Wilson & Boucher Capital Management, LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $141 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 $14.3B, Apple Inc. with a value of $9.21B, Schwab Strategic Tr Us Broad M with a value of $6.43B, Vanguard Small Cap ETF with a value of $5.09B, and Novo Nordisk A S with a value of $4.7B.
Examining the 13F form we can see an decrease of $3.99B in the current position value, from $145B to 141B.
Below you can find more details about Wilson & Boucher Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$141 Billion
ETFs: $73.2 Billion
Technology: $19.8 Billion
Healthcare: $15.2 Billion
Industrials: $9.32 Billion
Consumer Defensive: $8.32 Billion
Financial Services: $5.34 Billion
Consumer Cyclical: $3.66 Billion
Communication Services: $1.98 Billion
Other: $2.79 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
