Wambolt & Associates 13F annual report
Wambolt & Associates is an investment fund managing more than $306 billion ran by Greg Wambolt. There are currently 201 companies in Mr. Wambolt’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $24.2 billion.
$306 billion Assets Under Management (AUM)
As of 1st February 2024, Wambolt & Associates’s top holding is 138,044 shares of Apple Inc currently worth over $13.4 billion and making up 4.4% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Wambolt & Associates owns more than approximately 0.1% of the company.
In addition, the fund holds 28,889 shares of Microsoft worth $10.9 billion, whose value grew 24.4% in the past six months.
The third-largest holding is United Parcel Service worth $7.21 billion and the next is Intuit Inc worth $5.12 billion, with 8,193 shares owned.
Currently, Wambolt & Associates's portfolio is worth at least $306 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Wambolt & Associates
The Wambolt & Associates office and employees reside in Littleton, Colorado. According to the last 13-F report filed with the SEC, Greg Wambolt serves as the Chief Compliance Officer at Wambolt & Associates.
Recent trades
In the most recent 13F filing, Wambolt & Associates revealed that it had opened a new position in
Alphabet Inc and bought 27,137 shares worth $3.82 billion.
This means they effectively own approximately 0.1% of the company.
Alphabet Inc makes up
10.0%
of the fund's Technology sector allocation and has grown its share price by 46.5% in the past year.
The investment fund also strengthened its position in Apple Inc by buying
15,049 additional shares.
This makes their stake in Apple Inc total 138,044 shares worth $13.4 billion.
Apple Inc soared 24.6% in the past year.
On the other hand, there are companies that Wambolt & Associates is getting rid of from its portfolio.
Wambolt & Associates closed its position in Duke Realty Corp on 7th February 2024.
It sold the previously owned 32,559 shares for $1.79 million.
Greg Wambolt also disclosed a decreased stake in NVIDIA Corp by approximately 0.1%.
This leaves the value of the investment at $4.26 billion and 8,611 shares.
One of the smaller hedge funds
The two most similar investment funds to Wambolt & Associates are Muhlenkamp & Co Inc and Vivaldi Capital Management L.P.. They manage $306 billion and $305 billion respectively.
Greg Wambolt investment strategy
Wambolt & Associates’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 12.5% of
the total portfolio value.
The fund focuses on investments in the United States as
46.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
49% of the total holdings value.
On the other hand, small-cap stocks make up only 3.0% of the portfolio.
The average market cap of the portfolio companies is close to $163 billion.
The complete list of Wambolt & Associates trades based on 13F SEC filings
