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
$9.63B
$329 Million 0.23% of portfolio
4,403
Q1 2025 Reduced 4.34%
$55.7B
$296 Million 0.21% of portfolio
393
Q1 2025 Reduced 11.29%
$191B
$294 Million 0.2% of portfolio
3,150
Q1 2025 New
$75.4B
$291 Million 0.2% of portfolio
1,566
Q1 2025 New
$406B
$250 Million 0.17% of portfolio
1,581
Q2 2025 New
$15.6B
$216 Million 0.15% of portfolio
1,200
Q1 2025 New
$0
$151 Million 0.11% of portfolio
38,000
Q2 2024 Reduced 6.17%

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
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