Sponsored

The Analysis of Dickmeyer Boyce Financial Management, Inc.'s Holdings & P&L

Currently, Dickmeyer Boyce Financial Management, Inc. holds 125 types of securities in its portfolio with a total value $169.9M. In the most recent quarter, they have increased their positions in FBND (+241.4K shares, valued at $11.0M), AAPL (+31.4K shares, valued at $8.0M), SCHD (+226.8K shares, valued at $7.0M); initiated new positions in FBND (+241.4K shares, valued at $11.0M), AAPL (+31.4K shares, valued at $8.0M), SCHD (+226.8K shares, valued at $7.0M).

1M P&L

+3.8M+2.19%

3M P&L

+11.1M+6.69%

HY P&L

+13.3M+8.17%

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/A75.3M

46.5%

2Drug Manufacturers - General12.8M

7.9%

3Consumer Electronics8.0M

4.9%

Top Industries by Stock Count

1N/A30 stocks

26.1%

2Drug Manufacturers - General7 stocks

6.1%

3Banks - Diversified7 stocks

6.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FBND FIDELITY MERRIMACK STR TR241.4K sharesnew addition2026-03-312026-05-13

AAPL APPLE INC31.4K sharesnew addition2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR226.8K sharesnew addition2026-03-312026-05-13

IWR ISHARES TR67.1K sharesnew addition2026-03-312026-05-13

DON WISDOMTREE TR123.7K sharesnew addition2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS40.5K sharesnew addition2026-03-312026-05-13

MSFT MICROSOFT CORP14.9K sharesnew addition2026-03-312026-05-13

JNJ JOHNSON & JOHNSON22.0K sharesnew addition2026-03-312026-05-13

Sponsored

VTEB VANGUARD MUN BD FDS107.0K sharesnew addition2026-03-312026-05-13

DGRW WISDOMTREE TR52.8K sharesnew addition2026-03-312026-05-13

VTV VANGUARD INDEX FDS17.5K sharesnew addition2026-03-312026-05-13

ABBV ABBVIE INC15.7K sharesnew addition2026-03-312026-05-13

JPM JPMORGAN CHASE & CO11.2K sharesnew addition2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC57.9K sharesnew addition2026-03-312026-05-13

DLN WISDOMTREE TR30.3K sharesnew addition2026-03-312026-05-13

DES WISDOMTREE TR74.0K sharesnew addition2026-03-312026-05-13

Sponsored

VYMI VANGUARD WHITEHALL FDS28.0K sharesnew addition2026-03-312026-05-13

VCRB VANGUARD MALVERN FDS34.0K sharesnew addition2026-03-312026-05-13

NVDA NVIDIA CORPORATION14.5K sharesnew addition2026-03-312026-05-13

SBUX STARBUCKS CORP28.2K sharesnew addition2026-03-312026-05-13

CSCO CISCO SYS INC30.6K sharesnew addition2026-03-312026-05-13

DGRS WISDOMTREE TR42.3K sharesnew addition2026-03-312026-05-13

ALPHABET INC ALPHABET INC7.3K sharesnew addition2026-03-312026-05-13

O REALTY INCOME CORP33.9K sharesnew addition2026-03-312026-05-13

Sponsored

AMZN AMAZON COM INC9.8K sharesnew addition2026-03-312026-05-13

FNDA SCHWAB STRATEGIC TR50.3K sharesnew addition2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC6.1K sharesnew addition2026-03-312026-05-13

WMT WALMART INC12.6K sharesnew addition2026-03-312026-05-13

PEP PEPSICO INC9.6K sharesnew addition2026-03-312026-05-13

PG PROCTER & GAMBLE CO10.0K sharesnew addition2026-03-312026-05-13

DHS WISDOMTREE TR12.7K sharesnew addition2026-03-312026-05-13

CVX CHEVRON CORPORATION6.7K sharesnew addition2026-03-312026-05-13

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.5K sharesnew addition2026-03-312026-05-13

IVV ISHARES TR1.9K sharesnew addition2026-03-312026-05-13

WFC WELLS FARGO & CO15.2K sharesnew addition2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC3.5K sharesnew addition2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP1.9K sharesnew addition2026-03-312026-05-13

XOM EXXON MOBIL CORP6.8K sharesnew addition2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC8.8K sharesnew addition2026-03-312026-05-13

