Wilson & Boucher Capital Management, LLC Portfolio Holdings

Wilson & Boucher Capital Management, LLC

  • $134 Billion
  • Q1 2025

Wilson & Boucher Capital Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Billion distributed in 107 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 $14.4B, Apple Inc. with a value of $7.89B, Schwab Strategic Tr Us Broad M with a value of $5.57B, Vanguard Small Cap ETF with a value of $4.57B, and Vanguard Mid Cap ETF with a value of $4.16B.

Examining the 13F form we can see an decrease of $6.94B in the current position value, from $141B to 134B.

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

Portfolio value $134 Billion
ETFs: $70.3 Billion
Technology: $17.3 Billion
Healthcare: $15.3 Billion
Industrials: $8.83 Billion
Consumer Defensive: $8.02 Billion
Financial Services: $5.37 Billion
Consumer Cyclical: $3.33 Billion
Communication Services: $1.78 Billion
Other: $2.75 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.4 Billion 10.73% of portfolio
52,391
Q1 2025 Added 5.98%
$0
$5.57 Billion 4.15% of portfolio
258,808
Q1 2025 Reduced 8.59%
$0
$4.57 Billion 3.4% of portfolio
20,602
Q1 2025 Reduced 2.67%
$0
$4.16 Billion 3.1% of portfolio
16,081
Q1 2025 Added 1.1%
$0
$3.58 Billion 2.67% of portfolio
59,083
Q1 2025 Reduced 2.0%
$0
$3.09 Billion 2.3% of portfolio
15,919
Q1 2025 Added 0.86%
$0
$2.86 Billion 2.13% of portfolio
7,700
Q1 2025 Reduced 0.31%
$0
$2.73 Billion 2.04% of portfolio
15,828
Q1 2025 Added 1.94%
$0
$2.41 Billion 1.8% of portfolio
16,514
Q1 2025 Added 5.43%
$0
$2.36 Billion 1.76% of portfolio
29,978
Q1 2025 Reduced 1.04%
$0
$1.69 Billion 1.26% of portfolio
14,601
Q1 2025 Added 5.8%
$0
$1.61 Billion 1.2% of portfolio
35,676
Q1 2025 Added 1.86%
$0
$1.34 Billion 1.0% of portfolio
15,617
Q1 2025 Reduced 4.59%
$0
$1.29 Billion 0.96% of portfolio
6,247
Q1 2025 Added 3.51%
$0
$1.22 Billion 0.91% of portfolio
13,100
Q1 2025 Added 8.53%
$0
$1.09 Billion 0.81% of portfolio
21,519
Q1 2025 Added 6.45%
$0
$1 Billion 0.75% of portfolio
34,700
Q1 2025 Reduced 8.2%
$0
$978 Million 0.73% of portfolio
41,723
Q1 2025 Reduced 8.14%
$0
$945 Million 0.7% of portfolio
9,924
Q1 2025 Reduced 10.59%
$0
$871 Million 0.65% of portfolio
1,857
Q1 2025 Added 0.49%
$0
$828 Million 0.62% of portfolio
30,900
Q1 2025 Reduced 7.49%
$0
$807 Million 0.6% of portfolio
1,443
Q1 2025 Reduced 7.38%
$0
$803 Million 0.6% of portfolio
16,125
Q1 2025 Added 27.47%
$0
$746 Million 0.56% of portfolio
1,375
Q1 2023 New
$0
$640 Million 0.48% of portfolio
2,923
Q1 2023 New
$0
$584 Million 0.44% of portfolio
22,290
Q1 2025 Reduced 18.62%
$0
$521 Million 0.39% of portfolio
9,051
Q4 2024 Reduced 5.92%
$0
$499 Million 0.37% of portfolio
6,945
Q1 2024 Reduced 6.09%
$0
$444 Million 0.33% of portfolio
16,095
Q1 2025 Reduced 10.06%
$0
$423 Million 0.32% of portfolio
1,299
Q3 2024 Reduced 12.17%
$0
$389 Million 0.29% of portfolio
4,300
Q1 2025 Reduced 8.51%
$0
$388 Million 0.29% of portfolio
5,900
Q4 2023 Added 18.0%
$0
$362 Million 0.27% of portfolio
3,800
Q1 2025 Reduced 2.56%
$0
$358 Million 0.27% of portfolio
1,921
Q1 2024 New
$0
$339 Million 0.25% of portfolio
940
Q4 2024 Added 15.34%
$0
$332 Million 0.25% of portfolio
10,800
Q1 2025 Added 8.0%
$0
$326 Million 0.24% of portfolio
4,800
Q2 2022 Added 2.13%
$0
$298 Million 0.22% of portfolio
8,100
Q1 2025 Reduced 3.57%
$0
$294 Million 0.22% of portfolio
1,200
Q4 2021 New
$0
$285 Million 0.21% of portfolio
2,100
Q4 2021 New
$0
$287 Million 0.21% of portfolio
2,800
Q1 2024 Added 1.08%
$0
$265 Million 0.2% of portfolio
1,000
Q4 2021 New
$0
$264 Million 0.2% of portfolio
5,400
Q4 2021 New
$0
$263 Million 0.2% of portfolio
23,400
Q1 2025 Reduced 4.1%
$105B
$232 Million 0.17% of portfolio
805
Q1 2025 New
$0
$233 Million 0.17% of portfolio
3,080
Q3 2024 New
$0
$214 Million 0.16% of portfolio
1,650
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $134 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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