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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
61
5
7
2
4
1
44
11
16
WUNDERLICH SECURITIES INC

Time Period2019-06-30

Total Holdings394

Total Value ($x1000)650,767
Activities
New55

Increased120

Unchanged39

Decreased180

Sold Out58

Top 10 Stock Holdingstotal 32.66%
10.26

VCSH4.66

VUG4.15

VTV3.1

AAPL1.9

 
AMZN1.85

CSM1.82

EFA1.66

BOND1.65

HYZD1.61

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
B. RILEY...
10.26%
TPG SPECIALTY LENDING INC
VCSH
4.66%
SHRT TRM CORP BD
VUG
4.15%
GROWTH ETF
VTV
3.1%
VALUE ETF
AAPL
1.9%
COM
AMZN
1.85%
COM
CSM
1.82%
PSHS LC COR PLUS
EFA
1.66%
MSCI EAFE ETF
BOND
1.65%
TOTL RETN ETF
HYZD
1.61%
BOFA MERLYN ZE
MSFT
1.54%
COM
VV
1.51%
LARGE CAP ETF
MINT
1.49%
ENHAN SHRT MAT
IWR
1.32%
RUS MID-CAP ETF
MNA
1.29%
IQ MRGR ARB ETF
QQQ
1.2%
UNIT SER 1
EFG
1.15%
EAFE GRWTH ETF
SPY
1.08%
TR UNIT
VNQ
1.02%
REIT ETF
CVX
0.91%
COM
DIA
0.9%
UT SER 1
IWP
0.89%
RUS MD CP GR ETF
XOM
0.87%
COM
HD
0.87%
COM
IVV
0.82%
CORE S&P500 ETF
V
0.82%
COM CL A
FPE
0.81%
PFD SECS INC ETF
VBK
0.8%
SML CP GRW ETF
FB
0.79%
CL A
EWX
0.73%
S&P EMKTSC ETF
SUNS
0.66%
COM
RSP
0.65%
S&P500 EQL WGT
VO
0.64%
MID CAP ETF
IWY
0.62%
RUS TP200 GR ETF
VTI
0.6%
TOTAL STK MKT
VCIT
0.59%
INT-TERM CORP
JNJ
0.58%
COM
VB
0.58%
SMALL CP ETF
WMT
0.56%
COM
JPST
0.55%
ULTRA SHRT INC
VZ
0.51%
COM
DVY
0.5%
SELECT DIVID ETF
DWM
0.49%
DEFA FD
EPD
0.47%
COM
HON
0.47%
COM
TMO
0.46%
COM
FTCS
0.45%
CAP STRENGTH ETF
GOOGL
0.44%
CAP STK CL A
VWO
0.44%
FTSE EMR MKT ETF
VEA
0.43%
FTSE DEV MKT ETF
PNNT
0.41%
COM
PFF
0.4%
U.S. PFD STK ETF
PFLT
0.4%
COM
SHY
0.39%
1-3 YR TR BD ETF
UNP
0.38%
COM
VBR
0.38%
SM CP VAL ETF
UNH
0.36%
COM
ROP
0.36%
COM
LDUR
0.35%
LOW DURTN ETF
SPLK
0.35%
COM
NKE
0.34%
CL B
SLB
0.34%
COM
INTC
0.33%
COM
IWS
0.32%
RUS MDCP VAL ETF
DOCU
0.31%
COM
RSG
0.3%
COM
BRPM
0.3%
CL A
IEF
0.3%
7-10 Y TR BD ETF
JMBS
0.3%
HENDERSON MTG
PFE
0.29%
COM
LDP
0.28%
COM
DSL
0.28%
COM
JPM
0.28%
COM
PG
0.27%
COM
BRK.B
0.27%
CL B NEW
TEL
0.27%
REG SHS
APH
0.27%
CL A
VOO
0.26%
SHS
T
0.26%
COM
BABA
0.25%
SPONSORED ADS
MRK
0.25%
COM
CRM
0.24%
COM
NFLX
0.24%
COM
AVGO
0.23%
COM
FLOT
0.23%
FLTG RATE BD ETF
TMCX
0.23%
CL A
DWTR
0.22%
DWA TACTCL SCT
PCI
0.22%
COM SHS
CSCO
0.22%
COM
USB
0.22%
COM NEW
SPLV
0.21%
