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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
VTIVanguard Total Stock Mkt Etf
Recent Activity
Increased 22.55%
8.82%
$12.79M
45,170 shares@ $283.16 avg price
AAPLApple
Recent Activity
Decreased -0.18%
5.94%
$8.619M
36,991 shares@ $233.01 avg price
NVONovo Nordisk A S Adr Fmly Novo
Recent Activity
Increased 0.28%
4.63%
$6.709M
56,343 shares@ $119.07 avg price
SCHBSchwab Us Broad Market Etf
Recent Activity
Increased 0.62%
4.32%
$6.259M
94,094 shares@ $66.53 avg price
VBVanguard Index Small Cap Etf
Recent Activity
Increased 5.64%
3.38%
$4.895M
20,637 shares@ $237.22 avg price
VOVanguard Mid Cap Index Etf
Recent Activity
Increased 4.76%
2.81%
$4.067M
15,416 shares@ $263.83 avg price
VEUVanguard Ftse All-world Ex-us
Recent Activity
Increased 2.92%
2.61%
$3.786M
60,088 shares@ $63.0 avg price
MSFTMicrosoft
Recent Activity
Decreased -1.24%
2.55%
$3.698M
8,593 shares@ $430.32 avg price
SYKStryker
Recent Activity
Increased 0.58%
2.19%
$3.168M
8,770 shares@ $361.26 avg price
VIGVanguard Dividend Appreciation
Recent Activity
Increased 16.69%
2.06%
$2.987M
15,081 shares@ $198.07 avg price