
4 %

52,525

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.58M
3 %

87,007

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$9.51M
3 %

24,878

EMXC
EMXC

ISHARES INC

MSCI EMRG CHN
46434G764
$8.22M
3 %

148,389

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$6.92M
2 %

31,083

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$6.81M
2 %

12,777

AMZN
AMZN

AMAZON COM INC

COM
023135106
$6.62M
2 %

34,472

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$5.98M
2 %

37,633

V
V

VISA INC

COM CL A
92826C839
$5.81M
2 %

16,768

INTU
INTU

INTUIT

COM
461202103
$5.39M
2 %

8,782

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 170