SEC Form 13F

Wambolt & Associates, LLC 13F Holdings

Report period2025-06-30
Publicly available2025-08-14
Reported value$297,290,020
Positions171

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPORATIONNVDACOM$12,132,39179,141
MICROSOFT CORPMSFTCOM$11,569,63923,513
APPLE INCAAPLCOM$10,004,49348,140
ISHARES INCEMXCMSCI EMRG CHN$9,142,684144,479
AMAZON COM INCAMZNCOM$7,595,94934,455
VANGUARD INDEX FDSVBSMALL CP ETF$7,554,78631,551
ALPHABET INCGOOGCAP STK CL C$6,484,90636,656
INTUITINTUCOM$6,436,2588,255
VISA INCVCOM CL A$5,722,71916,099
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$5,607,60411,453

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page