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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Wambolt & Associates, LLC

Quarter ended Q3 2023 · Filed August 3, 2023 · Accession 0001085146-23-003037

Total Value
$281.0M
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL119,438$9.9M3.51%
2MICROSOFT CORPMSFT25,041$8.5M3.03%
3UNITED PARCEL SERVICE INCUPS35,165$6.3M2.24%
4ISHARES TR46434V407133,610$5.5M1.97%
5INVESCO EXCH TRADED FD TR IIIVZ248,390$5.2M1.86%
6ABBVIE INCABBV26,413$3.6M1.27%
7PROLOGIS INC.PLDGP28,994$3.6M1.27%
8VISA INCV14,808$3.5M1.25%
9BERKSHIRE HATHAWAY INC DELBRK-A9,517$3.2M1.15%
10WASTE MGMT INC DEL94106L10918,470$3.2M1.14%
11ISHARES TR46428887763,778$3.1M1.11%
12ARES CAPITAL CORPARCC163,165$3.1M1.09%
13DIREXION SHS ETF TR25459Y20739,374$3.0M1.08%
14EATON CORP PLCETN14,994$3.0M1.07%
15PROCTER AND GAMBLE CO74271810919,736$3.0M1.07%
16PEPSICO INCPEP15,825$2.9M1.04%
17MCDONALDS CORPMCD9,709$2.9M1.03%
18WALMART INCWMT18,233$2.9M1.02%
19UNITEDHEALTH GROUP INCUNH5,688$2.7M0.97%
20SPDR SER TR78464A40944,785$2.7M0.97%
21CONOCOPHILLIPSCOP26,000$2.7M0.96%
22INTUITINTU5,778$2.6M0.94%
23INVESCO EXCH TRADED FD TR IIIVZ113,772$2.5M0.90%
24NVIDIA CORPORATIONNVDA5,749$2.4M0.87%
25INVESCO EXCHANGE TRADED FD TIVZ15,995$2.4M0.85%
26COSTCO WHSL CORP NEW22160K1054,260$2.3M0.82%
27ROYAL BK CDA78008710223,930$2.3M0.81%
28SIXTH STREET SPECIALTY LENDITSLX120,985$2.3M0.80%
29JOHNSON & JOHNSONJNJ13,617$2.3M0.80%
30KROGER COKR47,318$2.2M0.79%
31ALPS ETF TR00162Q71877,182$2.2M0.77%
32JPMORGAN CHASE & COVYLD14,494$2.1M0.75%
33REGIONS FINANCIAL CORP NEWRF-PF115,281$2.1M0.73%
34ISHARES TR46429B74720,794$2.0M0.72%
35DOLLAR GEN CORP NEW25667710511,698$2.0M0.71%
36NOVARTIS AGNVSEF19,421$2.0M0.70%
37MAIN STR CAP CORP56035L10447,878$1.9M0.68%
38BHP GROUP LTDBHPLF31,908$1.9M0.68%
39BCE INCBCPPF41,325$1.9M0.67%
40MASTERCARD INCORPORATEDMA4,698$1.8M0.66%
41SPDR SER TR78464A83926,591$1.8M0.65%
42ORIX CORPORXCF19,887$1.8M0.65%
43PFIZER INCPFE49,437$1.8M0.65%
44ARCHER DANIELS MIDLAND COADM23,973$1.8M0.64%
45MONDELEZ INTL INC60920710524,272$1.8M0.63%
46LOWES COS INC5486611077,645$1.7M0.61%
47ISHARES TR46428717615,568$1.7M0.60%
48MEDTRONIC PLCMDT18,867$1.7M0.59%
49VANECK ETF TRUST92189F48665,036$1.6M0.58%
50TRANE TECHNOLOGIES PLCTT8,578$1.6M0.58%
51SPDR INDEX SHS FDS78463X84862,775$1.6M0.58%
52ALPHABET INCGOOG13,478$1.6M0.58%
53BLACKROCK INCBLK2,332$1.6M0.57%
54ISHARES TR46428716814,195$1.6M0.57%
55TOYOTA MOTOR CORPTOYOF9,926$1.6M0.57%
56SPDR S&P 500 ETF TRSPY3,592$1.6M0.57%
57SPDR SER TR78464A82121,894$1.6M0.56%
58ALPHABET INCGOOG12,956$1.6M0.55%
59IRON MTN INC DEL46284V10127,001$1.5M0.55%
60META PLATFORMS INCMETA5,335$1.5M0.54%
61ACCENTURE PLC IRELANDACN4,826$1.5M0.53%
62CONSTELLATION BRANDS INCSTZ5,980$1.5M0.52%
63HONEYWELL INTL INC4385161067,071$1.5M0.52%
