The Analysis of Boyce & Associates Wealth Consulting, Inc.'s Holdings


Currently, Boyce & Associates Wealth Consulting, Inc. holds 73 types of securities in its portfolio with a total value $122.2M. In the most recent quarter, they have increased their positions in AAPL (+19.0K shares, valued at $4.8M), GPIX (+52.2K shares, valued at $2.7M), DGRW (+21.4K shares, valued at $1.9M); decreased their positions in MOAT (-15.5K shares, valued at $1.5M), UCON (-60.1K shares, valued at $1.5M), LVHI (-34.2K shares, valued at $1.2M); initiated new positions in AIRR (+8.5K shares, valued at $822.1K), FNDF (+18.2K shares, valued at $781.1K), WCMI (+31.1K shares, valued at $524.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DGRW WISDOMTREE TR193.7K shares12.40%2025-09-302025-10-22history
MOAT VANECK ETF TRUST103.5K shares-13.01%2025-09-302025-10-22history
UCON FIRST TR EXCHNG TRADED FD VI365.1K shares-14.13%2025-09-302025-10-22history
AAPL APPLE INC28.8K shares196.27%2025-09-302025-10-22history
LVHI LEGG MASON ETF INVT176.9K shares-16.21%2025-09-302025-10-22history
GPIX GOLDMAN SACHS ETF TR115.1K shares82.91%2025-09-302025-10-22history
FNDX SCHWAB STRATEGIC TR224.9K shares23.78%2025-09-302025-10-22history
JPST J P MORGAN EXCHANGE TRADED F103.7K shares-11.94%2025-09-302025-10-22history
Sponsored
NVDA NVIDIA CORPORATION24.6K shares-5.19%2025-09-302025-10-22history
FTCS FIRST TR EXCHANGE-TRADED FD32.2K shares-5.32%2025-09-302025-10-22history
DUHP DIMENSIONAL ETF TRUST73.9K shares5.13%2025-09-302025-10-22history
AFLG FIRST TR EXCHNG TRADED FD VI67.2K shares24.94%2025-09-302025-10-22history
IAU ISHARES GOLD TR27.7K shares8.97%2025-09-302025-10-22history
FTC FIRST TR EXCHANGE-TRADED ALP12.3K shares204.67%2025-09-302025-10-22history
DFAI DIMENSIONAL ETF TRUST50.0K shares5.69%2025-09-302025-10-22history
RDVI FIRST TR EXCHANGE-TRADED FD64.6K shares-1.17%2025-09-302025-10-22history
Sponsored
SPMO INVESCO EXCH TRADED FD TR II13.7K shares-0.59%2025-09-302025-10-22history
VOO VANGUARD INDEX FDS2.5K shares-29.88%2025-09-302025-10-22history
AMLP ALPS ETF TR31.7K shares12.66%2025-09-302025-10-22history
JMUB J P MORGAN EXCHANGE TRADED F28.7K shares12.29%2025-09-302025-10-22history
DFEV DIMENSIONAL ETF TRUST44.6K shares-33.58%2025-09-302025-10-22history
FCEF FIRST TR EXCHNG TRADED FD VI60.0K shares55.80%2025-09-302025-10-22history
GOOGL ALPHABET INC5.2K shares21.29%2025-09-302025-10-22history
FMHI FIRST TR EXCH TRADED FD III23.6K shares14.60%2025-09-302025-10-22history
Sponsored
VT VANGUARD INTL EQUITY INDEX F8.1K shares-1.78%2025-09-302025-10-22history
SCHD SCHWAB STRATEGIC TR40.5K shares3.72%2025-09-302025-10-22history
TSLA TESLA INC2.3K shares0.71%2025-09-302025-10-22history
AMZN AMAZON COM INC4.3K shares0.00%2025-09-302025-10-22history
FTSL FIRST TR EXCHANGE-TRADED FD18.6K shares9.94%2025-09-302025-10-22history
AIRR FIRST TR EXCHANGE TRADED FD8.5K sharesnew addition2025-09-302025-10-22history
DFAC DIMENSIONAL ETF TRUST20.6K shares-0.53%2025-09-302025-10-22history