ARCC ARES CAPITAL CORP63.4K sharesnew addition2026-03-312026-05-13

Sponsored

JHMM JOHN HANCOCK EXCHANGE TRADED16.7K sharesnew addition2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC9.2K sharesnew addition2026-03-312026-05-13

LLY ELI LILLY & CO1.1K sharesnew addition2026-03-312026-05-13

TD TORONTO DOMINION BK ONT11.1K sharesnew addition2026-03-312026-05-13

AMGN AMGEN INC2.9K sharesnew addition2026-03-312026-05-13

AFL AFLAC INC9.1K sharesnew addition2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR33.9K sharesnew addition2026-03-312026-05-13

MMM 3M CO6.7K sharesnew addition2026-03-312026-05-13

Sponsored

RIO RIO TINTO PLC10.2K sharesnew addition2026-03-312026-05-13

SYY SYSCO CORP13.0K sharesnew addition2026-03-312026-05-13

BMO BANK MONTREAL MEDIUM6.8K sharesnew addition2026-03-312026-05-13

NVS NOVARTIS AG6.0K sharesnew addition2026-03-312026-05-13

FNDF SCHWAB STRATEGIC TR18.5K sharesnew addition2026-03-312026-05-13

VTWV VANGUARD SCOTTSDALE FDS5.2K sharesnew addition2026-03-312026-05-13

FAST FASTENAL CO18.6K sharesnew addition2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP8.8K sharesnew addition2026-03-312026-05-13

Sponsored

CAT CATERPILLAR INC1.2K sharesnew addition2026-03-312026-05-13

MCD MCDONALDS CORP2.7K sharesnew addition2026-03-312026-05-13

STLD STEEL DYNAMICS INC4.6K sharesnew addition2026-03-312026-05-13

ABT ABBOTT LABORATORIES8.1K sharesnew addition2026-03-312026-05-13

SDY SPDR SERIES TRUST5.5K sharesnew addition2026-03-312026-05-13

ALPHABET INC ALPHABET INC2.6K sharesnew addition2026-03-312026-05-13

SO SOUTHERN CO7.7K sharesnew addition2026-03-312026-05-13

PAYX PAYCHEX INC8.0K sharesnew addition2026-03-312026-05-13

Sponsored

BROADCOM INC BROADCOM INC2.4K sharesnew addition2026-03-312026-05-13

AIVL WISDOMTREE TR6.3K sharesnew addition2026-03-312026-05-13

PFE PFIZER INC22.9K sharesnew addition2026-03-312026-05-13

TRP TC ENERGY CORP10.1K sharesnew addition2026-03-312026-05-13

EMR EMERSON ELEC CO4.8K sharesnew addition2026-03-312026-05-13

KO COCA COLA CO7.9K sharesnew addition2026-03-312026-05-13

CHRW C H ROBINSON WORLDWIDE IN3.6K sharesnew addition2026-03-312026-05-13

DRI DARDEN RESTAURANTS INC2.9K sharesnew addition2026-03-312026-05-13

Sponsored

COST COSTCO WHOLESALE CORPORATION564 sharesnew addition2026-03-312026-05-13

D DOMINION ENERGY INC8.9K sharesnew addition2026-03-312026-05-13

QCOM QUALCOMM INC4.3K sharesnew addition2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC5.9K sharesnew addition2026-03-312026-05-13

UNILEVER PLC UNILEVER PLC8.9K sharesnew addition2026-03-312026-05-13

HAS HASBRO INC5.2K sharesnew addition2026-03-312026-05-13

BAC BANK AMERICA CORP9.8K sharesnew addition2026-03-312026-05-13

MCHP MICROCHIP TECHNOLOGY INC.7.4K sharesnew addition2026-03-312026-05-13

Sponsored

META META PLATFORMS INC806 sharesnew addition2026-03-312026-05-13

CLX CLOROX CO DEL4.4K sharesnew addition2026-03-312026-05-13

OAKM HARRIS OAKMARK ETF TRUST15.8K sharesnew addition2026-03-312026-05-13

MFSG MFS ACTIVE EXCHANGE TRADED F16.7K sharesnew addition2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC4.2K sharesnew addition2026-03-312026-05-13

