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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 $118,742,292
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Total Stock Mkt Etf
 33,570 $7,963,571 6.7%
2.
Apple Inc.
 AAPL 38,792 $7,468,632 6.28%
3.
Novo Nordisk A S
 NVO 56,621 $5,857,442 4.93%
4.
Schwab Strategic Trust
 FNDF 86,584 $4,820,118 4.05%
5.
Vanguard Index Small Cap Etf
 19,672 $4,196,712 3.53%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)