Wilson & Boucher Capital Management, LLC Reduced Holdings in Q1 2025

Wilson & Boucher Capital Management, LLC

  • $134 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.25K
- 3.41%
$209.68 - $247.1 $263K - $310K
35.5K $7.89B
NVO
Novo Nordisk A S

Healthcare
-2.62K
- 4.8%
$69.3 - $90.95 $182K - $238K
52K $3.61B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-24.3K
- 8.59%
$21.23 - $23.75 $516K - $578K
259K $5.57B
VB
Vanguard Small Cap ETF

ETFs
-565
- 2.67%
$217.89 - $252.64 $123K - $143K
20.6K $4.57B
MSFT
Microsoft Corp

Technology
-287
- 3.39%
$375.39 - $447.2 $108K - $128K
8.17K $3.07B
ORCL
Oracle Corp

Technology
-540
- 3.45%
$139.81 - $186.47 $75.5K - $101K
15.1K $2.11B
VUG
Vanguard Growth ETF

ETFs
-24
- 0.31%
$369.1 - $427.61 $8.86K - $10.3K
7.7K $2.86B
CAT
Caterpillar Inc

Industrials
-125
- 2.03%
$326.75 - $407.63 $40.8K - $51K
6.03K $1.99B
AMZN
Amazon Com Inc

Consumer Cyclical
-205
- 3.41%
$190.26 - $242.06 $39K - $49.6K
5.81K $1.1B
ITB
Ishares Tr

ETFs
-1.18K
- 10.59%
$93.86 - $111.45 $110K - $131K
9.92K $945M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.7K
- 8.14%
$23.16 - $27.04 $85.6K - $99.9K
41.7K $978M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-5.1K
- 18.62%
$25.58 - $29.24 $130K - $149K
22.3K $584M
AMAT
Applied Materials Inc

Technology
-200
- 2.64%
$145.06 - $195.51 $29K - $39.1K
7.36K $1.07B
WMT
Walmart Inc.

Consumer Defensive
-1.2K
- 6.23%
$84.5 - $105.05 $101K - $126K
18.1K $1.59B
LOW
Lowes Companies Inc

Consumer Cyclical
-400
- 9.9%
$222.66 - $268.42 $89.1K - $107K
3.64K $849M
UPS
United Parcel Service Inc

Industrials
-350
- 7.52%
$109.66 - $136.26 $38.4K - $47.7K
4.31K $474M
SPY
Spdr S&P 500 ETF Trust

ETFs
-115
- 7.38%
$551.42 - $612.93 $63.4K - $70.5K
1.44K $807M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-8.4K
- 13.67%
$18.36 - $20.51 $154K - $172K
53.1K $1.05B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-3.1K
- 8.2%
$28.55 - $29.09 $88.5K - $90.2K
34.7K $1B
PEP
Pepsico Inc

Consumer Defensive
-299
- 2.36%
$142.64 - $156.42 $42.6K - $46.8K
12.4K $1.86B
GIS
General Mills Inc

Consumer Defensive
-300
- 2.44%
$57.56 - $65.3 $17.3K - $19.6K
12K $716M
URI
United Rentals, Inc.

Industrials
-50
- 11.29%
$594.17 - $789.56 $29.7K - $39.5K
393 $246M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-2.5K
- 7.49%
$26.64 - $27.14 $66.6K - $67.9K
30.9K $828M
WFC
Wells Fargo & Company

Financial Services
-1K
- 7.75%
$66.78 - $81.42 $66.8K - $81.4K
11.9K $854M
Santa Cruz Cnty Bank
-600
- 6.41%
N/A
8.76K $345M
SYY
Sysco Corp

Consumer Defensive
-400
- 4.52%
$70.0 - $77.13 $28K - $30.9K
8.44K $633M
GS
Goldman Sachs Group Inc

Financial Services
-28
- 2.83%
$524.81 - $672.19 $14.7K - $18.8K
960 $524M
JPM
Jpmorgan Chase & CO

Financial Services
-205
- 8.76%
$225.19 - $279.95 $46.2K - $57.4K
2.14K $524M
XLB
Select Sector Spdr Fd Material

ETFs
-751
- 4.59%
$83.19 - $90.99 $62.5K - $68.3K
15.6K $1.34B
UNH
Unitedhealth Group Inc

Healthcare
-155
- 5.79%
$461.52 - $548.18 $71.5K - $85K
2.52K $1.32B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.8K
- 10.06%
$25.81 - $28.52 $46.5K - $51.3K
16.1K $444M
EMN
Eastman Chemical CO

Basic Materials
-200
- 4.34%
$87.05 - $103.47 $17.4K - $20.7K
4.4K $388M
VNQ
Vanguard Specialized Funds Van

ETFs
-400
- 8.51%
$85.55 - $94.34 $34.2K - $37.7K
4.3K $389M
CVX
Chevron Corp

Energy
-600
- 17.32%
$146.71 - $167.97 $88K - $101K
2.87K $479M
SCHW
Schwab Charles Corp

Financial Services
-1.4K
- 6.7%
$71.24 - $83.64 $99.7K - $117K
19.5K $1.53B
NEE
Nextera Energy Inc

Utilities
-59
- 0.32%
$66.96 - $76.16 $3.95K - $4.49K
18.5K $1.31B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1K
- 4.1%
$11.22 - $11.8 $11.2K - $11.8K
23.4K $263M
META
Meta Platforms, Inc.

Communication Services
-5
- 0.48%
$576.36 - $736.67 $2.88K - $3.68K
1.05K $602M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-300
- 3.57%
$36.63 - $37.45 $11K - $11.2K
8.1K $298M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-100
- 2.56%
$94.86 - $97.12 $9.49K - $9.71K
3.8K $362M
LLY
Eli Lilly & CO

Healthcare
-40
- 6.26%
$725.72 - $929.72 $29K - $37.2K
599 $495M
PG
Procter & Gamble CO

Consumer Defensive
-181
- 1.53%
$158.56 - $176.26 $28.7K - $31.9K
11.7K $1.99B
CSCO
Cisco Systems, Inc.

Technology
-420
- 2.64%
$58.74 - $64.87 $24.7K - $27.2K
15.5K $956M
BK
Bank Of New York Mellon Corp

Financial Services
-200
- 4.48%
$75.42 - $88.95 $15.1K - $17.8K
4.27K $358M
UNP
Union Pacific Corp

Industrials
-50
- 1.54%
$225.21 - $254.42 $11.3K - $12.7K
3.19K $753M
VZ
Verizon Communications Inc

Communication Services
-900
- 8.59%
$37.81 - $46.49 $34K - $41.8K
9.58K $434M
XOM
Exxon Mobil Corp

Energy
-194
- 3.9%
$105.44 - $118.93 $20.5K - $23.1K
4.78K $568M
IBM
International Business Machines Corp

Technology
-100
- 4.12%
$217.4 - $264.74 $21.7K - $26.5K
2.33K $578M
XLU
Utilities Sector Spdr

ETFs
-316
- 1.04%
$74.7 - $80.27 $23.6K - $25.4K
30K $2.36B
Activity Summary
Buys All Purchases 20 New Holdings 4 Increased Positions 16 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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