Wilson & Boucher Capital Management, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 109 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 $9.86B, Novo Nordisk A S with a value of $8.02B, Apple Inc. with a value of $7.81B, Schwab Strategic Tr Us Broad M with a value of $5.88B, and Vanguard Small Cap ETF with a value of $4.26B.
Examining the 13F form we can see an increase of $3.58B in the current position value, from $127B to 131B.
Below you can find more details about Wilson & Boucher Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$131 Billion
ETFs: $61.9 Billion
Technology: $18.9 Billion
Healthcare: $18.8 Billion
Industrials: $8.63 Billion
Consumer Defensive: $7.98 Billion
Financial Services: $4.85 Billion
Consumer Cyclical: $3.4 Billion
Communication Services: $1.68 Billion
Other: $3.14 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions