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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 $170,398,696
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Mkt Etf
 51,875 $19,195,791 11.27%
2.
Apple Inc.
 AAPL 33,268 $9,626,347 5.65%
3.
Schwab Strategic Trust
 SCHD 253,826 $7,350,788 4.31%
4.
Vanguard Intl Equity Index Funds
 VWO 77,963 $6,529,365 3.83%
5.
Caterpillar Inc
 CAT 5,802 $6,178,997 3.63%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.