WELL WELLTOWER INC2.1K sharesnew addition2026-03-312026-05-13

PNW PINNACLE WEST CAP CORP4.0K sharesnew addition2026-03-312026-05-13

F FORD MTR CO34.3K sharesnew addition2026-03-312026-05-13

Sponsored

ONB OLD NATL BANCORP IND17.6K sharesnew addition2026-03-312026-05-13

NVO NOVO-NORDISK A S10.5K sharesnew addition2026-03-312026-05-13

CL COLGATE PALMOLIVE CO4.5K sharesnew addition2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR655 sharesnew addition2026-03-312026-05-13

CVS CVS HEALTH CORP5.2K sharesnew addition2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC1.3K sharesnew addition2026-03-312026-05-13

ORCL ORACLE CORP2.4K sharesnew addition2026-03-312026-05-13

PKG PACKAGING CORP AMER1.6K sharesnew addition2026-03-312026-05-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL712 sharesnew addition2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR10.7K sharesnew addition2026-03-312026-05-13

OMC OMNICOM GROUP INC4.3K sharesnew addition2026-03-312026-05-13

LOW LOWES COS INC1.4K sharesnew addition2026-03-312026-05-13

INTC INTEL CORP7.3K sharesnew addition2026-03-312026-05-13

MO ALTRIA GROUP INC4.7K sharesnew addition2026-03-312026-05-13

ATO ATMOS ENERGY CORP1.7K sharesnew addition2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L8.0K sharesnew addition2026-03-312026-05-13

Sponsored

BNS BANK NOVA SCOTIA B C4.4K sharesnew addition2026-03-312026-05-13

PSA PUBLIC STORAGE OPER CO978 sharesnew addition2026-03-312026-05-13

NTR NUTRIEN LTD3.4K sharesnew addition2026-03-312026-05-13

IVE ISHARES TR1.2K sharesnew addition2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR9.4K sharesnew addition2026-03-312026-05-13

IJR ISHARES TR1.9K sharesnew addition2026-03-312026-05-13

MSI MOTOROLA SOLUTIONS INC520 sharesnew addition2026-03-312026-05-13

IWM ISHARES TR903 sharesnew addition2026-03-312026-05-13

Sponsored

GSK PLC GSK PLC3.9K sharesnew addition2026-03-312026-05-13

WPM WHEATON PRECIOUS METALS CORP1.6K sharesnew addition2026-03-312026-05-13

HON HONEYWELL INTL INC945 sharesnew addition2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS868 sharesnew addition2026-03-312026-05-13

