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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
MOATVaneck Etf Trust
Recent Activity
Decreased -1.78%
12.48%
$12.33M
132,973 shares@ $92.73 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 15.31%
11.91%
$11.765M
145,367 shares@ $80.94 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 9.51%
10.45%
$10.328M
418,970 shares@ $24.66 avg price
LVHILegg Mason Etf Invt
Recent Activity
Increased 10.15%
5.71%
$5.641M
184,818 shares@ $30.52 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.44%
5.33%
$5.26M
104,427 shares@ $50.37 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.02%
3.55%
$3.508M
26,122 shares@ $134.29 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -21.99%
3.29%
$3.244M
36,945 shares@ $87.82 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Decreased -60.84%
2.69%
$2.65M
52,784 shares@ $50.21 avg price
AAPLApple Inc
Recent Activity
Decreased -1.74%
2.47%
$2.432M
9,712 shares@ $250.44 avg price
GPIXGoldman Sachs Etf Tr
Recent Activity
New Position
2.32%
$2.285M
46,208 shares@ $49.46 avg price