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Stock Style
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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
55
2
8
2
4
2
44
8
11
WUNDERLICH SECURITIES INC

Time Period2018-12-31

Total Holdings348

Total Value ($x1000)476,868
Activities
New95

Increased136

Unchanged18

Decreased99

Sold Out75

Top 10 Stock Holdingstotal 28.16%
VCSH5.9

VUG4.2

VTV4.19

CSM2.18

BIV2.12

 
MINT2.05

AAPL2.01

AMZN1.88

HYZD1.87

VV1.76

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VCSH
5.9%
SHRT TRM CORP BD
VUG
4.2%
GROWTH ETF
VTV
4.19%
VALUE ETF
CSM
2.18%
PSHS LC COR PLUS
BIV
2.12%
INTERMED TERM
MINT
2.05%
ENHAN SHRT MAT
AAPL
2.01%
COM
AMZN
1.88%
COM
HYZD
1.87%
BOFA MERLYN ZE
VV
1.76%
LARGE CAP ETF
EFA
1.6%
MSCI EAFE ETF
SPY
1.57%
TR UNIT
MSFT
1.45%
COM
MNA
1.43%
IQ MRGR ARB ETF
IWR
1.42%
RUS MID-CAP ETF
QQQ
1.27%
UNIT SER 1
VNQ
1.21%
REIT ETF
EWX
1.18%
S&P EMKTSC ETF
DIA
1.11%
UT SER 1
CVX
1.08%
COM
EFG
1.06%
EAFE GRWTH ETF
IVV
0.94%
CORE S&P500 ETF
IWP
0.91%
RUS MD CP GR ETF
SUNS
0.88%
COM
RSP
0.85%
S&P500 EQL WGT
FB
0.83%
CL A
V
0.81%
COM CL A
VBK
0.78%
SML CP GRW ETF
GOOGL
0.76%
CAP STK CL A
VO
0.75%
MID CAP ETF
VCIT
0.75%
INT-TERM CORP
VZ
0.74%
COM
JNJ
0.74%
COM
VEA
0.71%
FTSE DEV MKT ETF
HON
0.7%
COM
IWY
0.65%
RUS TP200 GR ETF
VTI
0.64%
TOTAL STK MKT
VWO
0.64%
FTSE EMR MKT ETF
VB
0.6%
SMALL CP ETF
WMT
0.57%
COM
HD
0.57%
COM
PNNT
0.56%
COM
INTC
0.53%
COM
JPST
0.52%
ULTRA SHRT INC
LDUR
0.52%
LOW DURTN ETF
DVY
0.5%
SELECT DIVID ETF
BAC
0.49%
COM
TMO
0.48%
COM
PFLT
0.47%
COM
EPD
0.46%
COM
UNP
0.44%
COM
DOCU
0.43%
COM
SLB
0.43%
COM
MDY
0.43%
UTSER1 S&PDCRP
DWM
0.42%
DEFA FD
RSG
0.42%
COM
VBR
0.39%
SM CP VAL ETF
GSY
0.38%
ULTRA SHRT DUR
CCC
0.38%
COM CL A
ROP
0.38%
COM
NKE
0.38%
CL B
PFE
0.37%
COM
UNH
0.37%
COM
IWF
0.36%
RUS 1000 GRW ETF
FLOT
0.36%
FLTG RATE BD ETF
AVGO
0.34%
COM
JPM
0.33%
COM
IWS
0.33%
RUS MDCP VAL ETF
PG
0.33%
COM
APH
0.31%
CL A
XOM
0.31%
COM
IDV
0.3%
INTL SEL DIV ETF
TMCX
0.3%
CL A
VIG
0.3%
DIV APP ETF
BRK.B
0.3%
CL B NEW
DSL
0.3%
COM
MRK
0.3%
COM
TEL
0.3%
REG SHS
CSCO
0.29%
COM
GLPI
0.29%
COM
ABT
0.29%
COM
RDVY
