Wilson & Boucher Capital Management, LLC Reduced Holdings in Q4 2024

Wilson & Boucher Capital Management, LLC

  • $141 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-1.71K
- 3.03%
$85.0 - $120.04 $145K - $205K
54.6K $4.7B
LOW
Lowes Companies Inc

Consumer Cyclical
-500
- 11.01%
$244.52 - $284.07 $122K - $142K
4.04K $997M
PEP
Pepsico Inc

Consumer Defensive
-20
- 0.16%
$151.29 - $176.1 $3.03K - $3.52K
12.7K $1.93B
CAT
Caterpillar Inc

Industrials
-125
- 1.99%
$360.37 - $416.88 $45K - $52.1K
6.16K $2.23B
JNJ
Johnson & Johnson

Healthcare
-216
- 1.99%
$143.34 - $165.86 $31K - $35.8K
10.7K $1.54B
XLB
Select Sector Spdr Fd Material

ETFs
-50
- 0.3%
$83.8 - $97.58 $4.19K - $4.88K
16.4K $1.38B
CVS
Cvs Health Corp

Healthcare
-1.05K
- 12.21%
$43.78 - $67.46 $46K - $70.8K
7.55K $339M
XLU
Utilities Sector Spdr

ETFs
-526
- 1.71%
$74.89 - $82.93 $39.4K - $43.6K
30.3K $2.29B
AMGN
Amgen Inc

Healthcare
-10
- 0.32%
$258.78 - $328.31 $2.59K - $3.28K
3.07K $801M
LLY
Eli Lilly & CO

Healthcare
-101
- 13.65%
$727.2 - $932.06 $73.4K - $94.1K
639 $493M
SPY
Spdr S&P 500 ETF Trust

ETFs
-262
- 14.4%
$567.81 - $607.81 $149K - $159K
1.56K $913M
GIS
General Mills Inc

Consumer Defensive
-30
- 0.24%
$62.78 - $74.62 $1.88K - $2.24K
12.3K $783M
VZ
Verizon Communications Inc

Communication Services
-1.18K
- 10.11%
$39.6 - $45.21 $46.7K - $53.3K
10.5K $419M
PG
Procter & Gamble CO

Consumer Defensive
-199
- 1.65%
$161.05 - $179.7 $32K - $35.8K
11.9K $1.99B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-889
- 4.73%
$26.63 - $30.23 $23.7K - $26.9K
17.9K $477M
EEM
Ishares Msci Emerging Markets

ETFs
-600
- 9.97%
$41.82 - $47.36 $25.1K - $28.4K
5.42K $227M
VNQ
Vanguard Specialized Funds Van

ETFs
-100
- 2.08%
$87.85 - $98.6 $8.79K - $9.86K
4.7K $419M
XT
Ishares Tr Exponential Technol

ETFs
-570
- 5.92%
$58.7 - $62.72 $33.5K - $35.8K
9.05K $540M
XLE
Energy Sector Spdr

ETFs
-199
- 1.62%
$83.32 - $97.27 $16.6K - $19.4K
12.1K $1.03B
SYY
Sysco Corp

Consumer Defensive
-300
- 3.28%
$73.63 - $81.77 $22.1K - $24.5K
8.84K $676M
COST
Costco Wholesale Corp

Consumer Defensive
-85
- 6.09%
$873.59 - $994.69 $74.3K - $84.5K
1.31K $1.2B
ROBO
Robo Global Robotics And Autom

ETFs
-450
- 10.65%
$55.06 - $58.6 $24.8K - $26.4K
3.78K $212M
TRV
Travelers Companies, Inc.

Financial Services
-200
- 5.9%
$225.97 - $266.66 $45.2K - $53.3K
3.19K $768M
IBM
International Business Machines Corp

Technology
-77
- 3.08%
$204.9 - $238.04 $15.8K - $18.3K
2.43K $533M
CVX
Chevron Corp

Energy
-59
- 1.67%
$141.15 - $162.53 $8.33K - $9.59K
3.47K $502M
META
Meta Platforms, Inc.

Communication Services
-50
- 4.55%
$554.08 - $632.68 $27.7K - $31.6K
1.05K $615M
Santa Cruz Cnty Bank
-1K
- 9.65%
N/A
9.36K $390M
MCK
Mckesson Corp

Healthcare
-114
- 12.93%
$482.27 - $628.5 $55K - $71.6K
768 $437M
BK
Bank Of New York Mellon Corp

Financial Services
-100
- 2.19%
$70.82 - $81.87 $7.08K - $8.19K
4.47K $343M
GS
Goldman Sachs Group Inc

Financial Services
-24
- 2.37%
$486.1 - $608.57 $11.7K - $14.6K
988 $565M
CSCO
Cisco Systems, Inc.

Technology
-97
- 0.61%
$52.45 - $60.02 $5.09K - $5.82K
15.9K $942M
HON
Honeywell International Inc

Industrials
-11
- 0.19%
$202.84 - $236.0 $2.23K - $2.6K
5.68K $1.28B
WMT
Walmart Inc.

Consumer Defensive
-600
- 3.02%
$79.1 - $95.7 $47.5K - $57.4K
19.3K $1.74B
AMZN
Amazon Com Inc

Consumer Cyclical
-200
- 3.22%
$180.88 - $232.93 $36.2K - $46.6K
6.01K $1.32B
SCHW
Schwab Charles Corp

Financial Services
-300
- 1.42%
$63.31 - $82.85 $19K - $24.9K
20.9K $1.55B
AAPL
Apple Inc.

Technology
-200
- 0.54%
$221.69 - $259.02 $44.3K - $51.8K
36.8K $9.21B
Activity Summary
Buys All Purchases 25 New Holdings 0 Increased Positions 25 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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