Washburn Capital Management

Latest statistics and disclosures from Washburn Capital Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Washburn Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Washburn Capital Management

Companies in the Washburn Capital Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 15.5 $23M +3% 58k 396.33
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 11.4 $17M +9% 51k 330.17
Vanguard Index Fds Total Stk Mkt (VTI) 9.6 $14M +4% 69k 206.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.0 $13M -30% 41k 319.13
Vanguard Index Fds Small Cp Etf (VB) 5.5 $8.1M +110% 38k 214.09
Ishares Tr Trans Avg Etf (IYT) 3.8 $5.6M NEW 22k 257.62
Ishares Tr Core S&p Mcp Etf (IJH) 3.3 $4.9M +11% 19k 260.26
Apple (AAPL) 2.9 $4.2M -10% 34k 122.15
Amazon (AMZN) 2.5 $3.7M -11% 1.2k 3093.70
Vanguard Bd Index Fds Intermed Term (BIV) 2.3 $3.4M -26% 38k 88.74
Schwab Strategic Tr Intrm Trm Tres (SCHR) 2.2 $3.2M -4% 57k 56.41
Visa Com Cl A (V) 2.2 $3.2M -9% 15k 211.73
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 1.8 $2.7M -16% 53k 50.99
Shopify Cl A (SHOP) 1.8 $2.6M -15% 2.3k 1106.55

Setup an alert

Washburn Capital Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

NVIDIA Corporation (NVDA) 1.5 $2.3M -5% 4.3k 533.88
Ishares Tr Us Home Cons Etf (ITB) 1.5 $2.2M +8% 33k 67.86
Ishares Tr Tips Bd Etf (TIP) 1.4 $2.1M 17k 125.47
Home Depot (HD) 1.4 $2.1M +4% 6.7k 305.22
Abbvie (ABBV) 1.3 $2.0M +3% 18k 108.24
Microsoft Corporation (MSFT) 1.3 $1.9M -6% 8.0k 235.71
UnitedHealth (UNH) 1.1 $1.6M 4.3k 372.01
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.6M 754.00 2068.97
Docusign (DOCU) 0.9 $1.4M -10% 6.9k 202.52
United Parcel Service CL B (UPS) 0.9 $1.3M -2% 7.4k 170.02
Square Cl A (SQ) 0.8 $1.2M -18% 5.3k 226.96
Ishares Tr 1 3 Yr Treas Bd 0.8 $1.1M NEW 13k 86.24
Costco Wholesale Corporation (COST) 0.7 $1.0M 2.9k 352.62
Penn National Gaming (PENN) 0.7 $986k +12% 9.4k 104.84
Ishares Tr Dow Jones Us Etf (IYY) 0.6 $938k -12% 9.4k 99.84
Ishares Tr Phlx Semicnd Etf (SOXX) 0.6 $876k +8% 2.1k 424.21
Etsy (ETSY) 0.6 $869k +25% 4.3k 201.62
First Tr Nas100 Eq Weighted SHS (QQEW) 0.6 $844k -40% 8.2k 103.23
Boeing Company (BA) 0.6 $819k NEW 3.2k 254.74
Paypal Holdings (PYPL) 0.6 $818k +26% 3.4k 242.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $784k -31% 2.2k 364.14
IDEXX Laboratories (IDXX) 0.5 $742k -4% 1.5k 489.12
Chewy Cl A (CHWY) 0.5 $715k 8.4k 84.72
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $650k -23% 6.7k 96.67
Thermo Fisher Scientific (TMO) 0.4 $612k +5% 1.3k 456.72
Ishares Tr Russell 2000 Etf (IWM) 0.4 $599k +4% 2.7k 220.79
Marriott Intl Cl A (MAR) 0.4 $564k 3.8k 148.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $560k -38% 6.8k 82.14
Morgan Stanley Com New (MS) 0.4 $548k +89% 7.1k 77.62
Tesla Motors (TSLA) 0.4 $524k +9% 785.00 667.52
Adobe Systems Incorporated (ADBE) 0.3 $509k +7% 1.1k 475.70
Okta Cl A (OKTA) 0.3 $494k +14% 2.2k 220.24
Skyworks Solutions (SWKS) 0.3 $492k +6% 2.7k 183.58
JPMorgan Chase & Co. (JPM) 0.3 $444k NEW 2.9k 152.16
Qorvo (QRVO) 0.3 $430k -5% 2.4k 182.59
Airbnb Com Cl A (ABNB) 0.3 $407k NEW 2.2k 187.99
Marvell Tech Group Ord (MRVL) 0.3 $406k 8.3k 48.97
Advanced Micro Devices (AMD) 0.3 $371k NEW 4.7k 78.58
Abbott Laboratories (ABT) 0.2 $327k -5% 2.7k 119.96
Walt Disney Company (DIS) 0.2 $314k +8% 1.7k 184.27
Johnson & Johnson (JNJ) 0.2 $241k NEW 1.5k 164.28
Cigna Corp (CI) 0.1 $201k NEW 831.00 241.88

Past Filings by Washburn Capital Management

SEC 13F filings are viewable for Washburn Capital Management going back to 2019