64ISHARES TR46429B59833,225$1.5M0.52%
65TEXAS INSTRS INC8825081048,027$1.4M0.51%
66INVESCO EXCH TRADED FD TR IIIVZ22,973$1.4M0.51%
67NATIONAL GRID PLCNMPWP21,396$1.4M0.51%
68PRUDENTIAL FINL INCPUKPF16,232$1.4M0.51%
69RAYTHEON TECHNOLOGIES CORPRTX14,467$1.4M0.50%
70DIAGEO PLCDGEAF8,119$1.4M0.50%
71INVESCO EXCH TRADED FD TR IIIVZ122,103$1.4M0.49%
72ISHARES TR46428888514,404$1.4M0.49%
73CISCO SYS INCCSCO26,548$1.4M0.49%
74QUEST DIAGNOSTICS INCDGX9,724$1.4M0.49%
75LYONDELLBASELL INDUSTRIES NLYB14,847$1.4M0.49%
76SPDR SER TR78464A50831,319$1.4M0.48%
77BEST BUY INCBBY16,408$1.3M0.48%
78ETF MANAGERS TR26924G20125,940$1.3M0.47%
79INVESCO EXCHANGE TRADED FD TIVZ8,600$1.3M0.47%
80TESLA INCTSLA4,927$1.3M0.46%
81LEIDOS HOLDINGS INCLDOS14,565$1.3M0.46%
82SPDR SER TR78464A30016,429$1.3M0.45%
83NOVO-NORDISK A SNONOF7,816$1.3M0.45%
84SUN LIFE FINANCIAL INC.SUNFF24,116$1.3M0.45%
85VERIZON COMMUNICATIONS INCVZ33,681$1.3M0.45%
86SPDR SER TR78468R20039,786$1.2M0.43%
87SALESFORCE INCCRM901,244$1.2M0.41%
88THERMO FISHER SCIENTIFIC INCTMO2,223$1.2M0.41%
89INVESCO EXCHANGE TRADED FD TIVZ14,742$1.1M0.41%
90BROADRIDGE FINL SOLUTIONS IN11133T1036,788$1.1M0.40%
91ISHARES TR46428756420,027$1.1M0.40%
92ISHARES INC46428614542,984$1.1M0.40%
93CHEVRON CORP NEWCVX7,048$1.1M0.39%
94VANGUARD INDEX FDS9229086116,656$1.1M0.39%
95NEXTERA ENERGY INCNEE-PW14,718$1.1M0.39%
96BLACKSTONE INCBX11,699$1.1M0.39%
97OLD DOMINION FREIGHT LINE INODFL2,934$1.1M0.39%
98HOME DEPOT INCHD3,474$1.1M0.38%
99VANGUARD INDEX FDS9229085127,736$1.1M0.38%
100ISHARES TR46429B66310,603$1.1M0.38%
101US BANCORP DELUSB-PS31,950$1.1M0.38%
102STEEL DYNAMICS INCSTLD9,449$1.0M0.37%
103DUKE ENERGY CORP NEWDUKB11,106$996,6790.35%
104MANULIFE FINL CORP56501R10649,974$945,0040.34%
105SCIENCE APPLICATIONS INTL CO8086251078,219$924,4730.33%
106WISDOMTREE TRWT32,030$922,1500.33%
107PAYCHEX INCPAYX8,113$907,6010.32%
108UNILEVER PLCUNLYF17,331$903,4410.32%
109BANK AMERICA CORP06050510431,468$902,8280.32%
110AIR PRODS & CHEMS INCAIIR2,992$896,1940.32%
111AMAZON COM INCAMZN6,846$892,4520.32%
112WELLTOWER INCWELL11,029$892,1230.32%
113ADOBE SYSTEMS INCORPORATEDADBE1,802$881,1600.31%
114PROGRESSIVE CORP7433151036,616$875,7600.31%
115SPDR SER TR78464A20111,219$863,4330.31%
116VANGUARD INDEX FDS9229085953,732$857,2960.31%
117NUTRIEN LTDNTR14,404$850,5630.30%
118TAIWAN SEMICONDUCTOR MFG LTD8740391008,339$841,5620.30%
119INTUITIVE SURGICAL INCISRG2,450$837,7530.30%
120SHELL PLCRYDAF13,833$835,2220.30%
121MCCORMICK & CO INCMKC-V9,496$828,3360.29%
122BOOKING HOLDINGS INCBKNG302$815,5000.29%
123EMERSON ELEC COEMR8,365$756,1120.27%
124VALERO ENERGY CORPVLO6,403$751,0720.27%
125DELTA AIR LINES INC DELDAL15,593$741,2910.26%
126WP CAREY INC92936U10910,947$739,5810.26%
127METLIFE INCMET-PF13,047$737,5470.26%
128INVESCO EXCH TRADED FD TR IIIVZ26,903$735,7990.26%
