test

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
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 13.57%
0.52%
$505,073
5,232 shares@ $96.54 avg price
MUBIshares Tr
Recent Activity
Increased 0.39%
0.52%
$504,279
4,733 shares@ $106.55 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
Increased 0.03%
0.5%
$488,115
3,531 shares@ $138.24 avg price
XPNDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 45.25%
0.47%
$462,354
15,204 shares@ $30.42 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 52.24%
0.46%
$450,872
25,473 shares@ $17.7 avg price
GTLSChart Inds Inc
Recent Activity
Decreased -13.09%
0.45%
$437,024
2,290 shares@ $190.85 avg price
SKYYFirst Tr Exchange Traded Fd
Recent Activity
0.44%
$434,864
3,651 shares@ $119.11 avg price
FPXFirst Tr Exchange-traded Fd
Recent Activity
0.44%
$426,032
3,565 shares@ $119.51 avg price
FNDASchwab Strategic Tr
Recent Activity
Increased 98.56%
0.42%
$408,602
13,758 shares@ $29.7 avg price
ADSKAutodesk Inc
Recent Activity
0.42%
$407,295
1,378 shares@ $295.57 avg price