Wilson & Boucher Capital Management, LLC Reduced Holdings in Q3 2025

Wilson & Boucher Capital Management, LLC

  • $152 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-2.19K
- 4.1%
$45.38 - $71.7 $99.2K - $157K
51.2K $2.84B
GIS
General Mills Inc

Consumer Defensive
-6.88K
- 57.39%
$48.44 - $53.83 $333K - $370K
5.1K $257M
SYK
Stryker Corp

Healthcare
-330
- 3.76%
$368.57 - $403.53 $122K - $133K
8.44K $3.12B
SCHW
Schwab Charles Corp

Financial Services
-3.48K
- 18.41%
$91.03 - $98.69 $317K - $343K
15.4K $1.47B
CARR
Carrier Global Corp

Industrials
-750
- 11.63%
$58.75 - $80.73 $44.1K - $60.5K
5.7K $340M
PG
Procter & Gamble CO

Consumer Defensive
-399
- 3.41%
$150.47 - $161.22 $60K - $64.3K
11.3K $1.74B
West Coast Community Bancorp
-3.55K
- 42.22%
N/A
4.86K $206M
XLV
Select Sector Spdr Fund Health

ETFs
-1.38K
- 8.05%
$129.01 - $139.72 $177K - $192K
15.7K $2.19B
UPS
United Parcel Service Inc

Industrials
-200
- 5.51%
$82.58 - $105.54 $16.5K - $21.1K
3.43K $287M
SBUX
Starbucks Corp

Consumer Cyclical
-230
- 2.68%
$81.9 - $96.86 $18.8K - $22.3K
8.34K $706M
AMGN
Amgen Inc

Healthcare
-300
- 9.76%
$271.18 - $309.22 $81.4K - $92.8K
2.77K $783M
UNH
Unitedhealth Group Inc

Healthcare
-437
- 16.13%
$237.77 - $353.61 $104K - $155K
2.27K $785M
VZ
Verizon Communications Inc

Communication Services
-1.1K
- 11.48%
$40.84 - $45.06 $44.9K - $49.6K
8.48K $373M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-220
- 11.59%
$546.99 - $602.2 $120K - $132K
1.68K $1.01B
CSCO
Cisco Systems, Inc.

Technology
-300
- 1.94%
$66.2 - $71.79 $19.9K - $21.5K
15.2K $1.04B
WFC
Wells Fargo & Company

Financial Services
-800
- 6.78%
$77.05 - $85.16 $61.6K - $68.1K
11K $922M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-80
- 7.16%
$459.11 - $506.91 $36.7K - $40.6K
1.04K $522M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.2K
- 3.73%
$28.95 - $29.73 $34.7K - $35.7K
31K $922M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
-1.9K
- 5.0%
$3.81 - $4.04 $7.24K - $7.68K
36.1K $139M
JPM
Jpmorgan Chase & CO

Financial Services
-200
- 9.75%
$282.78 - $316.06 $56.6K - $63.2K
1.85K $584M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1K
- 3.48%
$26.88 - $27.78 $26.9K - $27.8K
27.7K $770M
XLF
Financial Sector Spdr

ETFs
-650
- 3.8%
$51.37 - $54.25 $33.4K - $35.3K
16.5K $888M
HACK
Etgmg Prime Cyber Security ETF

ETFs
-135
- 1.94%
$81.33 - $87.91 $11K - $11.9K
6.81K $591M
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 0.44%
$211.65 - $238.24 $5.29K - $5.96K
5.6K $1.23B
PFF
Ishares Trust Ishares Pfd And

ETFs
-400
- 4.6%
$30.67 - $32.13 $12.3K - $12.9K
8.3K $262M
UNP
Union Pacific Corp

Industrials
-100
- 3.14%
$214.91 - $237.16 $21.5K - $23.7K
3.09K $730M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-400
- 7.77%
$42.28 - $45.71 $16.9K - $18.3K
4.75K $216M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-900
- 3.85%
$11.15 - $11.87 $10K - $10.7K
22.5K $261M
XLB
Select Sector Spdr Fd Material

ETFs
-300
- 1.92%
$86.72 - $92.61 $26K - $27.8K
15.3K $1.37B
ROBO
Robo Global Robotics And Autom

ETFs
-200
- 5.3%
$59.49 - $67.23 $11.9K - $13.4K
3.58K $234M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.2K
- 4.19%
$21.69 - $23.34 $47.7K - $51.3K
50.3K $1.17B
XOM
Exxon Mobil Corp

Energy
-59
- 1.24%
$105.83 - $117.22 $6.24K - $6.92K
4.72K $532M
XT
Ishares Tr Exponential Technol

ETFs
-400
- 4.42%
$65.04 - $71.97 $26K - $28.8K
8.65K $622M
CVS
Cvs Health Corp

Healthcare
-100
- 1.44%
$58.75 - $76.5 $5.88K - $7.65K
6.85K $516M
SYY
Sysco Corp

Consumer Defensive
-200
- 2.43%
$76.33 - $82.51 $15.3K - $16.5K
8.04K $662M
WMT
Walmart Inc.

Consumer Defensive
-500
- 2.91%
$94.4 - $104.27 $47.2K - $52.1K
16.7K $1.72B
XLE
Energy Sector Spdr

ETFs
-199
- 1.54%
$84.25 - $91.99 $16.8K - $18.3K
12.7K $1.13B
ITB
Ishares Tr

ETFs
-815
- 8.76%
$94.18 - $117.14 $76.8K - $95.5K
8.48K $910M
VEA
Vanguard Ftse Developed Market

ETFs
-297
- 1.38%
$56.02 - $60.3 $16.6K - $17.9K
21.2K $1.27B
PEP
Pepsico Inc

Consumer Defensive
-349
- 2.81%
$133.81 - $152.16 $46.7K - $53.1K
12.1K $1.69B
LOW
Lowes Companies Inc

Consumer Cyclical
-200
- 5.49%
$215.01 - $273.02 $43K - $54.6K
3.44K $865M
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.68%
$617.65 - $666.84 $6.18K - $6.67K
1.46K $969M
BK
Bank Of New York Mellon Corp

Financial Services
-100
- 2.34%
$90.65 - $109.75 $9.07K - $11K
4.17K $454M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.2K
- 2.89%
$25.29 - $28.33 $30.2K - $33.9K
40.1K $1.12B
NEE
Nextera Energy Inc

Utilities
-39
- 0.21%
$69.77 - $77.54 $2.72K - $3.02K
18.5K $1.4B
MSFT
Microsoft Corp

Technology
-99
- 1.23%
$491.09 - $535.64 $48.6K - $53K
7.98K $4.13B
XLU
Utilities Sector Spdr

ETFs
-297
- 0.99%
$81.14 - $87.32 $24.1K - $25.9K
29.7K $2.59B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-400
- 1.16%
$49.43 - $54.52 $19.8K - $21.8K
34K $1.84B
VIG
Vanguard Dividend Appreciation

ETFs
-143
- 0.89%
N/A
15.9K $3.42B
Activity Summary
Buys All Purchases 12 New Holdings 5 Increased Positions 7 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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