Wunderlich Capital Managemnt Incresed Positions in Q2 2024

Wunderlich Capital Managemnt

  • $212 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
40.4K
+ 14.35%
$50.22 - $50.48 $2.03M - $2.04M
322K $16.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.24K
+ 2685.44%
$159.21 - $168.37 $676K - $714K
4.4K $722K
AMZN
Amazon Com Inc

Consumer Cyclical
228
+ 0.65%
$173.67 - $197.85 $39.6K - $45.1K
35.1K $6.79M
ORCL
Oracle Corp

Technology
15
+ 0.05%
$113.75 - $144.64 $1.71K - $2.17K
29.4K $4.15M
ADBE
Adobe Inc.

Technology
291
+ 5.05%
$439.02 - $555.54 $128K - $162K
6.05K $3.36M
AMGN
Amgen Inc

Healthcare
416
+ 4.74%
$262.75 - $319.31 $109K - $133K
9.2K $2.87M
UBER
Uber Technologies, Inc

Technology
5.82K
+ 25.47%
$63.52 - $77.16 $370K - $449K
28.7K $2.08M
FDX
Fedex Corp

Industrials
495
+ 4.5%
$245.11 - $299.84 $121K - $148K
11.5K $3.45M
UNH
Unitedhealth Group Inc

Healthcare
332
+ 5.47%
$439.2 - $524.63 $146K - $174K
6.41K $3.26M
TMUS
T Mobile Us, Inc.

Communication Services
58
+ 0.41%
$159.79 - $180.69 $9.27K - $10.5K
14.2K $2.5M
HON
Honeywell International Inc

Industrials
306
+ 2.55%
$190.36 - $215.89 $58.3K - $66.1K
12.3K $2.63M
BAC
Bank Of America Corp

Financial Services
1.4K
+ 2.77%
$34.68 - $40.02 $48.5K - $55.9K
51.9K $2.06M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.47K
+ 3.32%
$44.15 - $45.75 $153K - $159K
108K $4.9M
AZN
Astrazeneca PLC

Healthcare
562
+ 14.84%
$66.81 - $80.83 $37.5K - $45.4K
4.35K $339K
FANG
Diamondback Energy, Inc.

Energy
243
+ 2.53%
$185.97 - $208.26 $45.2K - $50.6K
9.84K $1.97M
FISV
Fiserv Inc

Technology
519
+ 9.43%
N/A
6.02K $753K
SCHW
Schwab Charles Corp

Financial Services
162
+ 0.45%
$70.03 - $78.9 $11.3K - $12.8K
36.5K $2.69M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
495
+ 6.09%
$113.43 - $115.88 $56.1K - $57.4K
8.62K $995K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
605
+ 1.05%
$76.35 - $77.35 $46.2K - $46.8K
58.1K $4.49M
SUB
Ishares Short Term National Mu

ETFs
449
+ 1.58%
$104.04 - $104.8 $46.7K - $47.1K
28.9K $3.02M
MUB
Ishares National Muni Bond ETF

ETFs
662
+ 2.08%
$105.37 - $107.16 $69.8K - $70.9K
32.6K $3.47M
PEP
Pepsico Inc

Consumer Defensive
662
+ 8.54%
$163.33 - $183.11 $108K - $121K
8.41K $1.39M
EOG
Eog Resources Inc

Energy
685
+ 2.13%
$118.24 - $137.95 $81K - $94.5K
32.9K $4.14M
IEF
Ishares Barclays

ETFs
797
+ 1.42%
$91.24 - $94.6 $72.7K - $75.4K
56.9K $5.33M
BND
Vanguard Bd Index Fd Inc Total

ETFs
748
+ 1.15%
$70.55 - $72.66 $52.8K - $54.3K
65.6K $4.73M
HSY
Hershey CO

Consumer Defensive
414
+ 7.34%
$182.0 - $209.51 $75.3K - $86.7K
6.05K $1.11M
VCIT
Vanguard Intermediate Term Cor

ETFs
524
+ 1.14%
$77.99 - $80.49 $40.9K - $42.2K
46.6K $3.72M
AZO
Autozone Inc

Consumer Cyclical
17
+ 6.91%
$2739.1 - $3170.04 $46.6K - $53.9K
263 $779K
Alphabet Cl A
87
+ 0.21%
N/A
40.6K $0
MRK
Merck & Co., Inc.

Healthcare
494
+ 6.39%
$123.8 - $132.96 $61.2K - $65.7K
8.22K $1.02M
IWM
Ishares Russell 2000 ETF

ETFs
21
+ 1.28%
$192.84 - $209.44 $4.05K - $4.4K
1.66K $335K
STZ
Constellation Brands, Inc.

Consumer Defensive
391
+ 4.48%
$243.97 - $268.34 $95.4K - $105K
9.13K $2.35M
DE
Deere & CO

Industrials
124
+ 6.11%
$364.98 - $414.02 $45.3K - $51.3K
2.15K $804K
ABBV
Abb Vie Inc.

Healthcare
48
+ 0.81%
$154.79 - $180.76 $7.43K - $8.68K
6K $1.03M
CSCO
Cisco Systems, Inc.

Technology
646
+ 1.49%
$45.52 - $50.04 $29.4K - $32.3K
43.9K $2.08M
COP
Conocophillips

Energy
920
+ 6.4%
$109.39 - $133.52 $101K - $123K
15.3K $1.75M
TMO
Thermo Fisher Scientific Inc.

Healthcare
18
+ 0.51%
$541.52 - $599.02 $9.75K - $10.8K
3.54K $1.96M
WDAY
Workday, Inc.

Technology
805
+ 13.5%
$207.08 - $272.44 $167K - $219K
6.77K $1.51M
BLK
Black Rock Inc.

Financial Services
40
+ 0.96%
$747.3 - $826.77 $29.9K - $33.1K
4.19K $3.3M
CMCSA
Comcast Corp

Communication Services
3.57K
+ 4.9%
$36.9 - $42.28 $132K - $151K
76.4K $2.99M
KR
Kroger CO

Consumer Defensive
2.66K
+ 6.32%
$49.37 - $57.82 $131K - $154K
44.8K $2.24M
AMD
Advanced Micro Devices Inc

Technology
237
+ 1.78%
$144.27 - $183.34 $34.2K - $43.5K
13.6K $2.2M
UNP
Union Pacific Corp

Industrials
263
+ 1.95%
$221.38 - $247.4 $58.2K - $65.1K
13.8K $3.11M
A
Agilent Technologies, Inc.

Healthcare
11
+ 0.08%
$129.63 - $154.64 $1.43K - $1.7K
14.5K $1.88M
IQV
Iqvia Holdings Inc.

Healthcare
111
+ 1.23%
$211.18 - $248.87 $23.4K - $27.6K
9.11K $1.93M
LOW
Lowes Companies Inc

Consumer Cyclical
369
+ 2.61%
$214.27 - $249.28 $79.1K - $92K
14.5K $3.2M
CRM
Salesforce, Inc.

Technology
357
+ 2.78%
$218.01 - $304.74 $77.8K - $109K
13.2K $3.39M
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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