Wynn Capital as of Sept. 30, 2024
Portfolio Holdings for Wynn Capital
Wynn Capital holds 108 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 12.4 | $19M | 285k | 66.52 | |
Apple (AAPL) | 4.8 | $7.3M | 31k | 233.00 | |
Tesla Motors (TSLA) | 4.2 | $6.4M | 25k | 261.63 | |
Microsoft Corporation (MSFT) | 3.4 | $5.2M | 12k | 430.30 | |
Alphabet Cap Stk Cl C (GOOG) | 3.2 | $4.9M | 29k | 167.19 | |
Meta Platforms Cl A (META) | 3.0 | $4.6M | 8.0k | 572.44 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $4.1M | 7.1k | 573.76 | |
American Express Company (AXP) | 2.7 | $4.1M | 15k | 271.20 | |
JPMorgan Chase & Co. (JPM) | 2.6 | $4.0M | 19k | 210.86 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $3.7M | 8.1k | 460.26 | |
Oracle Corporation (ORCL) | 2.1 | $3.2M | 19k | 170.40 | |
Goldman Sachs (GS) | 1.9 | $2.9M | 5.9k | 495.11 | |
Wells Fargo & Company (WFC) | 1.6 | $2.4M | 43k | 56.49 | |
Merck & Co (MRK) | 1.6 | $2.4M | 21k | 113.56 | |
Amazon (AMZN) | 1.6 | $2.4M | 13k | 186.33 | |
Wal-Mart Stores (WMT) | 1.5 | $2.2M | 27k | 80.75 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $2.2M | 32k | 67.85 | |
Amgen (AMGN) | 1.4 | $2.1M | 6.5k | 322.21 | |
Johnson & Johnson (JNJ) | 1.3 | $2.0M | 13k | 162.06 | |
Cisco Systems (CSCO) | 1.3 | $2.0M | 38k | 53.22 | |
McKesson Corporation (MCK) | 1.3 | $2.0M | 4.0k | 494.42 | |
FedEx Corporation (FDX) | 1.3 | $1.9M | 7.0k | 273.68 | |
International Business Machines (IBM) | 1.2 | $1.8M | 8.2k | 221.08 | |
Charles Schwab Corporation (SCHW) | 1.2 | $1.8M | 27k | 64.81 | |
Ge Aerospace Com New (GE) | 1.2 | $1.8M | 9.3k | 188.58 | |
Bank of America Corporation (BAC) | 1.1 | $1.7M | 43k | 39.68 | |
Abbvie (ABBV) | 1.1 | $1.7M | 8.5k | 197.48 | |
Raytheon Technologies Corp (RTX) | 1.1 | $1.6M | 13k | 121.16 | |
Qualcomm (QCOM) | 1.1 | $1.6M | 9.5k | 170.05 | |
Walt Disney Company (DIS) | 1.1 | $1.6M | 17k | 96.19 | |
3M Company (MMM) | 1.0 | $1.6M | 12k | 136.70 | |
Applied Materials (AMAT) | 1.0 | $1.6M | 7.8k | 202.05 | |
Bank of New York Mellon Corporation (BK) | 1.0 | $1.6M | 22k | 71.86 | |
Coca-Cola Company (KO) | 1.0 | $1.5M | 21k | 71.86 | |
Comcast Corp Cl A (CMCSA) | 1.0 | $1.5M | 35k | 41.77 | |
BlackRock (BLK) | 0.9 | $1.4M | 1.5k | 949.51 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.9 | $1.4M | 13k | 106.12 | |
Lockheed Martin Corporation (LMT) | 0.8 | $1.3M | 2.2k | 584.56 | |
CVS Caremark Corporation (CVS) | 0.8 | $1.2M | 19k | 62.88 | |
Cigna Corp (CI) | 0.8 | $1.2M | 3.4k | 346.44 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.7 | $1.1M | 6.4k | 173.67 | |
Texas Instruments Incorporated (TXN) | 0.7 | $1.1M | 5.2k | 206.57 | |
Unilever Spon Adr New (UL) | 0.7 | $1.1M | 16k | 64.96 | |
Procter & Gamble Company (PG) | 0.7 | $1.1M | 6.1k | 173.20 | |
Lowe's Companies (LOW) | 0.6 | $963k | 3.6k | 270.87 | |
Starbucks Corporation (SBUX) | 0.6 | $960k | 9.8k | 97.49 | |
Target Corporation (TGT) | 0.6 | $916k | 5.9k | 155.86 | |
Paypal Holdings (PYPL) | 0.6 | $888k | 11k | 78.03 | |
Cummins (CMI) | 0.5 | $833k | 2.6k | 323.79 | |
Novo-nordisk A S Adr (NVO) | 0.5 | $830k | 7.0k | 119.07 | |
Check Point Software Tech Lt Ord (CHKP) | 0.5 | $759k | 3.9k | 192.81 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $755k | 5.9k | 128.19 | |
Booking Holdings (BKNG) | 0.5 | $737k | 175.00 | 4212.12 | |
