Wilson & Boucher Capital Management, LLC Portfolio Holdings

Wilson & Boucher Capital Management, LLC

  • $143 Billion
  • Q2 2025

Wilson & Boucher Capital Management, LLC has filed its 13F form on July 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $143 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 $16.1B, Apple Inc. with a value of $7.14B, Schwab Strategic Tr Us Broad M with a value of $6.28B, Vanguard Small Cap ETF with a value of $4.71B, and Vanguard Mid Cap ETF with a value of $4.45B.

Examining the 13F form we can see an increase of $9.14B in the current position value, from $134B to 143B.

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

Portfolio value $143 Billion
ETFs: $76.7 Billion
Technology: $19.5 Billion
Healthcare: $14.7 Billion
Industrials: $9.54 Billion
Consumer Defensive: $7.72 Billion
Financial Services: $5.85 Billion
Consumer Cyclical: $3.36 Billion
Communication Services: $1.94 Billion
Other: $2.54 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.1 Billion 11.24% of portfolio
53,009
Q2 2025 Added 1.18%
$3.39T
$7.14 Billion 4.98% of portfolio
34,790
Q2 2025 Reduced 2.1%
$0
$6.28 Billion 4.38% of portfolio
263,443
Q2 2025 Added 1.79%
$0
$4.71 Billion 3.28% of portfolio
19,872
Q2 2025 Reduced 3.54%
$0
$4.45 Billion 3.1% of portfolio
15,901
Q2 2025 Reduced 1.12%
$0
$4.22 Billion 2.94% of portfolio
62,783
Q2 2025 Added 6.26%
$3.75T
$4.02 Billion 2.8% of portfolio
8,080
Q2 2025 Reduced 1.13%
$157B
$3.68 Billion 2.57% of portfolio
53,338
Q2 2025 Added 2.54%
$148B
$3.47 Billion 2.42% of portfolio
8,767
Q2 2025 Reduced 0.88%
$0
$3.38 Billion 2.35% of portfolio
7,700
Q1 2025 Reduced 0.31%
$0
$3.27 Billion 2.28% of portfolio
15,994
Q2 2025 Added 0.47%
$636B
$3.28 Billion 2.28% of portfolio
14,980
Q2 2025 Reduced 0.89%
$0
$2.82 Billion 1.97% of portfolio
15,953
Q2 2025 Added 0.79%
$0
$2.45 Billion 1.71% of portfolio
29,981
Q2 2025 Added 0.01%
$212B
$2.34 Billion 1.63% of portfolio
6,031
Q1 2025 Reduced 2.03%
$0
$2.3 Billion 1.61% of portfolio
17,089
Q2 2025 Added 3.48%
$373B
$1.86 Billion 1.3% of portfolio
11,692
Q2 2025 Added 0.17%
$0
$1.73 Billion 1.2% of portfolio
6,814
Q2 2025 Added 9.08%
$168B
$1.72 Billion 1.2% of portfolio
18,900
Q2 2025 Reduced 3.08%
$0
$1.7 Billion 1.19% of portfolio
34,376
Q2 2025 Reduced 3.64%
$263B
$1.68 Billion 1.17% of portfolio
17,162
Q2 2025 Reduced 4.98%
$185B
$1.64 Billion 1.14% of portfolio
12,413
Q2 2025 Added 0.18%
$409B
$1.54 Billion 1.08% of portfolio
10,101
Q1 2025 Reduced 5.16%
$233B
$1.51 Billion 1.05% of portfolio
11,109
Q1 2025 Reduced 4.31%
$79.8B
$1.45 Billion 1.01% of portfolio
5,850
Q2 2024 Reduced 2.5%
$0
$1.37 Billion 0.96% of portfolio
15,617
Q1 2025 Reduced 4.59%
$168B
$1.34 Billion 0.93% of portfolio
7,314
Q2 2025 Reduced 0.68%
$160B
$1.32 Billion 0.92% of portfolio
5,678
Q4 2024 Reduced 0.19%
$145B
$1.29 Billion 0.9% of portfolio
18,576
Q2 2025 Added 0.42%
$435B
$1.3 Billion 0.9% of portfolio
1,310
Q4 2024 Reduced 6.09%
$2.27T
$1.23 Billion 0.86% of portfolio
5,620
Q2 2025 Reduced 3.19%
$0
$1.23 Billion 0.86% of portfolio
21,524
Q2 2025 Added 0.02%
$0
$1.16 Billion 0.81% of portfolio
52,458
Q2 2025 Reduced 1.12%
$0
$1.09 Billion 0.76% of portfolio
12,900
Q2 2025 Reduced 1.53%
$337B
$1.09 Billion 0.76% of portfolio
5,866
Q1 2025 Reduced 1.68%
$284B
$1.08 Billion 0.75% of portfolio
15,496
Q1 2025 Reduced 2.64%
$0
$1.05 Billion 0.73% of portfolio
41,327
Q2 2025 Reduced 0.95%
$0
$1.05 Billion 0.73% of portfolio
1,898
Q2 2025 Added 2.21%
$310B
$945 Million 0.66% of portfolio
11,795
Q2 2025 Reduced 0.84%
$0
$943 Million 0.66% of portfolio
32,200
Q2 2025 Reduced 7.2%
$47.2B
$939 Million 0.66% of portfolio
2,868
Q3 2024 Reduced 0.52%
$0
$945 Million 0.66% of portfolio
1,425
Q2 2025 Added 3.64%
$0
$905 Million 0.63% of portfolio
1,465
Q2 2025 Added 1.52%
$0
$897 Million 0.63% of portfolio
17,125
Q2 2025 Added 6.2%
$0
$866 Million 0.6% of portfolio
9,299
Q2 2025 Reduced 6.3%
$159B
$858 Million 0.6% of portfolio
3,073
Q4 2024 Reduced 0.32%
$283B
$845 Million 0.59% of portfolio
2,710
Q2 2025 Added 7.37%
$59.8B
$826 Million 0.58% of portfolio
3,088
Q2 2025 Reduced 3.14%
$179B
$812 Million 0.57% of portfolio
5,101
Q2 2025 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $143 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 03, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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