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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 Q4 2023 · Filed November 7, 2023 · Accession 0001085146-23-004132

Total Value
$275.5M
Positions
241
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (241)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL128,363$10.4M3.77%
2MICROSOFT CORPMSFT27,021$8.7M3.16%
3UNITED PARCEL SERVICE INCUPS35,055$5.4M1.97%
4PROSPERITY BANCSHARES INCPB88,786$4.7M1.71%
5ABBVIE INCABBV27,053$4.0M1.46%
6INTUITINTU7,627$3.9M1.43%
7WALMART INCWMT23,185$3.7M1.35%
8VISA INCV15,963$3.7M1.34%
9BERKSHIRE HATHAWAY INC DELBRK-A10,316$3.6M1.30%
10COSTCO WHSL CORP NEW22160K1056,039$3.5M1.25%
11ARES CAPITAL CORPARCC177,285$3.4M1.23%
12EATON CORP PLCETN15,714$3.3M1.20%
13PROCTER AND GAMBLE CO74271810922,285$3.2M1.17%
14UNITEDHEALTH GROUP INCUNH6,082$3.1M1.14%
15CONOCOPHILLIPSCOP26,410$3.1M1.12%
16PROLOGIS INC.PLDGP28,158$3.1M1.12%
17WASTE MGMT INC DEL94106L10919,579$3.0M1.07%
18NVIDIA CORPORATIONNVDA6,509$2.9M1.06%
19ISHARES TR46434V40768,353$2.8M1.01%
20PEPSICO INCPEP16,206$2.7M0.99%
21SIXTH STREET SPECIALTY LENDITSLX133,873$2.7M0.97%
22INVESCO EXCH TRADED FD TR IIIVZ127,331$2.7M0.97%
23DIREXION SHS ETF TR25459Y20734,902$2.6M0.95%
24MCDONALDS CORPMCD9,922$2.6M0.93%
25MASTERCARD INCORPORATEDMA6,196$2.5M0.89%
26ISHARES TR46428887750,410$2.4M0.88%
27MAIN STR CAP CORP56035L10456,292$2.3M0.82%
28ALPHABET INCGOOG16,655$2.3M0.82%
29KROGER COKR51,062$2.2M0.82%
30SPDR SER TR78464A40937,714$2.2M0.82%
31JOHNSON & JOHNSONJNJ14,043$2.2M0.79%
32JPMORGAN CHASE & COVYLD15,108$2.2M0.79%
33NOVARTIS AGNVSEF21,320$2.2M0.79%
34ROYAL BK CDA78008710224,908$2.1M0.77%
35BHP GROUP LTDBHPLF36,437$2.0M0.74%
36INVESCO EXCHANGE TRADED FD TIVZ13,834$1.9M0.70%
37ARCHER DANIELS MIDLAND COADM25,978$1.9M0.70%
38ORIX CORPORXCF20,723$1.9M0.69%
39INVESCO EXCH TRADED FD TR IIIVZ82,904$1.8M0.67%
40ALPHABET INCGOOG13,567$1.8M0.66%
41NOVO-NORDISK A SNONOF19,711$1.8M0.66%
42MONDELEZ INTL INC60920710526,270$1.8M0.65%
43ALPS ETF TR00162Q71866,616$1.8M0.65%
44MEDTRONIC PLCMDT22,319$1.7M0.63%
45PFIZER INCPFE51,023$1.7M0.63%
46TOYOTA MOTOR CORPTOYOF9,610$1.7M0.62%
47REGIONS FINANCIAL CORP NEWRF-PF102,696$1.7M0.62%
48BCE INCBCPPF45,161$1.7M0.60%
49META PLATFORMS INCMETA5,359$1.6M0.60%
50PRUDENTIAL FINL INCPUKPF17,583$1.6M0.60%
51TRANE TECHNOLOGIES PLCTT8,117$1.6M0.58%
52SPDR SER TR78464A83925,043$1.6M0.58%
53LYONDELLBASELL INDUSTRIES NLYB17,107$1.6M0.58%
54IRON MTN INC DEL46284V10127,212$1.6M0.58%
55LOWES COS INC5486611077,640$1.6M0.57%
56CISCO SYS INCCSCO28,872$1.6M0.57%
57TEXAS INSTRS INC8825081049,536$1.5M0.55%
58SPDR S&P 500 ETF TRSPY3,565$1.5M0.55%
59ISHARES TR46429B59833,854$1.5M0.54%
