- New Purchases: VV, IVV, SUNS, VCIT, PNNT, JPST, LDUR, PFLT, DOCU, CCC, FLOT, IDV, VIG, TMCX, DSL, IGSB, HPQ, GPAQ, VTIP, ACWV, VOO, LDP, ARCC, MUB, NYF, HSIC, VXUS, LQD, DNL, JKE, VGK, BIL, USMV, FTSM, GNR, PGX, XLE, VCLT, AFT, BRT, KYN, XMLV, VPL, EMLC, IEFA, GMZ, ACWX, JPS, TWTR, VEU, KBLM, NMFC, PBE, UTG, LTS, SDOG, NBB, ON, STC, NTG, SLRC, SHY, BRK.A, SPLV, NOC, GM, ILF, CRSP, AIF, CVS, Z, PEG, TXN, WYNN, NTES, CQP, CL, XLC, NOW, NIO, ARDC, SNAP, DBL, TCRD, GSVC, OLP, JILL, JEMD, GER,
- Added Positions: VCSH, MINT, IWR, SPY, QQQ, MSFT, VO, CVX, VWO, VTI, AAPL, SLB, AMZN, EFA, GSY, UNH, VEA, DIA, MDY, ABT, IWF, DVY, VZ, XLV, PFF, BIV, BRK.B, SPLK, EWX, MRK, EMB, IJH, XLI, XOM, CMF, GLD, VTV, V, EEM, IBB, CSCO, JPM, CRM, DWM, VB, KO, COST, EPD, IWM, INTC, MCD, PFE, SQ, FDN, RSP, JNJ, GOOG, PYPL, JCO, IVW, XLY, HON, NVDA, RDS.A, DIS, BX, BOX, EFG, IWS, APC, BA, NVAX, PNC, PG, QCOM, TRGP, SHOP, JHB, TIP, VNQ, BP, BDX, CMCSA, DWDP, LLY, GSK, HRL, ISRG, WBA, WFC, WMB, VVR, MA, HCA, GMRE, ABBV, PCI, WB, JHD, AGG, IWD, VHT, XLK, AXP, AMGN, AVY, BMY, CSX, VRML, GIS, WELL, JKHY, SWN, SBUX, TST, USB, UPS, FSLR, ALIM, HCHC, PSX, JHY, BSV, HYLS, IEF,
- Reduced Positions: IWP, FDX, AMLP, PANW, FB, IJT, FPE, CWB, SCZ, NFLX, AMRN, IEMG, VFC, AMT, GWPH, WMT, FXL, IBM, GOOGL, ITW, XPO, UNP, MU, LMT, RTN, JCI, IMMU, SIVB, GS, ROP, HD, ADBE, XLF, EMR, IJK, INDA, VBK, BAC, FIV, KMI, TSLA, AGN, XLP, HCLP, RPM, MMM, GILD, C, SYY, CAT, MO, NKE, CLX, BILI, EWZ, ETN, COP, UTX, IVE, IYH, RWR, MDLZ, T, SNA, AVGO, SGYP, PEP, CARA, BABA, SPR, PM, VXF, AMRS, TRXC, ORCL, GLW, SXE, HYS, FL, LECO, IDN, VRAY, EYES,
- Sold Out: EW, CELG, PXD, IWO, FPX, MTUM, LITE, BKNG, GD, IXC, STZ, FICO, TDOC, KHC, CMI, CTL, BLUE, TJX, SFIX, BIDU, MTN, DISCA, VLO, HIIQ, MAN, IQ, LOW, LYB, MPC, VGT, KBE, EFV, W, VOE, ADP, MYL, PH, SM, TGT, EFL, MTZ, MAR, PWR, ANCX, CATS, APO, FNX, WY, FBSS, CME, VIOO, CSWI, JHA, EYPT, NVG, ADAP, VSTM, F, EAD, IAU, TXMD, XFLT, WFT, REZI, TNAV, LLNW, CX, MUFG, TURN, GTX,
For the details of Wunderlich Securities, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/wunderlich+securities%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Wunderlich Securities, Inc.- Vanguard Short-Term Corporate Bond ETF (VCSH) - 361,177 shares, 6.41% of the total portfolio. Shares added by 72.58%
- Vanguard Growth (VUG) - 149,110 shares, 4.56% of the total portfolio. Shares reduced by 0.33%
- Vanguard Value (VTV) - 204,153 shares, 4.55% of the total portfolio. Shares added by 2.20%
- Vanguard Intermediate-Term Bond (BIV) - 124,289 shares, 2.30% of the total portfolio. Shares added by 6.05%
- PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 96,757 shares, 2.22% of the total portfolio. Shares added by 315.27%
Wunderlich Securities, Inc. initiated holding in Vanguard Large-Cap. The purchase prices were between $107.63 and $134.06, with an estimated average price of $123.37. The stock is now traded at around $127.60. The impact to a portfolio due to this purchase was 1.91%. The holding were 73,158 shares as of .
