WB

Wilson & Boucher Capital Management, LLC

13F
Wilson & Boucher Capital Management, LLC
Last update 2024-08-15 108 Stocks (2 new)
Value $130.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(7.57%)NVO(6.16%)AAPL(5.99%)SCHB(4.51%)VB(3.27%)
Portfolio Report
Summary Stock Picks Current Portfolio
Wilson & Boucher Capital Manag... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
36,860
9860.370
+4.11%
7.570
+0.30%
-
+12.76%
+24.89%
418831.486
 
NVO 		Novo Nordisk A/S
56,188
8020.280
+3.76%
6.160
+0.22%
0.000
-17.21%
+4.70%
476393.447
Drug Manufacturers
AAPL 		Apple Inc
37,061
7805.830
+0.25%
5.990
+0.02%
0.000
+3.37%
+17.23%
3389420.990
Hardware
SCHB 		Schwab U.S. Broad Market ETF
93,519
5879.530
+5.31%
4.510
+0.23%
-
+12.84%
+25.00%
32880.448
 
VB 		Vanguard Small Cap ETF
19,537
4259.930
-0.13%
3.270
0%
-
+15.86%
+18.64%
58811.610
 
MSFT 		Microsoft Corp
8,701
3888.740
+0.09%
2.980
0%
0.000
+4.33%
+13.28%
3146664.593
Software
VO 		Vanguard Mid-Cap ETF
14,716
3562.710
+1.38%
2.730
+0.04%
-
+13.66%
+18.98%
66472.053
 
VEU 		Vanguard FTSE All-World ex-US ETF
58,388
3423.850
+5.32%
2.630
+0.13%
-
+1.65%
+5.52%
38298.077
 
SYK 		Stryker Corp
8,720
2966.980
+1.86%
2.280
+0.04%
0.000
+19.06%
+29.89%
147572.440
Medical Devices & Instruments
VUG 		Vanguard Growth ETF
7,787
2912.340
-0.13%
2.240
0%
-
+14.71%
+31.48%
132870.526
 

Wilson & Boucher Capital Management, LLC's Historical Top Holdings Breakdowns

Wilson & Boucher Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-06-30Add
+0.30%
●
245.23 ($258.82) 269.4
$296.37
14.51%
Add 4.11%
36,860
1,456
CARR 		Carrier Global Corp2024-06-30New Buy
+0.26%
●
53.38 ($61.4) 66.22
$75.44
22.87%
New holding
5,282
5,282
SCHB 		Schwab U.S. Broad Market ETF2024-06-30Add
+0.23%
●
57.57 ($60.78) 63.3
$23.21
-61.81%
Add 5.31%
93,519
4,715
NVO 		Novo Nordisk A/S2024-06-30Add
+0.22%
●
122.71 ($132.51) 146.91
$107.06
-19.21%
Add 3.76%
56,188
2,037
MDT 		Medtronic PLC2024-06-30Sold Out
-0.20%
●
78.71 ($81.98) 87.02
$88.30
7.71%
Sold Out
0
-2,912
LLY 		Eli Lilly and Co2024-06-30Add
+0.18%
●
724.87 ($799.92) 909.04
$818.86
2.37%
Add 69.5%
639
262
NVDA 		NVIDIA Corp2024-06-30New Buy
+0.17%
●
76.2 ($101.1) 135.58
$148.29
46.68%
New holding
1,816
1,816
GPC 		Genuine Parts Co2024-06-30Sold Out
-0.16%
●
136.7 ($149.21) 163.38
$122.70
-17.77%
Sold Out
0
-1,300
TM 		Toyota Motor Corp2024-06-30Sold Out
-0.16%
●
193.58 ($221.21) 246.99
$174.99
-20.89%
Sold Out
0
-802
XLK 		Technology Select Sector SPDR ETF2024-06-30Add
+0.14%
●
192.53 ($210.58) 231.41
$236.15
12.14%
Add 17.73%
5,379
810

Wilson & Boucher Capital Management, LLC Total Holding History ($B)

To

Wilson & Boucher Capital Management, LLC's Asset Allocation

To

Wilson & Boucher Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wilson & Boucher Capital Management, LLC's Hypothetical Growth since 2024-06-30

Wilson & Boucher Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Wilson & Boucher Capital Management, LLC's Holdings Heat Map

Size field:

Wilson & Boucher Capital Management, LLC's Holdings Bubble Chart

Wilson & Boucher Capital Management, LLC News

  • 1

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