Wilson & Boucher Capital Management, LLC Top Holdings and 13F Report (2025) About Wilson & Boucher Capital Management, LLCInvestment ActivityWilson & Boucher Capital Management, LLC has $141.17 million in total holdings as of December 31, 2024.Wilson & Boucher Capital Management, LLC owns shares of 110 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 6.16% of the portfolio was purchased this quarter.About 2.29% of the portfolio was sold this quarter.This quarter, Wilson & Boucher Capital Management, LLC has purchased 118 new stocks and bought additional shares in 25 stocks.Wilson & Boucher Capital Management, LLC sold shares of 37 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $14,326,792Apple $9,213,136Schwab US Broad Market ETF $6,427,106Vanguard Small-Cap ETF $5,086,102Novo Nordisk A/S $4,699,961 Largest Purchases this Quarter Schwab US Broad Market ETF 189,038 shares (about $4.29M)Vanguard Total Stock Market ETF 4,265 shares (about $1.24M)Schwab US Small-Cap ETF 21,914 shares (about $566.70K)Schwab International Equity ETF 30,337 shares (about $561.24K)Schwab U.S. Mid-Cap ETF 18,160 shares (about $503.21K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 262 shares (about $153.52K)Novo Nordisk A/S 1,705 shares (about $146.66K)Lowe's Companies 500 shares (about $123.40K)Eli Lilly and Company 101 shares (about $77.99K)Costco Wholesale 85 shares (about $77.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilson & Boucher Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$14,326,792$1,236,043 ▲9.4%49,43510.1%ETFAAPLApple$9,213,136$50,084 ▼-0.5%36,7916.5%Computer and TechnologySCHBSchwab US Broad Market ETF$6,427,106$4,291,169 ▲200.9%283,1324.6%ETFVBVanguard Small-Cap ETF$5,086,102$127,351 ▲2.6%21,1673.6%ETFNVONovo Nordisk A/S$4,699,961$146,664 ▼-3.0%54,6383.3%MedicalVOVanguard Mid-Cap ETF$4,201,219$129,423 ▲3.2%15,9063.0%ETFMSFTMicrosoft$3,565,553$56,482 ▼-1.6%8,4592.5%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$3,461,110$11,482 ▲0.3%60,2882.5%ETFSYKStryker$3,175,641$18,003 ▲0.6%8,8202.2%MedicalVUGVanguard Growth ETF$3,170,3330.0%7,7242.2%ETFVIGVanguard Dividend Appreciation ETF$3,090,839$137,475 ▲4.7%15,7832.2%ETFVTVVanguard Value ETF$2,628,684$8,634 ▲0.3%15,5271.9%ETFORCLOracle$2,608,7490.0%15,6551.8%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$2,292,960$39,813 ▼-1.7%30,2941.6%ETFCATCaterpillar$2,233,300$45,348 ▼-2.0%6,1561.6%Industrial ProductsXLVHealth Care Select Sector SPDR Fund$2,154,896$30,953 ▲1.5%15,6641.5%ETFPGProcter & Gamble$1,987,089$33,361 ▼-1.7%11,8531.4%Consumer StaplesPEPPepsiCo$1,929,599$3,041 ▼-0.2%12,6901.4%Consumer StaplesWMTWalmart$1,740,316$54,210 ▼-3.0%19,2621.2%Retail/WholesaleVTVanguard Total World Stock ETF$1,621,224$434,676 ▲36.6%13,8001.1%ETFSCHWCharles Schwab$1,546,812$22,203 ▼-1.4%20,9001.1%FinanceVWOVanguard FTSE Emerging Markets ETF$1,542,563$83,677 ▲5.7%35,0261.1%ETFJNJJohnson & Johnson$1,540,390$31,239 ▼-2.0%10,6511.1%MedicalITWIllinois Tool Works$1,483,3260.0%5,8501.1%Industrial ProductsXLKTechnology Select Sector SPDR Fund$1,403,258$37,203 ▲2.7%6,0351.0%ETFXLBMaterials Select Sector SPDR Fund$1,377,204$4,207 ▼-0.3%16,3681.0%ETFUNHUnitedHealth Group$1,355,3850.0%2,6791.0%MedicalNEENextEra Energy$1,330,388$143 ▲0.0%18,5580.9%UtilitiesAMZNAmazon.com$1,318,534$43,878 ▼-3.2%6,0100.9%Retail/WholesaleABTAbbott Laboratories$1,313,0940.0%11,6090.9%MedicalHONHoneywell International$1,282,603$2,485 ▼-0.2%5,6780.9%Multi-Sector ConglomeratesAMATApplied Materials$1,230,1300.0%7,5640.9%Computer and TechnologyCOSTCostco Wholesale$1,200,314$77,883 ▼-6.1%1,3100.9%Retail/WholesaleSCHASchwab US Small-Cap ETF$1,174,539$566,698 ▲93.2%45,4190.8%ETFITBiShares U.S. Home Construction ETF$1,147,5260.0%11,0990.8%ETFSCHFSchwab International Equity ETF$1,136,849$561,237 ▲97.5%61,4510.8%ETFANGLVanEck Fallen Angel High Yield Bond ETF$1,083,726$48,739 ▲4.7%37,8000.8%ManufacturingABBVAbbVie$1,060,1580.0%5,9660.8%MedicalXLEEnergy Select Sector SPDR Fund$1,033,893$17,046 ▼-1.6%12,0700.7%ETFCMICummins$999,7380.0%2,8680.7%Auto/Tires/TrucksLOWLowe's Companies$997,072$123,400 ▼-11.0%4,0400.7%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$966,742$124,764 ▲14.8%20,2160.7%ETFQQQInvesco QQQ$944,9610.0%1,8480.7%FinanceGOOGAlphabet$942,3390.0%4,9480.7%Computer and TechnologyCSCOCisco Systems$942,227$5,742 ▼-0.6%15,9160.