Boyd Wealth Management, LLC Portfolio Holdings

Boyd Wealth Management, LLC

  • $203 Million
  • Q4 2024

Boyd Wealth Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $203 Million distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $43.1M, Ishares Core U.S. Aggregate Bo with a value of $24M, Vanguard Value ETF with a value of $17.5M, Schwab Strategic Tr Intl Eqty with a value of $14.5M, and Schwab Strategic Tr Us Emergin with a value of $12.4M.

Examining the 13F form we can see an increase of $5.25M in the current position value, from $197M to 203M.

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

Portfolio value $203 Million
ETFs: $194 Million
Technology: $3.68 Million
Industrials: $1.09 Million
Financial Services: $1.03 Million
Energy: $782,000
Consumer Cyclical: $765,000
Consumer Defensive: $689,000
Communication Services: $314,000
Other: $240,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141M
$30,000 0.01% of portfolio
23,958
Q4 2021 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $203 Million
  • Prior Value $197 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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