These positions were updated on February 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
12.24%
138,044
|
$13,361,989,000 | 4.37% |
| Microsoft Corporation |
18.66%
28,889
|
$10,863,515,000 | 3.55% |
| United Parcel Service, Inc. |
30.41%
45,866
|
$7,211,511,000 | 2.36% |
| Intuit Inc |
37.49%
8,193
|
$5,120,712,000 | 1.68% |
| Prosperity Bancshares Inc. |
654.90%
67,873
|
$4,597,038,000 | 1.50% |
| Visa Inc |
31.07%
17,384
|
$4,526,024,000 | 1.48% |
| Costco Whsl Corp New |
99.24%
6,519
|
$4,302,748,000 | 1.41% |
| NVIDIA Corp |
5.46%
8,611
|
$4,264,464,000 | 1.40% |
| Abbvie Inc |
8.07%
27,450
|
$4,253,878,000 | 1.39% |
| Ares Capital Corp |
33.35%
196,830
|
$3,942,503,000 | 1.29% |
| Berkshire Hathaway Inc. |
27.26%
11,036
|
$3,936,173,000 | 1.29% |
| Eaton Corp Plc |
10.74%
15,916
|
$3,832,979,000 | 1.25% |
| Alphabet Inc |
Opened
27,137
|
$3,824,417,000 | 1.25% |
| Walmart Inc |
36.43%
24,041
|
$3,790,050,000 | 1.24% |
| Waste Mgmt Inc Del |
22.43%
20,411
|
$3,655,676,000 | 1.20% |
| Prologis Inc |
71.41%
25,983
|
$3,463,566,000 | 1.13% |
| Unitedhealth Group Inc |
66.58%
6,510
|
$3,427,118,000 | 1.12% |
| Procter And Gamble Co |
4.61%
22,480
|
$3,294,216,000 | 1.08% |
| Sixth Street Specialty Lendi |
31.30%
151,938
|
$3,281,870,000 | 1.07% |
| Ishares Inc |
Opened
58,380
|
$3,234,827,000 | 1.06% |
| Mastercard Incorporated |
61.92%
7,492
|
$3,195,278,000 | 1.05% |
| Mcdonalds Corp |
19.90%
10,544
|
$3,126,433,000 | 1.02% |
| Spdr Ser Tr |
8.67%
154,298
|
$10,112,124,000 | 3.31% |
| Conocophillips |
6.27%
25,930
|
$3,009,741,000 | 0.98% |
| Pepsico Inc |
27.34%
17,233
|
$2,926,856,000 | 0.96% |
| Main Str Cap Corp |
11.76%
67,503
|
$2,918,163,000 | 0.95% |
| Bhp Group Ltd |
99.26%
40,965
|
$2,798,299,000 | 0.92% |
| Direxion Shs Etf Tr |
23.50%
31,897
|
$2,699,765,000 | 0.88% |
| Novo-nordisk A S |
Opened
25,716
|
$2,660,285,000 | 0.87% |
| Royal Bk Cda |
10.80%
24,838
|
$2,511,912,000 | 0.82% |
| Novartis AG |
44.03%
24,800
|
$2,504,081,000 | 0.82% |
| Kroger Co. |
Opened
54,123
|
$2,473,957,000 | 0.81% |
| Jpmorgan Chase Co |
5.43%
13,994
|
$2,380,360,000 | 0.78% |
| Johnson Johnson |
4.07%
14,668
|
$2,299,000,000 | 0.75% |
| Blackstone Inc |
130.69%
17,133
|
$2,243,113,000 | 0.73% |
| Mondelez International Inc. |
104.02%
30,446
|
$2,205,204,000 | 0.72% |
| Medtronic Plc |
79.12%
26,684
|
$2,198,263,000 | 0.72% |
| Vanguard Index Fds |
7.51%
39,462
|
$7,387,771,000 | 2.42% |
| Prudential Finl Inc |
64.46%
20,353
|
$2,110,774,000 | 0.69% |
| Old Dominion Freight Line In |
Opened
5,044
|
$2,044,553,000 | 0.67% |
| Archer Daniels Midland Co. |
Opened
28,231
|
$2,038,827,000 | 0.67% |
| BCE Inc |
37.43%
51,156
|
$2,014,537,000 | 0.66% |
| Regions Financial Corp. |
2.59%
101,124
|
$1,959,783,000 | 0.64% |
| Orix Corporation |
5.48%
20,779
|
$1,940,577,000 | 0.64% |
| Texas Instrs Inc |
88.88%
