Wilson & Boucher Capital Management, LLC Purchases in Q3 2024

Wilson & Boucher Capital Management, LLC

  • $145 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
8.31K
+ 22.54%
$255.18 - $283.2 $2.12M - $2.35M
45.2K $12.8B
ITB
Ishares Tr

ETFs
4.45K
+ 66.93%
$97.52 - $128.64 $434K - $572K
11.1K $1.41B
VB
Vanguard Small Cap ETF

ETFs
1.1K
+ 5.63%
$214.77 - $237.72 $236K - $261K
20.6K $4.9B
VIG
Vanguard Dividend Appreciation

ETFs
2.16K
+ 16.68%
$182.15 - $182.15 $393K - $393K
15.1K $2.99B
VO
Vanguard Mid Cap ETF

ETFs
700
+ 4.76%
$237.84 - $263.83 $166K - $185K
15.4K $4.07B
VEA
Vanguard Ftse Developed Market

ETFs
6.81K
+ 63.03%
$47.6 - $53.31 $324K - $363K
17.6K $930M
VT
Vanguard Total World Stk Index

ETFs
2.87K
+ 39.7%
$107.72 - $119.96 $309K - $344K
10.1K $1.21B
XLV
Select Sector Spdr Fund Health

ETFs
1.81K
+ 13.24%
$143.3 - $157.24 $259K - $284K
15.4K $2.38B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
575
+ 0.61%
$59.93 - $66.52 $34.5K - $38.2K
94.1K $6.26B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.7K
+ 2.91%
$56.47 - $63.69 $96K - $108K
60.1K $3.79B
IWF
Ishares Russell 1000 Gr ETF

ETFs
815
New
$332.02 - $382.76 $271K - $312K
815 $306M
META
Meta Platforms, Inc.

Communication Services
440
+ 66.67%
$453.41 - $572.44 $200K - $252K
1.1K $630M
CRM
Salesforce, Inc.

Technology
850
+ 64.15%
$238.42 - $276.53 $203K - $235K
2.18K $595M
IEFA
Ishares Tr

ETFs
3.08K
New
$70.09 - $78.74 $216K - $243K
3.08K $240M
UBER
Uber Technologies, Inc

Technology
3.15K
New
$58.48 - $77.47 $184K - $244K
3.15K $237M
VTV
Vanguard Value ETF

ETFs
89
+ 0.58%
$159.75 - $174.57 $14.2K - $15.5K
15.5K $2.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
418
New
$475.2 - $527.7 $199K - $221K
418 $220M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.7K
New
$112.99 - $126.45 $192K - $215K
1.7K $214M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
500
New
$386.81 - $423.12 $193K - $212K
500 $212M
SYK
Stryker Corp

Healthcare
50
+ 0.57%
$315.94 - $371.96 $15.8K - $18.6K
8.77K $3.17B
MDT
Medtronic PLC

Healthcare
2.21K
New
$76.84 - $91.03 $170K - $201K
2.21K $199M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.3K
New
$41.02 - $46.01 $176K - $198K
4.3K $196M
GLD
Spdr Gold Trust

ETFs
805
New
$215.56 - $246.98 $174K - $199K
805 $196M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.81K
New
$61.11 - $67.85 $172K - $191K
2.81K $191M
Brookfield Corp
3.54K
New
N/A
3.54K $188M
CARR
Carrier Global Corp

Industrials
1.02K
+ 19.22%
$61.9 - $80.88 $62.8K - $82.1K
6.3K $507M
COST
Costco Wholesale Corp

Consumer Defensive
125
+ 9.84%
$801.83 - $917.05 $100K - $115K
1.4K $1.24B
QQQ
Invesco Qqq Trust, Series 1

ETFs
232
+ 14.36%
$434.77 - $502.96 $101K - $117K
1.85K $902M
XLK
Technology Sector Spdr

ETFs
496
+ 9.22%
$197.34 - $237.68 $97.9K - $118K
5.88K $1.33B
XLF
Financial Sector Spdr

ETFs
1.35K
+ 20.77%
$40.84 - $45.74 $55.1K - $61.7K
7.85K $356M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4
+ 0.01%
$36.98 - $41.55 $148 - $166
31.1K $1.28B
VZ
Verizon Communications Inc

Communication Services
1K
+ 9.38%
$38.89 - $45.0 $38.9K - $45K
11.7K $524M
LLY
Eli Lilly & CO

Healthcare
101
+ 15.81%
$772.14 - $960.02 $78K - $97K
740 $656M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.01%
$161.9 - $179.3 $162 - $179
12.7K $2.16B
SCHC
Schwab Strategic Tr Intl Small

ETFs
300
+ 3.75%
$34.48 - $38.87 $10.3K - $11.7K
8.3K $320M
IWC
Russell Micro Cap ETF

ETFs
10
+ 0.47%
$112.21 - $129.46 $1.12K - $1.29K
2.14K $263M
GOOG
Alphabet Inc.

Communication Services
10
+ 0.2%
$149.54 - $192.66 $1.5K - $1.93K
4.95K $827M
NVO
Novo Nordisk A S

Healthcare
155
+ 0.28%
$119.07 - $145.42 $18.5K - $22.5K
56.3K $6.71B
Activity Summary
Buys All Purchases 39 New Holdings 11 Increased Positions 28 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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