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The Analysis of Wilson & Boucher Capital Management, LLC's Holdings & P&L

Currently, Wilson & Boucher Capital Management, LLC holds 114 types of securities in its portfolio with a total value $150.7M. In the most recent quarter, they have increased their positions in VEA (+8.2K shares, valued at $525.6K), VEU (+3.3K shares, valued at $246.0K), GLD (+556 shares, valued at $239.2K); decreased their positions in NVO (-3.2K shares, valued at $118.0K), VTI (-281 shares, valued at $90.1K), PG (-608 shares, valued at $87.8K); initiated new positions in EEM (+3.7K shares, valued at $210.7K), ENB (+3.9K shares, valued at $210.2K).

1M P&L

+4.9M+3.10%

3M P&L

-32.9M-16.87%

HY P&L

-22.7M-12.30%

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/A83.3M

56.2%

2Consumer Electronics9.2M

6.2%

3Drug Manufacturers - General7.3M

4.9%

Top Industries by Stock Count

1N/A52 stocks

48.6%

2Drug Manufacturers - General5 stocks

4.7%

3Specialty Industrial Machinery3 stocks

2.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI Vanguard Total Stock Mkt ETF52.8K shares-0.53%2026-03-312026-05-18

AAPL Apple33.6K shares-0.15%2026-03-312026-05-18

SCHB Schwab US Broad Market ETF260.2K shares-0.43%2026-03-312026-05-18

VEU Vanguard FTSE All-World Ex-US75.0K shares4.57%2026-03-312026-05-18

VB Vanguard Index Small Cap ETF19.4K shares0.13%2026-03-312026-05-18

VO Vanguard Mid Cap Index ETF15.3K shares-1.13%2026-03-312026-05-18

CAT Caterpillar5.9K shares-1.99%2026-03-312026-05-18

VTV Vanguard Value ETF20.5K shares4.65%2026-03-312026-05-18

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VIG Vanguard Dividend Appreciation15.9K shares1.67%2026-03-312026-05-18

VUG Vanguard Index Growth ETF7.4K shares-0.05%2026-03-312026-05-18

VT Vanguard Total World23.3K shares7.95%2026-03-312026-05-18

MSFT Microsoft7.8K shares-1.41%2026-03-312026-05-18

XLU SPDR Utilities Select ETF62.3K shares2.82%2026-03-312026-05-18

SYK Stryker8.2K shares-1.32%2026-03-312026-05-18

JNJ Johnson & Johnson10.0K shares0.25%2026-03-312026-05-18

AMAT Applied Materials6.9K shares-2.81%2026-03-312026-05-18

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XLV SPDR Health Care Select Sctr E15.0K shares-2.63%2026-03-312026-05-18

ORCL Oracle14.3K shares0.50%2026-03-312026-05-18

WMT Wal Mart Stores16.6K shares-0.15%2026-03-312026-05-18

VEA Vanguard FTSE Developed Mkt ET30.0K shares37.56%2026-03-312026-05-18

VWO Vanguard Emerging Markets ETF34.7K shares-0.29%2026-03-312026-05-18

XLK SPDR Technology Sector ETF14.1K shares0.00%2026-03-312026-05-18

PEP Pepsico11.6K shares-1.72%2026-03-312026-05-18

NEE Nextera Energy18.6K shares0.01%2026-03-312026-05-18

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NVO Novo Nordisk A/S ADR Fmly Novo44.8K shares-6.68%2026-03-312026-05-18

XLE SPDR Energy Sector ETF25.3K shares0.40%2026-03-312026-05-18

PG Procter & Gamble10.5K shares-5.50%2026-03-312026-05-18

XLB SPDR Materials30.1K shares0.50%2026-03-312026-05-18

CMI Cummins Inc2.8K shares-1.00%2026-03-312026-05-18

ITW Illinois Tool Works5.6K shares0.00%2026-03-312026-05-18

SCHW Schwab Charles Corp New15.2K shares-0.10%2026-03-312026-05-18

COST Costco Wholesale1.3K shares0.00%2026-03-312026-05-18

Sponsored

SCHF Schwab International Equity ET51.4K shares0.88%2026-03-312026-05-18

HON Honeywell International5.5K shares0.00%2026-03-312026-05-18

ABBV AbbVie Inc Com5.6K shares0.00%2026-03-312026-05-18

CSCO Cisco Systems14.9K shares0.00%2026-03-312026-05-18

SCHA Schwab US Small Cap ETF39.7K shares-1.48%2026-03-312026-05-18

Google Inc Class C Google Inc Class C4.0K shares1.65%2026-03-312026-05-18

AMZN Amazon Com Inc5.4K shares0.18%2026-03-312026-05-18

ABT Abbott Laboratories10.7K shares0.00%2026-03-312026-05-18

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AMGN Amgen2.8K shares0.00%2026-03-312026-05-18

VGT Vanguard Information Technolog1.4K shares0.00%2026-03-312026-05-18

SPY S & P Depository Receipts1.4K shares-0.62%2026-03-312026-05-18

TRV Travelers Co.3.1K shares0.00%2026-03-312026-05-18

WFC Wells Fargo & Co11.1K shares0.91%2026-03-312026-05-18

XLF SPDR Financial Select Sector E17.7K shares2.90%2026-03-312026-05-18

ANGL Vaneck Vectors Fallen30.4K shares-0.16%2026-03-312026-05-18

DUK Duke Energy6.3K shares0.00%2026-03-312026-05-18

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GS Goldman Sachs Group968 shares0.83%2026-03-312026-05-18

