Wilson & Boucher Capital Management, LLC Reduced Holdings in Q3 2024

Wilson & Boucher Capital Management, LLC

  • $145 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-108
- 1.24%
$395.15 - $467.56 $42.7K - $50.5K
8.59K $3.7B
SCHW
Schwab Charles Corp

Financial Services
-5
- 0.02%
$61.74 - $76.08 $309 - $380
21.2K $1.37B
QCOM
Qualcomm Inc

Technology
-181
- 3.43%
$156.12 - $209.64 $28.3K - $37.9K
5.1K $867M
MCK
Mckesson Corp

Healthcare
-21
- 2.33%
$479.06 - $630.38 $10.1K - $13.2K
882 $436M
AMZN
Amazon Com Inc

Consumer Cyclical
-105
- 1.66%
$161.02 - $200.0 $16.9K - $21K
6.21K $1.16B
XLE
Energy Sector Spdr

ETFs
-200
- 1.6%
$84.35 - $93.39 $16.9K - $18.7K
12.3K $1.08B
WFC
Wells Fargo & Company

Financial Services
-77
- 0.59%
$51.58 - $60.97 $3.97K - $4.69K
12.9K $728M
Santa Cruz Cnty Bank
-2.45K
- 19.13%
N/A
10.4K $404M
NVDA
Nvidia Corp

Technology
-270
- 14.87%
$98.91 - $134.91 $26.7K - $36.4K
1.55K $188M
VCR
Vanguard Consumer Discretionar

ETFs
-180
- 12.17%
$291.88 - $341.94 $52.5K - $61.5K
1.3K $442M
XOM
Exxon Mobil Corp

Energy
-150
- 2.93%
$109.72 - $119.0 $16.5K - $17.9K
4.97K $582M
PFF
Ishares Trust Ishares Pfd And

ETFs
-300
- 2.91%
$31.18 - $33.5 $9.35K - $10.1K
10K $332M
URI
United Rentals, Inc.

Industrials
-98
- 18.11%
$627.41 - $814.1 $61.5K - $79.8K
443 $359M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-50
- 1.27%
$93.65 - $97.81 $4.68K - $4.89K
3.9K $381M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-800
- 3.17%
$11.52 - $12.52 $9.22K - $10K
24.4K $301M
CVS
Cvs Health Corp

Healthcare
-202
- 2.29%
$55.81 - $63.18 $11.3K - $12.8K
8.6K $541M
SPY
Spdr S&P 500 ETF Trust

ETFs
-49
- 2.62%
$517.38 - $573.86 $25.4K - $28.1K
1.82K $1.04B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 5.15%
$405.19 - $478.57 $24.3K - $28.7K
1.11K $509M
GS
Goldman Sachs Group Inc

Financial Services
-10
- 0.98%
$459.02 - $510.25 $4.59K - $5.1K
1.01K $501M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-100
- 1.07%
$75.47 - $83.18 $7.55K - $8.32K
9.23K $767M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-300
- 1.57%
$25.45 - $29.53 $7.64K - $8.86K
18.8K $548M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.1K
- 4.46%
$46.9 - $51.96 $51.4K - $56.9K
23.5K $1.21B
VUG
Vanguard Growth ETF

ETFs
-63
- 0.81%
$341.08 - $391.94 $21.5K - $24.7K
7.72K $2.97B
XLB
Select Sector Spdr Fd Material

ETFs
-700
- 4.09%
$86.95 - $97.09 $60.9K - $68K
16.4K $1.58B
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.34%
$333.64 - $405.2 $1.67K - $2.03K
1.45K $588M
PG
Procter & Gamble CO

Consumer Defensive
-64
- 0.53%
$160.76 - $177.82 $10.3K - $11.4K
12.1K $2.09B
IBM
International Business Machines Corp

Technology
-50
- 1.96%
$175.1 - $223.38 $8.76K - $11.2K
2.5K $553M
ABT
Abbott Laboratories

Healthcare
-11
- 0.09%
$100.07 - $118.13 $1.1K - $1.3K
11.6K $1.32B
GIS
General Mills Inc

Consumer Defensive
-98
- 0.79%
$62.5 - $75.15 $6.13K - $7.36K
12.3K $909M
CMI
Cummins Inc

Industrials
-15
- 0.52%
$266.63 - $326.4 $4K - $4.9K
2.87K $929M
ABBV
Abb Vie Inc.

Healthcare
-40
- 0.67%
$163.84 - $199.33 $6.55K - $7.97K
5.97K $1.18B
JNJ
Johnson & Johnson

Healthcare
-22
- 0.2%
$145.48 - $167.38 $3.2K - $3.68K
10.9K $1.76B
LOW
Lowes Companies Inc

Consumer Cyclical
-40
- 0.87%
$213.3 - $270.78 $8.53K - $10.8K
4.54K $1.23B
NEE
Nextera Energy Inc

Utilities
-311
- 1.65%
$69.9 - $84.97 $21.7K - $26.4K
18.6K $1.57B
WMT
Walmart Inc.

Consumer Defensive
-356
- 1.76%
$66.91 - $81.4 $23.8K - $29K
19.9K $1.6B
CAT
Caterpillar Inc

Industrials
-31
- 0.49%
$316.8 - $391.12 $9.82K - $12.1K
6.28K $2.46B
ORCL
Oracle Corp

Technology
-635
- 3.9%
$125.9 - $170.35 $79.9K - $108K
15.7K $2.67B
XLU
Utilities Sector Spdr

ETFs
-152
- 0.49%
$67.67 - $80.78 $10.3K - $12.3K
30.8K $2.49B
AAPL
Apple Inc.

Technology
-70
- 0.19%
$207.23 - $234.82 $14.5K - $16.4K
37K $8.62B
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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