IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wambolt & Associates, LLC

Q2 2022 Holdings

Filed 2022-08-01 | 236 holdings | $13.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vici Pptys Inc(VICI)COM925652109$1.2K39,1760.0%
Salesforce Inc(CRM)COM79466L302$1.2K901,6390.0%
Fidelity Merrimack STR TR(FBND)TOTAL BD ETF316188309$1.2K25,3660.0%
Invesco Exchange Traded FD T(RPV)S&P500 PUR VAL46137V258$1.2K15,7720.0%
Prudential Finl Inc(PRU)COM744320102$1.2K12,3760.0%
Trane Technologies PLC(TT)SHSG8994E103$1.2K9,1130.0%
Iron MTN Inc New(IRM)COM46284V101$1.2K24,3550.0%
Ishares TR(HDV)CORE HIGH DV ETF46429B663$1.2K12,0120.0%
Spdr SER TR(SLYV)S&P 600 SMCP VAL78464A300$1.2K16,7380.0%
Best BUY Inc(BBY)COM086516101$1.2K18,6400.0%
Meta Platforms Inc(META)CL A30303M102$1.2K7,5840.0%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$1.2K6,2690.0%
ETF Managers TR(HACKUSD)PRIME CYBR SCRTY26924G201$1.2K27,0120.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$1.2K2,2880.0%
Diageo PLC(DGED)SPON ADR NEW25243Q205$1.3K7,4270.0%
Ishares TR(INDA)MSCI INDIA ETF46429B598$1.3K32,9840.0%
Medtronic PLC(MDT)SHSG5960L103$1.3K14,8970.0%
Sherwin Williams Co(SHW)COM824348106$1.4K6,1480.0%
Accenture PLC Ireland(ACN)SHS CLASS AG1151C101$1.4K4,9710.0%
Nvidia Corporation(NVDA)COM67066G104$1.4K9,1080.0%
Invesco Exch Traded FD TR II(SPLV)S&P500 LOW VOL46138E354$1.4K22,9620.0%
Novartis AG(NVSN)SPONSORED ADR66987V109$1.5K17,2190.0%
Mastercard Incorporated(MA)CL A57636Q104$1.5K4,6270.0%
Raytheon Technologies Corp(RTX)COM75513E101$1.5K15,2530.0%
Verizon Communications Inc(VZ)COM92343V104$1.5K28,8980.0%
Leidos Holdings Inc(LDOS)COM525327102$1.5K14,5650.0%
Lowes COS Inc(LOW)COM548661107$1.5K8,4610.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$1.5K3,9220.0%
Spdr SER TR(SLYG)S&P 600 SMCP GRW78464A201$1.5K21,1790.0%
Invesco Exchange Traded FD T(RPG)S&P500 PUR GWT46137V266$1.5K10,4020.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$1.6K7160.0%
Spdr SER TR(MDYV)S&P 400 MDCP VAL78464A839$1.6K26,5540.0%
BlackRock Inc(BLKCHF)COM09247X101$1.6K2,7050.0%
Toyota Motor Corp(TM)ADS892331307$1.7K10,7110.0%
Orix Corp(IX)SPONSORED ADR686330101$1.7K19,7000.0%
JPMorgan Chase & Co(JPM)COM46625H100$1.7K14,7970.0%
Spdr Index SHS FDS(CWI)MSCI ACWI EXUS78463X848$1.7K72,4100.0%
Invesco Exch Traded FD TR II(PGX)PFD ETF46138E511$1.7K139,9420.0%
Prologis Inc.(PLD)COM74340W103$1.8K15,1580.0%
Duke Realty Corp(DREUSD)COM NEW264411505$1.8K32,5590.0%
Eaton Corp PLC(ETN)SHSG29183103$1.8K14,3730.0%
BCE Inc(BCE)COM NEW05534B760$1.8K37,2220.0%
Ishares TR(DVY)SELECT DIVID ETF464287168$1.9K16,1250.0%
Spdr SER TR(SPYG)PRTFLO S&P500 GW78464A409$1.9K36,9820.0%
Regions Financial Corp New(RF)COM7591EP100$1.9K103,8120.0%
Ishares TR(EFG)EAFE GRWTH ETF464288885$2.0K24,2780.0%
Unitedhealth Group Inc(UNH)COM91324P102$2.0K3,9080.0%
Vaneck ETF Trust(FLTR)INVESTMENT GRD92189F486$2.1K85,3730.0%
Sixth Street Specialty Lendi(TSLX)COM83012A109$2.1K115,7180.0%
Walmart Inc(WMT)COM931142103$2.1K17,6220.0%
PreviousPage 4 of 5Next