Wilson & Boucher Capital Management, LLC Portfolio Holdings

Wilson & Boucher Capital Management, LLC

  • $152 Billion
  • Q3 2025

Wilson & Boucher Capital Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 115 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 $17.6B, Apple Inc. with a value of $8.7B, Schwab Strategic Tr Us Broad M with a value of $6.68B, Vanguard Small Cap ETF with a value of $5B, and Vanguard Mid Cap ETF with a value of $4.64B.

Examining the 13F form we can see an increase of $8.76B in the current position value, from $143B to 152B.

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

Portfolio value $152 Billion
ETFs: $83 Billion
Technology: $22.3 Billion
Healthcare: $13.9 Billion
Industrials: $10.1 Billion
Consumer Defensive: $7.28 Billion
Financial Services: $5.72 Billion
Consumer Cyclical: $3.39 Billion
Communication Services: $2.15 Billion
Other: $2.86 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Duke Energy
-
$809 Million 0.53% of portfolio
-
Q1 2025 Reduced 1.51%
$342B
$785 Million 0.52% of portfolio
2,273
Q3 2025 Reduced 16.13%
$161B
$783 Million 0.51% of portfolio
2,773
Q3 2025 Reduced 9.76%
$0
$770 Million 0.51% of portfolio
27,700
Q3 2025 Reduced 3.48%
$259B
$765 Million 0.5% of portfolio
960
Q1 2025 Reduced 2.83%
$139B
$730 Million 0.48% of portfolio
3,088
Q3 2025 Reduced 3.14%
$1.65T
$698 Million 0.46% of portfolio
950
Q2 2025 Reduced 9.09%
$98.6B
$706 Million 0.46% of portfolio
8,344
Q3 2025 Reduced 2.68%
$40.1B
$662 Million 0.44% of portfolio
8,040
Q3 2025 Reduced 2.43%
$78.2B
$659 Million 0.43% of portfolio
5,024
Q2 2024 Added 4.15%
$253B
$656 Million 0.43% of portfolio
2,325
Q1 2025 Reduced 4.12%
$0
$652 Million 0.43% of portfolio
21,990
Q2 2025 Reduced 1.35%
$118B
$627 Million 0.41% of portfolio
2,136
Q4 2022 Reduced 2.29%
$0
$625 Million 0.41% of portfolio
2,923
Q1 2023 New
$0
$622 Million 0.41% of portfolio
8,651
Q3 2025 Reduced 4.42%
$400B
$588 Million 0.39% of portfolio
1,450
Q3 2024 Reduced 0.34%
$113B
$601 Million 0.39% of portfolio
778
Q2 2025 Added 0.65%
$871B
$584 Million 0.38% of portfolio
1,851
Q3 2025 Reduced 9.75%
$0
$537 Million 0.35% of portfolio
16,095
Q1 2025 Reduced 10.06%
$470B
$532 Million 0.35% of portfolio
4,718
Q3 2025 Reduced 1.24%
$0
$515 Million 0.34% of portfolio
1,299
Q3 2024 Reduced 12.17%
$263B
$515 Million 0.34% of portfolio
2,175
Q3 2024 Added 64.15%
$109B
$516 Million 0.34% of portfolio
6,850
Q3 2025 Reduced 1.44%
$646B
$522 Million 0.34% of portfolio
1,038
Q3 2025 Reduced 7.16%
$0
$462 Million 0.3% of portfolio
5,900
Q4 2023 Added 18.0%
$86.5B
$454 Million 0.3% of portfolio
4,165
Q3 2025 Reduced 2.34%
$760B
$452 Million 0.3% of portfolio
592
Q2 2025 Reduced 1.17%
$301B
$445 Million 0.29% of portfolio
2,865
Q1 2025 Reduced 17.32%
$0
$440 Million 0.29% of portfolio
940
Q4 2024 Added 15.34%
$0
$393 Million 0.26% of portfolio
4,300
Q1 2025 Reduced 8.51%
$0
$401 Million 0.26% of portfolio
1,921
Q1 2024 New
$0
$387 Million 0.25% of portfolio
4,800
Q2 2022 Added 2.13%
$69.5B
$375 Million 0.25% of portfolio
393
Q1 2025 Reduced 11.29%
$169B
$373 Million 0.24% of portfolio
8,478
Q3 2025 Reduced 11.48%
$0
$372 Million 0.24% of portfolio
3,800
Q1 2025 Reduced 2.56%
$0
$353 Million 0.23% of portfolio
1,200
Q4 2021 New
$0
$353 Million 0.23% of portfolio
2,800
Q1 2024 Added 1.08%
$451B
$342 Million 0.22% of portfolio
1,831
Q3 2025 Added 15.81%
$50B
$340 Million 0.22% of portfolio
5,698
Q3 2025 Reduced 11.63%
$184B
$309 Million 0.2% of portfolio
3,150
Q1 2025 New
$81.9B
$307 Million 0.2% of portfolio
1,566
Q1 2025 New
$0
$302 Million 0.2% of portfolio
5,400
Q4 2021 New
$130B
$286 Million 0.19% of portfolio
805
Q1 2025 New
$64.2B
$287 Million 0.19% of portfolio
3,430
Q3 2025 Reduced 5.51%
$7.46B
$278 Million 0.18% of portfolio
4,403
Q1 2025 Reduced 4.34%
$0
$269 Million 0.18% of portfolio
3,080
Q3 2024 New
$0
$268 Million 0.18% of portfolio
7,100
Q2 2025 Reduced 12.35%
$28.8B
$257 Million 0.17% of portfolio
5,104
Q3 2025 Reduced 57.39%
$0
$259 Million 0.17% of portfolio
1,735
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $152 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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