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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Wunderlich Capital Managemnt Portfolio

Follow Wunderlich Capital Managemnt and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wunderlich Capital Managemnt, based on Form 13F filings with the SEC.

News

Stay updated on Wunderlich Capital Managemnt with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email