WB
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Wilson & Boucher Capital Management, LLC13F | |
| Wilson & Boucher Capital Management, LLC | |
| Last update 2025-07-07 | 108 Stocks (5 new) |
| Value $143.00 Mil | Turnover 2 % |
Wilson & Boucher Capital Manag... Top Holdings of 2025-06-30
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| 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 | 53,009 | 16,111.2 | +1.18% | 11.280 | +0.13% | 0.000 | +22.87% | +7.47% | 477,154.9 | ||
AAPL | Apple Inc | 34,790 | 7,137.8 | -2.10% | 5.000 | -0.12% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
SCHB | Schwab U.S. Broad Market ETF | 263,443 | 6,277.9 | +1.79% | 4.400 | +0.08% | 0.020 | +22.90% | +7.46% | 34,969.7 | ||
VB | Vanguard Small Cap ETF | 19,872 | 4,709.4 | -3.54% | 3.300 | -0.12% | 0.010 | +19.90% | +1.34% | 60,959.4 | ||
VO | Vanguard Mid-Cap ETF | 15,901 | 4,449.5 | -1.12% | 3.120 | -0.03% | 0.010 | +18.42% | +8.12% | 80,116.0 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 62,783 | 4,220.3 | +6.26% | 2.960 | +0.17% | 0.010 | +14.20% | +18.90% | 44,471.5 | ||
MSFT | Microsoft Corp | 8,080 | 4,019.3 | -1.13% | 2.810 | -0.03% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software | |
NVO | Novo Nordisk AS | 53,338 | 3,681.4 | +2.54% | 2.580 | +0.06% | 0.000 | +11.30% | -23.31% | 288,464.2 | Drug Manufacturers | |
SYK | Stryker Corp | 8,767 | 3,468.5 | -0.88% | 2.430 | -0.02% | 0.000 | +14.30% | +8.05% | 148,020.1 | Medical Devices & Instruments | |
VUG | Vanguard Growth ETF | 7,700 | 3,375.5 | 0% | 2.360 | 0% | 0.000 | +31.56% | +9.91% | 167,727.1 |
Wilson & Boucher Capital Management, LLC's Historical Top Holdings Breakdowns
Wilson & Boucher Capital Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WCCB | West Coast Community Bancorp | 2025-06-30 | Sold Out Sold Out | -0.26% | 38.3 ($39.49) 41.5 | $40.00 | 1.29% | Sold Out | 0 | -8,758 | |
SDY | SPDR Dividend ETF | 2025-06-30 | Sold Out Sold Out | -0.21% | 121.58 ($132.66) 136.74 | $138.40 | 4.33% | Sold Out | 0 | -2,100 | |
NVDA | NVIDIA Corp | 2025-06-30 | New Buy New Buy | +0.17% | 94.31 ($125.57) 157.99 | $171.38 | 36.48% | New holding | 1,581 | 1,581 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-06-30 | Add Add | +0.17% | 54.19 ($63.27) 67.22 | $67.57 | 6.80% | Add 6.26% | 62,783 | 3,700 | |
IWC | iShares Micro-Cap ETF | 2025-06-30 | New Buy New Buy | +0.16% | 97.43 ($115.55) 127.66 | $133.35 | 15.40% | New holding | 1,735 | 1,735 | |
ROBO |
ROBO Global Robotics and Automation Index ETF
ROBO Global Robotics and Automation Index ETF
| 2025-06-30 | New Buy New Buy | +0.16% | 43.89 ($53.5) 59.78 | $61.34 | 14.65% | New holding | 3,775 | 3,775 | |
VDE | Vanguard Energy ETF | 2025-06-30 | Sold Out Sold Out | -0.16% | 105.87 ($116.59) 130.56 | $119.25 | 2.28% | Sold Out | 0 | -1,650 | |
BN | Brookfield Corp | 2025-06-30 | New Buy New Buy | +0.15% | 44.69 ($55.54) 61.85 | $66.33 | 19.43% | New holding | 3,543 | 3,543 | |
SCHC |
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
| 2025-06-30 | New Buy New Buy | +0.15% | 32.41 ($38.69) 42.59 | $43.12 | 11.45% | New holding | 5,150 | 5,150 | |
VT | Vanguard Total World Stock ETF | 2025-06-30 | Add Add | +0.15% | 103.16 ($119.55) 128.52 | $130.19 | 8.90% | Add 11.65% | 16,302 | 1,701 |
Wilson & Boucher Capital Management, LLC Total Holding History ($B)
Wilson & Boucher Capital Management, LLC's Asset Allocation
Wilson & Boucher Capital Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wilson & Boucher Capital Management, LLC's Hypothetical Growth since 2025-06-30
Wilson & Boucher Capital Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wilson & Boucher Capital Management, LLC's Holdings Heat Map
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Wilson & Boucher Capital Management, LLC's Holdings Bubble Chart
Wilson & Boucher Capital Management, LLC News
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