Sponsored

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

Currently, Boyce & Associates Wealth Consulting, Inc. holds 80 types of securities in its portfolio with a total value $132.0M. In the most recent quarter, they have increased their positions in JSCP (+119.4K shares, valued at $5.6M), VFLO (+80.4K shares, valued at $3.2M), WMT (+11.9K shares, valued at $1.5M); decreased their positions in JPST (-80.1K shares, valued at $4.1M), FTCS (-20.3K shares, valued at $1.9M), SPMO (-5.1K shares, valued at $576.5K); initiated new positions in JSCP (+119.4K shares, valued at $5.6M), VFLO (+80.4K shares, valued at $3.2M), PYLD (+33.7K shares, valued at $883.0K).

1M P&L

+3.8M+2.91%

3M P&L

+4.2M+3.24%

HY P&L

+11.1M+9.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A107.6M

86.9%

2Semiconductors4.4M

3.6%

3Consumer Electronics2.4M

2.0%

Top Industries by Stock Count

1N/A54 stocks

74.0%

2Drug Manufacturers - General1 stocks

1.4%

3Utilities - Regulated Electric1 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE TR203.0K shares5.17%2026-03-312026-04-13

MOAT VANECK ETF TRUST102.6K shares-0.77%2026-03-312026-04-13

UCON FIRST TR EXCHNG TRADED FD VI355.2K shares-1.63%2026-03-312026-04-13

LVHI LEGG MASON ETF INVT165.1K shares-5.33%2026-03-312026-04-13

FNDX SCHWAB STRATEGIC TR236.2K shares2.92%2026-03-312026-04-13

JSCP J P MORGAN EXCHANGE TRADED F119.4K sharesnew addition2026-03-312026-04-13

GPIX GOLDMAN SACHS ETF TR108.1K shares-6.74%2026-03-312026-04-13

NVDA NVIDIA CORPORATION25.5K shares0.80%2026-03-312026-04-13

Sponsored

FTC FIRST TR EXCHANGE-TRADED ALP21.1K shares75.08%2026-03-312026-04-13

AFLG FIRST TR EXCHNG TRADED FD VI83.0K shares23.63%2026-03-312026-04-13

VFLO VICTORY PORTFOLIOS II80.4K sharesnew addition2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR31.9K shares16.48%2026-03-312026-04-13

DUHP DIMENSIONAL ETF TRUST74.6K shares0.03%2026-03-312026-04-13

AAPL APPLE INC9.6K shares-1.18%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST55.6K shares1.79%2026-03-312026-04-13

WMT WALMART INC15.4K shares337.78%2026-03-312026-04-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares29.94%2026-03-312026-04-13

FCEF FIRST TR EXCHNG TRADED FD VI84.1K shares38.63%2026-03-312026-04-13

RDVI FIRST TR EXCHANGE-TRADED FD72.1K shares12.18%2026-03-312026-04-13

AIRR FIRST TR EXCHANGE TRADED FD14.8K shares69.72%2026-03-312026-04-13

ALPS ETF TR ALPS ETF TR29.3K shares-7.52%2026-03-312026-04-13

FNDF SCHWAB STRATEGIC TR31.3K shares69.38%2026-03-312026-04-13

JMUB J P MORGAN EXCHANGE TRADED F30.2K shares5.48%2026-03-312026-04-13

DFEV DIMENSIONAL ETF TRUST42.0K shares-5.04%2026-03-312026-04-13

Sponsored

FMHI FIRST TR EXCH TRADED FD III29.9K shares27.13%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR43.6K shares2.32%2026-03-312026-04-13