11,055
|
$1,884,361,000 | 0.62% |
| Alphabet Inc |
1,764.66%
13,351
|
$1,865,001,000 | 0.61% |
| Ishares Tr |
61.56%
153,340
|
$9,846,295,000 | 3.22% |
| Progressive Corp. |
498.39%
11,549
|
$1,839,525,000 | 0.60% |
| National Grid Plc |
54.92%
26,252
|
$1,784,902,000 | 0.58% |
| Cadence Design System Inc |
Opened
6,477
|
$1,764,140,000 | 0.58% |
| Lyondellbasell Industries N |
95.37%
18,531
|
$1,761,941,000 | 0.58% |
| Manulife Finl Corp |
Opened
78,505
|
$1,734,957,000 | 0.57% |
| Palo Alto Networks Inc |
Opened
5,811
|
$1,713,548,000 | 0.56% |
| Honeywell International Inc |
44.65%
8,028
|
$1,683,599,000 | 0.55% |
| Steel Dynamics Inc. |
Opened
13,995
|
$1,652,810,000 | 0.54% |
| Cisco Sys Inc |
35.21%
31,684
|
$1,600,669,000 | 0.52% |
| Lowes Cos Inc |
16.26%
7,085
|
$1,576,750,000 | 0.52% |
| Spdr Sp 500 Etf Tr |
15.81%
3,302
|
$1,569,474,000 | 0.51% |
| Verizon Communications Inc |
41.78%
40,973
|
$1,544,668,000 | 0.51% |
| Invesco Exch Traded Fd Tr Ii |
68.47%
169,006
|
$3,885,975,000 | 1.27% |
| T-Mobile US, Inc. |
Opened
9,322
|
$1,494,544,000 | 0.49% |
| Iron Mtn Inc Del |
12.82%
21,232
|
$1,485,781,000 | 0.49% |
| Cboe Global Mkts Inc |
Opened
8,214
|
$1,466,739,000 | 0.48% |
| Toyota Motor Corporation |
26.22%
7,903
|
$1,449,259,000 | 0.47% |
| Trane Technologies plc |
34.93%
5,930
|
$1,446,229,000 | 0.47% |
| Diageo plc |
32.54%
9,844
|
$1,433,884,000 | 0.47% |
| Blackrock Inc. |
35.08%
1,756
|
$1,425,507,000 | 0.47% |
| Quest Diagnostics, Inc. |
Opened
10,317
|
$1,422,439,000 | 0.47% |
| ON Semiconductor Corp. |
Opened
17,025
|
$1,422,098,000 | 0.47% |
| Tesla Inc |
557.54%
5,714
|
$1,419,732,000 | 0.46% |
| Leidos Holdings Inc |
11.31%
12,917
|
$1,398,127,000 | 0.46% |
| Shell Plc |
395.46%
20,958
|
$1,379,020,000 | 0.45% |
| Accenture Plc Ireland |
21.22%
3,916
|
$1,374,253,000 | 0.45% |
| Home Depot, Inc. |
8.50%
3,800
|
$1,317,045,000 | 0.43% |
| Chevron Corp. |
88.80%
8,583
|
$1,280,305,000 | 0.42% |
| Exxon Mobil Corp. |
108.37%
12,475
|
$1,247,289,000 | 0.41% |
| Salesforce Inc |
0.04%
901,270
|
$1,234,188,000 | 0.40% |
| Science Applications Intl Co |
59.35%
9,787
|
$1,216,720,000 | 0.40% |
| Etf Managers Tr |
25.66%
20,081
|
$1,213,072,000 | 0.40% |
| Thermo Fisher Scientific Inc. |
1.05%
2,264
|
$1,201,709,000 | 0.39% |
| Invesco Exchange Traded Fd T |
7.85%
46,399
|
$3,540,032,000 | 1.16% |
| Alps Etf Tr |
0.28%
39,326
|
$1,174,730,000 | 0.38% |
| Amazon.com Inc. |
68.50%
7,616
|
$1,157,184,000 | 0.38% |
| Canadian Natl Ry Co |
Opened
9,140
|
$1,148,258,000 | 0.38% |
| Public Storage |
385.29%
3,761
|
$1,147,230,000 | 0.38% |
| Welltower Inc. |
20.83%
12,702
|
$1,145,363,000 | 0.37% |
| Constellation Brands, Inc. |
33.54%
4,675
|
$1,130,219,000 | 0.37% |
| Pfizer Inc. |
27.22%
38,039
|
$1,095,153,000 | 0.36% |
| Broadridge Finl Solutions In |
20.52%
5,309
|
$1,092,277,000 | 0.36% |
| Mccormick Co Inc |
