WC

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%
-
+0.06%
+0.74%
26825.589
 
MSFT 		Microsoft Corp
16,248
7262.040
-0.03%
3.350
0%
0.000
+1.41%
+15.50%
3211304.804
Software
AMZN 		Amazon.com Inc
35,130
6788.870
+0.65%
3.130
+0.02%
0.000
+4.16%
+25.60%
2002869.027
Retail - Cyclical
AAPL 		Apple Inc
31,987
6737.100
-0.35%
3.110
-0.01%
0.000
+7.19%
+21.83%
3552750.693
Hardware
AVGO 		Broadcom Inc
37,980
6097.800
-1.61%
2.820
-0.04%
0.000
+19.71%
+62.30%
837154.055
Semiconductors
META 		Meta Platforms Inc
10,918
5505.070
-1.03%
2.540
-0.03%
0.000
+27.51%
+68.12%
1500889.685
Interactive Media
IEF 		iShares 7-10 Year Treasury Bond ETF
56,885
5327.280
+1.42%
2.460
+0.03%
-
-0.48%
-1.74%
33604.583
 
VMBS 		Vanguard Mortgage-Backed Securities ETF
107,995
4902.970
+3.32%
2.260
+0.07%
-
-0.30%
-0.91%
18395.980
 
AMAT 		Applied Materials Inc
20,550
4849.600
-1.40%
2.240
-0.03%
0.000
-7.34%
+17.95%
156735.707
Semiconductors
BND 		Vanguard Total Bond Market ETF
65,616
4727.630
+1.15%
2.180
+0.02%
-
+0.14%
-0.57%
111484.760
 

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 ETF2024-06-30Add
+0.94%
●
50.22 ($50.36) 50.48
$50.60
0.48%
Add 14.35%
322,283
40,443
BA 		Boeing Co2024-06-30Reduce
-0.70%
●
164.33 ($178.24) 191.42
$152.98
-14.17%
Reduce -99.68%
25
-7,775
BDX 		Becton Dickinson & Co2024-06-30Sold Out
-0.70%
●
225.07 ($235.59) 246.17
$237.51
0.81%
Sold Out
0
-6,094
JNJ 		Johnson & Johnson2024-06-30Sold Out
-0.43%
●
144.38 ($148.72) 157.78
$160.09
7.65%
Sold Out
0
-5,850
PYPL 		PayPal Holdings Inc2024-06-30Reduce
-0.37%
●
58.03 ($63.61) 67.92
$80.28
26.21%
Reduce -99.36%
75
-11,690
RSP 		Invesco S&P 500 Equal Weight ETF2024-06-30Add
+0.32%
●
159.21 ($164.49) 168.37
$178.58
8.57%
Add 2685.44%
4,401
4,243
DEO 		Diageo PLC2024-06-30Sold Out
-0.26%
●
126.08 ($137.77) 149.08
$130.16
-5.52%
Sold Out
0
-3,797
UBER 		Uber Technologies Inc2024-06-30Add
+0.19%
●
63.52 ($69.5) 77.16
$79.21
13.97%
Add 25.47%
28,658
5,818
QQQ 		INVESCO QQQ Trust2024-06-30Sold Out
-0.18%
●
414.65 ($449.75) 485.21
$500.16
11.21%
Sold Out
0
-853
UNH 		UnitedHealth Group Inc2024-06-30Add
+0.08%
●
439.2 ($490.13) 524.63
$562.13
14.69%
Add 5.47%
6,405
332

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

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Wunderlich Capital Managemnt's Holdings Bubble Chart

Wunderlich Capital Managemnt News

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