Fund HoldingsWynn Capital, LLC

Total Portfolio Value
$152.54M
Total Bought
$18.66M
Total Sold
$1.60M
Net Transaction
+$17.06M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)3,6047,115+3,5111,9614,0822.68%+2,121
TESLA INC(TSLA)24,18224,604+4224,7856,4374.22%+1,652
SCHWAB STRATEGIC TR277,334284,674+7,34017,43618,93612.41%+1,501
APPLE INC(AAPL)31,04631,366+3206,5397,3084.79%+769
ISHARES TR012,900+12,90006790.45%+679
AMERICAN EXPRESS CO(AXP)14,85815,010+1523,4404,0712.67%+630
META PLATFORMS INC(META)7,9478,020+734,0074,5913.01%+584
ORACLE CORP(ORCL)19,02719,02702,6873,2422.13%+556
VANGUARD WHITEHALL FDS1,8925,892+4,0002247550.50%+531
ALIBABA GROUP HLDG LTD(BABA)11,71012,878+1,1688431,3670.90%+523
BERKSHIRE HATHAWAY INC DEL7,9008,071+1713,2143,7152.44%+501
3M CO(MMM)11,45011,610+1601,1701,5871.04%+417
ISHARES TR07,400+7,40003980.26%+398
INTERNATIONAL BUSINESS MACHS(IBM)8,2138,212-11,4201,8161.19%+395
WALMART INC(WMT)26,99027,405+4151,8272,2131.45%+385
VANGUARD BD INDEX FDS04,700+4,70003700.24%+370
RTX CORPORATION(RTX)12,98213,447+4651,3031,6291.07%+326
LOCKHEED MARTIN CORP(LMT)2,0572,163+1069611,2640.83%+304
BLACKROCK INC(BLK)1,4491,504+551,1411,4280.94%+287
PAYPAL HLDGS INC(PYPL)10,47511,385+9106088880.58%+281
CISCO SYS INC(CSCO)36,59937,879+1,2801,7392,0161.32%+277
GE AEROSPACE(GE)9,3369,33601,4841,7611.15%+276
GOLDMAN SACHS GROUP INC(GS)5,8075,857+502,6272,9001.90%+273
BANK NEW YORK MELLON CORP21,92921,927-21,3131,5761.03%+262
ABBVIE INC(ABBV)8,3508,520+1701,4321,6831.10%+250
STARBUCKS CORP(SBUX)9,2299,847+6187189600.63%+242
UNITED PARCEL SERVICE INC(UPS)01,735+1,73502370.16%+237
JPMORGAN CHASE & CO.(JPM)18,48618,843+3573,7393,9732.60%+234
JOHNSON & JOHNSON(JNJ)12,25212,469+2171,7912,0211.32%+230
ETSY INC(ETSY)03,690+3,69002050.13%+205
BRISTOL-MYERS SQUIBB CO(BMY)03,875+3,87502000.13%+200
COCA COLA CO(KO)20,96221,340+3781,3341,5341.01%+199
GE VERNOVA INC(GEV)2,2332,258+253835760.38%+193
UNILEVER PLC(UL)15,75016,210+4608661,0530.69%+187
LOWES COS INC(LOW)3,5543,55407849630.63%+179
CUMMINS INC(CMI)2,4162,571+1556698320.55%+163
CVS HEALTH CORP(CVS)019,155+19,15501,2040.79%+1,204
ZOOM VIDEO COMMUNICATIONS IN(ZM)9,2949,834+5405506860.45%+136
COMCAST CORP NEW(CCZ)33,73534,800+1,0651,3211,4540.95%+133
CHECK POINT SOFTWARE TECH LT
ORD
3,8063,936+1306287590.50%+131
TEXAS INSTRS INC(TXN)4,8695,154+2859471,0650.70%+117
GE HEALTHCARE TECHNOLOGIES I(GEHC)3,3454,027+6822613780.25%+117
SCHWAB STRATEGIC TR32,00532,00502,0562,1721.42%+115
KELLANOVA5,2415,141-1003024150.27%+113
AMGEN INC(AMGN)6,4256,528+1032,0072,1031.38%+96
SANOFI(SNY)5,8016,546+7452813770.25%+96
