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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
XJQCXNuveen Cr Strategies Income
Recent Activity
Increased 26.57%
1.09%
$1.077M
189,265 shares@ $5.7 avg price
FTHIFirst Tr Exchange-traded Fd
Recent Activity
Increased 74.52%
1.08%
$1.058M
45,467 shares@ $23.27 avg price
FTSLFirst Tr Exchange-traded Fd
Recent Activity
Increased 28.96%
1.06%
$1.042M
22,534 shares@ $46.25 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Increased 15.9%
1.04%
$1.021M
20,350 shares@ $50.16 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 211.81%
1%
$987,560
36,148 shares@ $27.32 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.49%
0.95%
$929,555
4,237 shares@ $219.39 avg price
VOOVanguard Index Fds
Recent Activity
Increased 4.06%
0.89%
$871,256
1,617 shares@ $538.82 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.16%
0.79%
$778,575
4,113 shares@ $189.3 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 0.68%
0.79%
$774,557
22,392 shares@ $34.6 avg price
FSKFs Kkr Cap Corp
Recent Activity
0.78%
$765,587
35,248 shares@ $21.73 avg price