221.49%
15,679
|
$1,072,757,000 | 0.35% |
| Evercore Inc |
77.86%
6,113
|
$1,045,557,000 | 0.34% |
| RTX Corp |
19.89%
12,219
|
$1,028,142,000 | 0.34% |
| Spdr Index Shs Fds |
44.84%
46,123
|
$1,306,119,000 | 0.43% |
| Valero Energy Corp. |
167.93%
7,628
|
$991,640,000 | 0.32% |
| Corteva Inc |
Opened
20,656
|
$989,846,000 | 0.32% |
| Booking Holdings Inc |
27.18%
276
|
$979,033,000 | 0.32% |
| Adobe Inc |
7.32%
1,634
|
$974,844,000 | 0.32% |
| Rush Enterprises Inc |
143.35%
18,307
|
$920,842,000 | 0.30% |
| Sun Life Financial, Inc. |
28.42%
17,659
|
$915,774,000 | 0.30% |
| Meta Platforms Inc |
66.07%
2,573
|
$910,739,000 | 0.30% |
| Bank America Corp |
21.76%
26,778
|
$901,616,000 | 0.30% |
| Ulta Beauty Inc |
Opened
1,831
|
$897,172,000 | 0.29% |
| Duke Energy Corp. |
5.32%
9,041
|
$877,302,000 | 0.29% |
| Enphase Energy Inc |
Opened
6,312
|
$834,068,000 | 0.27% |
| Valmont Inds Inc |
72.18%
3,485
|
$813,738,000 | 0.27% |
| Wisdomtree Tr |
27.19%
31,477
|
$1,104,515,000 | 0.36% |
| Eli Lilly Co |
8.04%
1,358
|
$791,465,000 | 0.26% |
| Ishares Tr |
Opened
26,881
|
$1,407,898,000 | 0.46% |
| Cigna Group (The) |
1.28%
2,536
|
$759,405,000 | 0.25% |
| NextEra Energy Inc |
18.66%
12,225
|
$742,527,000 | 0.24% |
| Nutrien Ltd |
Opened
13,078
|
$736,862,000 | 0.24% |
| Emerson Elec Co |
15.16%
7,358
|
$716,154,000 | 0.23% |
| Paychex Inc. |
32.69%
5,957
|
$709,538,000 | 0.23% |
| Amphenol Corp. |
16.16%
7,101
|
$703,922,000 | 0.23% |
| Ishares Inc |
34.23%
33,182
|
$1,131,119,000 | 0.37% |
| Best Buy Co. Inc. |
52.17%
8,915
|
$697,899,000 | 0.23% |
| Schwab Strategic Tr |
Opened
20,568
|
$693,759,000 | 0.23% |
| Arrow Electrs Inc |
215.54%
5,623
|
$687,412,000 | 0.22% |
| Philip Morris International Inc |
9.08%
7,004
|
$658,929,000 | 0.22% |
| Smucker J M Co |
Opened
5,153
|
$651,284,000 | 0.21% |
| Air Prods Chems Inc |
25.57%
2,369
|
$648,632,000 | 0.21% |
| Tjx Cos Inc New |
10.18%
6,910
|
$648,227,000 | 0.21% |
| Wp Carey Inc |
12.50%
9,894
|
$641,262,000 | 0.21% |
| MetLife, Inc. |
35.78%
9,695
|
$641,130,000 | 0.21% |
| Avalonbay Cmntys Inc |
76.28%
3,397
|
$635,986,000 | 0.21% |
| Taiwan Semiconductor Mfg Ltd |
54.78%
5,867
|
$610,160,000 | 0.20% |
| Unilever plc |
32.71%
12,388
|
$600,549,000 | 0.20% |
| Bank America Corp |
Opened
485
|
$584,024,000 | 0.19% |
| Weyerhaeuser Co Mtn Be |
Opened
16,738
|
$581,986,000 | 0.19% |
| Merck Co Inc |
17.39%
5,334
|
$581,528,000 | 0.19% |
| Wells Fargo Co New |
Opened
480
|
$574,010,000 | 0.19% |
| Us Bancorp Del |
Opened
12,892
|
$557,950,000 | 0.18% |
| Intuitive Surgical Inc |
41.15%
1,610
|
$543,150,000 | 0.18% |
| Att Inc |
23.72%
32,340
|
$542,661,000 | 0.18% |
| Sp Global Inc |
9.83%
1,229
|
$541,399,000 | 0.18% |
| VanEck ETF Trust |
61.91%
41,581
|
$757,264,000 | 0.25% |
| Spdr Ser Tr |
Opened
11,767
|
$496,339,000 | 0.16% |
| Apollo Global Mgmt Inc |
21.14%
5,306
|
