Notify me when Wunderlich Capital Managemnt files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 105 | $223,973,988 | +$6,517,562 | -$6,806,315 | -$288,753 | JPST, GOOGL, MSFT, AMZN, AAPL | 13F-HR | 14 Aug 2024, 12:40 |
| Q1 2024 | 107 | $221,757,683 | +$5,028,617 | -$21,618,730 | -$16,590,113 | JPST, MSFT, AMZN, GOOGL, AAPL | 13F-HR | 15 May 2024, 15:15 |
| Q4 2023 | 101 | $222,417,098 | +$9,698,001 | -$10,878,303 | -$1,180,302 | JPST, AMZN, GOOGL, AAPL, MSFT | 13F-HR | 15 Feb 2024, 10:33 |
| Q3 2023 | 92 | $202,662,480 | +$3,906,180 | -$1,616,299 | +$2,289,881 | JPST, AMZN, GOOGL, AAPL, PWR | Restatement | 15 Nov 2023, 11:30 |
| Q2 2023 | 92 | $203,645,000 | +$9,392,638 | -$10,359,439 | -$966,801 | JPST, AAPL, AMZN, PWR, IEF | 13F-HR | 08 Aug 2023, 14:27 |
| Q1 2023 | 88 | $192,135,000 | +$5,162,641 | -$2,694,799 | +$2,467,842 | IEF, AAPL, PWR, JPST, AMZN | 13F-HR | 09 May 2023, 15:20 |
| Q4 2022 | 82 | $179,487,000 | +$32,753,507 | -$22,817,793 | +$9,935,714 | IEF, JPST, BND, VMBS, PWR | 13F-HR | 14 Feb 2023, 14:09 |
| Q3 2022 | 76 | $156,262,000 | +$13,403,871 | -$17,548,825 | -$4,144,954 | JPST, AAPL, AGG, LQD, MBB | 13F-HR | 14 Nov 2022, 14:46 |
| Q2 2022 | 81 | $171,601,000 | +$16,778,502 | -$27,123,063 | -$10,344,561 | JPST, AGG, GOOGL, LQD, AAPL | 13F-HR | 15 Aug 2022, 12:25 |
| Q1 2022 | 87 | $211,989,000 | +$12,180,911 | -$12,439,373 | -$258,462 | JPST, GOOGL, AAPL, LQD, AGG | 13F-HR | 16 May 2022, 12:21 |
| Q4 2021 | 89 | $224,446,000 | +$11,606,490 | -$5,868,248 | +$5,738,242 | GOOGL, AAPL, LQD, MSFT, AGG | 13F-HR | 14 Feb 2022, 13:38 |
| Q3 2021 | 89 | $207,530,000 | +$17,625,705 | -$8,981,175 | +$8,644,530 | LQD, GOOGL, AGG, JPST, AAPL | 13F-HR | 15 Nov 2021, 13:15 |
| Q2 2021 | 84 | $186,613,000 | +$5,381,788 | -$2,837,850 | +$2,543,938 | AGG, LQD, GOOGL, JPST, PYPL | 13F-HR | 17 Aug 2021, 15:19 |
| Q1 2021 | 79 | $182,817,000 | +$10,746,453 | -$17,568,939 | -$6,822,486 | AGG, LQD, JPST, IGSB, GOOGL | 13F-HR | 17 May 2021, 11:13 |
| Q4 2020 | 80 | $180,536,000 | +$2,748,239 | -$1,255,624 | +$1,492,615 | AGG, LQD, JPST, AAPL, IGSB | 13F-HR | 16 Feb 2021, 12:43 |
| Q3 2020 | 79 | $161,693,000 | +$13,029,486 | -$1,094,867 | +$11,934,619 | AGG, LQD, JPST, IGSB, AAPL | 13F-HR | 16 Nov 2020, 13:57 |
| Q2 2020 | 75 | $142,475,000 | +$10,879,304 | -$9,526,963 | +$1,352,341 | AGG, JPST, LQD, IGSB, AMZN | 13F-HR | 17 Aug 2020, 11:11 |
| Q1 2020 | 75 | $121,389,000 | +$8,753,122 | -$22,006,655 | -$13,253,533 | JPST, AGG, LQD, IGSB, MUB | 13F-HR | 14 May 2020, 12:53 |
| Q4 2019 | 87 | $158,753,000 | +$6,888,828 | -$2,657,013 | +$4,231,815 | AGG, LQD, IGSB, MUB, AAPL | 13F-HR | 14 Feb 2020, 14:24 |
| Q3 2019 | 82 | $145,518,000 | +$2,113,341 | -$8,075,617 | -$5,962,276 | AGG, LQD, IGSB, MUB, MSFT | 13F-HR | 15 Nov 2019, 14:38 |
| Q2 2019 | 88 | $150,700,000 | +$9,811,409 | -$6,069,199 | +$3,742,210 | AGG, LQD, IGSB, MUB, AMZN | 13F-HR | 14 Aug 2019, 16:32 |
