Wilson & Boucher Capital Management, LLC Purchases in Q4 2024

Wilson & Boucher Capital Management, LLC

  • $141 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4.27K
+ 9.44%
$280.04 - $302.45 $1.19M - $1.29M
49.4K $14.3B
VT
Vanguard Total World Stk Index

ETFs
3.7K
+ 36.63%
$117.09 - $123.07 $433K - $455K
13.8K $1.62B
XLF
Financial Sector Spdr

ETFs
4.8K
+ 61.15%
$44.89 - $51.34 $215K - $246K
12.7K $611M
VB
Vanguard Small Cap ETF

ETFs
530
+ 2.57%
$233.76 - $261.58 $124K - $139K
21.2K $5.09B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
189K
+ 200.9%
$22.01 - $66.82 $4.16M - $12.6M
283K $6.43B
VO
Vanguard Mid Cap ETF

ETFs
490
+ 3.18%
$261.5 - $284.63 $128K - $139K
15.9K $4.2B
VIG
Vanguard Dividend Appreciation

ETFs
702
+ 4.65%
N/A
15.8K $3.09B
XLK
Technology Sector Spdr

ETFs
160
+ 2.72%
$220.26 - $241.44 $35.2K - $38.6K
6.04K $1.4B
IWF
Ishares Russell 1000 Gr ETF

ETFs
125
+ 15.34%
$370.24 - $418.94 $46.3K - $52.4K
940 $377M
NVDA
Nvidia Corp

Technology
225
+ 14.55%
$117.0 - $148.88 $26.3K - $33.5K
1.77K $238M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.7K
+ 4.71%
$28.6 - $29.27 $48.6K - $49.8K
37.8K $1.08B
SYK
Stryker Corp

Healthcare
50
+ 0.57%
$345.14 - $392.15 $17.3K - $19.6K
8.82K $3.18B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1K
+ 3.09%
$26.55 - $27.32 $26.6K - $27.3K
33.4K $892M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18.2K
+ 196.75%
$27.54 - $83.04 $500K - $1.51M
27.4K $759M
SCHA
Schwab Strategic Tr Us Small C

ETFs
21.9K
+ 93.23%
$25.33 - $51.16 $555K - $1.12M
45.4K $1.17B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.9K
+ 5.74%
$44.04 - $49.49 $83.7K - $94K
35K $1.54B
XOM
Exxon Mobil Corp

Energy
1
+ 0.02%
$105.51 - $125.37 $106 - $125
4.97K $535M
CARR
Carrier Global Corp

Industrials
150
+ 2.38%
$66.69 - $82.65 $10K - $12.4K
6.45K $440M
VTV
Vanguard Value ETF

ETFs
51
+ 0.33%
$168.32 - $181.87 $8.58K - $9.28K
15.5K $2.63B
QCOM
Qualcomm Inc

Technology
1
+ 0.02%
$150.4 - $178.04 $150 - $178
5.1K $783M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
30.3K
+ 97.5%
$18.41 - $40.87 $559K - $1.24M
61.5K $1.14B
XLV
Select Sector Spdr Fund Health

ETFs
225
+ 1.46%
$136.28 - $154.74 $30.7K - $34.8K
15.7K $2.15B
NEE
Nextera Energy Inc

Utilities
2
+ 0.01%
$69.77 - $85.43 $140 - $171
18.6K $1.33B
VEU
Vanguard Ftse All World Ex Us

ETFs
200
+ 0.33%
$57.29 - $63.1 $11.5K - $12.6K
60.3K $3.46B
Activity Summary
Buys All Purchases 25 New Holdings 0 Increased Positions 25 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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