Wilson & Boucher Capital Management, LLC Portfolio Holdings

Wilson & Boucher Capital Management, LLC

  • $143 Billion
  • Q2 2025

Wilson & Boucher Capital Management, LLC has filed its 13F form on July 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $143 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 $16.1B, Apple Inc. with a value of $7.14B, Schwab Strategic Tr Us Broad M with a value of $6.28B, Vanguard Small Cap ETF with a value of $4.71B, and Vanguard Mid Cap ETF with a value of $4.45B.

Examining the 13F form we can see an increase of $9.14B in the current position value, from $134B to 143B.

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

Portfolio value $143 Billion
ETFs: $76.7 Billion
Technology: $19.5 Billion
Healthcare: $14.7 Billion
Industrials: $9.54 Billion
Consumer Defensive: $7.72 Billion
Financial Services: $5.85 Billion
Consumer Cyclical: $3.36 Billion
Communication Services: $1.94 Billion
Other: $2.54 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.24T
$823 Million 0.57% of portfolio
4,638
Q2 2025 Reduced 2.11%
$152B
$808 Million 0.56% of portfolio
3,640
Q1 2025 Reduced 9.9%
$108B
$786 Million 0.55% of portfolio
8,574
Q1 2024 Reduced 3.38%
$0
$779 Million 0.54% of portfolio
28,700
Q2 2025 Reduced 7.12%
Duke Energy
-
$772 Million 0.54% of portfolio
-
Q1 2025 Reduced 1.51%
$135B
$734 Million 0.51% of portfolio
3,188
Q1 2025 Reduced 1.54%
$1.78T
$701 Million 0.49% of portfolio
950
Q2 2025 Reduced 9.09%
$210B
$685 Million 0.48% of portfolio
2,325
Q1 2025 Reduced 4.12%
$78.6B
$670 Million 0.47% of portfolio
5,024
Q2 2024 Added 4.15%
$254B
$679 Million 0.47% of portfolio
960
Q1 2025 Reduced 2.83%
$124B
$659 Million 0.46% of portfolio
2,136
Q4 2022 Reduced 2.29%
$0
$640 Million 0.45% of portfolio
2,923
Q1 2023 New
$40.9B
$624 Million 0.44% of portfolio
8,240
Q2 2025 Reduced 2.37%
$0
$617 Million 0.43% of portfolio
21,990
Q2 2025 Reduced 1.35%
$29.2B
$621 Million 0.43% of portfolio
11,979
Q1 2025 Reduced 2.44%
$0
$600 Million 0.42% of portfolio
6,945
Q1 2024 Reduced 6.09%
$232B
$593 Million 0.41% of portfolio
2,175
Q3 2024 Added 64.15%
$859B
$595 Million 0.41% of portfolio
2,051
Q2 2025 Reduced 3.98%
$94.7B
$570 Million 0.4% of portfolio
778
Q2 2025 Added 0.65%
$621B
$543 Million 0.38% of portfolio
1,118
Q2 2025 Added 1.18%
$405B
$532 Million 0.37% of portfolio
1,450
Q3 2024 Reduced 0.34%
$442B
$515 Million 0.36% of portfolio
4,777
Q2 2025 Added 0.02%
$0
$485 Million 0.34% of portfolio
16,095
Q1 2025 Reduced 10.06%
$0
$471 Million 0.33% of portfolio
1,299
Q3 2024 Reduced 12.17%
$86B
$479 Million 0.33% of portfolio
6,950
Q2 2025 Reduced 2.8%
$55B
$472 Million 0.33% of portfolio
6,448
Q1 2025 Added 0.02%
$608B
$462 Million 0.32% of portfolio
592
Q2 2025 Reduced 1.17%
$0
$429 Million 0.3% of portfolio
5,900
Q4 2023 Added 18.0%
$182B
$414 Million 0.29% of portfolio
9,578
Q1 2025 Reduced 8.59%
$302B
$410 Million 0.29% of portfolio
2,865
Q1 2025 Reduced 17.32%
$0
$399 Million 0.28% of portfolio
940
Q4 2024 Added 15.34%
$83.7B
$389 Million 0.27% of portfolio
4,265
Q1 2025 Reduced 4.48%
$0
$383 Million 0.27% of portfolio
4,300
Q1 2025 Reduced 8.51%
$0
$375 Million 0.26% of portfolio
1,921
Q1 2024 New
$0
$370 Million 0.26% of portfolio
3,800
Q1 2025 Reduced 2.56%
$63.8B
$366 Million 0.26% of portfolio
3,630
Q2 2025 Reduced 15.68%
$0
$359 Million 0.25% of portfolio
4,800
Q2 2022 Added 2.13%
$0
$341 Million 0.24% of portfolio
1,200
Q4 2021 New
$0
$325 Million 0.23% of portfolio
2,800
Q1 2024 Added 1.08%
$7.61B
$329 Million 0.23% of portfolio
4,403
Q1 2025 Reduced 4.34%
West Coast Community Bancorp
-
$329 Million 0.23% of portfolio
-
Q2 2025 New
$63.6B
$296 Million 0.21% of portfolio
393
Q1 2025 Reduced 11.29%
$182B
$294 Million 0.2% of portfolio
3,150
Q1 2025 New
$75.1B
$291 Million 0.2% of portfolio
1,566
Q1 2025 New
$0
$275 Million 0.19% of portfolio
5,400
Q4 2021 New
$0
$266 Million 0.19% of portfolio
7,100
Q2 2025 Reduced 12.35%
$0
$267 Million 0.19% of portfolio
8,700
Q2 2025 Reduced 19.44%
$0
$260 Million 0.18% of portfolio
23,400
Q1 2025 Reduced 4.1%
$0
$257 Million 0.18% of portfolio
3,080
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $143 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 03, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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