S&P500 LOW VOL
SVMK
0.21%
COM
XLU
0.21%
SBI INT-UTILS
DIS
0.21%
COM DISNEY
BIL
0.21%
SPDR BLOOMBERG
LMT
0.21%
COM
ACWV
0.2%
CNTRY MIN VL ETF
ARCC
0.2%
COM
TOTL
0.2%
SPDR TR TACTIC
VFC
0.2%
COM
AMLP
0.2%
ALERIAN MLP
VIG
0.2%
DIV APP ETF
SONO
0.2%
COM
IBM
0.19%
COM
WMB
0.19%
COM
USMV
0.19%
USA MIN VOL ETF
IHI
0.19%
U.S. MED DVC ETF
PAPR
0.19%
S&P 500 PWR BU
QUAL
0.18%
MSCI USA QLT FAC
RDS/A
0.18%
SPONS ADR A
CCX/U
0.18%
UNIT 99/99/9999
COST
0.18%
COM
IDV
0.18%
INTL SEL DIV ETF
VXUS
0.18%
VG TL INTL STK F
HPQ
0.17%
COM
HSIC
0.17%
COM
JCO
0.17%
COM
MUB
0.17%
NAT AMT FREE BD
CSJ
0.17%
1-3 YR CR BD ETF
TRGP
0.17%
COM
NYF
0.17%
NY AMTFRE MU ETF
LQD
0.17%
IBOXX INV CP ETF
AGG
0.17%
CORE TOTUSBD ETF
GLD
0.16%
GOLD SHS
EMB
0.16%
JP MOR EM MK ETF
XLV
0.16%
SBI HEALTHCARE
CMF
0.16%
CALI AMT-FRE ETF
TWLO
0.16%
CL A
PEY
0.16%
HIG YLD EQ DIV
KO
0.16%
COM
BAC
0.16%
COM
PYPL
0.15%
COM
IVW
0.15%
S&P 500 GRWT ETF
MCD
0.15%
COM
GOOG
0.15%
CAP STK CL C
TSS
0.15%
COM
SBUX
0.15%
COM
XLK
0.15%
TECHNOLOGY
JHB
0.15%
COM
FVD
0.14%
SHS
FXL
0.14%
TECH ALPHADEX
MO
0.14%
COM
FL
0.14%
COM
ACWX
0.14%
MSCI ACWI US ETF
DNL
0.14%
GLB EX US GRWTH
GLPI
0.14%
COM
IWF
0.14%
RUS 1000 GRW ETF
RTN
0.14%
COM NEW
BA
0.13%
COM
IJH
0.13%
CORE S&P MCP ETF
GPAQ
0.13%
COM CLASS A
FDN
0.13%
DJ INTERNT IDX
NTG
0.13%
COM
SQ
0.13%
CL A
PHYS
0.13%
UNIT
IJR
0.13%
CORE S&P SCP ETF
XLY
0.13%
SBI CONS DISCR
BRT
0.12%
SH BEN INT NEW
SHOP
0.12%
CL A
PGX
0.12%
PFD ETF
FPEI
0.12%
INSTL PFD SECS
GOOS
0.12%
SHS SUB VTG
GNR
0.12%
GLB NAT RESRCE
XLRE
0.12%
RL EST SEL SEC
VGK
0.12%
FTSE EUROPE ETF
IWB
0.11%
RUS 1000 ETF
STZ
0.11%
CL A
AFT
0.11%
COM
CARA
0.11%
COM
FTSM
0.11%
FIRST TR ENH NEW
DOW
0.11%
COM
ABBV
0.11%
COM
MDLZ
0.1%
CL A
JHD
0.1%
COM
C
0.1%
COM NEW
HYLS
0.1%
FIRST TR TA HIYL
IWD
0.1%
RUS 1000 VAL ETF
VCLT
0.1%
LG-TERM COR BD
IWM
0.1%
RUSSELL 2000 ETF
CQP
0.1%
COM UNIT
IBB
0.1%
NASDQ BIOTEC ETF
NVDA
0.1%
COM
SHW
0.1%
COM
ESI
0.1%
COM
VPL
0.09%
MEGA CAP GRO ETF
XLF
0.09%
SBI INT-FINL
PDP
0.09%
DWA MOMENTUM
ABT
0.09%
COM
PANW
0.09%
COM
PEP
0.09%
COM
RWR
0.09%
DJ REIT ETF
VTIP
0.09%
STRM INFPROIDX
RDVY
0.09%
FIRST TR NASDAQ
AWK
0.09%
COM
SIVB
0.09%
COM
BIV
0.09%
INTERMED TERM
LTS
0.08%
COM
VEU
0.08%
ALLWRLD EX US
FDX
0.08%
COM
WM
0.08%
COM
JHY
0.08%
COM
LMBS
0.08%
FST LOW MTG ETF
NOW
0.08%