FNDF SCHWAB STRATEGIC TR18.2K sharesnew addition2025-09-302025-10-22history
Sponsored
FPE FIRST TR EXCH TRADED FD III39.4K shares19.93%2025-09-302025-10-22history
AVUV AMERICAN CENTY ETF TR7.2K shares6.39%2025-09-302025-10-22history
AVGO BROADCOM INC2.0K shares87.29%2025-09-302025-10-22history
DFUS DIMENSIONAL ETF TRUST8.7K shares0.21%2025-09-302025-10-22history
SHW SHERWIN WILLIAMS CO1.8K shares0.23%2025-09-302025-10-22history
SCHG SCHWAB STRATEGIC TR19.1K shares-5.88%2025-09-302025-10-22history
DFAX DIMENSIONAL ETF TRUST18.9K shares0.30%2025-09-302025-10-22history
FPX FIRST TR EXCHANGE-TRADED FD3.5K shares-1.64%2025-09-302025-10-22history
Sponsored
FSK FS KKR CAP CORP35.2K shares0.00%2025-09-302025-10-22history
WCMI FIRST TR EXCHANGE-TRADED FD31.1K sharesnew addition2025-09-302025-10-22history
DFAW DIMENSIONAL ETF TRUST6.9K shares11.94%2025-09-302025-10-22history
NFLX NETFLIX INC402 shares0.00%2025-09-302025-10-22history
GTLS CHART INDS INC2.3K shares-2.15%2025-09-302025-10-22history
DFAS DIMENSIONAL ETF TRUST6.4K shares-1.64%2025-09-302025-10-22history
FNDA SCHWAB STRATEGIC TR14.0K shares4.81%2025-09-302025-10-22history
ADSK AUTODESK INC1.3K shares-1.87%2025-09-302025-10-22history
Sponsored
NOBL PROSHARES TR3.8K shares-5.82%2025-09-302025-10-22history
GLDM WORLD GOLD TR4.9K shares6.01%2025-09-302025-10-22history
MUB ISHARES TR3.4K shares0.21%2025-09-302025-10-22history
WCME FIRST TR EXCHANGE-TRADED FD19.8K sharesnew addition2025-09-302025-10-22history
SKYY FIRST TR EXCHANGE TRADED FD2.4K shares-33.98%2025-09-302025-10-22history
DFSU DIMENSIONAL ETF TRUST7.2K shares6.57%2025-09-302025-10-22history
DFEM DIMENSIONAL ETF TRUST9.4K shares6.23%2025-09-302025-10-22history
ABBV ABBVIE INC1.3K shares0.79%2025-09-302025-10-22history
Sponsored
FLTR VANECK ETF TRUST11.5K shares3.15%2025-09-302025-10-22history
SCHB SCHWAB STRATEGIC TR11.2K shares0.04%2025-09-302025-10-22history
ORCL ORACLE CORP952 sharesnew addition2025-09-302025-10-22history
AXP AMERICAN EXPRESS CO806 sharesnew addition2025-09-302025-10-22history
WMT WALMART INC2.6K sharesnew addition2025-09-302025-10-22history
VTV VANGUARD INDEX FDS1.4K shares-1.12%2025-09-302025-10-22history
NTR NUTRIEN LTD4.4K shares-9.78%2025-09-302025-10-22history
PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-10-22history
Sponsored
SHM SPDR SERIES TRUST5.2K shares-1.29%2025-09-302025-10-22history
FNX FIRST TR EXCHANGE-TRADED ALP1.9K shares-7.25%2025-09-302025-10-22history
VNOM VIPER ENERGY INC6.4K sharesnew addition2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR341 shares0.29%2025-09-302025-10-22history
SPDR SERIES TRUST SPDR SERIES TRUST1.7K shares-22.97%2025-09-302025-10-22history
MSFT MICROSOFT CORP433 shares0.00%2025-09-302025-10-22history
AWK AMERICAN WTR WKS CO INC NEW1.6K shares0.57%2025-09-302025-10-22history
IBM INTERNATIONAL BUSINESS MACHS729 shares0.69%2025-09-302025-10-22history
Sponsored
HYLN HYLIION HOLDINGS CORP26.0K shares0.00%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available