Boyd Wealth Management, LLC Portfolio Holdings

Boyd Wealth Management, LLC

  • $201 Million
  • Q1 2025

Boyd Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $201 Million distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $36.1M, Vanguard Index Fds S&P 500 ETF with a value of $30.5M, Schwab Strategic Tr Intl Eqty with a value of $25.5M, Spdr Portfolio with a value of $19.6M, and Vanguard Value ETF with a value of $14.6M.

Examining the 13F form we can see an decrease of $1.89M in the current position value, from $203M to 201M.

Below you can find more details about Boyd Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $201 Million
ETFs: $193 Million
Technology: $3.23 Million
Industrials: $1.09 Million
Consumer Defensive: $900,000
Financial Services: $870,000
Consumer Cyclical: $663,000
Energy: $568,000
Communication Services: $256,000
Other: $263,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.1 Million 17.97% of portfolio
364,543
Q1 2025 Added 47.31%
$0
$30.5 Million 15.21% of portfolio
59,398
Q1 2025 Reduced 25.74%
$0
$25.5 Million 12.69% of portfolio
1,287,600
Q1 2025 Added 64.38%
$0
$19.6 Million 9.79% of portfolio
244,466
Q1 2025 Added 104.58%
$0
$14.6 Million 7.3% of portfolio
84,804
Q1 2025 Reduced 17.94%
$0
$11.8 Million 5.87% of portfolio
325,818
Q1 2025 Added 1.02%
$0
$9.28 Million 4.63% of portfolio
16,518
Q1 2025 Reduced 0.12%
$0
$6.35 Million 3.17% of portfolio
108,828
Q1 2025 Added 0.41%
$0
$5.94 Million 2.96% of portfolio
215,390
Q1 2025 Reduced 53.85%
$0
$4.15 Million 2.07% of portfolio
39,665
Q1 2025 Added 3.65%
$0
$3.89 Million 1.94% of portfolio
155,551
Q1 2025 Added 13.23%
$0
$3.7 Million 1.85% of portfolio
28,744
Q1 2025 Added 8.69%
$0
$3.44 Million 1.71% of portfolio
45,432
Q1 2025 Added 10.99%
$0
$2.42 Million 1.21% of portfolio
9,365
Q1 2025 Added 10.37%
$0
$2.28 Million 1.14% of portfolio
10,301
Q1 2025 Added 2.53%
$0
$1.97 Million 0.98% of portfolio
39,802
Q1 2025 Added 30.9%
$0
$1.58 Million 0.79% of portfolio
29,412
Q1 2025 Added 31.32%
$403B
$1.55 Million 0.77% of portfolio
11,052
Q1 2023 Reduced 0.04%
$0
$1.53 Million 0.76% of portfolio
4,132
Q2 2024 Reduced 7.17%
$0
$1.43 Million 0.71% of portfolio
31,224
Q1 2025 Reduced 18.48%
$0
$1.01 Million 0.5% of portfolio
10,935
Q1 2025 Added 2.27%
$3.2T
$998,000 0.5% of portfolio
4,497
Q1 2025 Added 0.02%
$0
$779,000 0.39% of portfolio
16,297
Q1 2025 Reduced 11.87%
$376B
$700,000 0.35% of portfolio
4,112
Q4 2024 Reduced 0.68%
$1.88T
$663,000 0.33% of portfolio
3,488
Q3 2024 Reduced 1.69%
$145B
$654,000 0.33% of portfolio
1,394
Q4 2024 Reduced 1.62%
$0
$594,000 0.3% of portfolio
13,830
Q1 2025 Added 113.26%
$0
$526,000 0.26% of portfolio
8,476
Q4 2023 Reduced 7.42%
$0
$493,000 0.25% of portfolio
883
Q4 2024 Added 11.91%
$694B
$503,000 0.25% of portfolio
945
Q3 2024 Added 9.5%
$0
$502,000 0.25% of portfolio
4,766
Q1 2025 Added 23.89%
$0
$480,000 0.24% of portfolio
6,272
Q1 2025 Reduced 14.06%
$62.2B
$438,000 0.22% of portfolio
4,000
Q4 2021 New
$0
$406,000 0.2% of portfolio
3,198
Q1 2025 Added 31.17%
$741B
$367,000 0.18% of portfolio
1,498
Q4 2024 Reduced 1.9%
$284B
$352,000 0.18% of portfolio
3,251
Q1 2025 Added 3.83%
$430B
$344,000 0.17% of portfolio
2,893
Q4 2022 Added 4.52%
$223B
$331,000 0.16% of portfolio
1,333
Q4 2023 New
$957B
$256,000 0.13% of portfolio
1,660
Q3 2024 Added 6.41%
$347B
$248,000 0.12% of portfolio
1,187
Q4 2024 New
$51.1B
$224,000 0.11% of portfolio
12,076
Q1 2025 Added 5.99%
$310B
$200,000 0.1% of portfolio
2,803
Q1 2025 New
$101M
$15,000 0.01% of portfolio
23,958
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $201 Million
  • Prior Value $203 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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