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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 $143,368,079
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Mkt Etf
 53,009 $16,111,170 11.24%
2.
Apple Inc.
 AAPL 34,790 $7,137,769 4.98%
3.
Schwab Strategic Trust
 FNDF 263,443 $6,277,853 4.38%
4.
Vanguard Index Small Cap Etf
 19,872 $4,709,360 3.28%
5.
Vanguard Mid Cap Index Etf
 15,901 $4,449,542 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)