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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
DFSUDimensional Etf Trust
Recent Activity
New Position
0.26%
$251,163
6,627 shares@ $37.9 avg price
FNXFirst Tr Mid Cap Core Alphad
Recent Activity
Increased 0.05%
0.26%
$247,400
2,138 shares@ $115.72 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 200%
0.25%
$245,372
10,362 shares@ $23.68 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.25%
$242,281
1,045 shares@ $231.85 avg price
BOTZGlobal X Fds
Recent Activity
0.24%
$227,347
7,116 shares@ $31.95 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.08%
0.23%
$222,483
1,252 shares@ $177.71 avg price
GLDMWorld Gold Tr
Recent Activity
0.23%
$220,282
4,237 shares@ $52.0 avg price
NTRNutrien Ltd
Recent Activity
Decreased -8.05%
0.23%
$219,723
4,910 shares@ $44.76 avg price
DFEMDimensional Etf Trust
Recent Activity
New Position
0.21%
$201,349
7,688 shares@ $26.2 avg price
HYLNHyliion Holdings Corp
Recent Activity
Decreased -5.05%
0.07%
$67,771
25,966 shares@ $2.61 avg price