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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
IWFIshares Russell 1000
Recent Activity
New Position
0.22%
$305,935
815 shares@ $375.39 avg price
IEFAIshares Core Msci Eafe
Recent Activity
New Position
0.17%
$240,394
3,080 shares@ $78.05 avg price
UBERUber Technologies Inc
Recent Activity
New Position
0.17%
$236,754
3,150 shares@ $75.16 avg price
VOOVanguard S&p 500 Etf
Recent Activity
New Position
0.16%
$220,320
418 shares@ $527.09 avg price
VSSVanguard Ex Us Small Cap
Recent Activity
New Position
0.15%
$214,132
1,700 shares@ $125.96 avg price
DIADiamonds Trust
Recent Activity
New Position
0.15%
$211,560
500 shares@ $423.12 avg price
MDTMedtronic
Recent Activity
New Position
0.14%
$199,146
2,212 shares@ $90.03 avg price
SPSMSpdr Small Cap Index
Recent Activity
New Position
0.14%
$195,693
4,300 shares@ $45.51 avg price
GLDSpdr Gold Trust
Recent Activity
New Position
0.14%
$195,663
805 shares@ $243.06 avg price
SCHXSchwab Us Large-cap Etf
Recent Activity
New Position
0.14%
$190,905
2,814 shares@ $67.85 avg price