| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 23 | Q2 2024 | 6.1% |
| APPLE INC | 23 | Q2 2024 | 5.2% |
| MICROSOFT CORP | 23 | Q2 2024 | 4.2% |
| INVESCO EXCHANGE TRADED FD T | 23 | Q2 2024 | 2.5% |
| MAIN STREET CAPITAL CORP | 23 | Q2 2024 | 2.7% |
| DIREXION SHS ETF TR | 23 | Q2 2024 | 1.9% |
| ISHARES TR | 23 | Q2 2024 | 2.7% |
| ARES CAPITAL CORP | 23 | Q2 2024 | 1.4% |
| SPDR INDEX SHS FDS | 23 | Q2 2024 | 2.2% |
| ALPS ETF TR | 23 | Q2 2024 | 2.5% |
View Wambolt & Associates, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-10 |
View Wambolt & Associates, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.