Wunderlich Capital Managemnt Portfolio Holdings

Wunderlich Capital Managemnt

$212 Million
Q2 2024

Wunderlich Capital Managemnt has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $212 Million distributed in 105 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 $16.3M, Microsoft Corp with a value of $7.26M, Amazon Com Inc with a value of $6.79M, Apple Inc. with a value of $6.74M, and Broadcom Inc. with a value of $6.1M.

Examining the 13F form we can see an increase of $659K in the current position value, from $211M to 212M.

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 $212 Million

ETFs: $54.2 Million

Technology: $47.3 Million

Financial Services: $23.7 Million

Healthcare: $23.4 Million

Industrials: $19 Million

Consumer Cyclical: $14.7 Million

Communication Services: $11 Million

Consumer Defensive: $10.6 Million

Other: $8.35 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NYT New York Times CO Communication Services	$8.93B	$33,000 0.02% of portfolio	649	Q2 2024 New

Summary

Portfolio
No. of Stocks 105
Current Value $212 Million
Prior Value $211 Million
Filing
Period Q2 2024
Filing Date August 14, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 8 stocks
Additional Purchases 48 stocks
Sold out of 0 stocks
Reduced holdings in 35 stocks

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Wunderlich Capital Managemnt Portfolio Holdings