- New Purchases: BOND, SVMK, TLT, JKH, SONO, XLU, GOOS, TWLO, QQEW, STZ, ESI, IWB, IXUS, IWO, ZS, WM, FVD, OKTA, AWK, WRB, ESTC, BLUE, DAL, CBS, NEE, PLNT, PHO, IYR, D, SNH, KMB, BNDX, MKC, W, XYL, BAH, MGC, VGT, KW, TDOC, TJX, IGV, LITE, CSWI, FPX, ICF, XLRE, IWN, VOE, SMMU, WTTR, VT, SDY, ADP, WY, WPC, VLO, OHI, NVS, DUK, DHR, CMI, CTL, CELG, BCE, XRX, ALB, STWD, CLPR, TNAV, EMD, DIAX, CTT, SRTS, ACB, F, GAIA, NOK, TA, NBEV, RRC, LLNW, REFR, FRO, VUZI, SACH, OPK, XON, GEMP, WFTIF, ODFL,
- Added Positions: HD, EFA, IEF, GLD, SHY, FPE, BA, AAPL, MSFT, BIL, EFG, MDY, DVY, DWM, AMZN, DIA, AGG, JPST, NFLX, NTG, VUG, XOM, IBM, SLB, UNH, SPLV, LDP, AMLP, PFF, TRGP, IVV, XLC, T, EPD, SBUX, CQP, VBK, VCSH, GOOGL, WMT, EEM, FTSM, IWM, RSP, VBR, VOO, BRK.B, MDLZ, VZ, V, FB, PCI, IWR, XLP, HON, EMB, FDN, IWS, VNQ, XLY, DWDP, PFE, NOW, ABBV, DSL, SHOP, SNAP, ACWX, CMF, HYLS, LQD, VB, VXUS, CVS, CVX, COST, LLY, GSK, GS, MRK, MU, PG, PM, PANW, GOOG, CWB, IEMG, IWD, IWP, TIP, VTI, XLK, MMM, MO, AMRN, AMT, BP, KO, GLW, CCI, GE, INTC, JPM, ORCL, QCOM, RDS.A, SWN, TXN, UPS, UTX, DIS, MA, PNNT, BX, ALIM, HCHC, SQ, IBB, IJH, IJR, PGX, USMV, VCIT, VGK, VO, VXF, XLF, AMGN, BDX, EMR, GILD, IMMU, LMT, PEP, EXG, HCLP, TWTR, JCO, GPAQ, BILI, TMCX, IEFA, RWR, SCZ, VEU, XLV,
- Reduced Positions: BIV, BAC, EWX, SPY, ABT, VTV, IWF, QQQ, FXL, XLI, GSY, KYN, VEA, CRM, IVW, DOCU, EMLC, MINT, SPLK, VWO, IJK, VTIP, LDUR, NVDA, FLOT, BABA, VIG, GMZ, INDA, NIO, CMCSA, SDOG, DNL, NBB, GMRE, HCA, PSX, GWPH, VCLT, ILF, IGSB, VHT, WBA, AGN, C, TMO, CL, ETN, RSG, GIS, MCD, JNJ, BMY, WFC, TSLA, AVGO, TEL, CAT, ADBE, CLX, HPQ, SPR, VRML, WELL, FDL, FL, NYF, ARCC, APH, HRL, ITW, IDN, KTOS, AIF, I, AFT, CARA, KMI, FIV, SYY, ROP, BLV, RPM, PNC, ON, ORLY, JKHY, GSVC,
- Sold Out: CCC, PYPL, RTN, JKE, XLE, FDX, XMLV, XPO, JPS, KBLM, UTG, AXP, LTS, BOX, STC, IYH, ISRG, CRSP, WB, JCI, IJT, FSLR, PEG, LECO, WYNN, CSX, NTES, APC, DOC, OLP, DBL, NVAX, GER, AMRS, TST, VRAY, TRXC, ESES,
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) - 365,800 shares, 5.47% of the total portfolio. Shares added by 1.28%
- Vanguard Growth (VUG) - 152,715 shares, 4.48% of the total portfolio. Shares added by 2.42%
- Vanguard Value (VTV) - 195,498 shares, 3.94% of the total portfolio. Shares reduced by 4.24%
- Apple Inc (AAPL) - 67,101 shares, 2.39% of the total portfolio. Shares added by 10.65%
- Amazon.com Inc (AMZN) - 6,436 shares, 2.15% of the total portfolio. Shares added by 7.57%
Wunderlich Securities, Inc. initiated holding in PIMCO Active Bond Exchange-Traded Fund Exchange-Tr. The purchase prices were between $101.52 and $105.01, with an estimated average price of $102.94. The stock is now traded at around $105.72. The impact to a portfolio due to this purchase was 1.86%. The holding were 94,060 shares as of .