$494,466,000 | 0.16% |
| Delta Air Lines, Inc. |
32.02%
11,914
|
$479,304,000 | 0.16% |
| Union Pac Corp |
18.49%
1,949
|
$478,682,000 | 0.16% |
| Cheniere Energy Partners LP |
36.52%
9,465
|
$471,286,000 | 0.15% |
| Copart, Inc. |
191.75%
9,260
|
$453,740,000 | 0.15% |
| Enterprise Prods Partners L |
21.62%
17,152
|
$451,967,000 | 0.15% |
| International Business Machs |
15.16%
2,760
|
$451,446,000 | 0.15% |
| Nike, Inc. |
Opened
4,085
|
$443,508,000 | 0.15% |
| Vanguard Mun Bd Fds |
Opened
8,624
|
$440,255,000 | 0.14% |
| Comcast Corp New |
25.90%
9,862
|
$432,442,000 | 0.14% |
| Oracle Corp. |
39.43%
4,071
|
$429,160,000 | 0.14% |
| Goldman Sachs Group, Inc. |
7.88%
1,075
|
$414,620,000 | 0.14% |
| Corning, Inc. |
33.41%
13,291
|
$404,725,000 | 0.13% |
| Fiserv, Inc. |
24.97%
3,044
|
$404,365,000 | 0.13% |
| Broadcom Inc. |
Opened
359
|
$400,734,000 | 0.13% |
| Coca-Cola Co |
17.69%
6,689
|
$394,181,000 | 0.13% |
| Automatic Data Processing In |
29.35%
1,678
|
$391,034,000 | 0.13% |
| Xcel Energy Inc. |
47.33%
6,135
|
$379,798,000 | 0.12% |
| Autodesk Inc. |
6.04%
1,555
|
$378,611,000 | 0.12% |
| Cintas Corporation |
18.77%
623
|
$375,457,000 | 0.12% |
| Sherwin-Williams Co. |
81.18%
1,157
|
$360,868,000 | 0.12% |
| Vail Resorts Inc. |
23.87%
1,678
|
$358,203,000 | 0.12% |
| TotalEnergies SE |
57.78%
5,274
|
$355,362,000 | 0.12% |
| Infosys Ltd |
4.76%
18,729
|
$344,241,000 | 0.11% |
| Global X Fds |
66.86%
6,743
|
$343,488,000 | 0.11% |
| Norfolk Southn Corp |
46.98%
1,412
|
$333,769,000 | 0.11% |
| Starbucks Corp. |
5.04%
3,449
|
$331,138,000 | 0.11% |
| Markel Group Inc |
15.33%
232
|
$329,417,000 | 0.11% |
| Darden Restaurants, Inc. |
3.71%
1,871
|
$307,405,000 | 0.10% |
| Boeing Co. |
Opened
1,168
|
$304,489,000 | 0.10% |
| Eog Res Inc |
5.51%
2,510
|
$303,585,000 | 0.10% |
| Napco Sec Technologies Inc |
Opened
8,819
|
$302,051,000 | 0.10% |
| Take-two Interactive Softwar |
17.88%
1,851
|
$297,918,000 | 0.10% |
| Chubb Limited |
19.39%
1,301
|
$294,094,000 | 0.10% |
| Godaddy Inc |
11.41%
2,764
|
$293,426,000 | 0.10% |
| Vanguard Admiral Fds Inc |
43.81%
1,080
|
$292,453,000 | 0.10% |
| Fleetcor Technologies Inc |
29.74%
1,011
|
$285,719,000 | 0.09% |
| Vanguard Whitehall Fds |
49.35%
2,533
|
$282,713,000 | 0.09% |
| Select Sector Spdr Tr |
Opened
8,824
|
$525,734,000 | 0.17% |
| Zebra Technologies Corporati |
2.40%
1,018
|
$278,250,000 | 0.09% |
| Graco Inc. |
Opened
3,195
|
$277,198,000 | 0.09% |
| Colgate-Palmolive Co. |
0.59%
3,370
|
$268,601,000 | 0.09% |
| Nucor Corp. |
Opened
1,522
|
$264,889,000 | 0.09% |
| Altria Group Inc. |
6.29%
6,498
|
$262,149,000 | 0.09% |
| Sap SE |
36.47%
1,674
|
$258,784,000 | 0.08% |
| Intel Corp. |
Opened
5,118
|
$257,158,000 | 0.08% |
| Dominion Energy Inc |
6.46%
5,429
|
$255,163,000 | 0.08% |
| Martin Marietta Matls Inc |
32.84%
497
|
$247,958,000 | 0.08% |
| Dollar Gen Corp New |