BOOKING HOLDINGS INC(BKNG)162175+136427370.48%+95
MEDTRONIC PLC(MDT)3,2813,921+6402583530.23%+95
THE CIGNA GROUP(CI)3,2263,351+1251,0661,1610.76%+95
TOAST INC(TOST)10,29512,700+2,4052653600.24%+94
DIAGEO PLC(DEO)3,0573,402+3453854770.31%+92
AMBEV SA(ABEV)53,77581,355+27,5801101990.13%+88
POLARIS INC(PII)7,2467,804+5585676500.43%+82
PFIZER INC(PFE)21,01423,014+2,0005886660.44%+78
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,9856,405+4201,0401,1120.73%+72
ACCENTURE PLC IRELAND
SHS CLASS A
1,4141,41404295000.33%+71
SOUTHERN CO(SO)5,1985,19804034690.31%+66
CARRIER GLOBAL CORPORATION(CARR)3,3883,38802142730.18%+59
BANK AMERICA CORP41,51543,085+1,5701,6511,7101.12%+59
PAYCHEX INC(PAYX)3,6003,60004274830.32%+56
MCDONALDS CORP(MCD)1,1051,10502823360.22%+55
GENERAL MLS INC(GIS)4,8054,80503043550.23%+51
PROCTER AND GAMBLE CO(PG)6,0776,07701,0021,0530.69%+50
DEERE & CO(DE)1,1031,10304124600.30%+48
TARGET CORP(TGT)5,8655,878+138689160.60%+48
HOME DEPOT INC(HD)75875802613070.20%+46
DANAHER CORPORATION(DHR)1,5391,53903854280.28%+43
CHUBB LIMITED
COM
1,2511,25103193610.24%+42
ISHARES GOLD TR(IAU)6,6466,64602923300.22%+38
AIRBNB INC1,6772,297+6202542910.19%+37
ISHARES TR8,9858,98505265600.37%+34
ABBOTT LABS3,4273,422-53563900.26%+34
S&P GLOBAL INC(SPGI)46446402072400.16%+33
VERIZON COMMUNICATIONS INC(VZ)5,6955,945+2502352670.18%+32
LINDE PLC(LIN)80980903553860.25%+31
ISHARES TR
CORE MSCI INTL
5,2005,20003413680.24%+27
EQUITY RESIDENTIAL(EQR)4,3624,36203023250.21%+22
EXPEDITORS INTL WASH INC(EXPD)3,3293,32904154370.29%+22
DOVER CORP(DOV)1,8901,89003413620.24%+21
SCHWAB STRATEGIC TR4,0003,925-753113320.22%+21
PRICE T ROWE GROUP INC(TROW)4,8225,282+4605565750.38%+19
UNION PAC CORP(UNP)90190102042220.15%+18
PEPSICO INC(PEP)3,5953,570-255936070.40%+14
KIMBERLY-CLARK CORP(KMB)3,2473,24704494620.30%+13
VISA INC(V)93993902462580.17%+12
VANGUARD INDEX FDS1,1381,13804264370.29%+11
EMERSON ELEC CO(EMR)4,5134,51304974940.32%-4
CEMEX SAB DE CV(CX)24,00024,00001531460.10%-7
GENERAL MTRS CO(GM)6,9006,90003213090.20%-11
INTUIT(INTU)470475+53092950.19%-14
HONEYWELL INTL INC(HON)3,3623,335-277186890.45%-29
ALPHABET INC(GOOG)1,7821,78203252960.19%-29
CHIPOTLE MEXICAN GRILL INC(CMG)6,4506,45004043720.24%-32
DISNEY WALT CO(DIS)016,793+16,79301,6151.06%+1,615
NVIDIA CORPORATION(NVDA)2,1801,880-3002692280.15%-41
BIOGEN INC(BIIB)1,5761,57603653050.20%-60
WELLS FARGO CO NEW(WFC)41,55642,566+1,0102,4682,4051.58%-63
AMAZON COM INC(AMZN)12,73012,704-262,4602,3671.55%-93
SCHWAB CHARLES CORP(SCHW)25,91327,353+1,4401,9101,7731.16%-137
FEDEX CORP(FDX)6,9337,042+1092,0791,9271.26%-152
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