MSFT MICROSOFT CORP3.5K shares711.75%2026-03-312026-04-13

ALPHABET INC ALPHABET INC4.2K shares-3.97%2026-03-312026-04-13

FTCS FIRST TR EXCHANGE-TRADED FD11.7K shares-63.49%2026-03-312026-04-13

DFAC DIMENSIONAL ETF TRUST27.7K shares20.07%2026-03-312026-04-13

SPMO INVESCO EXCH TRADED FD TR II9.2K shares-35.79%2026-03-312026-04-13

VT VANGUARD INTL EQUITY INDEX F7.2K shares-5.12%2026-03-312026-04-13

Sponsored

WCMI FIRST TR EXCHANGE-TRADED FD58.5K shares81.58%2026-03-312026-04-13

XOM EXXON MOBIL CORP5.8K shares239.96%2026-03-312026-04-13

FTSL FIRST TR EXCHANGE-TRADED FD21.2K shares14.03%2026-03-312026-04-13

AMZN AMAZON COM INC4.4K shares2.39%2026-03-312026-04-13

AVUV AMERICAN CENTY ETF TR8.3K shares2.02%2026-03-312026-04-13

PYLD PIMCO ETF TR33.7K sharesnew addition2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS13.7K sharesnew addition2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F17.0K shares-82.49%2026-03-312026-04-13

Sponsored

FPE FIRST TR EXCH TRADED FD III47.8K shares20.52%2026-03-312026-04-13

DFAX DIMENSIONAL ETF TRUST19.0K shares0.09%2026-03-312026-04-13

WCME FIRST TR EXCHANGE-TRADED FD38.3K shares85.83%2026-03-312026-04-13

DFUS DIMENSIONAL ETF TRUST8.8K shares0.48%2026-03-312026-04-13

TSLA TESLA INC1.6K shares4.63%2026-03-312026-04-13

DFAW DIMENSIONAL ETF TRUST7.6K shares0.25%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR8.5K sharesnew addition2026-03-312026-04-13

LNT ALLIANT ENERGY CORP7.2K sharesnew addition2026-03-312026-04-13

Sponsored

SCHG SCHWAB STRATEGIC TR17.1K shares0.13%2026-03-312026-04-13

FPX FIRST TR EXCHANGE-TRADED FD3.1K shares-1.69%2026-03-312026-04-13

GLDM WORLD GOLD TR4.9K shares0.00%2026-03-312026-04-13

GTLS CHART INDS INC2.2K shares0.00%2026-03-312026-04-13

DFAS DIMENSIONAL ETF TRUST6.3K shares-1.37%2026-03-312026-04-13

FNDA SCHWAB STRATEGIC TR12.8K shares-6.19%2026-03-312026-04-13

DFEM DIMENSIONAL ETF TRUST11.3K shares6.48%2026-03-312026-04-13

NFLX NETFLIX INC.4.0K shares-0.72%2026-03-312026-04-13

Sponsored

NOBL PROSHARES TR3.5K shares-3.47%2026-03-312026-04-13

MUB ISHARES TR3.4K shares0.15%2026-03-312026-04-13

FSK FS KKR CAP CORP35.2K shares0.00%2026-03-312026-04-13

BROADCOM INC BROADCOM INC1.0K shares-1.32%2026-03-312026-04-13

FLTR VANECK ETF TRUST12.6K shares9.46%2026-03-312026-04-13

ABBV ABBVIE INC1.4K shares12.42%2026-03-312026-04-13

VIPER ENERGY INC VIPER ENERGY INC6.4K shares0.00%2026-03-312026-04-13

DFSU DIMENSIONAL ETF TRUST7.2K shares0.00%2026-03-312026-04-13

Sponsored

NTR NUTRIEN LTD3.8K shares-2.57%2026-03-312026-04-13

VTV VANGUARD INDEX FDS1.4K shares-1.05%2026-03-312026-04-13

SLV ISHARES SILVER TR4.0K shares0.00%2026-03-312026-04-13

ADSK AUTODESK INC1.1K shares-5.10%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR10.2K shares-8.77%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC1.5K sharesnew addition2026-03-312026-04-13

SHW SHERWIN WILLIAMS CO796 shares0.25%2026-03-312026-04-13

SKYY FIRST TR EXCHANGE-TRADED FD2.3K shares0.00%2026-03-312026-04-13

Sponsored

AWK AMERICAN WTR WKS CO INC NEW1.7K shares6.94%2026-03-312026-04-13

SHM SPDR SERIES TRUST4.7K shares0.71%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T343 shares0.29%2026-03-312026-04-13