New Purchase: iShares Core S&P 500 (IVV)Wunderlich Securities, Inc. initiated holding in iShares Core S&P 500. The purchase prices were between $236.09 and $293.95, with an estimated average price of $270.59. The stock is now traded at around $279.16. The impact to a portfolio due to this purchase was 1.02%. The holding were 17,808 shares as of .
New Purchase: Solar Senior Capital Ltd (SUNS)Wunderlich Securities, Inc. initiated holding in Solar Senior Capital Ltd. The purchase prices were between $14.56 and $16.72, with an estimated average price of $15.89. The stock is now traded at around $16.79. The impact to a portfolio due to this purchase was 0.95%. The holding were 277,358 shares as of .
New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)Wunderlich Securities, Inc. initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $82.02 and $83.3, with an estimated average price of $82.42. The stock is now traded at around $84.90. The impact to a portfolio due to this purchase was 0.81%. The holding were 43,039 shares as of .
New Purchase: Pennant Park Investment Corp (PNNT)Wunderlich Securities, Inc. initiated holding in Pennant Park Investment Corp. The purchase prices were between $6.3 and $7.64, with an estimated average price of $7.11. The stock is now traded at around $7.13. The impact to a portfolio due to this purchase was 0.61%. The holding were 418,534 shares as of .
New Purchase: JPMorgan Ultra-Short Income (JPST)Wunderlich Securities, Inc. initiated holding in JPMorgan Ultra-Short Income. The purchase prices were between $50.08 and $50.24, with an estimated average price of $50.16. The stock is now traded at around $50.29. The impact to a portfolio due to this purchase was 0.57%. The holding were 49,755 shares as of .
Added: Vanguard Short-Term Corporate Bond ETF (VCSH)Wunderlich Securities, Inc. added to a holding in Vanguard Short-Term Corporate Bond ETF by 72.58%. The purchase prices were between $77.54 and $78.04, with an estimated average price of $77.76. The stock is now traded at around $78.85. The impact to a portfolio due to this purchase was 2.7%. The holding were 361,177 shares as of .
Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)Wunderlich Securities, Inc. added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 315.27%. The purchase prices were between $100.95 and $101.58, with an estimated average price of $101.34. The stock is now traded at around $101.33. The impact to a portfolio due to this purchase was 1.69%. The holding were 96,757 shares as of .
Added: iShares Russell Mid-Cap (IWR)Wunderlich Securities, Inc. added to a holding in iShares Russell Mid-Cap by 640.72%. The purchase prices were between $43.7 and $219.38, with an estimated average price of $92.01. The stock is now traded at around $53.44. The impact to a portfolio due to this purchase was 1.33%. The holding were 145,285 shares as of .
Added: SPDR S&P 500 (SPY)Wunderlich Securities, Inc. added to a holding in SPDR S&P 500 by 236.38%. The purchase prices were between $234.34 and $291.72, with an estimated average price of $268.69. The stock is now traded at around $277.37. The impact to a portfolio due to this purchase was 1.2%. The holding were 30,032 shares as of .
Added: Invesco QQQ Trust Series 1 (QQQ)Wunderlich Securities, Inc. added to a holding in Invesco QQQ Trust Series 1 by 332.49%. The purchase prices were between $143.5 and $185.95, with an estimated average price of $166.39. The stock is now traded at around $171.94. The impact to a portfolio due to this purchase was 1.06%. The holding were 39,361 shares as of .
Added: Microsoft Corp (MSFT)Wunderlich Securities, Inc. added to a holding in Microsoft Corp by 171.79%. The purchase prices were between $94.13 and $115.17, with an estimated average price of $106.75. The stock is now traded at around $108.22. The impact to a portfolio due to this purchase was 0.99%. The holding were 67,973 shares as of .
Sold Out: Edwards Lifesciences Corp (EW)Wunderlich Securities, Inc. sold out a holding in Edwards Lifesciences Corp. The sale prices were between $139.22 and $163.94, with an estimated average price of $151.35.
Sold Out: Celgene Corp (CELG)Wunderlich Securities, Inc. sold out a holding in Celgene Corp. The sale prices were between $59.21 and $91.87, with an estimated average price of $73.23.
Sold Out: Pioneer Natural Resources Co (PXD)Wunderlich Securities, Inc. sold out a holding in Pioneer Natural Resources Co. The sale prices were between $120.51 and $187.92, with an estimated average price of $151.81.
Sold Out: iShares Russell 2000 Growth (IWO)Wunderlich Securities, Inc. sold out a holding in iShares Russell 2000 Growth. The sale prices were between $156.33 and $210.37, with an estimated average price of $185.55.
Sold Out: First Trust US Equity Opportunities (FPX)Wunderlich Securities, Inc. sold out a holding in First Trust US Equity Opportunities. The sale prices were between $57.83 and $73.76, with an estimated average price of $66.63.
Sold Out: iShares Edge MSCI USA Momentum Factor (MTUM)Wunderlich Securities, Inc. sold out a holding in iShares Edge MSCI USA Momentum Factor. The sale prices were between $92.8 and $119.48, with an estimated average price of $106.55.
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