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Home > Institutional Investor > Wilson & Boucher Capital Management, Llc > Profile

Instuitional Investor - Wilson & Boucher Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Wilson & Boucher Capital Management, Llc
Portfolio Value $134,230,869
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Mkt Etf
 52,391 $14,399,273 10.73%
2.
Apple Inc.
 AAPL 35,537 $7,893,856 5.88%
3.
Schwab Strategic Trust
 FNDF 258,808 $5,572,130 4.15%
4.
Vanguard Index Small Cap Etf
 20,602 $4,568,581 3.4%
5.
Vanguard Mid Cap Index Etf
 16,081 $4,158,836 3.1%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)