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$912,913$153,519 ▼-14.4%1,5580.6%FinanceWFCWells Fargo & Company$905,7100.0%12,8950.6%FinanceFALNiShares Fallen Angels USD Bond ETF$892,114$26,710 ▲3.1%33,4000.6%ManufacturingVGTVanguard Information Technology ETF$854,9750.0%1,3750.6%ETFAMGNAmgen$800,947$2,606 ▼-0.3%3,0730.6%MedicalQCOMQUALCOMM$783,409$154 ▲0.0%5,1000.6%Computer and TechnologyGISGeneral Mills$783,029$1,913 ▼-0.2%12,2790.6%Consumer StaplesSBUXStarbucks$782,3780.0%8,5740.6%Retail/WholesaleTRVTravelers Companies$767,957$48,178 ▼-5.9%3,1880.5%FinanceSCHMSchwab U.S. Mid-Cap ETF$758,977$503,214 ▲196.7%27,3900.5%ETFUNPUnion Pacific$738,5060.0%3,2380.5%TransportationCRMSalesforce$727,1680.0%2,1750.5%Computer and TechnologyDuke Energy$715,5010.0%6,6410.5%CommonSYYSysco$675,906$22,938 ▼-3.3%8,8400.5%Consumer StaplesADPAutomatic Data Processing$625,2710.0%2,1360.4%Business ServicesEMREmerson Electric$622,6240.0%5,0240.4%Industrial ProductsVDCVanguard Consumer Staples ETF$617,8640.0%2,9230.4%ETFMETAMeta Platforms$614,894$29,281 ▼-4.5%1,0500.4%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$611,375$231,984 ▲61.1%12,6500.4%ETFUPSUnited Parcel Service$586,9960.0%4,6550.4%TransportationGSThe Goldman Sachs Group$565,469$13,736 ▼-2.4%9880.4%FinanceHDHome Depot$564,0360.0%1,4500.4%Retail/WholesaleJPMJPMorgan Chase & Co.$561,1360.0%2,3410.4%FinanceXTiShares Exponential Technologies ETF$539,987$34,006 ▼-5.9%9,0510.4%ManufacturingXOMExxon Mobil$534,625$108 ▲0.0%4,9700.4%Oils/EnergyIBMInternational Business Machines$533,085$16,927 ▼-3.1%2,4250.4%Computer and TechnologyHACKAmplify Cybersecurity ETF$517,3330.0%6,9450.4%ETFCVXChevron$501,811$8,545 ▼-1.7%3,4650.4%Oils/EnergyBRK.BBerkshire Hathaway$500,8740.0%1,1050.4%FinanceLLYEli Lilly and Company$493,402$77,987 ▼-13.6%6390.3%MedicalVCRVanguard Consumer Discretionary ETF$487,6190.0%1,2990.3%ETFSCHESchwab Emerging Markets Equity ETF$476,544$23,674 ▼-4.7%17,8950.3%ETFCARRCarrier Global$440,106$10,240 ▲2.4%6,4470.3%Computer and TechnologyMCKMcKesson$437,416$64,929 ▼-12.9%7680.3%MedicalEMNEastman Chemical$420,3310.0%4,6030.3%Basic MaterialsVZVerizon Communications$419,015$47,148 ▼-10.1%10,4780.3%Computer and TechnologyVNQVanguard Real Estate ETF$418,676$8,908 ▼-2.1%4,7000.3%ETFSPLGSPDR Portfolio S&P 500 ETF$406,7460.0%5,9000.3%ETFSanta Cruz Cnty Bank$389,761$41,650 ▼-9.7%9,3580.3%CommonVBRVanguard Small-Cap Value ETF$380,7040.0%1,9210.3%ETFIWFiShares Russell 1000 Growth ETF$377,485$50,197 ▲15.3%9400.3%ETFJNKSPDR Bloomberg High Yield Bond ETF$372,3330.0%3,9000.3%FinanceBKBank of New York Mellon$343,046$7,683 ▼-2.2%4,4650.2%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$342,8640.0%4,8000.2%ETFCVSCVS Health$338,920$47,135 ▼-12.2%7,5500.2%MedicalPFFiShares Preferred and Income Securities ETF$314,4000.0%10,0000.2%ETFURIUnited Rentals$312,0670.0%4430.2%ConstructionUSHYiShares Broad USD High Yield Corporate Bond ETF$309,0360.0%8,4000.2%ETFDSIiShares MSCI KLD 400 Social ETF$308,7000.0%2,8000.2%ETFVOTVanguard Mid-Cap Growth ETF$304,5000.0%1,2000.2%ETFEESWisdomTree U.S. SmallCap Fund$291,2760.0%5,4000.2%FinancePGXInvesco Preferred ETF$281,3320.0%24,4000.2%ETFIWCiShares Micro-Cap ETF$278,3610.0%2,1350.2%ETFSDYSPDR S&P Dividend ETF$277,4100.0%2,1000.2%ETFVHTVanguard Health Care ETF$253,6900.0%1,0000.2%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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