COM
ZS
0.08%
COM
CCI
0.08%
COM
NAC
0.08%
COM
GILD
0.08%
COM
GSK
0.08%
SPONSORED ADR
IEFA
0.08%
CORE MSCI EAFE
WRB
0.07%
COM
GS
0.07%
COM
IWO
0.07%
RUS 2000 GRW ETF
QQEW
0.07%
SHS
ITW
0.07%
COM
XLP
0.07%
SBI CONS STPLS
EEM
0.07%
MSCI EMG MKT ETF
DD
0.07%
COM
CVS
0.07%
COM
TWTR
0.07%
COM
OLP
0.07%
COM
DAL
0.07%
COM NEW
GMZ
0.07%
SHS
ETN
0.07%
SHS
PHO
0.07%
WATER RES ETF
POCT
0.07%
S&P 500 PWRETF
OKTA
0.07%
CL A
VXF
0.07%
EXTEND MKT ETF
NMFC
0.07%
COM
UTX
0.07%
COM
CWB
0.07%
BRC CNV SECS ETF
XLC
0.06%
COMMUNICATION
SNH
0.06%
SH BEN INT
BP
0.06%
SPONSORED ADR
XLI
0.06%
SBI INT-INDS
NXC
0.06%
SH BEN INT
ON
0.06%
COM
AMT
0.06%
COM
QSR
0.06%
COM
PBE
0.06%
DYNMC BIOTECH
B. RILEY...
0.06%
BLACKSTONE GROUP LP
I
0.06%
COM
CAT
0.06%
COM
MMM
0.06%
COM
BLV
0.06%
LONG TERM BOND
GE
0.06%
COM
GSY
0.06%
ULTRA SHRT DUR
NCB
0.06%
COM
MA
0.06%
CL A
ARKK
0.06%
INNOVATION ETF
SNAP
0.06%
CL A
AVY
0.06%
COM
Z
0.06%
CL C CAP STK
JKHY
0.06%
COM
ORCL
0.06%
COM
TIP
0.06%
TIPS BD ETF
EFAV
0.05%
EAFE MIN VOL ETF
MU
0.05%
COM
BAH
0.05%
CL A
ORLY
0.05%
COM
KMI
0.05%
COM
LLY
0.05%
COM
HRL
0.05%
COM
WFC
0.05%
COM
AMGN
0.05%
COM
D
0.05%
COM
EWZ
0.05%
MSCI BRZ CAP ETF
EOLS
0.05%
COM
PSJ
0.05%
DYNMC SOFTWARE
NOC
0.05%
COM
IPAY
0.05%
PUREFUNDS ISE MO
IYR
0.05%
U.S. REAL ES ETF
NEE
0.05%
COM
BRK.A
0.05%
CL A
HCA
0.05%
COM
BMY
0.05%
COM
CMCSA
0.05%
CL A
XYL
0.05%
COM
AGN
0.05%
SHS
MGC
0.05%
MEGA CAP INDEX
HCN
0.05%
COM
ADP
0.05%
COM
CBS
0.05%
CL B
PM
0.05%
COM
SPR
0.05%
COM CL A
COP
0.05%
COM
WPC
0.04%
COM
STC
0.04%
COM
TSLA
0.04%
COM
QCOM
0.04%
COM
FDL
0.04%
SHS
KYN
0.04%
COM
PTF
0.04%
DWA TECHNOLOGY
CTT
0.04%
CL A
GWPH
0.04%
ADS
IJK
0.04%
S&P MC 400GR ETF
HYS
0.04%
0-5 HIGH YIELD
SLRC
0.04%
COM
ITEQ
0.04%
BLUESTAR TA BIG
EMLC
0.04%
JP MORGAN MKTS
MILN
0.04%
MILL THEMC ETF
DVOL
0.04%
DORSY WR MOMNT
EMR
0.04%
COM
GIS
0.04%
COM
UPS
0.04%
CL B
CSWI
0.04%
COM
PXMG
0.04%
RUSEL MDCP GWT
SYY
0.04%
COM
ADBE
0.04%
COM
BDX
0.04%
COM
VEEV
0.04%
CL A COM
TXN
0.04%
COM
KW
0.04%
COM
GLW
0.04%
COM
W
0.04%
CL A
VGT
0.04%
INF TECH ETF
BLUE
0.04%
COM
BSV
0.04%
SHORT TRM BOND
KTOS
0.04%
COM NEW
RPM
0.04%
COM
AIF
0.04%
COM
CL
0.04%
COM
PNC
0.04%
COM
PSX
0.04%
COM
SDY
0.04%
S&P DIVID ETF
RAVI
0.04%
READY ACC VARI
JD
0.04%
SPON ADR CL A
NBB
0.04%
COM
SMDV
0.04%
RUSS 2000 DIVD
TJX
0.04%
COM