Intel Corporation (INTC) | 0.5 | $713k | 30k | 23.46 | |
Honeywell International (HON) | 0.5 | $689k | 3.3k | 206.71 | |
Zoom Video Communications In Cl A (ZM) | 0.4 | $686k | 9.8k | 69.74 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $679k | 13k | 52.66 | |
Pfizer (PFE) | 0.4 | $666k | 23k | 28.94 | |
Polaris Industries (PII) | 0.4 | $650k | 7.8k | 83.24 | |
Pepsi (PEP) | 0.4 | $607k | 3.6k | 170.05 | |
Ge Vernova (GEV) | 0.4 | $576k | 2.3k | 254.98 | |
T. Rowe Price (TROW) | 0.4 | $575k | 5.3k | 108.93 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $560k | 9.0k | 62.32 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $500k | 1.4k | 353.48 | |
Emerson Electric (EMR) | 0.3 | $494k | 4.5k | 109.37 | |
Paychex (PAYX) | 0.3 | $483k | 3.6k | 134.19 | |
Diageo Spon Adr New (DEO) | 0.3 | $477k | 3.4k | 140.34 | |
Southern Company (SO) | 0.3 | $469k | 5.2k | 90.17 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $462k | 3.2k | 142.28 | |
Deere & Company (DE) | 0.3 | $460k | 1.1k | 417.33 | |
Expeditors International of Washington (EXPD) | 0.3 | $437k | 3.3k | 131.40 | |
Vanguard Index Fds Growth Etf (VUG) | 0.3 | $437k | 1.1k | 383.93 | |
Danaher Corporation (DHR) | 0.3 | $428k | 1.5k | 278.02 | |
Kellogg Company (K) | 0.3 | $415k | 5.1k | 80.71 | |
Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $398k | 7.4k | 53.72 | |
Abbott Laboratories (ABT) | 0.3 | $390k | 3.4k | 114.01 | |
Linde SHS (LIN) | 0.3 | $386k | 809.00 | 476.86 | |
Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $378k | 4.0k | 93.85 | |
Sanofi Sponsored Adr (SNY) | 0.2 | $377k | 6.5k | 57.63 | |
Chipotle Mexican Grill (CMG) | 0.2 | $372k | 6.5k | 57.62 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $370k | 4.7k | 78.69 | |
Ishares Tr Core Msci Intl (IDEV) | 0.2 | $368k | 5.2k | 70.83 | |
Dover Corporation (DOV) | 0.2 | $362k | 1.9k | 191.74 | |
Chubb (CB) | 0.2 | $361k | 1.3k | 288.39 | |
Toast Cl A (TOST) | 0.2 | $360k | 13k | 28.31 | |
General Mills (GIS) | 0.2 | $355k | 4.8k | 73.85 | |
Medtronic SHS (MDT) | 0.2 | $353k | 3.9k | 90.03 | |
McDonald's Corporation (MCD) | 0.2 | $337k | 1.1k | 304.51 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $332k | 3.9k | 84.53 | |
Ishares Gold Tr Ishares New (IAU) | 0.2 | $330k | 6.6k | 49.70 | |
Equity Residential Sh Ben Int (EQR) | 0.2 | $325k | 4.4k | 74.46 | |
General Motors Company (GM) | 0.2 | $309k | 6.9k | 44.84 | |
Home Depot (HD) | 0.2 | $307k | 758.00 | 405.20 | |
Biogen Idec (BIIB) | 0.2 | $306k | 1.6k | 193.84 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $296k | 1.8k | 165.85 | |
Intuit (INTU) | 0.2 | $295k | 475.00 | 621.00 | |
Airbnb Com Cl A (ABNB) | 0.2 | $291k | 2.3k | 126.81 | |
Carrier Global Corporation (CARR) | 0.2 | $273k | 3.4k | 80.49 | |
Verizon Communications (VZ) | 0.2 | $267k | 5.9k | 44.91 | |
Visa Com Cl A (V) | 0.2 | $258k | 939.00 | 274.95 | |
S&p Global (SPGI) | 0.2 | $240k | 464.00 | 516.62 | |
United Parcel Service CL B (UPS) | 0.2 | $237k | 1.7k | 136.34 | |
NVIDIA Corporation (NVDA) | 0.1 | $228k | 1.9k | 121.44 | |
Union Pacific Corporation (UNP) | 0.1 | $222k | 901.00 | 246.48 | |
Etsy (ETSY) | 0.1 | $205k | 3.7k | 55.53 | |
Bristol Myers Squibb (BMY) | 0.1 | $201k | 3.9k | 51.74 | |
Ambev Sa Sponsored Adr (ABEV) | 0.1 | $199k | 81k | 2.44 | |
Cemex Sab De Cv Spon Adr New (CX) | 0.1 | $146k | 24k | 6.10 |