Wilson & Boucher Capital Management, LLC Portfolio Holdings

Wilson & Boucher Capital Management, LLC

  • $145 Billion
  • Q3 2024

Wilson & Boucher Capital Management, LLC has filed its 13F form on November 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $145 Billion distributed in 118 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 $12.8B, Apple Inc. with a value of $8.62B, Novo Nordisk A S with a value of $6.71B, Schwab Strategic Tr Us Broad M with a value of $6.26B, and Vanguard Small Cap ETF with a value of $4.9B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $131B to 145B.

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

Portfolio value $145 Billion
ETFs: $73.1 Billion
Technology: $19.8 Billion
Healthcare: $18.5 Billion
Industrials: $9.53 Billion
Consumer Defensive: $8.71 Billion
Financial Services: $4.88 Billion
Consumer Cyclical: $3.81 Billion
Communication Services: $1.98 Billion
Other: $3.19 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 118
  • Current Value $145 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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