Wilson & Boucher Capital Management, LLC Portfolio Holdings

Wilson & Boucher Capital Management, LLC

  • $131 Billion
  • Q2 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $131 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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