0.29%
FIRST TR NASDAQ
BABA
0.28%
SPONSORED ADS
FPE
0.28%
PFD SECS INC ETF
USB
0.27%
COM NEW
CSJ
0.26%
1-3 YR CR BD ETF
HSIC
0.26%
COM
T
0.26%
COM
HPQ
0.26%
COM
GPAQ
0.26%
COM CLASS A
ACWV
0.26%
CNTRY MIN VL ETF
IVE
0.26%
S&P 500 VAL ETF
VTIP
0.26%
STRM INFPROIDX
VOO
0.25%
SHS
XLV
0.25%
SBI HEALTHCARE
LDP
0.25%
COM
DWTR
0.25%
DWA TACTCL SCT
ARCC
0.24%
COM
IVW
0.23%
S&P 500 GRWT ETF
CAT
0.23%
COM
FL
0.23%
COM
VFC
0.23%
COM
FXL
0.23%
TECH ALPHADEX
NYF
0.23%
NY AMTFRE MU ETF
MUB
0.23%
NAT AMT FREE BD
TOTL
0.22%
SPDR TR TACTIC
NFLX
0.22%
COM
PYPL
0.22%
COM
MO
0.21%
COM
IEMG
0.21%
CORE MSCI EMKT
PCI
0.21%
COM SHS
DIS
0.21%
COM DISNEY
WMB
0.21%
COM
PEY
0.21%
HIG YLD EQ DIV
SNA
0.21%
COM
JHB
0.2%
COM
VXUS
0.2%
VG TL INTL STK F
IJR
0.2%
CORE S&P SCP ETF
GOOG
0.2%
CAP STK CL C
KO
0.2%
COM
SPLK
0.19%
COM
LMT
0.19%
COM
EEM
0.19%
MSCI EMG MKT ETF
LQD
0.18%
IBOXX INV CP ETF
CMF
0.18%
CALI AMT-FRE ETF
MCD
0.18%
COM
COST
0.18%
COM
PFF
0.18%
U.S. PFD STK ETF
DNL
0.18%
GLB EX US GRWTH
FDN
0.18%
DJ INTERNT IDX
GLD
0.17%
GOLD SHS
DWDP
0.17%
COM
CRM
0.17%
COM
EMB
0.17%
JP MOR EM MK ETF
XLK
0.17%
TECHNOLOGY
VGK
0.17%
FTSE EUROPE ETF
ABBV
0.16%
COM
RTN
0.16%
COM NEW
XLI
0.16%
SBI INT-INDS
JKE
0.16%
MRNGSTR LG-CP GR
FPEI
0.16%
INSTL PFD SECS
USMV
0.16%
USA MIN VOL ETF
BIL
0.16%
SPDR BLOOMBERG
BA
0.15%
COM
FDX
0.15%
COM
PGX
0.15%
PFD ETF
AFT
0.15%
COM
PHYS
0.15%
UNIT
JHD
0.15%
COM
VCLT
0.15%
LG-TERM COR BD
GNR
0.15%
GLB NAT RESRCE
IWM
0.14%
RUSSELL 2000 ETF
FTSM
0.14%
FIRST TR ENH NEW
XLE
0.14%
SBI INT-ENERGY
SQ
0.14%
CL A
TPG SPEC...
0.14%
CORPORATE BOND
TRGP
0.14%
COM
IJH
0.14%
CORE S&P MCP ETF
XLY
0.14%
SBI CONS DISCR
IBM
0.14%
COM
KYN
0.14%
COM
BRT
0.14%
SH BEN INT NEW
XMLV
0.13%
S&P MIDCP LOW
PAH
0.13%
COM
NVDA
0.13%
COM
JHY
0.13%
COM
C
0.13%
COM NEW
TSS
0.13%
COM
PDP
0.12%
DWA MOMENTUM
JCO
0.12%
COM
EMLC
0.12%
JP MORGAN MKTS
FVC
0.12%
DORSEY WRIGHT
IEFA
0.12%
CORE MSCI EAFE
VPL
0.12%
MEGA CAP GRO ETF
IMMU
0.12%
COM
IBB
0.12%
NASDQ BIOTEC ETF
XPO
0.12%
COM
TSLA
0.11%
COM
SHW
0.11%
COM
XLF
0.11%
SBI INT-FINL
SIVB
0.11%
COM
PEP
0.11%
COM
EFAV
0.11%
EAFE MIN VOL ETF
ACWX
0.1%
MSCI ACWI US ETF
HRL
0.1%
COM
IWD
