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 Market Cap. of $10 Billions to $200 Billions
