Wilson & Boucher Capital Management, LLC Portfolio Holdings

Wilson & Boucher Capital Management, LLC

  • $141 Billion
  • Q4 2024

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 $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $141 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 18, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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