80.69%
1,758
|
$238,960,000 | 0.08% |
| CME Group Inc |
30.17%
1,081
|
$227,659,000 | 0.07% |
| Deere Co |
Opened
550
|
$219,929,000 | 0.07% |
| Danaher Corp. |
2.48%
950
|
$219,773,000 | 0.07% |
| Phillips 66 |
Opened
1,642
|
$218,568,000 | 0.07% |
| Pennantpark Floating Rate Ca |
2.17%
18,020
|
$218,042,000 | 0.07% |
| Four Corners Ppty Tr Inc |
30.44%
8,205
|
$207,587,000 | 0.07% |
| Super Micro Computer Inc |
Opened
728
|
$206,941,000 | 0.07% |
| Spdr Sp Midcap 400 Etf Tr |
Opened
400
|
$202,952,000 | 0.07% |
| SLR Investment Corp |
13.86%
12,585
|
$189,153,000 | 0.06% |
| Golub Cap Bdc Inc |
26.10%
12,458
|
$188,112,000 | 0.06% |
| New Mtn Fin Corp |
20.88%
13,973
|
$177,737,000 | 0.06% |
| Gladstone Capital Corp. |
25.81%
14,354
|
$153,588,000 | 0.05% |
| General Electric Co. |
No change
74,586
|
$148,791,000 | 0.05% |
| Itau Unibanco Hldg S A |
23.24%
10,532
|
$73,197,000 | 0.02% |
| Banco Santander S.A. |
20.16%
17,434
|
$72,177,000 | 0.02% |
| Duke Realty Corp |
Closed
32,559
|
$1,789,000 | |
| Fidelity Merrimack Str Tr |
Closed
25,366
|
$1,180,000 | |
| Vici Pptys Inc |
Closed
39,176
|
$1,167,000 | |
| Invesco Db Multi-sector Comm |
Closed
56,365
|
$1,149,000 | |
| Digital Rlty Tr Inc |
Closed
7,583
|
$984,000 | |
| Spdr Ser Tr |
Closed
39,818
|
$1,422,000 | |
| Asml Holding N V |
Closed
1,760
|
$838,000 | |
| Sony Group Corporation |
Closed
10,011
|
$819,000 | |
| Ishares Tr |
Closed
44,369
|
$2,451,000 | |
| Lincoln Natl Corp Ind |
Closed
15,104
|
$706,000 | |
| Alexandria Real Estate Eq In |
Closed
4,527
|
$657,000 | |
| Disney Walt Co |
Closed
5,848
|
$552,000 | |
| Ishares Inc |
Closed
8,120
|
$480,000 | |
| Steris Plc |
Closed
2,251
|
$464,000 | |
| First Tr Exch Traded Fd Iii |
Closed
24,785
|
$439,000 | |
| Vanguard Intl Equity Index F |
Closed
10,373
|
$432,000 | |
| PayPal Holdings Inc |
Closed
5,991
|
$418,000 | |
| Southern Company |
Closed
5,127
|
$366,000 | |
| Magellan Midstream Prtnrs Lp |
Closed
7,612
|
$364,000 | |
| Southwest Airls Co |
Closed
9,540
|
$345,000 | |
| Abbott Labs |
Closed
2,649
|
$288,000 | |
| Select Sector Spdr Tr |
Closed
12,988
|
$751,000 | |
| Vanguard Scottsdale Fds |
Closed
3,589
|
$274,000 | |
| Fortune Brands Home Sec In |
Closed
4,372
|
$262,000 | |
| Invesco Exchange Traded Fd T |
Closed
3,805
|
$258,000 | |
| Vanguard Admiral Fds Inc |
Closed
1,921
|
$255,000 | |
| Vanguard Tax-managed Intl Fd |
Closed
6,075
|
$248,000 | |
| Ventas Inc |
Closed
4,529
|
$233,000 | |
| Allstate Corp (The) |
Closed
1,688
|
$214,000 | |
| Fidelity National Financial Inc |
Closed
5,490
|
$203,000 | |
| Vanguard Index Fds |
Closed
580
|
$201,000 | |
| Agnc Invt Corp |
Closed
10,000
|
$111,000 | |
| Liberty All-star Growth Fd I |
Closed
10,000
|
$58,000 | |
| No transactions found | |||
| Showing first 500 out of 234 holdings | |||
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