Wilson & Boucher Capital Management, LLC Portfolio Holdings

Wilson & Boucher Capital Management, LLC

  • $143 Billion
  • Q2 2025

Wilson & Boucher Capital Management, LLC has filed its 13F form on July 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $16.1B, Apple Inc. with a value of $7.14B, Schwab Strategic Tr Us Broad M with a value of $6.28B, Vanguard Small Cap ETF with a value of $4.71B, and Vanguard Mid Cap ETF with a value of $4.45B.

Examining the 13F form we can see an increase of $9.14B in the current position value, from $134B to 143B.

Below you can find more details about Wilson & Boucher Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
ETFs: $76.7 Billion
Technology: $19.5 Billion
Healthcare: $14.7 Billion
Industrials: $9.54 Billion
Consumer Defensive: $7.72 Billion
Financial Services: $5.85 Billion
Consumer Cyclical: $3.36 Billion
Communication Services: $1.94 Billion
Other: $2.54 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$7.14 Billion 4.98% of portfolio
34,790
Q2 2025 Reduced 2.1%
$3.95T
$4.02 Billion 2.8% of portfolio
8,080
Q2 2025 Reduced 1.13%
$112B
$3.68 Billion 2.57% of portfolio
53,338
Q2 2025 Added 2.54%
$142B
$3.47 Billion 2.42% of portfolio
8,767
Q2 2025 Reduced 0.88%
$684B
$3.28 Billion 2.28% of portfolio
14,980
Q2 2025 Reduced 0.89%
$218B
$2.34 Billion 1.63% of portfolio
6,031
Q1 2025 Reduced 2.03%
$368B
$1.86 Billion 1.3% of portfolio
11,692
Q2 2025 Added 0.17%
$179B
$1.72 Billion 1.2% of portfolio
18,900
Q2 2025 Reduced 3.08%
$281B
$1.68 Billion 1.17% of portfolio
17,162
Q2 2025 Reduced 4.98%
$202B
$1.64 Billion 1.14% of portfolio
12,413
Q2 2025 Added 0.18%
$452B
$1.54 Billion 1.08% of portfolio
10,101
Q1 2025 Reduced 5.16%
$229B
$1.51 Billion 1.05% of portfolio
11,109
Q1 2025 Reduced 4.31%
$80B
$1.45 Billion 1.01% of portfolio
5,850
Q2 2024 Reduced 2.5%
$162B
$1.34 Billion 0.93% of portfolio
7,314
Q2 2025 Reduced 0.68%
$146B
$1.32 Billion 0.92% of portfolio
5,678
Q4 2024 Reduced 0.19%
$141B
$1.29 Billion 0.9% of portfolio
18,576
Q2 2025 Added 0.42%
$2.26T
$1.23 Billion 0.86% of portfolio
5,620
Q2 2025 Reduced 3.19%
$351B
$1.09 Billion 0.76% of portfolio
5,866
Q1 2025 Reduced 1.68%
$293B
$1.08 Billion 0.75% of portfolio
15,496
Q1 2025 Reduced 2.64%
$302B
$945 Million 0.66% of portfolio
11,795
Q2 2025 Reduced 0.84%
$56.3B
$939 Million 0.66% of portfolio
2,868
Q3 2024 Reduced 0.52%
$152B
$858 Million 0.6% of portfolio
3,073
Q4 2024 Reduced 0.32%
$245B
$845 Million 0.59% of portfolio
2,710
Q2 2025 Added 7.37%
$61.9B
$826 Million 0.58% of portfolio
3,088
Q2 2025 Reduced 3.14%
$173B
$812 Million 0.57% of portfolio
5,101
Q2 2025 Added 0.02%
$1.24T
$823 Million 0.57% of portfolio
4,638
Q2 2025 Reduced 2.11%
$152B
$808 Million 0.56% of portfolio
3,640
Q1 2025 Reduced 9.9%
$108B
$786 Million 0.55% of portfolio
8,574
Q1 2024 Reduced 3.38%
$135B
$734 Million 0.51% of portfolio
3,188
Q1 2025 Reduced 1.54%
$1.78T
$701 Million 0.49% of portfolio
950
Q2 2025 Reduced 9.09%
$210B
$685 Million 0.48% of portfolio
2,325
Q1 2025 Reduced 4.12%
$78.6B
$670 Million 0.47% of portfolio
5,024
Q2 2024 Added 4.15%
$254B
$679 Million 0.47% of portfolio
960
Q1 2025 Reduced 2.83%
$124B
$659 Million 0.46% of portfolio
2,136
Q4 2022 Reduced 2.29%
$40.9B
$624 Million 0.44% of portfolio
8,240
Q2 2025 Reduced 2.37%
$29.2B
$621 Million 0.43% of portfolio
11,979
Q1 2025 Reduced 2.44%
$232B
$593 Million 0.41% of portfolio
2,175
Q3 2024 Added 64.15%
$859B
$595 Million 0.41% of portfolio
2,051
Q2 2025 Reduced 3.98%
$94.7B
$570 Million 0.4% of portfolio
778
Q2 2025 Added 0.65%
$621B
$543 Million 0.38% of portfolio
1,118
Q2 2025 Added 1.18%
$405B
$532 Million 0.37% of portfolio
1,450
Q3 2024 Reduced 0.34%
$442B
$515 Million 0.36% of portfolio
4,777
Q2 2025 Added 0.02%
$86B
$479 Million 0.33% of portfolio
6,950
Q2 2025 Reduced 2.8%
$55B
$472 Million 0.33% of portfolio
6,448
Q1 2025 Added 0.02%
$608B
$462 Million 0.32% of portfolio
592
Q2 2025 Reduced 1.17%
$182B
$414 Million 0.29% of portfolio
9,578
Q1 2025 Reduced 8.59%
$302B
$410 Million 0.29% of portfolio
2,865
Q1 2025 Reduced 17.32%
$83.7B
$389 Million 0.27% of portfolio
4,265
Q1 2025 Reduced 4.48%
$63.8B
$366 Million 0.26% of portfolio
3,630
Q2 2025 Reduced 15.68%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $143 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 03, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Wilson & Boucher Capital Management, LLC Portfolio

Follow Wilson & Boucher Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilson & Boucher Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilson & Boucher Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email