0.1%
RUS 1000 VAL ETF
RDS/A
0.1%
SPONS ADR A
GMZ
0.1%
SHS
CARA
0.1%
COM
ITW
0.1%
COM
JKHY
0.09%
COM
NAC
0.09%
COM
SHOP
0.09%
CL A
JPS
0.09%
COM
I
0.09%
COM
GSK
0.09%
SPONSORED ADR
UTX
0.09%
COM
TWTR
0.09%
COM
AGN
0.09%
SHS
IJK
0.09%
S&P MC 400GR ETF
BX
0.09%
COM UNIT LTD
SBUX
0.09%
COM
KBLM
0.09%
COM
ORLY
0.09%
COM
VEU
0.08%
ALLWRLD EX US
GILD
0.08%
COM
NMFC
0.08%
COM
ETN
0.08%
SHS
PANW
0.08%
COM
BMY
0.08%
COM
AVY
0.08%
COM
BIOS
0.08%
COM
INDA
0.08%
MSCI INDIA ETF
NXC
0.08%
SH BEN INT
WFC
0.08%
COM
MDLZ
0.08%
CL A
BLV
0.08%
LONG TERM BOND
KTOS
0.08%
COM NEW
NCB
0.07%
COM
CMCSA
0.07%
CL A
PBE
0.07%
DYNMC BIOTECH
SDOG
0.07%
SECTR DIV DOGS
RWR
0.07%
DJ REIT ETF
LTS
0.07%
COM
TIP
0.07%
TIPS BD ETF
BP
0.07%
SPONSORED ADR
HYLS
0.07%
FIRST TR TA HIYL
SPR
0.07%
COM CL A
AXP
0.07%
COM
MMM
0.07%
COM
ON
0.07%
COM
UTG
0.07%
COM SH BEN INT
LLY
0.07%
COM
NBB
0.07%
COM
ISRG
0.07%
COM NEW
VXF
0.07%
EXTEND MKT ETF
CCI
0.07%
COM
QSR
0.06%
COM
BRK.A
0.06%
CL A
RPM
0.06%
COM
COP
0.06%
COM
SLRC
0.06%
COM
NTG
0.06%
COM
CWB
0.06%
BRC CNV SECS ETF
STC
0.06%
COM
FDL
0.06%
SHS
SHY
0.06%
1-3 YR TR BD ETF
BOX
0.06%
CL A
EWZ
0.06%
MSCI BRZ CAP ETF
AMGN
0.06%
COM
GE
0.06%
COM
IYH
0.06%
US HLTHCARE ETF
ILF
0.06%
LATN AMER 40 ETF
PNC
0.06%
COM
AMT
0.06%
COM
GMRE
0.06%
COM NEW
CRSP
0.06%
NAMEN AKT
VHT
0.06%
HEALTH CAR ETF
HYS
0.06%
0-5 HIGH YIELD
AIF
0.06%
COM
AMLP
0.06%
ALERIAN MLP
ORCL
0.06%
COM
HCN
0.06%
COM
HCA
0.06%
COM
QCOM
0.06%
COM
IEF
0.06%
7-10 Y TR BD ETF
NOC
0.06%
COM
GM
0.06%
COM
GS
0.05%
COM
BSV
0.05%
SHORT TRM BOND
CVS
0.05%
COM
KMI
0.05%
COM
EMR
0.05%
COM
Z
0.05%
CL C CAP STK
XLP
0.05%
SBI CONS STPLS
SPLV
0.05%
S&P500 LOW VOL
WBA
0.05%
COM
UPS
0.05%
CL B
SYY
0.05%
COM
PSX
0.05%
COM
CL
0.05%
COM
FSLR
0.05%
COM
MU
0.05%
COM
AGG
0.05%
CORE TOTUSBD ETF
NTES
0.05%
SPONSORED ADR
NIO
0.05%
SPON ADS
LECO
0.05%
COM
SCZ
0.05%
EAFE SML CP ETF
BDX
0.05%
COM
CLX
0.05%
COM
WYNN
0.05%
COM
GWPH
0.05%
ADS
CQP
0.05%
COM UNIT
NOW
0.05%
COM
CSX
0.04%
COM
JCI
0.04%
SHS
PM
0.04%
COM
ADBE
0.04%
COM
IJT
0.04%
SP SMCP600GR ETF
MA
0.04%
CL A
GIS
0.04%
COM
GLW
0.04%
COM
XLC
0.04%
COMMUNICATION
APC
0.04%
COM
WB
0.04%
SPONSORED ADR
