Wilson & Boucher Capital Management, LLC Portfolio Holdings

Wilson & Boucher Capital Management, LLC

  • $141 Billion
  • Q4 2024

Wilson & Boucher Capital Management, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $14.3B, Apple Inc. with a value of $9.21B, Schwab Strategic Tr Us Broad M with a value of $6.43B, Vanguard Small Cap ETF with a value of $5.09B, and Novo Nordisk A S with a value of $4.7B.

Examining the 13F form we can see an decrease of $3.99B in the current position value, from $145B to 141B.

Below you can find more details about Wilson & Boucher Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $141 Billion
ETFs: $73.2 Billion
Technology: $19.8 Billion
Healthcare: $15.2 Billion
Industrials: $9.32 Billion
Consumer Defensive: $8.32 Billion
Financial Services: $5.34 Billion
Consumer Cyclical: $3.66 Billion
Communication Services: $1.98 Billion
Other: $2.79 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.3 Billion 10.15% of portfolio
49,435
Q4 2024 Added 9.44%
$3.95T
$9.21 Billion 6.53% of portfolio
36,791
Q4 2024 Reduced 0.54%
$0
$6.43 Billion 4.55% of portfolio
283,132
Q4 2024 Added 200.9%
$0
$5.09 Billion 3.6% of portfolio
21,167
Q4 2024 Added 2.57%
$199B
$4.7 Billion 3.33% of portfolio
54,638
Q4 2024 Reduced 3.03%
$0
$4.2 Billion 2.98% of portfolio
15,906
Q4 2024 Added 3.18%
$3.04T
$3.57 Billion 2.53% of portfolio
8,459
Q4 2024 Reduced 1.56%
$0
$3.46 Billion 2.45% of portfolio
60,288
Q4 2024 Added 0.33%
$0
$3.17 Billion 2.25% of portfolio
7,724
Q3 2024 Reduced 0.81%
$145B
$3.18 Billion 2.25% of portfolio
8,820
Q4 2024 Added 0.57%
$0
$3.09 Billion 2.19% of portfolio
15,783
Q4 2024 Added 4.65%
$0
$2.63 Billion 1.86% of portfolio
15,527
Q4 2024 Added 0.33%
$452B
$2.61 Billion 1.85% of portfolio
15,655
Q3 2024 Reduced 3.9%
$0
$2.29 Billion 1.62% of portfolio
30,294
Q4 2024 Reduced 1.71%
$180B
$2.23 Billion 1.58% of portfolio
6,156
Q4 2024 Reduced 1.99%
$0
$2.15 Billion 1.53% of portfolio
15,664
Q4 2024 Added 1.46%
$211B
$1.93 Billion 1.37% of portfolio
12,690
Q4 2024 Reduced 0.16%
$257B
$1.74 Billion 1.23% of portfolio
19,262
Q4 2024 Reduced 3.02%
$0
$1.62 Billion 1.15% of portfolio
13,800
Q4 2024 Added 36.63%
$146B
$1.55 Billion 1.1% of portfolio
20,900
Q4 2024 Reduced 1.42%
$0
$1.54 Billion 1.09% of portfolio
35,026
Q4 2024 Added 5.74%
$424B
$1.54 Billion 1.09% of portfolio
10,651
Q4 2024 Reduced 1.99%
$81.2B
$1.48 Billion 1.05% of portfolio
5,850
Q2 2024 Reduced 2.5%
$0
$1.4 Billion 0.99% of portfolio
6,035
Q4 2024 Added 2.72%
$0
$1.38 Billion 0.98% of portfolio
16,368
Q4 2024 Reduced 0.3%
$436B
$1.36 Billion 0.96% of portfolio
2,679
Q1 2024 Added 3.48%
$141B
$1.33 Billion 0.94% of portfolio
18,558
Q4 2024 Added 0.01%
$236B
$1.31 Billion 0.93% of portfolio
11,609
Q3 2024 Reduced 0.09%
$2.21T
$1.32 Billion 0.93% of portfolio
6,010
Q4 2024 Reduced 3.22%
$142B
$1.28 Billion 0.91% of portfolio
5,678
Q4 2024 Reduced 0.19%
$148B
$1.23 Billion 0.87% of portfolio
7,564
Q1 2024 Reduced 9.02%
$458B
$1.2 Billion 0.85% of portfolio
1,310
Q4 2024 Reduced 6.09%
$0
$1.17 Billion 0.83% of portfolio
45,419
Q4 2024 Added 93.23%
$0
$1.14 Billion 0.81% of portfolio
61,451
Q4 2024 Added 97.5%
$0
$1.15 Billion 0.81% of portfolio
11,099
Q3 2024 Added 66.93%
$0
$1.08 Billion 0.77% of portfolio
37,800
Q4 2024 Added 4.71%
$357B
$1.06 Billion 0.75% of portfolio
5,966
Q3 2024 Reduced 0.67%
$0
$1.03 Billion 0.73% of portfolio
12,070
Q4 2024 Reduced 1.62%
$148B
$997 Million 0.71% of portfolio
4,040
Q4 2024 Reduced 11.01%
$51.7B
$1 Billion 0.71% of portfolio
2,868
Q3 2024 Reduced 0.52%
$0
$967 Million 0.68% of portfolio
20,216
Q4 2024 Added 14.82%
$263B
$942 Million 0.67% of portfolio
15,916
Q4 2024 Reduced 0.61%
$0
$945 Million 0.67% of portfolio
1,848
Q3 2024 Added 14.36%
$1.11T
$942 Million 0.67% of portfolio
4,948
Q3 2024 Added 0.2%
$0
$913 Million 0.65% of portfolio
1,558
Q4 2024 Reduced 14.4%
$294B
$906 Million 0.64% of portfolio
12,895
Q3 2024 Reduced 0.59%
$0
$892 Million 0.63% of portfolio
33,400
Q4 2024 Added 3.09%
$0
$855 Million 0.61% of portfolio
1,375
Q1 2023 New
$162B
$801 Million 0.57% of portfolio
3,073
Q4 2024 Reduced 0.32%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $141 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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