Aryn Sands

@Boyce & Associates Wealth Consulting, Inc.

Latest period2024 - Q4

Reported5d ago

Managed Assets$98.837M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IEFIshares Tr Recent Activity Exited	0%	$1.329M 13,547 shares@ $98.13 avg price	Exited
JMSTJ P Morgan Exchange Traded F Recent Activity Exited	0%	$989,866 19,432 shares@ $50.94 avg price	Exited
AWKAmerican Wtr Wks Co Inc New Recent Activity Exited	0%	$223,460 1,528 shares@ $146.25 avg price	Exited
FFord Mtr Co Recent Activity Exited	0%	$105,699 10,009 shares@ $10.57 avg price	Exited
CDZICadiz Inc Recent Activity Exited	0%	$93,324 30,800 shares@ $3.03 avg price	Exited
ME23andme Holding Co Recent Activity Exited	0%	$47,824 137,622 shares@ $0.35 avg price	Exited