Wilson & Boucher Capital Management, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $127 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 $9.2B, Novo Nordisk A S with a value of $6.95B, Apple Inc. with a value of $6.34B, Schwab Strategic Tr Us Broad M with a value of $5.42B, and Vanguard Small Cap ETF with a value of $4.47B.

Examining the 13F form we can see an increase of $8.18B in the current position value, from $119B to 127B.

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

Portfolio value $127 Billion
ETFs: $60.2 Billion
Healthcare: $18.2 Billion
Technology: $16.6 Billion
Industrials: $8.97 Billion
Consumer Defensive: $7.89 Billion
Financial Services: $4.93 Billion
Consumer Cyclical: $4.19 Billion
Communication Services: $1.56 Billion
Other: $3.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 110
  • Current Value $127 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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