60ACCENTURE PLC IRELANDACN4,841$1.5M0.54%
61OLD DOMINION FREIGHT LINE INODFL3,699$1.5M0.54%
62BLACKSTONE INCBX13,358$1.4M0.52%
63SPDR SER TR78464A82120,915$1.4M0.52%
64TESLA INCTSLA5,661$1.4M0.52%
65CONSTELLATION BRANDS INCSTZ5,715$1.4M0.52%
66ETF MANAGERS TR26924G20126,425$1.4M0.50%
67LEIDOS HOLDINGS INCLDOS14,565$1.4M0.49%
68NATIONAL GRID PLCNMPWP23,020$1.3M0.49%
69CHEVRON CORP NEWCVX7,955$1.3M0.48%
70BLACKROCK INCBLK2,057$1.3M0.48%
71SPDR INDEX SHS FDS78463X84852,754$1.3M0.47%
72HONEYWELL INTL INC4385161067,092$1.3M0.47%
73ISHARES TR46428716812,179$1.3M0.46%
74DIAGEO PLCDGEAF8,655$1.3M0.46%
75SPDR SER TR78464A50830,827$1.3M0.46%
76QUEST DIAGNOSTICS INCDGX10,361$1.3M0.45%
77STEEL DYNAMICS INCSTLD11,418$1.2M0.44%
78HOME DEPOT INCHD3,972$1.2M0.43%
79SALESFORCE INCCRM901,248$1.2M0.42%
80SPDR SER TR78464A30016,165$1.2M0.42%
81ISHARES TR46428888513,381$1.1M0.41%
82PROGRESSIVE CORP7433151038,189$1.1M0.41%
83MANULIFE FINL CORP56501R10663,172$1.1M0.41%
84THERMO FISHER SCIENTIFIC INCTMO2,277$1.1M0.41%
85ISHARES INC46428614543,511$1.1M0.41%
86BROADRIDGE FINL SOLUTIONS IN11133T1036,347$1.1M0.41%
87EXXON MOBIL CORPXOM9,644$1.1M0.40%
88VANGUARD INDEX FDS9229086116,909$1.1M0.39%
89SUN LIFE FINANCIAL INC.SUNFF22,482$1.1M0.39%
90VERIZON COMMUNICATIONS INCVZ33,607$1.1M0.39%
91INVESCO EXCH TRADED FD TR IIIVZ98,519$1.1M0.39%
92VANGUARD INDEX FDS9229085128,080$1.0M0.38%
93INVESCO EXCH TRADED FD TR IIIVZ17,902$1.0M0.38%
94BEST BUY INCBBY14,715$1.0M0.37%
95NUTRIEN LTDNTR16,800$1.0M0.37%
96RTX CORPORATIONRTX14,075$1.0M0.36%
97SHELL PLCRYDAF15,769$999,1080.36%
98ISHARES TR46428756419,955$982,9670.36%
99BOOKING HOLDINGS INCBKNG317$980,7220.36%
100CADENCE DESIGN SYSTEM INCCDNS4,142$979,5420.36%
101WELLTOWER INCWELL11,902$972,7200.35%
102ADOBE INCADBE1,862$970,3440.35%
103DUKE ENERGY CORP NEWDUKB11,325$967,6500.35%
104AMAZON COM INCAMZN7,438$962,9310.35%
105ON SEMICONDUCTOR CORPON10,142$946,9590.34%
106INVESCO EXCHANGE TRADED FD TIVZ31,046$923,6190.34%
107VALERO ENERGY CORPVLO6,681$922,5790.33%
108WISDOMTREE TRWT32,675$907,7200.33%
109PAYCHEX INCPAYX7,753$882,1360.32%
110SCIENCE APPLICATIONS INTL CO8086251078,219$878,7750.32%
111INVESCO EXCHANGE TRADED FD TIVZ11,968$870,9110.32%
112MCCORMICK & CO INCMKC-V11,566$864,2120.31%
113VANGUARD INDEX FDS9229085954,055$860,1950.31%
114ISHARES TR4642871768,293$853,5160.31%
115PUBLIC STORAGEPSA-PS3,266$851,6300.31%
116CBOE GLOBAL MKTS INC12503M1085,429$851,2670.31%
117EMERSON ELEC COEMR8,659$828,7530.30%
118SPDR SER TR78464A20111,394$826,4260.30%
119T-MOBILE US INCTMUSZ5,866$816,8990.30%
120ELI LILLY & COLLY1,512$813,7650.30%
121CORTEVA INCCTVA16,113$806,4560.29%
122BANK AMERICA CORP06050510429,914$798,7050.29%
