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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
INTCIntel
Recent Activity
Exited
0%
$277,559
8,962 shares@ $30.98 avg price
NUENucor Corp
Recent Activity
Exited
0%
$211,037
1,335 shares@ $158.09 avg price