New Purchase: SVMK Inc (SVMK)Wunderlich Securities, Inc. initiated holding in SVMK Inc. The purchase prices were between $11.72 and $18.21, with an estimated average price of $14.01. The stock is now traded at around $17.18. The impact to a portfolio due to this purchase was 0.39%. The holding were 114,897 shares as of .
New Purchase: iShares 20+ Year Treasury Bond ETF (TLT)Wunderlich Securities, Inc. initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $118.66 and $126.56, with an estimated average price of $121.58. The stock is now traded at around $125.88. The impact to a portfolio due to this purchase was 0.27%. The holding were 11,447 shares as of .
New Purchase: iShares Morningstar Mid-Cap Growth (JKH)Wunderlich Securities, Inc. initiated holding in iShares Morningstar Mid-Cap Growth. The purchase prices were between $188.27 and $237.34, with an estimated average price of $220.54. The stock is now traded at around $241.62. The impact to a portfolio due to this purchase was 0.25%. The holding were 5,576 shares as of .
New Purchase: Sonos Inc (SONO)Wunderlich Securities, Inc. initiated holding in Sonos Inc. The purchase prices were between $9.78 and $13.17, with an estimated average price of $10.85. The stock is now traded at around $10.65. The impact to a portfolio due to this purchase was 0.22%. The holding were 112,361 shares as of .
New Purchase: SPDR Select Sector Fund - Utilities (XLU)Wunderlich Securities, Inc. initiated holding in SPDR Select Sector Fund - Utilities. The purchase prices were between $52 and $58.96, with an estimated average price of $55.53. The stock is now traded at around $58.70. The impact to a portfolio due to this purchase was 0.19%. The holding were 17,033 shares as of .
Added: The Home Depot Inc (HD)Wunderlich Securities, Inc. added to a holding in The Home Depot Inc by 74.08%. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $193.56. The impact to a portfolio due to this purchase was 0.42%. The holding were 27,373 shares as of .
Added: iShares MSCI EAFE (EFA)Wunderlich Securities, Inc. added to a holding in iShares MSCI EAFE by 23.32%. The purchase prices were between $58.13 and $65.61, with an estimated average price of $63. The stock is now traded at around $64.99. The impact to a portfolio due to this purchase was 0.37%. The holding were 160,019 shares as of .
Added: iShares 7-10 Year Treasury Bond ETF (IEF)Wunderlich Securities, Inc. added to a holding in iShares 7-10 Year Treasury Bond ETF by 704.64%. The purchase prices were between $102.6 and $106.41, with an estimated average price of $103.95. The stock is now traded at around $106.69. The impact to a portfolio due to this purchase was 0.36%. The holding were 20,478 shares as of .
Added: iShares 1-3 Year Treasury Bond ETF (SHY)Wunderlich Securities, Inc. added to a holding in iShares 1-3 Year Treasury Bond ETF by 642.78%. The purchase prices were between $83.51 and $84.18, with an estimated average price of $83.71. The stock is now traded at around $84.14. The impact to a portfolio due to this purchase was 0.35%. The holding were 26,012 shares as of .
Added: SPDR Gold Trust (GLD)Wunderlich Securities, Inc. added to a holding in SPDR Gold Trust by 226.59%. The purchase prices were between $121.02 and $126.7, with an estimated average price of $123.19. The stock is now traded at around $120.40. The impact to a portfolio due to this purchase was 0.35%. The holding were 22,022 shares as of .
Added: First Trust Preferred Securities and Income ETF (FPE)Wunderlich Securities, Inc. added to a holding in First Trust Preferred Securities and Income ETF by 105.46%. The purchase prices were between $17.95 and $19.09, with an estimated average price of $18.71. The stock is now traded at around $19.25. The impact to a portfolio due to this purchase was 0.28%. The holding were 151,025 shares as of .
Sold Out: Clarivate Analytics PLC (CCC)Wunderlich Securities, Inc. sold out a holding in Clarivate Analytics PLC. The sale prices were between $9.55 and $13.59, with an estimated average price of $11.08.
Sold Out: PayPal Holdings Inc (PYPL)Wunderlich Securities, Inc. sold out a holding in PayPal Holdings Inc. The sale prices were between $82.09 and $104.15, with an estimated average price of $94.45.
Sold Out: Raytheon Co (RTN)Wunderlich Securities, Inc. sold out a holding in Raytheon Co. The sale prices were between $149.79 and $187.29, with an estimated average price of $174.03.
Sold Out: iShares Morningstar Large-Cap Growth (JKE)Wunderlich Securities, Inc. sold out a holding in iShares Morningstar Large-Cap Growth. The sale prices were between $153.62 and $184.66, with an estimated average price of $173.75.
Sold Out: FedEx Corp (FDX)Wunderlich Securities, Inc. sold out a holding in FedEx Corp. The sale prices were between $157.19 and $185.62, with an estimated average price of $176.54.
Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)Wunderlich Securities, Inc. sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $57.35 and $67.29, with an estimated average price of $64.16.
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