BA

Boyce & Associates Wealth Consulting, Inc.

13F
Boyce & Associates Wealth Consulting, Inc.
Last update 2025-07-15 70 Stocks (7 new)
Value $110.00 Mil Turnover 13 %
Countries:
Top Holdings: DGRW(13.19%)MOAT(10.19%)UCON(9.66%)LVHI(6.27%)JPST(5.45%)
Summary Stock Picks Current Portfolio
Boyce & Associates Wealth Cons... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
172,359
14,442.3
+8.97%
13.190
+1.09%
0.090
+13.30%
+5.67%
15,984.8
 
MOAT
VanEck Morningstar Wide Moat ETF
119,008
11,161.7
-9.98%
10.190
-1.16%
0.090
+18.48%
+3.63%
12,795.7
 
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
425,129
10,581.5
-2.77%
9.660
-0.30%
0.360
+2.00%
+3.04%
2,952.2
 
LVHI
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
211,111
6,871.6
+8.94%
6.270
+0.51%
0.240
+8.35%
+10.10%
2,894.2
 
JPST
JPMorgan Ultra-Short Income ETF
117,779
5,969.0
-5.01%
5.450
-0.31%
0.020
+1.35%
+2.74%
32,077.9
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
181,711
4,470.4
+1,358.12%
4.080
+3.80%
0.020
+12.95%
+5.45%
18,753.1
 
NVDA
NVIDIA Corp
25,984
4,105.2
+2.59%
3.750
+0.09%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
GPIX
Goldman Sachs S&P 500 Premium Income ETF
Goldman Sachs S&P 500 Premium Income ETF
62,901
3,133.7
+13.94%
2.860
+0.35%
1.560
+17.11%
+6.60%
202.7
 
FTCS
First Trust Capital Strength ETF
34,005
3,090.7
-4.42%
2.820
-0.14%
0.040
+5.15%
+3.89%
8,347.2
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
70,307
2,500.1
+5.61%
2.280
+0.12%
0.030
+15.80%
+7.66%
8,829.1
 

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
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-06-30
Add
Add
+3.80%
●
20.84 ($23.27) 24.54
$24.75
6.36%
Add 1358.12%
181,711
169,249
FTGS
First Trust Growth Strength ETF
2025-06-30
Sold Out
Sold Out
-2.09%
●
26.62 ($31.39) 34.19
$34.62
10.29%
Sold Out
0
-70,264
SPMO
Invesco S&P 500 Momentum ETF
2025-06-30
New Buy
New Buy
+1.41%
●
82.32 ($99.71) 112.47
$113.83
14.16%
New holding
13,760
13,760
MOAT
VanEck Morningstar Wide Moat ETF
2025-06-30
Reduce
Reduce
-1.16%
●
76.53 ($87.73) 93.79
$96.10
9.54%
Reduce -9.98%
119,008
-13,188
FTHI
First Trust BuyWrite Income ETF
2025-06-30
Sold Out
Sold Out
-1.16%
●
19.66 ($21.84) 22.85
$23.06
5.59%
Sold Out
0
-53,118
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-06-30
Add
Add
+1.09%
●
71.28 ($79.35) 83.74
$84.89
6.98%
Add 8.97%
172,359
14,194
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+0.97%
●
456.74 ($525.37) 568.03
$576.92
9.81%
Add 123.13%
3,608
1,991
MGV
Vanguard Mega Cap Value ETF
2025-06-30
New Buy
New Buy
+0.91%
●
114.87 ($125.46) 131.25
$131.55
4.85%
New holding
8,496
8,496
AFSM
First Trust Active Factor Small Cap ETF
First Trust Active Factor Small Cap ETF
2025-06-30
Sold Out
Sold Out
-0.86%
●
24.81 ($28.28) 29.88
$30.04
6.21%
Sold Out
0
-30,626
DFEV
Dimensional Emerging Markets Value ETF
Dimensional Emerging Markets Value ETF
2025-06-30
Reduce
Reduce
-0.52%
●
23.66 ($27.75) 29.99
$30.48
9.84%
Reduce -22.22%
67,175
-19,190

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 2025-06-30

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

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