129VALMONT INDS INC9202531012,477$720,9950.26%
130THE CIGNA GROUP1255231002,536$711,6020.25%
131ON SEMICONDUCTOR CORPON7,408$700,6490.25%
132AMPHENOL CORP NEW0320951018,151$692,4270.25%
133AT&T INCT-PC42,803$682,7070.24%
134ISHARES INC46428677210,621$673,1840.24%
135CHENIERE ENERGY PARTNERS LPLNG14,387$663,8090.24%
136EXXON MOBIL CORPXOM6,117$656,0890.23%
137SPDR INDEX SHS FDS78463X88919,995$650,6510.23%
138LILLY ELI & COLLY1,375$644,7350.23%
139TOTALENERGIES SETTE11,056$637,2680.23%
140CORNING INCGLW17,929$628,2460.22%
141EVERCORE INCEVR5,075$627,2560.22%
142CORTEVA INCCTVA10,721$614,3130.22%
143XCEL ENERGY INCXELLL9,848$612,2490.22%
144PHILIP MORRIS INTL INC7181721096,235$608,6730.22%
145INVESCO EXCHANGE TRADED FD TIVZ7,054$595,8560.21%
146RUSH ENTERPRISES INCRUSHB9,779$593,9760.21%
147TJX COS INC NEW8725401097,004$593,8690.21%
148SMUCKER J M CO8326964054,009$592,0090.21%
149COMCAST CORP NEWCCZ13,624$566,0710.20%
150MERCK & CO INCMRK4,872$562,1650.20%
151ISHARES INC46428663210,446$559,6850.20%
152SPDR SER TR78464A6314,588$557,6400.20%
153VANGUARD INDEX FDS9229085382,703$556,2440.20%
154NORFOLK SOUTHN CORP6558441082,421$548,9860.20%
155ENTERPRISE PRODS PARTNERS L29379210720,728$546,1730.19%
156CADENCE DESIGN SYSTEM INCCDNS2,231$523,2140.19%
157S&P GLOBAL INCSPGI1,254$502,7160.18%
158UNION PAC CORPUNP2,457$502,6700.18%
159VANGUARD WHITEHALL FDS9219464064,721$500,7510.18%
160DOMINION ENERGY INCD9,645$499,5150.18%
161VAIL RESORTS INCMTN1,967$495,2120.18%
162SPDR SER TR78468R78813,353$495,1390.18%
163ULTA BEAUTY INCULTA1,035$487,0660.17%
164COCA COLA COKO8,046$484,5150.17%
165WISDOMTREE TRWT11,488$483,0910.17%
166PROSPERITY BANCSHARES INCPB8,491$479,5720.17%
167EOG RES INCEOG4,180$478,3910.17%
168ISHARES TR4642872001,069$476,6490.17%
169AUTOMATIC DATA PROCESSING INADP2,056$451,9750.16%
170ALEXANDRIA REAL ESTATE EQ IN0152711093,977$451,2950.16%
171VANGUARD ADMIRAL FDS INC9219325051,772$450,2470.16%
172VANGUARD INDEX FDS9229085535,363$448,1680.16%
173INFOSYS LTDINFY27,854$447,6140.16%
174ORACLE CORPORCL-PD3,712$442,1160.16%
175VANECK ETF TRUST92189F41128,758$441,7230.16%
176APOLLO GLOBAL MGMT INC03769M1065,746$441,3500.16%
177COPART INCCPRT4,797$437,5340.16%
178MAGELLAN MIDSTREAM PRTNRS LP5590801066,999$436,1960.16%
179ARROW ELECTRS INC0427351003,040$435,4190.15%
180AVALONBAY CMNTYS INCAWX2,223$420,7470.15%
181INTERNATIONAL BUSINESS MACHSINTR2,973$397,8570.14%
182FIRST TR EXCHANGE TRADED FD33734X1685,904$378,9810.13%
183GOLDMAN SACHS GROUP INCGSCE1,135$366,0830.13%
184FISERV INCFISV2,879$363,1860.13%
185VANGUARD INDEX FDS9229086291,640$361,0950.13%
186FIRST TR EXCH TRADED FD III33739P85521,300$358,9050.13%
187CHUBB LIMITEDCB1,860$358,2040.13%
188INVESCO QQQ TRIVZ964$356,2890.13%
189CINTAS CORPCTAS701$348,4530.12%
