Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAMBOLT & ASSOCIATES LLC | 02-07-2024 | 12-31-2023 | 236 | 305,895,318 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $13,361,989 | 138,044 | 0.00 | 3.18 | 83,563 | 153.38 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $10,863,515 | 28,889 | 0.00 | 2.63 | 6,074 | 26.62 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | CL B | 3 | $7,211,511 | 45,866 | 0.00 | 3.14 | 10,740 | 30.58 | 12-31-2023 |
| INTUIT | COM | 4 | $5,120,712 | 8,193 | 0.00 | 1.04 | 3,212 | 64.49 | 12-31-2023 |