| Q1 2019 | 85 | $143,364,000 | +$1,469,731 | -$2,683,207 | -$1,213,476 | AGG, LQD, IGSB, MUB, AMZN | 13F-HR | 15 May 2019, 17:57 |
| Q4 2018 | 86 | $128,271,000 | +$20,280,449 | -$16,931,162 | +$3,349,287 | AGG, LQD, IGSB, MUB, BA | 13F-HR | 14 Feb 2019, 16:18 |
| Q3 2018 | 87 | $140,981,000 | +$7,498,250 | -$14,278,236 | -$6,779,986 | AGG, LQD, IGSB, FDX, MUB | 13F-HR | 15 Nov 2018, 13:16 |
| Q2 2018 | 88 | $143,948,000 | +$10,335,901 | -$14,634,111 | -$4,298,210 | AGG, LQD, IGSB, FDX, MUB | 13F-HR | 14 Aug 2018, 15:36 |
| Q1 2018 | 92 | $145,603,000 | +$10,316,737 | -$6,893,656 | +$3,423,081 | AGG, LQD, IGSB, FDX, MUB | 13F-HR | 08 May 2018, 11:59 |
| Q4 2017 | 92 | $144,389,000 | +$8,592,070 | -$4,654,970 | +$3,937,100 | AGG, LQD, FDX, IGSB, MUB | 13F-HR | 15 Feb 2018, 13:28 |
| Q3 2017 | 89 | $134,078,000 | +$8,600,814 | -$13,213,297 | -$4,612,483 | AGG, LQD, IGSB, FDX, MUB | 13F-HR | 15 Nov 2017, 14:45 |
| Q2 2017 | 99 | $133,785,000 | +$3,682,759 | -$2,406,234 | +$1,276,525 | AGG, LQD, IGSB, FDX, MUB | 13F-HR | 15 Aug 2017, 12:10 |
| Q1 2017 | 97 | $128,173,000 | +$7,138,819 | -$7,872,907 | -$734,088 | AGG, LQD, IGSB, FDX, MUB | 13F-HR | 15 May 2017, 11:43 |
| Q4 2016 | 87 | $122,870,000 | +$5,367,433 | -$9,488,893 | -$4,121,460 | AGG, LQD, IGSB, FDX, MUB | 13F-HR | 15 Feb 2017, 14:17 |
| Q3 2016 | 95 | $125,423,000 | +$6,901,040 | -$3,657,090 | +$3,243,950 | AGG, LQD, IGSB, MUB, FDX | 13F-HR | 15 Nov 2016, 17:10 |
| Q2 2016 | 90 | $118,304,000 | +$3,950,074 | -$3,162,757 | +$787,317 | AGG, LQD, IGSB, MUB, FDX | 13F-HR | 17 Aug 2016, 12:37 |
| Q1 2016 | 88 | $116,526,000 | +$4,079,814 | -$6,332,917 | -$2,253,103 | AGG, LQD, IGSB, MUB, FDX | 13F-HR | 11 May 2016, 17:05 |
| Q4 2015 | 92 | $116,429,000 | +$13,414,413 | -$9,884,303 | +$3,530,110 | AGG, LQD, IGSB, MUB, FDX | 13F-HR | 16 Feb 2016, 13:41 |
| Q3 2015 | 86 | $108,169,000 | +$31,456,619 | -$18,503,046 | +$12,953,573 | AGG, LQD, IGSB, MUB, FDX | 13F-HR | 12 Nov 2015, 14:20 |
| Q2 2015 | 66 | $103,252,000 | +$514,111 | -$6,587,051 | -$6,072,940 | SPY, XLY, LQD, IGSB, MUB | 13F-HR | 20 Jul 2015, 15:46 |
| Q1 2015 | 70 | $110,720,000 | +$25,218,779 | -$31,091,319 | -$5,872,540 | SPY, XLY, LQD, IGSB, MUB | 13F-HR | 05 May 2015, 10:40 |
| Q4 2014 | 88 | $118,090,000 | +$7,031,967 | -$3,431,192 | +$3,600,775 | LQD, IGSB, MUB, EMB, UNP | 13F-HR | 05 Feb 2015, 14:26 |
| Q3 2014 | 87 | $111,340,000 | +$9,459,805 | -$6,116,864 | +$3,342,941 | LQD, IGSB, MUB, EMB, SPY | 13F-HR | 18 Nov 2014, 09:27 |
| Q2 2014 | 83 | $109,390,000 | +$11,512,120 | -$8,780,631 | +$2,731,489 | LQD, IGSB, MUB, EMB, PCN | 13F-HR | 18 Aug 2014, 09:55 |
| Q1 2014 | 86 | $106,030,000 | +$23,591,187 | -$22,539,977 | +$1,051,210 | LQD, IGSB, MUB, EMB, PCN | 13F-HR | 13 May 2014, 14:10 |
| Q4 2013 | 69 | $104,400,000 | $0 | $0 | $0 | SPY, IVV, LQD, IGSB, MUB | 13F-HR | 10 Feb 2014, 16:05 |