13F Insight
DOSSIER · 13F-HR · Q2 2025

Wambolt & Associates, LLC

$297M in tracked AUM across 171 positions as of Q2 2025.

W&
CIK 0001755723 · last filed Jun 30, 2025
Total AUM
$297M
as of Q2 2025
Holdings
171
—
positions
Whale Score
34
34
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2025

Wambolt & Associates, LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$297M▲ 0.9%
171 positionsLocked2025Q1Mar 31
$295M▼ 5.8%
170 positionsLocked2024Q4Dec 31
$313M▼ 14.6%
183 positionsLocked2024Q3Sep 30
$366M▲ 6.3%
194 positionsLocked2024Q2Jun 30
$344M▲ 3.0%
203 positionsLocked2024Q1Mar 31
$334M▲ 9.3%
219 positionsLocked2023Q4Dec 31
$306M▲ 11.0%
236 positionsLocked2023Q3Sep 30
$276M▼ 1.9%
241 positionsLocked2023Q2Jun 30
$281M▼ 0.3%
250 positionsLocked2023Q1Mar 31
$282M▲ 8.2%
259 positionsLocked2022Q4Dec 31
$260M▲ 10.6%
241 positionsLocked2022Q3Sep 30
$235M▼ 5.3%
232 positionsLocked
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