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Home > Institutional Investor > Wunderlich Securities, Inc. > Profile

Instuitional Investor - Wunderlich Securities, Inc.

Fund Profile
Filing Period:
Fund Name: Wunderlich Securities, Inc.
Portfolio Value $85,320,052,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 180,670 $16,111,350,000 18.84%
2.
Alt5 Sigma Corp
 ALTS 853,812 $13,909,876,000 16.26%
3.
Invesco Actvely Mngd Etc Fd
 1,066,171 $12,963,687,000 15.16%
4.
Vanguard Malvern Fds
 325,946 $11,102,108,000 12.98%
5.
Spdr Gold Trust
 GLD 86,066 $7,163,187,000 8.37%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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