PEG
0.04%
COM
TXN
0.04%
COM
ARDC
0.04%
COM
QUAL
0.04%
MSCI USA QLT FAC
DBC
0.04%
UNIT
AMRN
0.04%
SPONS ADR NEW
DOC
0.03%
COM
SNAP
0.03%
CL A
BILI
0.03%
ADS REP SHS Z
VVR
0.03%
COM
DBO
0.03%
OIL FD
NVAX
0.03%
COM
DBL
0.03%
COM
TCRD
0.03%
COM
OLP
0.03%
COM
GSVC
0.02%
COM
FIV
0.02%
SHS
JILL
0.02%
COM
TST
0.02%
COM
EXG
0.02%
COM
IDN
0.02%
COM NEW
JEMD
0.02%
COM
CCC/WS
0.02%
*W EXP 09/11/202
GER
0.02%
COM
ALIM
0.02%
COM
SWN
0.01%
COM
AMRS
0.01%
COM NEW
VRAY
0.01%
COM
VRML
0.01%
COM NEW
HCHC
0.01%
COM
EYES
0.01%
COM
HCLP
0.01%
COM UNIT LTD
TRXC
0.01%
COM NEW
PSEC
< 0.01%
NOTE 4.750% 4/1
KBLMR
< 0.01%
RIGHT 03/22/2019
SGYP
< 0.01%
COM NEW
PROSPECT...
< 0.01%
CONVERTIBLE
SQBG
< 0.01%
COM
CPST
< 0.01%
COM NEW
PLX
< 0.01%
COM
SXE
< 0.01%
COM UNIT LTDPT
KBLMW
< 0.01%
*W EXP 01/15/202
ESES
< 0.01%
COM
EW
0.43%
COM
CELG
0.39%
COM
PXD
0.33%
COM
ARKK
0.31%
INNOVATION ETF
IWO
0.3%
RUS 2000 GRW ETF
FYC
0.27%
SML CP GRW ALP
FPX
0.24%
SHS
MTUM
0.18%
MSCI USAMOMFCT
LITE
0.17%
COM
BKNG
0.12%
COM
GD
0.11%
COM
STZ
0.11%
CL A
IXC
0.1%
GLOBAL ENERG ETF
FICO
0.1%
COM
KHC
0.09%
COM
TDOC
0.09%
COM
RPG
0.09%
S&P500 PUR GWT
CTL
0.09%
COM
CMI
0.09%
COM
BLUE
0.08%
COM
BIDU
0.08%
SPON ADR REP A
TJX
0.08%
COM
SFIX
0.08%
CL A
MTN
0.08%
COM
DISCA
0.08%
COM SER A
VLO
0.07%
COM
MAN
0.07%
COM
HIIQ
0.07%
COM CL A
SMDV
0.07%
RUSS 2000 DIVD
IQ
0.07%
SPONSORED ADS
LOW
0.07%
COM
FFTY
0.07%
IBD 50 ETF
MYL
0.07%
SHS EURO
LYB
0.07%
SHS - A -
EFV
0.06%
EAFE VALUE ETF
PH
0.06%
COM
VOE
0.06%
MCAP VL IDXVIP
KBE
0.06%
S&P BK ETF
W
0.06%
CL A
TGT
0.06%
COM
ADP
0.06%
COM
VGT
0.06%
INF TECH ETF
MPC
0.06%
COM
SM
0.06%
COM
MAR
0.06%
CL A
WY
0.06%
COM
ANCX
0.05%
COM
APO
0.05%
CL A SHS
CATS
0.05%
COM PAR
CSWI
0.05%
COM
REGL
0.05%
MDCP 400 DIVID
EFL
0.05%
COM
MTZ
0.05%
COM
FNX
0.05%
COM SHS
PWR
0.05%
COM
VIOO
0.05%
SMLLCP 600 IDX
CME
0.05%
COM
FBSS
0.05%
COM
DBE
0.05%
ENERGY FD
JHA
0.05%
COM
EYPT
0.04%
COM
NVG
0.04%
COM
ADAP
0.04%
SPONDS ADR
F
0.04%
COM PAR $0.01
VSTM
0.03%
COM
XFLT
0.03%
COM
IAU
0.03%
ISHARES
TXMD
0.03%
COM
EAD
0.02%
COM SHS
LLNW
0.02%
COM
WFT
0.02%
ORD
MTU
0.02%
SPONSORED ADR
CX
0.02%
SPON ADR NEW
TNAV
0.02%
COM
TURN
0.01%
COM