SPDR SERIES TRUST SPDR SERIES TRUST1.7K shares0.36%2026-03-312026-04-13

CSCO CISCO SYS INC2.7K sharesnew addition2026-03-312026-04-13

FNX FIRST TR EXCHANGE-TRADED ALP1.6K shares-2.11%2026-03-312026-04-13

IEF ISHARES TR2.1K shares0.14%2026-03-312026-04-13

HYLN HYLIION HOLDINGS CORP26.0K shares0.00%2026-03-312026-04-13

Sponsored

DGRW

WISDOMTREE TR

5.17%

Shares203.0K

Event2026-03-31

Filed2026-04-13

MOAT

VANECK ETF TRUST

-0.77%

Shares102.6K

Event2026-03-31

Filed2026-04-13

UCON

FIRST TR EXCHNG TRADED FD VI

-1.63%

Shares355.2K

Event2026-03-31

Filed2026-04-13

LVHI

LEGG MASON ETF INVT

-5.33%

Shares165.1K

Event2026-03-31

Filed2026-04-13

FNDX

SCHWAB STRATEGIC TR

2.92%

Shares236.2K

Event2026-03-31

Filed2026-04-13

JSCP

J P MORGAN EXCHANGE TRADED F

New

Shares119.4K

Event2026-03-31

Filed2026-04-13

GPIX

GOLDMAN SACHS ETF TR

-6.74%

Shares108.1K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

0.80%

Shares25.5K

Event2026-03-31

Filed2026-04-13

FTC

FIRST TR EXCHANGE-TRADED ALP

75.08%

Shares21.1K

Event2026-03-31

Filed2026-04-13

AFLG

FIRST TR EXCHNG TRADED FD VI

23.63%

Shares83.0K

Event2026-03-31

Filed2026-04-13

VFLO

VICTORY PORTFOLIOS II

New

Shares80.4K

Event2026-03-31

Filed2026-04-13

ISHARES GOLD TR

16.48%

Shares31.9K

Event2026-03-31

Filed2026-04-13

DUHP

DIMENSIONAL ETF TRUST

0.03%

Shares74.6K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-1.18%

Shares9.6K

Event2026-03-31

Filed2026-04-13

DFAI

DIMENSIONAL ETF TRUST

1.79%

Shares55.6K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

337.78%

Shares15.4K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

29.94%

Shares3.2K

Event2026-03-31

Filed2026-04-13

FCEF

FIRST TR EXCHNG TRADED FD VI

38.63%

Shares84.1K

Event2026-03-31

Filed2026-04-13

RDVI

FIRST TR EXCHANGE-TRADED FD

12.18%

Shares72.1K

Event2026-03-31

Filed2026-04-13

AIRR

FIRST TR EXCHANGE TRADED FD

69.72%

Shares14.8K

Event2026-03-31

Filed2026-04-13

ALPS ETF TR

-7.52%

Shares29.3K

Event2026-03-31

Filed2026-04-13

FNDF

SCHWAB STRATEGIC TR

69.38%

Shares31.3K

Event2026-03-31

Filed2026-04-13

JMUB

J P MORGAN EXCHANGE TRADED F

5.48%

Shares30.2K

Event2026-03-31

Filed2026-04-13

DFEV

DIMENSIONAL ETF TRUST

-5.04%

Shares42.0K

Event2026-03-31

Filed2026-04-13

FMHI

FIRST TR EXCH TRADED FD III

27.13%

Shares29.9K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

2.32%

Shares43.6K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

711.75%

Shares3.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-3.97%

Shares4.2K

Event2026-03-31

Filed2026-04-13

FTCS

FIRST TR EXCHANGE-TRADED FD

-63.49%

Shares11.7K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

20.07%

Shares27.7K

Event2026-03-31

Filed2026-04-13

SPMO

INVESCO EXCH TRADED FD TR II

-35.79%

Shares9.2K

Event2026-03-31

Filed2026-04-13

VANGUARD INTL EQUITY INDEX F

-5.12%

Shares7.2K

Event2026-03-31

Filed2026-04-13

WCMI

FIRST TR EXCHANGE-TRADED FD

81.58%

Shares58.5K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

239.96%

Shares5.8K

Event2026-03-31

Filed2026-04-13

FTSL

FIRST TR EXCHANGE-TRADED FD

14.03%

Shares21.2K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

2.39%

Shares4.4K

Event2026-03-31

Filed2026-04-13

AVUV

AMERICAN CENTY ETF TR

2.02%

Shares8.3K

