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Aryn Sands

@Boyce & Associates Wealth Consulting, Inc.

Latest period2024 - Q4ReportedManaged Assets$98.837MTotal holdings70
Assets growth rate2.72%Assets growth rate (2-Q avg)7.88%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Boyce & Associates Wealth Consulting, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Boyce & Associates Wealth Consulting, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 98.837M in assets, with a quarterly growth rate of 2.72% and a 2-quarter average growth rate of 7.88%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MOATVaneck Etf Trust
Recent Activity
Decreased -1.78%
12.48%
$12.33M
132,973 shares@ $92.73 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.44%
5.33%
$5.26M
104,427 shares@ $50.37 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -21.99%
3.29%
$3.244M
36,945 shares@ $87.82 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Decreased -60.84%
2.69%
$2.65M
52,784 shares@ $50.21 avg price
AAPLApple Inc
Recent Activity
Decreased -1.74%
2.47%
$2.432M
9,712 shares@ $250.44 avg price
VTVanguard Intl Equity Index F
Recent Activity
Decreased -3.3%
1.22%
$1.198M
10,197 shares@ $117.48 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.49%
0.95%
$929,555
4,237 shares@ $219.39 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.16%
0.79%
$778,575
4,113 shares@ $189.3 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Decreased -1.47%
0.55%
$534,954
22,355 shares@ $23.93 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -1.13%
0.53%
$517,501
7,952 shares@ $65.08 avg price