Wunderlich Capital Managemnt has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $211 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $14.2M, Microsoft Corp with a value of $6.84M, Amazon Com Inc with a value of $6.3M, Apple Inc. with a value of $5.5M, and Meta Platforms, Inc. with a value of $5.36M.
Examining the 13F form we can see an decrease of $217K in the current position value, from $212M to 211M.
Wunderlich Capital Managemnt is based out at Memphis, TN
Below you can find more details about Wunderlich Capital Managemnt portfolio as well as his latest detailed transactions.
Portfolio value
$211 Million
ETFs: $51.7 Million
Technology: $43.4 Million
Healthcare: $25.7 Million
Financial Services: $24.9 Million
Industrials: $20.6 Million
Consumer Cyclical: $14.9 Million
Consumer Defensive: $11 Million
Communication Services: $10.8 Million
Other: $8.35 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions