StockDriftsStockDriftsTop 50 Wambolt & Associates, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.08% | 79.1K | $12.1M | -9.04%(-7.87K) | $105.87 | 2025-06-30 | |
| MSFT | MICROSOFT CORP | 3.89% | 23.5K | $11.6M | -5.49%(-1.36K) | $271.13 | 2025-06-30 | |
| AAPL | APPLE INC | 3.37% | 48.1K | $10.0M | -8.35%(-4.38K) | $148.70 | 2025-06-30 | |
| EMXC | ISHARES INC | 3.08% | 144.5K | $9.1M | -2.63%(-3.91K) | $55.63 | 2025-06-30 | |
| AMZN | AMAZON COM INC | 2.56% | 34.5K | $7.6M | -0.05%(-17) | $170.48 | 2025-06-30 | |
| VB | VANGUARD INDEX FDS | 2.54% | 31.6K | $7.6M | +1.51%(+468) | $218.09 | 2025-06-30 | |
| GOOG | ALPHABET INC | 2.18% | 36.7K | $6.5M | -2.60%(-977) | $147.66 | 2025-06-30 | |
| INTU | INTUIT | 2.16% | 8.3K | $6.4M | -6.00%(-527) | $469.26 | 2025-06-30 | |
| V | VISA INC | 1.92% | 16.1K | $5.7M | -3.99%(-669) | $269.53 | 2025-06-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.89% | 11.5K | $5.6M | -10.36%(-1.32K) | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +63.09% |
Wambolt & Associates, Llc reports $297.29M in US-listed equity holdings across 171 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.1%), MSFT (3.9%) and AAPL (3.4%). The top 20 holdings account for 42.36% of reported assets. Its disclosed equity book has returned +17.12% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wambolt & Associates, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1755723). View Wambolt & Associates, Llc’s 13F filings on SEC