190ZEBRA TECHNOLOGIES CORPORATIZBRA1,173$347,0090.12%
191PUBLIC STORAGEPSA-PS1,179$344,1270.12%
192DISNEY WALT CO2546871063,851$343,8170.12%
193STARBUCKS CORPSBUX3,464$343,1440.12%
194MARKEL GROUP INCMKL245$338,8790.12%
195GLOBAL X FDS37954Y8555,083$330,4970.12%
196SAP SESAPGF2,366$323,6920.12%
197SHERWIN WILLIAMS COSHW1,212$321,8100.11%
198DEVON ENERGY CORP NEW25179M1036,378$308,3130.11%
199WELLS FARGO CO NEW949746804266$306,0050.11%
200DARDEN RESTAURANTS INCDRI1,804$301,4120.11%
201WEYERHAEUSER CO MTN BEWY8,986$301,1210.11%
202MARTIN MARIETTA MATLS INC573284106646$298,2520.11%
203ISHARES TR4642874654,108$297,8300.11%
204FLEETCOR TECHNOLOGIES INC3390411051,171$294,0150.10%
205AUTODESK INCADSK1,418$290,1370.10%
206VANGUARD ADMIRAL FDS INC9219327031,850$287,9690.10%
207BANK AMERICA CORP060505682244$285,8150.10%
208FOUR CORNERS PPTY TR INC35086T10911,065$281,0510.10%
209ALTRIA GROUP INCMO6,175$279,7360.10%
210CME GROUP INCCME1,506$279,0470.10%
211TAKE-TWO INTERACTIVE SOFTWARTTWO1,881$276,8080.10%
212GRACO INCGGG3,195$275,8880.10%
213ENPHASE ENERGY INCENPH1,597$267,4660.10%
214SOUTHWEST AIRLS CO8447411087,382$267,3020.10%
215ISHARES TR4642886465,318$266,7470.09%
216NUCOR CORPNUE1,581$259,2520.09%
217DANAHER CORPORATION2358511021,076$258,2400.09%
218ISHARES TR46429B6973,469$257,8740.09%
219COLGATE PALMOLIVE COCL3,335$256,9410.09%
220SELECT SECTOR SPDR TR81369Y7042,343$251,4600.09%
221SELECT SECTOR SPDR TR81369Y4071,452$246,5640.09%
222SELECT SECTOR SPDR TR81369Y2091,816$241,0650.09%
223VANGUARD INDEX FDS922908736822$232,5930.08%
224SELECT SECTOR SPDR TR81369Y8863,517$230,1810.08%
225BROADCOM INCAVGO265$229,8690.08%
226ISHARES TR4642878042,288$228,0070.08%
227DEERE & CODE550$222,8550.08%
228BOEING COBA-PA1,049$221,5380.08%
229RESTAURANT BRANDS INTL INC76131D1032,842$220,3120.08%
230SPDR S&P MIDCAP 400 ETF TRMDY460$220,2990.08%
231NAPCO SEC TECHNOLOGIES INC6304021056,318$218,9190.08%
232SPDR SER TR78468R7702,198$209,4470.07%
233SELECT SECTOR SPDR TR81369Y6056,187$208,5640.07%
234PENNANTPARK FLOATING RATE CAPFLT19,488$207,5470.07%
235VANGUARD INDEX FDS9229087511,041$206,9930.07%
236GOLUB CAP BDC INC38173M10215,327$206,9140.07%
237INVESCO EXCHANGE TRADED FD TIVZ2,537$204,7610.07%
238FIRST TR EXCHANGE TRADED FD33734X8464,491$203,9360.07%
239ABBOTT LABSABLZF1,853$202,0140.07%
240ALBEMARLE CORPALB-PA905$201,8960.07%
241ISHARES TR4642884487,639$201,1360.07%
242NEW MTN FIN CORP64755110016,109$200,3960.07%
243TARGET CORPTGT1,518$200,1640.07%
244T-MOBILE US INCTMUSZ1,440$200,0160.07%
245SLR INVESTMENT CORPSLRC13,155$187,7220.07%
246GLADSTONE CAPITAL CORPGLAD17,900$174,7040.06%
247GENERAL ELECTRIC CO36960430174,586$138,3720.05%
248ITAU UNIBANCO HLDG S A46556210612,538$73,9740.03%
249BANCO SANTANDER S.A.BCDRF19,316$71,6620.03%
250GLOBAL X FDS37954Y45942,300$7,6520.00%