Wilson & Boucher Capital Management, LLC Portfolio Holdings

Wilson & Boucher Capital Management, LLC

  • $134 Billion
  • Q1 2025

Wilson & Boucher Capital Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 107 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 $14.4B, Apple Inc. with a value of $7.89B, Schwab Strategic Tr Us Broad M with a value of $5.57B, Vanguard Small Cap ETF with a value of $4.57B, and Vanguard Mid Cap ETF with a value of $4.16B.

Examining the 13F form we can see an decrease of $6.94B in the current position value, from $141B to 134B.

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

Portfolio value $134 Billion
ETFs: $70.3 Billion
Technology: $17.3 Billion
Healthcare: $15.3 Billion
Industrials: $8.83 Billion
Consumer Defensive: $8.02 Billion
Financial Services: $5.37 Billion
Consumer Cyclical: $3.33 Billion
Communication Services: $1.78 Billion
Other: $2.75 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.4 Billion 10.73% of portfolio
52,391
Q1 2025 Added 5.98%
$3.3T
$7.89 Billion 5.88% of portfolio
35,537
Q1 2025 Reduced 3.41%
$0
$5.57 Billion 4.15% of portfolio
258,808
Q1 2025 Reduced 8.59%
$0
$4.57 Billion 3.4% of portfolio
20,602
Q1 2025 Reduced 2.67%
$0
$4.16 Billion 3.1% of portfolio
16,081
Q1 2025 Added 1.1%
$156B
$3.61 Billion 2.69% of portfolio
52,018
Q1 2025 Reduced 4.8%
$0
$3.58 Billion 2.67% of portfolio
59,083
Q1 2025 Reduced 2.0%
$150B
$3.29 Billion 2.45% of portfolio
8,845
Q1 2025 Added 0.28%
$0
$3.09 Billion 2.3% of portfolio
15,919
Q1 2025 Added 0.86%
$3.71T
$3.07 Billion 2.29% of portfolio
8,172
Q1 2025 Reduced 3.39%
$0
$2.86 Billion 2.13% of portfolio
7,700
Q1 2025 Reduced 0.31%
$0
$2.73 Billion 2.04% of portfolio
15,828
Q1 2025 Added 1.94%
$0
$2.41 Billion 1.8% of portfolio
16,514
Q1 2025 Added 5.43%
$0
$2.36 Billion 1.76% of portfolio
29,978
Q1 2025 Reduced 1.04%
$589B
$2.11 Billion 1.57% of portfolio
15,115
Q1 2025 Reduced 3.45%
$205B
$1.99 Billion 1.48% of portfolio
6,031
Q1 2025 Reduced 2.03%
$182B
$1.86 Billion 1.38% of portfolio
12,391
Q1 2025 Reduced 2.36%
$0
$1.69 Billion 1.26% of portfolio
14,601
Q1 2025 Added 5.8%
$399B
$1.68 Billion 1.25% of portfolio
10,101
Q1 2025 Reduced 5.16%
$0
$1.61 Billion 1.2% of portfolio
35,676
Q1 2025 Added 1.86%
$265B
$1.59 Billion 1.18% of portfolio
18,062
Q1 2025 Reduced 6.23%
$166B
$1.53 Billion 1.14% of portfolio
19,500
Q1 2025 Reduced 6.7%
$238B
$1.47 Billion 1.1% of portfolio
11,109
Q1 2025 Reduced 4.31%
$76B
$1.45 Billion 1.08% of portfolio
5,850
Q2 2024 Reduced 2.5%
$0
$1.34 Billion 1.0% of portfolio
15,617
Q1 2025 Reduced 4.59%
$136B
$1.31 Billion 0.98% of portfolio
18,499
Q1 2025 Reduced 0.32%
$292B
$1.32 Billion 0.98% of portfolio
2,524
Q1 2025 Reduced 5.79%
$0
$1.29 Billion 0.96% of portfolio
6,247
Q1 2025 Added 3.51%
$438B
$1.24 Billion 0.92% of portfolio
1,310
Q4 2024 Reduced 6.09%
$328B
$1.23 Billion 0.92% of portfolio
5,866
Q1 2025 Reduced 1.68%
$0
$1.22 Billion 0.91% of portfolio
13,100
Q1 2025 Added 8.53%
$157B
$1.2 Billion 0.9% of portfolio
5,678
Q4 2024 Reduced 0.19%
$2.27T
$1.1 Billion 0.82% of portfolio
5,805
Q1 2025 Reduced 3.41%
$0
$1.09 Billion 0.81% of portfolio
21,519
Q1 2025 Added 6.45%
$157B
$1.07 Billion 0.8% of portfolio
7,364
Q1 2025 Reduced 2.64%
$0
$1.05 Billion 0.78% of portfolio
53,051
Q1 2025 Reduced 13.67%
$0
$1 Billion 0.75% of portfolio
34,700
Q1 2025 Reduced 8.2%
$0
$978 Million 0.73% of portfolio
41,723
Q1 2025 Reduced 8.14%
$285B
$956 Million 0.71% of portfolio
15,496
Q1 2025 Reduced 2.64%
$149B
$957 Million 0.71% of portfolio
3,073
Q4 2024 Reduced 0.32%
$0
$945 Million 0.7% of portfolio
9,924
Q1 2025 Reduced 10.59%
$45.9B
$899 Million 0.67% of portfolio
2,868
Q3 2024 Reduced 0.52%
$0
$871 Million 0.65% of portfolio
1,857
Q1 2025 Added 0.49%
$304B
$854 Million 0.64% of portfolio
11,895
Q1 2025 Reduced 7.75%
$106B
$841 Million 0.63% of portfolio
8,574
Q1 2024 Reduced 3.38%
$61.7B
$843 Million 0.63% of portfolio
3,188
Q4 2024 Reduced 5.9%
$138B
$849 Million 0.63% of portfolio
3,640
Q1 2025 Reduced 9.9%
$0
$828 Million 0.62% of portfolio
30,900
Q1 2025 Reduced 7.49%
$0
$807 Million 0.6% of portfolio
1,443
Q1 2025 Reduced 7.38%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $134 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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