Event2026-03-31

Filed2026-04-13

PYLD

PIMCO ETF TR

New

Shares33.7K

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

New

Shares13.7K

Event2026-03-31

Filed2026-04-13

JPST

J P MORGAN EXCHANGE TRADED F

-82.49%

Shares17.0K

Event2026-03-31

Filed2026-04-13

FPE

FIRST TR EXCH TRADED FD III

20.52%

Shares47.8K

Event2026-03-31

Filed2026-04-13

DFAX

DIMENSIONAL ETF TRUST

0.09%

Shares19.0K

Event2026-03-31

Filed2026-04-13

WCME

FIRST TR EXCHANGE-TRADED FD

85.83%

Shares38.3K

Event2026-03-31

Filed2026-04-13

DFUS

DIMENSIONAL ETF TRUST

0.48%

Shares8.8K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

4.63%

Shares1.6K

Event2026-03-31

Filed2026-04-13

DFAW

DIMENSIONAL ETF TRUST

0.25%

Shares7.6K

Event2026-03-31

Filed2026-04-13

XLE

SELECT SECTOR SPDR TR

New

Shares8.5K

Event2026-03-31

Filed2026-04-13

LNT

ALLIANT ENERGY CORP

New

Shares7.2K

Event2026-03-31

Filed2026-04-13

SCHG

SCHWAB STRATEGIC TR

0.13%

Shares17.1K

Event2026-03-31

Filed2026-04-13

FPX

FIRST TR EXCHANGE-TRADED FD

-1.69%

Shares3.1K

Event2026-03-31

Filed2026-04-13

GLDM

WORLD GOLD TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-13

GTLS

CHART INDS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-13

DFAS

DIMENSIONAL ETF TRUST

-1.37%

Shares6.3K

Event2026-03-31

Filed2026-04-13

FNDA

SCHWAB STRATEGIC TR

-6.19%

Shares12.8K

Event2026-03-31

Filed2026-04-13

DFEM

DIMENSIONAL ETF TRUST

6.48%

Shares11.3K

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC.

-0.72%

Shares4.0K

Event2026-03-31

Filed2026-04-13

NOBL

PROSHARES TR

-3.47%

Shares3.5K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

0.15%

Shares3.4K

Event2026-03-31

Filed2026-04-13

FSK

FS KKR CAP CORP

0.00%

Shares35.2K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

-1.32%

Shares1.0K

Event2026-03-31

Filed2026-04-13

FLTR

VANECK ETF TRUST

9.46%

Shares12.6K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

12.42%

Shares1.4K

Event2026-03-31

Filed2026-04-13

VIPER ENERGY INC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-13

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-13

NTR

NUTRIEN LTD

-2.57%

Shares3.8K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

-1.05%

Shares1.4K

Event2026-03-31

Filed2026-04-13

SLV

ISHARES SILVER TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-13

ADSK

AUTODESK INC

-5.10%

Shares1.1K

Event2026-03-31

Filed2026-04-13

SCHB

SCHWAB STRATEGIC TR

-8.77%

Shares10.2K

Event2026-03-31

Filed2026-04-13

PHILIP MORRIS INTL INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-13

SHW

SHERWIN WILLIAMS CO

0.25%

Shares796

Event2026-03-31

Filed2026-04-13

SKYY

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-13

AWK

AMERICAN WTR WKS CO INC NEW

6.94%

Shares1.7K

Event2026-03-31

Filed2026-04-13

SHM

SPDR SERIES TRUST

0.71%

Shares4.7K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

0.29%

Shares343

Event2026-03-31

Filed2026-04-13

SPDR SERIES TRUST

0.36%

Shares1.7K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-13

FNX

FIRST TR EXCHANGE-TRADED ALP

-2.11%

Shares1.6K

Event2026-03-31

Filed2026-04-13

IEF

ISHARES TR

0.14%

Shares2.1K

Event2026-03-31

Filed2026-04-13

HYLN

HYLIION HOLDINGS CORP

0.00%

Shares26.0K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available