BA

Boyce & Associates Wealth Consulting, Inc.

13F
Boyce & Associates Wealth Consulting, Inc.
Last update 2024-08-06 68 Stocks (11 new)
Value $85.00 Mil Turnover 14 %
Countries:
Top Holdings: MOAT(13.32%)DGRW(11.02%)UCON(9.64%)KNG(7.88%)LVHI(5.58%)
Portfolio Report
Summary Stock Picks Current Portfolio
Boyce & Associates Wealth Cons... 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
MOAT 		VanEck Morningstar Wide Moat ETF
130,898
11337.050
-1.34%
13.320
-0.21%
-
+9.74%
+12.94%
18447.070
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
120,233
9384.150
+14.76%
11.020
+1.42%
-
+5.22%
+17.69%
14534.033
 
UCON 		First Trust TCW Unconstrained Plus Bond ETF
335,598
8205.380
+57.77%
9.640
+3.53%
-
+2.73%
+2.07%
3058.382
 
KNG 		FT Vest S&P 500 Dividend Aristocrats Target Income ETF
132,837
6710.940
-14.26%
7.880
-1.53%
-
+5.68%
+5.62%
3387.489
 
LVHI 		Franklin International Low Volatility High Dividend Index ETF
160,133
4746.330
+5.43%
5.580
+0.29%
-
+4.48%
+12.67%
1324.328
 
JPST 		JPMorgan Ultra-Short Income ETF
78,512
3962.500
+12.49%
4.650
+0.52%
-
+0.52%
+0.96%
25869.707
 
FTCS 		First Trust Capital Strength ETF
46,586
3915.070
-19.68%
4.600
-1.26%
-
+6.09%
+13.43%
9037.581
 
NVDA 		NVIDIA Corp
25,967
3207.930
-0.09%
3.770
0%
0.000
-1.71%
+134.44%
2848300.950
Semiconductors
AAPL 		Apple Inc
10,077
2122.380
-1.04%
2.490
-0.02%
0.000
+9.32%
+18.49%
3454988.093
Hardware
DFEV 		Dimensional Emerging Markets Value ETF
68,143
1873.940
+15.96%
2.200
+0.30%
-
+1.97%
+11.03%
746.750
 

Boyce & Associates Wealth Consulting, Inc.'s Historical Top Holdings Breakdowns

Boyce & Associates Wealth Consulting, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UCON 		First Trust TCW Unconstrained Plus Bond ETF2024-06-30Add
+3.53%
●
24.15 ($24.41) 24.62
$25.25
3.46%
Add 57.77%
335,598
122,882
KNG 		FT Vest S&P 500 Dividend Aristocrats Target Income ETF2024-06-30Reduce
-1.53%
●
50.4 ($51.73) 53.5
$54.57
5.49%
Reduce -14.26%
132,837
-22,094
IEF 		iShares 7-10 Year Treasury Bond ETF2024-06-30Reduce
-1.49%
●
91.24 ($92.9) 94.6
$98.34
5.86%
Reduce -47.6%
13,445
-12,215
DGRW 		WisdomTree U.S. Dividend Growth Fund2024-06-30Add
+1.42%
●
72.31 ($75.57) 79.02
$82.81
9.59%
Add 14.76%
120,233
15,464
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF2024-06-30Sold Out
-1.40%
●
32.02 ($32.39) 32.68
$33.76
4.23%
Sold Out
0
-33,165
FTCS 		First Trust Capital Strength ETF2024-06-30Reduce
-1.26%
●
81.48 ($83.49) 85.58
$90.80
8.76%
Reduce -19.68%
46,586
-11,414
AFSM 		First Trust Active Factor Small Cap ETF2024-06-30New Buy
+0.91%
●
27.09 ($28.37) 29.42
$30.70
8.21%
New holding
27,258
27,258
AFLG 		First Trust Active Factor Large Cap ETF2024-06-30New Buy
+0.75%
●
29.11 ($30.66) 31.92
$33.84
10.36%
New holding
20,132
20,132
FTGS 		First Trust Growth Strength ETF2024-06-30New Buy
+0.72%
●
28.64 ($29.99) 30.99
$31.31
4.40%
New holding
20,121
20,121
JMST 		JPMorgan Ultra-Short Municipal Income ETF2024-06-30Add
+0.64%
●
50.57 ($50.66) 50.75
$50.94
0.54%
Add 123.35%
19,532
10,787

Boyce & Associates Wealth Consulting, Inc. Total Holding History ($B)

To

Boyce & Associates Wealth Consulting, Inc.'s Asset Allocation

To

Boyce & Associates Wealth Consulting, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Boyce & Associates Wealth Consulting, Inc.'s Hypothetical Growth since 2024-06-30

Boyce & Associates Wealth Consulting, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Boyce & Associates Wealth Consulting, Inc.'s Holdings Heat Map

Size field:

Boyce & Associates Wealth Consulting, Inc.'s Holdings Bubble Chart

Boyce & Associates Wealth Consulting, Inc. News

  • 1

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