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Wunderlich Capital Managemnt

13F
Wunderlich Capital Managemnt
Last update 2024-08-14 104 Stocks (8 new)
Value $217.00 Mil Turnover 3 %
Countries:
Top Holdings: JPST(7.51%)MSFT(3.35%)AMZN(3.13%)AAPL(3.11%)AVGO(2.82%)
Portfolio Report
Summary Stock Picks Current Portfolio
Wunderlich Capital Managemnt Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPST 		JPMorgan Ultra-Short Income ETF
322,283
16265.620
+14.35%
7.510
+0.94%
-
+1.06%
+0.10%
28078.898
 
MSFT 		Microsoft Corp
16,248
7262.040
-0.03%
3.350
0%
0.000
+0.95%
-0.60%
3114843.301
Software
AMZN 		Amazon.com Inc
35,130
6788.870
+0.65%
3.130
+0.02%
0.000
+17.30%
-0.21%
2302156.510
Retail - Cyclical
AAPL 		Apple Inc
31,987
6737.100
-0.35%
3.110
-0.01%
0.000
+3.52%
-5.42%
3580182.678
Hardware
AVGO 		Broadcom Inc
37,980
6097.800
-1.61%
2.820
-0.04%
0.000
+21.12%
-3.25%
1051420.859
Semiconductors
META 		Meta Platforms Inc
10,918
5505.070
-1.03%
2.540
-0.03%
0.000
+5.57%
+5.18%
1554731.508
Interactive Media
IEF 		iShares 7-10 Year Treasury Bond ETF
56,885
5327.280
+1.42%
2.460
+0.03%
-
-4.09%
-1.21%
30986.669
 
VMBS 		Vanguard Mortgage-Backed Securities ETF
107,995
4902.970
+3.32%
2.260
+0.07%
-
-2.93%
-1.26%
17601.218
 
AMAT 		Applied Materials Inc
20,550
4849.600
-1.40%
2.240
-0.03%
0.000
-15.64%
+5.55%
139668.968
Semiconductors
BND 		Vanguard Total Bond Market ETF
65,616
4727.630
+1.15%
2.180
+0.02%
-
-2.87%
-0.93%
116973.570
 

Wunderlich Capital Managemnt's Historical Top Holdings Breakdowns

Wunderlich Capital Managemnt's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST 		JPMorgan Ultra-Short Income ETF2023-06-30Add
+2.83%
●
49.75 ($49.99) 50.14
$50.42
0.86%
Add 104.91%
218,155
111,691
JPST 		JPMorgan Ultra-Short Income ETF2023-09-30Add
+1.58%
●
49.94 ($50.1) 50.25
$50.42
0.64%
Add 28.27%
279,834
61,679
DIS 		The Walt Disney Co2023-06-30Sold Out
-1.42%
●
87.82 ($94.82) 102.97
$108.65
14.59%
Sold Out
0
-26,588
JPST 		JPMorgan Ultra-Short Income ETF2023-12-31Reduce
-1.38%
●
49.96 ($50.18) 50.44
$50.42
0.48%
Reduce -19.33%
225,733
-54,101
JPST 		JPMorgan Ultra-Short Income ETF2024-03-31Add
+1.31%
●
50.23 ($50.35) 50.49
$50.42
0.14%
Add 24.86%
281,840
56,107
EL 		The Estee Lauder Companies Inc2023-06-30Sold Out
-1.19%
●
176.53 ($212.7) 258.48
$73.45
-65.47%
Sold Out
0
-8,991
PWR 		Quanta Services Inc2024-03-31Reduce
-1.15%
●
193.28 ($221.23) 259.8
$313.48
41.70%
Reduce -39.62%
17,432
-11,439
EBAY 		eBay Inc2023-06-30Sold Out
-1.12%
●
42.54 ($44.39) 46.43
$65.90
48.46%
Sold Out
0
-47,141
TMUS 		T-Mobile US Inc2023-12-31Add
+1.00%
●
136.43 ($147.96) 160.44
$211.30
42.81%
Add 880.32%
14,891
13,372
JPST 		JPMorgan Ultra-Short Income ETF2024-06-30Add
+0.94%
●
50.22 ($50.36) 50.48
$50.42
0.12%
Add 14.35%
322,283
40,443

Wunderlich Capital Managemnt Total Holding History ($B)

To

Wunderlich Capital Managemnt's Asset Allocation

To

Wunderlich Capital Managemnt Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Wunderlich Capital Managemnt's Hypothetical Growth since 2024-06-30

Wunderlich Capital Managemnt's Yearly Returns

Year Portfolio % % Excess Gain %

Wunderlich Capital Managemnt's Holdings Heat Map

Size field:

Wunderlich Capital Managemnt's Holdings Bubble Chart

Wunderlich Capital Managemnt News

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