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  Name: Wunderlich Capital Managemnt
  City: MEMPHIS
  State: TN
  Zip: 38119
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $222,419,000
  Total Value Change : $19,756,000
  Securities Held Change : 9
   
All Securities Held : 101
  New Positions : 10
  Closed Positions : 1
  Increased Positions : 20
  Unchanged Positions : 14
  Decreased Positions : 57

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HSY)1 Year Chart         HSY Hershey Foods Corp 60 New $193.70 $1,102,000 5,913 0.5% 1,102,000 5,913 0.004    Confectioners
   (MRK)1 Year Chart         MRK Merck & Co Inc 65 New $131.20 $868,000 7,963 0.39% 868,000 7,963 0    Drug Manufacturers - ...
   (ICOW)1 Year Chart         ICOW Pacer Developed Markets Int... 78 New $0.00 $357,000 11,424 0.16% 357,000 11,424 0.013    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 80 New $0.00 $312,000 6,000 0.14% 312,000 6,000 0.001    N/A
   (WAT)1 Year Chart         WAT Waters Corp 82 New $315.92 $263,000 800 0.12% 263,000 800 0.001    Scientific & Technica...
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) 84 New $76.41 $246,000 3,653 0.11% 246,000 3,653 0    Drug Manufacturers - ...
   (ADI)1 Year Chart         ADI Analog Devices Inc 83 New $193.89 $246,000 1,238 0.11% 246,000 1,238 0    Semiconductor- Broad...
   (DHR)1 Year Chart         DHR Danaher Corp 85 New $246.89 $231,000 999 0.1% 231,000 999 0    General Building Mate...
   (C)1 Year Chart         C Citigroup Inc 87 New $61.35 $154,000 2,986 0.07% 154,000 2,986 0    Domestic Money Center...
   (BSX)1 Year Chart         BSX Boston Scientific Corp 98 New $72.21 $17,000 289 0.01% 17,000 289 0    Medical Instruments &...

      10 Records Found
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