Wunderlich Capital Managemnt

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Memphis, TN
CIK
0001599273
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 105 223,973 JPST, GOOGL, MSFT, AMZN 13F-HR 8/14/2024 000159927324000003
Q1 2024 107 221,757 JPST, MSFT, AMZN, GOOGL 13F-HR 5/15/2024 000159927324000002
Q4 2023 101 222,417 JPST, AMZN, GOOGL, AAPL 13F-HR 2/15/2024 000159927324000001
Q3 2023 92 202,662 JPST, AMZN, GOOGL, AAPL RESTATEMENT 11/15/2023 000159927323000005
Q2 2023 92 203,645 JPST, AAPL, AMZN, PWR 13F-HR 8/8/2023 000159927323000003
Q1 2023 88 192,135 IEF, AAPL, PWR, JPST 13F-HR 5/9/2023 000159927323000002
Q4 2022 82 179,487 IEF, JPST, BND, VMBS 13F-HR 2/14/2023 000159927323000001
Q3 2022 76 156,262 JPST, AAPL, AGG, LQD 13F-HR 11/14/2022 000159927322000005
Q2 2022 81 171,601 JPST, AGG, GOOGL, LQD 13F-HR 8/15/2022 000159927322000004
Q1 2022 87 211,989 JPST, GOOGL, AAPL, LQD 13F-HR 5/16/2022 000159927322000003
Q4 2021 89 224,446 GOOGL, AAPL, LQD, MSFT 13F-HR 2/14/2022 000159927322000001
Q3 2021 89 207,530 LQD, GOOGL, AGG, JPST 13F-HR 11/15/2021 000159927321000004
Q2 2021 84 197,386 AGG, LQD, GOOGL, JPST 13F-HR 8/17/2021 000159927321000003
Q1 2021 79 182,817 AGG, LQD, JPST, IGSB 13F-HR 5/17/2021 000159927321000002
Q4 2020 80 180,536 AGG, LQD, JPST, AAPL 13F-HR 2/16/2021 000159927321000001
Q3 2020 79 161,693 AGG, LQD, JPST, IGSB 13F-HR 11/16/2020 000159927320000004
Q2 2020 75 142,475 AGG, JPST, LQD, IGSB 13F-HR 8/17/2020 000159927320000003
Q1 2020 75 121,389 JPST, AGG, LQD, IGSB 13F-HR 5/14/2020 000159927320000002
Q4 2019 87 158,753 AGG, LQD, IGSB, MUB 13F-HR 2/14/2020 000159927320000001
Q3 2019 82 145,518 AGG, LQD, IGSB, MUB 13F-HR 11/15/2019 000159927319000005
Q2 2019 88 150,700 AGG, LQD, IGSB, MUB 13F-HR 8/14/2019 000159927319000003
Q1 2019 85 143,364 AGG, LQD, IGSB, MUB 13F-HR 5/16/2019 000159927319000002
Q4 2018 86 130,072 AGG, LQD, IGSB, MUB 13F-HR 2/14/2019 000159927319000001
Q3 2018 87 140,981 AGG, LQD, IGSB, FDX 13F-HR 11/15/2018 000159927318000004
Q2 2018 88 143,948 AGG, LQD, IGSB, FDX 13F-HR 8/14/2018 000159927318000003
Q1 2018 92 145,603 AGG, LQD, IGSB, FDX 13F-HR 5/8/2018 000159927318000002
Q4 2017 92 144,389 AGG, LQD, FDX, IGSB 13F-HR 2/15/2018 000159927318000001
Q3 2017 89 134,078 AGG, LQD, IGSB, FDX 13F-HR 11/15/2017 000159927317000004
Q2 2017 99 133,785 AGG, LQD, IGSB, FDX 13F-HR 8/15/2017 000159927317000003
Q1 2017 97 128,173 AGG, LQD, IGSB, FDX 13F-HR 5/15/2017 000159927317000002
Q4 2016 87 122,870 AGG, LQD, IGSB, FDX 13F-HR 2/15/2017 000159927317000001
Q3 2016 95 125,423 AGG, LQD, IGSB, MUB 13F-HR 11/15/2016 000159927316000009
Q2 2016 90 118,304 AGG, LQD, IGSB, MUB 13F-HR 8/17/2016 000159927316000008
Q1 2016 88 116,526 AGG, LQD, IGSB, MUB 13F-HR 5/11/2016 000159927316000006
Q4 2015 92 116,429 AGG, LQD, IGSB, MUB 13F-HR 2/16/2016 000159927316000005
Q3 2015 86 108,169 AGG, LQD, IGSB, MUB 13F-HR 11/12/2015 000159927315000004
Q2 2015 66 103,252 SPY, XLY, LQD, IGSB 13F-HR 7/20/2015 000159927315000003
Q1 2015 70 110,720 SPY, XLY, LQD, IGSB 13F-HR 5/5/2015 000159927315000002
Q4 2014 88 118,090 LQD, IGSB, MUB, EMB 13F-HR 2/5/2015 000159927315000001
Q3 2014 87 111,340 LQD, IGSB, MUB, EMB 13F-HR 11/18/2014 000159927314000004
Q2 2014 83 109,390 LQD, IGSB, MUB, EMB 13F-HR 8/18/2014 000159927314000003
Q1 2014 86 106,030 LQD, IGSB, MUB, EMB 13F-HR 5/13/2014 000159927314000002
Q4 2013 69 104,400 SPY, IVV, LQD, IGSB 13F-HR 2/10/2014 000159927314000001
Additional filings from Wunderlich Capital Managemnt that have since been restated