MKC
0.04%
COM NON VTG
PLNT
0.04%
CL A
ICF
0.04%
COHEN&STEER REIT
FIV
0.03%
SHS
TDOC
0.03%
COM
FPX
0.03%
SHS
VT
0.03%
TT WRLD ST ETF
SCZ
0.03%
EAFE SML CP ETF
ITA
0.03%
U.S. AER&DEF ETF
NOBL
0.03%
S&P 500 ARISTO
F
0.03%
COM PAR $0.01
WTTR
0.03%
CL A COM
BND
0.03%
TOTAL BND MRKT
APD
0.03%
COM
APO
0.03%
CL A SHS
AEP
0.03%
COM
BCE
0.03%
COM NEW
CMI
0.03%
COM
TGT
0.03%
COM
AMRN
0.03%
SPONS ADR NEW
VOE
0.03%
MCAP VL IDXVIP
KMB
0.03%
COM
FISV
0.03%
COM
COUP
0.03%
COM
GBIL
0.03%
TREASURYACCESS
MGK
0.03%
MEGA GRWTH IND
GMRE
0.03%
COM NEW
SDIV
0.03%
GLB X SUPERDIV
TNAV
0.03%
COM
VRML
0.03%
COM NEW
BILI
0.03%
ADS REP SHS Z
ATMR
0.03%
COM
ESD
0.03%
COM
IDN
0.03%
COM NEW
MXI
0.03%
GLOBAL MATER ETF
VVR
0.03%
COM
ALIM
0.02%
COM
DON
0.02%
MIDCAP DIVI FD
HBAN
0.02%
COM
SANW
0.02%
COM
SRTS
0.02%
COM
LLNW
0.02%
COM
XON
0.02%
COM
GSVC
0.02%
COM
EAD
0.02%
COM SHS
TEVA
0.02%
ADR
VUZI
0.02%
COM NEW
DCF
0.02%
COM
RRC
0.02%
COM
BBH
0.02%
BIOTECH ETF
JEMD
0.02%
COM
EXG
0.01%
COM
MTN
0.01%
COM
PAYC
0.01%
COM
NOK
0.01%
SPONSORED ADR
CLDR
0.01%
COM
HCLP
0.01%
COM UNIT LTD
NIO
0.01%
SPON ADS
BRPM/WS
0.01%
*W EXP 04/08/202
EYES
0.01%
COM
MPWR
< 0.01%
COM
VAC
< 0.01%
COM
CPST
< 0.01%
COM NEW
SQBG
< 0.01%
COM
OTIV
< 0.01%
SHS
MDY
0.59%
UTSER1 S&PDCRP
TLT
0.25%
20+ YR TR BD ETF
IVE
0.24%
S&P 500 VAL ETF
JKH
0.23%
MRGSTR MD CP GRW
IEMG
0.21%
CORE MSCI EMKT
DWDP
0.18%
COM
SNA
0.18%
COM
IMMU
0.13%
COM
BX
0.09%
COM UNIT LTD
IXUS
0.08%
CORE MSCITOTAL
HGLB
0.07%
COM
RDIV
0.07%
ULTRA DIVID REV
ESTC
0.05%
ORD SHS
GM
0.05%
COM
INDA
0.05%
MSCI INDIA ETF
SDOG
0.05%
SECTR DIV DOGS
BNDX
0.05%
INTL BD IDX ETF
ILF
0.05%
LATN AMER 40 ETF
DHR
0.04%
COM
DUK
0.04%
COM NEW
VHT
0.04%
HEALTH CAR ETF
CTL
0.04%
COM
VLO
0.04%
COM
XRX
0.04%
COM NEW
STWD
0.04%
COM
NVS
0.04%
SPONSORED ADR
WY
0.04%
COM
CELG
0.04%
COM
ALB
0.04%
COM
BIOS
0.04%
COM
IWN
0.04%
RUS 2000 VAL ETF
IGV
0.04%
NA TEC-SFTWR ETF
CLX
0.04%
COM
LITE
0.04%
COM
CVET
0.04%
COM
WBA
0.03%
COM
SMMU
0.03%
SHTRM MUN BOND
OHI
0.03%
COM
ARDC
0.03%
COM
DIAX
0.03%
SHS
CLPR
0.03%
COM
SWN
0.02%
COM
SPY
0.02%
CALL
TCRD
0.02%
COM
GAIA
0.02%
CL A
NBEV
0.02%
COM
ACB
0.02%
COM
TA
0.02%
COM
JILL
0.02%
COM
HCHC
0.01%
COM
SACH
0.01%
COM
FRO
0.01%
SHS NEW
OPK
0.01%
COM
REFR
< 0.01%
COM
ODFL
< 0.01%
COM
WFT
< 0.01%
ORD
GEMP
< 0.01%
COM
PLX
< 0.01%
COM