123NEXTERA ENERGY INCNEE-PW15,003$782,4320.28%
124UNILEVER PLCUNLYF16,017$780,6700.28%
125METLIFE INCMET-PF12,568$775,3200.28%
126ISHARES TR46429B6637,724$753,6250.27%
127AIR PRODS & CHEMS INCAIIR2,665$743,7480.27%
128EVERCORE INCEVR5,525$741,7360.27%
129TAIWAN SEMICONDUCTOR MFG LTD8740391008,417$737,7810.27%
130THE CIGNA GROUP1255231002,536$729,2010.26%
131CHENIERE ENERGY PARTNERS LPLNG12,917$695,0480.25%
132US BANCORP DELUSB-PS21,593$693,9860.25%
133VANECK ETF TRUST92189F48626,763$673,6200.24%
134INTUITIVE SURGICAL INCISRG2,273$670,4900.24%
135ISHARES INC46428677211,456$669,6260.24%
136VALMONT INDS INC9202531012,806$665,1090.24%
137RUSH ENTERPRISES INCRUSHB16,169$656,9460.24%
138AMPHENOL CORP NEW0320951017,871$650,5380.24%
139PHILIP MORRIS INTL INC7181721097,063$645,6150.23%
140INVESCO EXCHANGE TRADED FD TIVZ8,052$637,7220.23%
141INVESCO EXCH TRADED FD TR IIIVZ24,030$617,0920.22%
142TOTALENERGIES SETTE9,500$613,8900.22%
143TJX COS INC NEW8725401096,916$613,3110.22%
144SPDR INDEX SHS FDS78463X88920,047$612,0470.22%
145ULTA BEAUTY INCULTA1,502$605,2310.22%
146ISHARES INC46428663210,983$600,1210.22%
147ENPHASE ENERGY INCENPH5,032$587,9390.21%
148SMUCKER J M CO8326964054,828$586,3890.21%
149MERCK & CO INCMRK5,592$573,4600.21%
150WP CAREY INC92936U10910,651$569,5980.21%
151VANGUARD INDEX FDS9229085382,879$556,6750.20%
152ENTERPRISE PRODS PARTNERS L29379210720,362$553,8540.20%
153DELTA AIR LINES INC DELDAL15,138$551,7970.20%
154COMCAST CORP NEWCCZ12,310$547,6650.20%
155AT&T INCT-PC36,978$542,4720.20%
156ARROW ELECTRS INC0427351004,314$540,4150.20%
157CORNING INCGLW17,378$524,9860.19%
158CANADIAN NATL RY CO1363751024,904$521,7860.19%
159APOLLO GLOBAL MGMT INC03769M1065,671$508,1220.18%
160XCEL ENERGY INCXELLL9,032$497,0490.18%
161INFOSYS LTDINFY28,829$495,2840.18%
162AUTOMATIC DATA PROCESSING INADP2,056$492,2580.18%
163UNION PAC CORPUNP2,381$482,5220.18%
164SPDR SER TR78464A6314,302$477,1260.17%
165S&P GLOBAL INCSPGI1,282$470,1350.17%
166VANGUARD INDEX FDS9229086292,283$469,7560.17%
167EOG RES INCEOG3,796$469,4470.17%
168ISHARES TR46429B7474,798$463,3450.17%
169SPDR SER TR78468R20015,030$459,6170.17%
170VANGUARD MUN BD FDS9229077469,536$454,9630.17%
171ORACLE CORPORCL-PD4,243$452,7630.16%
172VANECK ETF TRUST92189F41128,554$436,8760.16%
173AVALONBAY CMNTYS INCAWX2,599$436,8660.16%
174WISDOMTREE TRWT10,150$408,6390.15%
175VAIL RESORTS INCMTN1,924$408,5040.15%
176COCA COLA COKO7,293$404,5940.15%
177COPART INCCPRT9,260$403,9210.15%
178ISHARES TR464287200934$401,0140.15%
179INTERNATIONAL BUSINESS MACHSINTR2,830$398,5060.14%
180NIKE INCNKE4,193$396,4900.14%
181VANGUARD WHITEHALL FDS9219464063,869$394,9220.14%
182SPDR SER TR78468R78811,457$393,3290.14%
