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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
NOBLProshares Tr
Recent Activity
Increased 0.1%
0.41%
$404,266
4,061 shares@ $99.55 avg price
NFLXNetflix Inc
Recent Activity
0.37%
$358,311
402 shares@ $891.33 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -5.71%
0.32%
$309,814
1,830 shares@ $169.3 avg price
DFAWDimensional Etf Trust
Recent Activity
Increased 21.3%
0.31%
$298,098
4,773 shares@ $62.46 avg price
FLTRVaneck Etf Trust
Recent Activity
Increased 7.9%
0.29%
$284,464
11,177 shares@ $25.46 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 186.53%
0.29%
$278,958
12,289 shares@ $22.7 avg price
ONEOSpdr Ser Tr
Recent Activity
Increased 0.26%
0.28%
$274,421
2,314 shares@ $118.6 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 0.05%
0.27%
$257,560
2,394 shares@ $107.59 avg price
STRSitio Royalties Corp
Recent Activity
0.26%
$251,546
13,115 shares@ $19.19 avg price
SHMSpdr Ser Tr
Recent Activity
Decreased -1.3%
0.26%
$251,453
5,306 shares@ $47.4 avg price