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James B. Boucher

@Wilson & Boucher Capital Management, Llc

Latest period2024 - Q3ReportedManaged Assets$145.161MTotal holdings118
Assets growth rate11.23%Assets growth rate (2-Q avg)7.03%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Wilson & Boucher Capital Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Wilson & Boucher Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 145.161M in assets, with a quarterly growth rate of 11.23% and a 2-quarter average growth rate of 7.03%. The portfolio is managed by James B. Boucher, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple
Recent Activity
Decreased -0.18%
5.94%
$8.619M
36,991 shares@ $233.01 avg price
MSFTMicrosoft
Recent Activity
Decreased -1.24%
2.55%
$3.698M
8,593 shares@ $430.32 avg price
VUGVanguard Index Growth Etf
Recent Activity
Decreased -0.8%
2.05%
$2.965M
7,724 shares@ $383.93 avg price
ORCLOracle
Recent Activity
Decreased -3.89%
1.84%
$2.668M
15,655 shares@ $170.4 avg price
XLUSpdr Utilities Select Etf
Recent Activity
Decreased -0.49%
1.72%
$2.49M
30,820 shares@ $80.79 avg price
CATCaterpillar
Recent Activity
Decreased -0.49%
1.7%
$2.457M
6,281 shares@ $391.15 avg price
PGProcter & Gamble
Recent Activity
Decreased -0.52%
1.44%
$2.087M
12,052 shares@ $173.21 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.2%
1.22%
$1.761M
10,867 shares@ $162.07 avg price
WMTWal Mart Stores
Recent Activity
Decreased -1.76%
1.11%
$1.604M
19,862 shares@ $80.75 avg price
XLBSpdr Materials
Recent Activity
Decreased -4.08%
1.1%
$1.582M
16,418 shares@ $96.39 avg price