Wilson & Boucher Capital Management, LLC - Q3 2022 holdings

$85.9 Million is the total value of Wilson & Boucher Capital Management, LLC's 93 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .

 Value Shares↓ Weighting
ROBO ExitRobo Global Robotics$0-4,600
-100.0%
-0.23%
VEA ExitVanguard FTSE Developed Mkt E$0-5,100
-100.0%
-0.23%
SRLN ExitSPDR Senior Loan ETF$0-5,500
-100.0%
-0.25%
C ExitCitigroup$0-6,298
-100.0%
-0.32%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-10-24
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Vanguard Total Stock Mkt ETF8Q3 20236.6%
Apple8Q3 20236.4%
Schwab US Broad Market ETF8Q3 20234.1%
Vanguard Index Small Cap ETF8Q3 20233.8%
Novo Nordisk A/S ADR Fmly Novo8Q3 20234.9%
Vanguard Mid Cap Index ETF8Q3 20232.9%
Microsoft8Q3 20232.6%
Pepsico8Q3 20232.6%
Stryker8Q3 20232.4%
SPDR Utilities Select ETF8Q3 20232.3%

View Wilson & Boucher Capital Management, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-01
13F-HR2024-02-12
13F-HR2023-11-16
13F-HR2023-08-10
13F-HR2023-05-11
13F-HR/A2023-01-19
13F-HR2023-01-11
13F-HR2022-10-24
13F-HR2022-07-15
13F-HR2022-04-12

View Wilson & Boucher Capital Management, LLC's complete filings history.

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (85880000.0 != 85881000.0)

Export Wilson & Boucher Capital Management, LLC's holdings