TJX TJX COS INC NEW1.3K sharesnew addition2026-03-312026-05-13

FDX FEDEX CORP581 sharesnew addition2026-03-312026-05-13

TMUS T-MOBILE US INC980 sharesnew addition2026-03-312026-05-13

Sponsored

VHT VANGUARD WORLD FD750 sharesnew addition2026-03-312026-05-13

RY ROYAL BK CDA1.2K sharesnew addition2026-03-312026-05-13

INFY INFOSYS LTD12.8K sharesnew addition2026-03-312026-05-13

BITF BITFARMS LTD31.0K sharesnew addition2026-03-312026-05-13

PRTS CARPARTS COM INC11.0K sharesnew addition2026-03-312026-05-13

FBND

FIDELITY MERRIMACK STR TR

New

Shares241.4K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

New

Shares31.4K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

New

Shares226.8K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES TR

New

Shares67.1K

Event2026-03-31

Filed2026-05-13

DON

WISDOMTREE TR

New

Shares123.7K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

New

Shares40.5K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

New

Shares14.9K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

New

Shares22.0K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

New

Shares107.0K

Event2026-03-31

Filed2026-05-13

DGRW

WISDOMTREE TR

New

Shares52.8K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

New

Shares17.5K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

New

Shares15.7K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

New

Shares11.2K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

New

Shares57.9K

Event2026-03-31

Filed2026-05-13

DLN

WISDOMTREE TR

New

Shares30.3K

Event2026-03-31

Filed2026-05-13

DES

WISDOMTREE TR

New

Shares74.0K

Event2026-03-31

Filed2026-05-13

VYMI

VANGUARD WHITEHALL FDS

New

Shares28.0K

Event2026-03-31

Filed2026-05-13

VCRB

VANGUARD MALVERN FDS

New

Shares34.0K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

New

Shares14.5K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP

New

Shares28.2K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

New

Shares30.6K

Event2026-03-31

Filed2026-05-13

DGRS

WISDOMTREE TR

New

Shares42.3K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

New

Shares7.3K

Event2026-03-31

Filed2026-05-13

REALTY INCOME CORP

New

Shares33.9K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

New

Shares9.8K

Event2026-03-31

Filed2026-05-13

FNDA

SCHWAB STRATEGIC TR

New

Shares50.3K

Event2026-03-31

Filed2026-05-13

ITW

ILLINOIS TOOL WKS INC

New

Shares6.1K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

New

Shares12.6K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

New

Shares9.6K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

New

Shares10.0K

Event2026-03-31

Filed2026-05-13

DHS

WISDOMTREE TR

New

Shares12.7K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

New

Shares6.7K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

New

Shares10.5K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

New

Shares1.9K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

New

Shares15.2K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares3.5K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

New

Shares1.9K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

New

Shares6.8K

Event2026-03-31

Filed2026-05-13

AEP

AMERICAN ELEC PWR CO INC

New

Shares8.8K

Event2026-03-31

Filed2026-05-13

ARCC

ARES CAPITAL CORP

New

Shares63.4K

Event2026-03-31

Filed2026-05-13

JHMM

JOHN HANCOCK EXCHANGE TRADED

New

Shares16.7K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

New

Shares9.2K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

New

Shares1.1K

Event2026-03-31

Filed2026-05-13

TORONTO DOMINION BK ONT

New

Shares11.1K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

New

Shares2.9K

Event2026-03-31

Filed2026-05-13

AFL

AFLAC INC

New

Shares9.1K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB STRATEGIC TR

New

Shares33.9K

Event2026-03-31

Filed2026-05-13

MMM

3M CO

New

Shares6.7K

Event2026-03-31

Filed2026-05-13

RIO

RIO TINTO PLC

New

Shares10.2K

Event2026-03-31

Filed2026-05-13

SYY

SYSCO CORP

New

Shares13.0K

Event2026-03-31

Filed2026-05-13

BMO

BANK MONTREAL MEDIUM

New

Shares6.8K

Event2026-03-31

Filed2026-05-13

NVS

NOVARTIS AG

New

Shares6.0K

Event2026-03-31

Filed2026-05-13

FNDF

SCHWAB STRATEGIC TR

New

Shares18.5K

Event2026-03-31

Filed2026-05-13

VTWV

VANGUARD SCOTTSDALE FDS

New

Shares5.2K

Event2026-03-31

Filed2026-05-13

FAST

FASTENAL CO

New

Shares18.6K

Event2026-03-31

Filed2026-05-13

KMB

KIMBERLY-CLARK CORP

New

Shares8.8K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

New

Shares2.7K

Event2026-03-31

Filed2026-05-13

STLD

STEEL DYNAMICS INC

New

Shares4.6K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

New

Shares8.1K

Event2026-03-31

Filed2026-05-13

SDY

SPDR SERIES TRUST

New

Shares5.5K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

New

Shares7.7K

Event2026-03-31

Filed2026-05-13

PAYX

PAYCHEX INC

New

Shares8.0K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-13

AIVL

WISDOMTREE TR

New

Shares6.3K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

New

Shares22.9K

Event2026-03-31

Filed2026-05-13

TRP

TC ENERGY CORP

New

Shares10.1K

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

New

Shares4.8K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

New

Shares7.9K

Event2026-03-31

Filed2026-05-13

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares3.6K

Event2026-03-31

Filed2026-05-13

DRI

DARDEN RESTAURANTS INC

New

Shares2.9K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

New

Shares564

Event2026-03-31

Filed2026-05-13

DOMINION ENERGY INC

New

Shares8.9K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

New

Shares4.3K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

New

Shares5.9K

Event2026-03-31

Filed2026-05-13

UNILEVER PLC

New

Shares8.9K

Event2026-03-31

Filed2026-05-13

HAS

HASBRO INC

New

Shares5.2K

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

New

Shares9.8K

Event2026-03-31

Filed2026-05-13

MCHP

MICROCHIP TECHNOLOGY INC.

New

Shares7.4K

Event2026-03-31

Filed2026-05-13