Boyd Wealth Management, LLC Top Holdings and 13F Report (2024) About Boyd Wealth Management, LLCInvestment ActivityBoyd Wealth Management, LLC has $197.39 million in total holdings as of September 30, 2024.Boyd Wealth Management, LLC owns shares of 48 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 13.94% of the portfolio was purchased this quarter.About 11.00% of the portfolio was sold this quarter.This quarter, Boyd Wealth Management, LLC has purchased 44 new stocks and bought additional shares in 15 stocks.Boyd Wealth Management, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $44,775,257SPDR Portfolio S&P 500 Growth ETF $17,985,290Schwab International Equity ETF $15,924,985iShares Core U.S. Aggregate Bond ETF $15,130,147Vanguard Value ETF $14,941,795 Largest New Holdings this Quarter iShares Core 1-5 Year USD Bond ETF $7,841,374 HoldingiShares Core International Aggregate Bond ETF $4,923,360 HoldingPIMCO Short Term Municipal Bond Exchange-Traded Fund $881,276 HoldingSPDR MSCI EAFE Fossil Fuel Reserves Free ETF $326,254 HoldingNVIDIA $206,459 Holding Largest Purchases this Quarter iShares Core 1-5 Year USD Bond ETF 161,080 shares (about $7.84M)iShares Core International Aggregate Bond ETF 95,009 shares (about $4.92M)iShares Core S&P Mid-Cap ETF 73,450 shares (about $4.58M)SPDR Portfolio S&P 500 Growth ETF 53,285 shares (about $4.42M)Vanguard Value ETF 14,630 shares (about $2.55M) Largest Sales this Quarter Schwab Emerging Markets Equity ETF 181,312 shares (about $5.29M)iShares Core S&P Small-Cap ETF 13,230 shares (about $1.55M)iShares Core U.S. Aggregate Bond ETF 15,073 shares (about $1.53M)Vanguard Tax-Exempt Bond ETF 4,998 shares (about $255.50K)Vanguard Mega Cap Value ETF 585 shares (about $75.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoyd Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$44,775,257$688,079 ▲1.6%84,85522.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$17,985,290$4,419,458 ▲32.6%216,8479.1%ETFSCHFSchwab International Equity ETF$15,924,985$575,433 ▲3.7%387,2818.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$15,130,147$1,526,443 ▼-9.2%149,4047.7%FinanceVTVVanguard Value ETF$14,941,795$2,553,959 ▲20.6%85,5927.6%ETFIJHiShares Core S&P Mid-Cap ETF$11,010,023$4,577,409 ▲71.2%176,6695.6%ETFIVViShares Core S&P 500 ETF$9,529,596$28,841 ▼-0.3%16,5214.8%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$8,244,753$48,661 ▼-0.6%223,3144.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$7,841,374$7,841,374 ▲New Holding161,0804.0%ManufacturingSCHESchwab Emerging Markets Equity ETF$6,134,083$5,290,692 ▼-46.3%210,2153.1%ETFIAGGiShares Core International Aggregate Bond ETF$4,923,360$4,923,360 ▲New Holding95,0092.5%ETFIJRiShares Core S&P Small-Cap ETF$4,748,129$1,547,388 ▼-24.6%40,5962.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$3,605,566$9,793 ▼-0.3%34,6091.8%ETFMGVVanguard Mega Cap Value ETF$3,385,053$75,044 ▼-2.2%26,3881.7%ETFIEFAiShares Core MSCI EAFE ETF$3,172,264$63,923 ▼-2.0%40,6441.6%ETFVBVanguard Small-Cap ETF$2,408,156$73,535 ▼-3.0%10,1521.2%ETFVOVanguard Mid-Cap ETF$2,244,6660.0%8,5081.1%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$2,001,510$7,749 ▲0.4%42,3601.0%ETFORCLOracle$1,883,2610.0%11,0521.0%Computer and TechnologyVUGVanguard Growth ETF$1,586,3990.0%4,1320.8%ETFIWLiShares Russell Top 200 ETF$1,532,060$3,932 ▼-0.3%10,9090.8%ETFVTEBVanguard Tax-Exempt Bond ETF$1,429,673$255,498 ▼-15.2%27,9670.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,252,170$40,474 ▼-3.1%21,8110.6%ETFAAPLApple$1,038,973$30,524 ▲3.0%4,4590.5%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$962,903$115,159 ▲13.6%10,0840.5%ManufacturingFMHIFirst Trust Municipal High Income ETF$900,117$20,155 ▼-2.2%18,2210.5%ManufacturingSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$881,276$881,276 ▲New Holding17,4510.4%ETFPGProcter & Gamble$717,048$6,062 ▼-0.8%4,1400.4%Consumer StaplesAMZNAmazon.com$649,919$11,180 ▼-1.7%3,4880.3%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$592,869$23,354 ▲4.1%7,5650.3%ETFDEDeere & Company$591,3570.0%1,4170.3%Industrial ProductsVXUSVanguard Total International Stock ETF$548,7360.0%8,4760.3%ETFSPYSPDR S&P 500 ETF Trust$452,6970.0%7890.2%FinanceEMREmerson Electric$437,4800.0%4,0000.2%Industrial ProductsBRK.BBerkshire Hathaway$434,946$37,741 ▲9.5%9450.2%FinanceIUSGiShares Core S&P U.S. Growth ETF$373,582$50,523 ▲15.6%2,8320.2%ManufacturingXOMExxon Mobil$339,1060.0%2,8930.2%Oils/EnergyMUBiShares National Muni Bond ETF$334,472$26,397 ▲8.6%3,0790.2%ETFEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$326,254$326,254 ▲New Holding7,4590.2%ETFJPMJPMorgan Chase & Co.$321,9830.0%1,5270.2%FinanceGBDCGolub Capital BDC$296,013$3,445 ▲1.2%19,5910.1%FinanceIBMInternational Business Machines$294,7000.0%1,3330.1%Computer and TechnologyPBRPetróleo Brasileiro S.A. - Petrobras$278,790$1,917 ▲0.7%19,3470.1%Oils/EnergyGOOGLAlphabet$275,311$16,585 ▲6.4%1,6600.1%Computer and TechnologyNVDANVIDIA$206,459$206,459 ▲New Holding1,7000.1%Computer and TechnologyOWLBlue Owl Capital$202,2350.0%10,4460.1%FinanceKOCoca-Cola$201,417$201,417 ▲New Holding2,8030.1%Consumer StaplesORGNOrigin Materials$36,8950.0%23,9580.0%Oils/EnergyVCLTVanguard Long-Term Corporate Bond ETF$0$7,842,360 ▼-100.0%00.0%ManufacturingPWZInvesco California AMT-Free Municipal Bond ETF$0$4,867,835 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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