183VANGUARD ADMIRAL FDS INC9219325051,574$390,3990.14%
184CHUBB LIMITEDCB1,804$372,4000.14%
185DOMINION ENERGY INCD8,674$366,9970.13%
186NORFOLK SOUTHN CORP6558441081,895$362,8930.13%
187CINTAS CORPCTAS732$354,9250.13%
188GOLDMAN SACHS GROUP INCGSCE1,101$350,6000.13%
189FIRST TR EXCHANGE TRADED FD33734X1685,602$347,9460.13%
190INVESCO QQQ TRIVZ959$346,2710.13%
191VANGUARD INDEX FDS9229085534,626$343,5480.12%
192FISERV INCFISV3,044$343,5150.12%
193WEYERHAEUSER CO MTN BEWY11,353$340,3630.12%
194MARKEL GROUP INCMKL232$338,7200.12%
195STARBUCKS CORPSBUX3,674$334,8120.12%
196ISHARES TR4642874654,907$333,2340.12%
197FLEETCOR TECHNOLOGIES INC3390411051,243$318,0590.12%
198FIRST TR EXCH TRADED FD III33739P85518,875$318,0440.12%
199AUTODESK INCADSK1,504$314,3210.11%
200ONEOK INC NEWOKE4,922$304,4260.11%
201SAP SESAPGF2,366$304,1730.11%
202SHERWIN WILLIAMS COSHW1,174$296,6110.11%
203ALTRIA GROUP INCMO7,058$293,4570.11%
204GLOBAL X FDS37954Y8555,273$285,6380.10%
205ZEBRA TECHNOLOGIES CORPORATIZBRA1,153$269,3750.10%
206DARDEN RESTAURANTS INCDRI1,871$266,4490.10%
207TAKE-TWO INTERACTIVE SOFTWARTTWO1,851$257,2890.09%
208DEVON ENERGY CORP NEW25179M1035,574$254,4530.09%
209MARTIN MARIETTA MATLS INC573284106626$253,9680.09%
210BROADCOM INCAVGO301$251,3200.09%
211SELECT SECTOR SPDR TR81369Y5062,822$250,0010.09%
212ISHARES TR46429B6973,458$248,6870.09%
213BANK AMERICA CORP060505682220$241,4330.09%
214VANGUARD ADMIRAL FDS INC9219327031,617$238,8750.09%
215SELECT SECTOR SPDR TR81369Y2091,850$237,8910.09%
216WELLS FARGO CO NEW949746804216$237,7040.09%
217COLGATE PALMOLIVE COCL3,353$237,2250.09%
218NUCOR CORPNUE1,522$235,5750.09%
219GRACO INCGGG3,195$232,9470.08%
220DANAHER CORPORATION2358511021,060$226,5640.08%
221BOEING COBA-PA1,203$225,9870.08%
222VANGUARD INDEX FDS922908736822$225,5980.08%
223SELECT SECTOR SPDR TR81369Y4071,359$218,9480.08%
224PHILLIPS 66PSX1,825$217,2410.08%
225CME GROUP INCCME1,081$216,3620.08%
226DISNEY WALT CO2546871062,644$215,9350.08%
227NAPCO SEC TECHNOLOGIES INC6304021059,745$215,5590.08%
228SUPER MICRO COMPUTER INCSMCI728$210,2900.08%
229FOUR CORNERS PPTY TR INC35086T1099,451$208,3950.08%
230ISHARES TR4642878042,227$207,0650.08%
231GOLUB CAP BDC INC38173M10214,394$205,6950.07%
232DEERE & CODE550$205,6120.07%
233NEW MTN FIN CORP64755110016,056$205,5170.07%
234GODADDY INCGDDY2,764$204,7850.07%
235PENNANTPARK FLOATING RATE CAPFLT19,488$203,2600.07%
236FIRST TR EXCHANGE TRADED FD33734X8464,398$200,4170.07%
237SLR INVESTMENT CORPSLRC13,155$197,3250.07%
238GLADSTONE CAPITAL CORPGLAD18,435$174,9480.06%
239GENERAL ELECTRIC CO36960430174,898$171,6930.06%
240BANCO SANTANDER S.A.BCDRF17,434$64,3310.02%
241ITAU UNIBANCO HLDG S A46556210610,532$55,8200.02%