Invesco QQQ Trust Invesco QQQ Trust1.3K shares0.00%2026-03-312026-05-18

LOW Lowe's3.3K shares0.77%2026-03-312026-05-18

XOM Exxon Mobil4.5K shares0.02%2026-03-312026-05-18

UNP Union Pacific Corp3.1K shares0.81%2026-03-312026-05-18

SBUX Starbucks8.4K shares0.60%2026-03-312026-05-18

FALN iShares Fallen Angels27.5K shares0.73%2026-03-312026-05-18

ITB iShares Dj US Home Const7.5K shares-4.74%2026-03-312026-05-18

Sponsored

SCHM Schwab US Mid-Cap ETF21.8K shares-0.91%2026-03-312026-05-18

MCK Mckesson Hboc Inc766 shares0.39%2026-03-312026-05-18

QCOM Qualcomm5.1K shares0.29%2026-03-312026-05-18

VDC Vanguard Consumer Staples ETF2.9K shares0.00%2026-03-312026-05-18

EMR Emerson Electric5.0K shares-0.66%2026-03-312026-05-18

UNH Unitedhealth Group Inc Com2.2K shares0.50%2026-03-312026-05-18

CVX Chevron Corp2.9K shares0.00%2026-03-312026-05-18

GLD SPDR Gold Trust1.4K shares69.07%2026-03-312026-05-18

Sponsored

IBM International Business Machine2.3K shares0.00%2026-03-312026-05-18

SYY Sysco Corporation7.9K shares0.64%2026-03-312026-05-18

JPM JPMorgan & Co1.9K shares0.05%2026-03-312026-05-18

XT iShares Exponential Technology7.9K shares1.29%2026-03-312026-05-18

SCHE Schwab Emg Mkt Eq ETF16.1K shares0.00%2026-03-312026-05-18

Berkshire Hathaway Inc Del Cl Berkshire Hathaway Inc Del Cl1.1K shares5.30%2026-03-312026-05-18

Cyber Security ETF Cyber Security ETF6.8K shares0.37%2026-03-312026-05-18

LLY Eli Lilly & Company548 shares1.11%2026-03-312026-05-18

Sponsored

BK Bank of New York Co4.2K shares0.00%2026-03-312026-05-18

CVS CVS Caremark Corp6.8K shares0.00%2026-03-312026-05-18

VCR Sensory Science1.3K shares0.00%2026-03-312026-05-18

SPYM State Street SPDR Portfolio S&5.9K shares0.00%2026-03-312026-05-18

HD Home Depot1.4K shares0.00%2026-03-312026-05-18

VBR Vanguard Small Cap Value2.0K shares0.00%2026-03-312026-05-18

ADP Automatic Data Processing2.1K shares0.00%2026-03-312026-05-18

IWF Ishares Russell 1000904 shares0.00%2026-03-312026-05-18

Sponsored

VZ Verizon7.6K shares1.34%2026-03-312026-05-18

SPTM SPDR Total Stock Mrk4.8K shares0.00%2026-03-312026-05-18

HWM Howmet Aerospace Inc1.6K shares0.00%2026-03-312026-05-18

VNQ Vanguard REIT ETF4.0K shares0.00%2026-03-312026-05-18

SPDR High Yield Bond SPDR High Yield Bond3.7K shares0.00%2026-03-312026-05-18

DSI iShars Kld 400 Social Idx2.8K shares0.00%2026-03-312026-05-18

EMN Eastman Chemical4.4K shares0.00%2026-03-312026-05-18

VOT Vanguard Index Mid-Cap Growth1.2K shares0.00%2026-03-312026-05-18

Sponsored

UPS United Parcel Service3.1K shares0.00%2026-03-312026-05-18

CARR Carrier Global Corp5.4K shares0.00%2026-03-312026-05-18

META Facebook Inc Class A522 shares0.97%2026-03-312026-05-18

URI United Rentals Inc403 shares1.26%2026-03-312026-05-18

IEFA Ishares Core Msci Eafe3.1K shares0.00%2026-03-312026-05-18

IWC iShares Russell Micro-Cap ETF1.7K shares0.00%2026-03-312026-05-18

VHT Vanguard Health Care ETF1.0K shares0.00%2026-03-312026-05-18

XLI Industrial Select Sector SPDR1.7K shares0.00%2026-03-312026-05-18

Sponsored

VDE Vanguard Energy ETF1.6K shares-6.06%2026-03-312026-05-18

USHY iShares Broad High Yield7.1K shares0.00%2026-03-312026-05-18

PFF iShares S&P US Preferred Stock8.3K shares0.00%2026-03-312026-05-18

NVDA Nvidia Corp1.4K shares-3.03%2026-03-312026-05-18

CRM Salesforce Com1.3K shares0.00%2026-03-312026-05-18

PGX Invesco Preferred ETF22.5K shares0.00%2026-03-312026-05-18

Morningstar Wide Moat Morningstar Wide Moat2.5K shares0.00%2026-03-312026-05-18

DGX Quest Diagnostics Inc Com1.2K shares0.00%2026-03-312026-05-18

Sponsored

ROBO Robo Global Robotics3.4K shares0.00%2026-03-312026-05-18

SCHC Schwab Int'l Small Cap4.8K shares2.11%2026-03-312026-05-18

EES Wisdomtr Small Cap Earnings ET3.9K shares-27.78%2026-03-312026-05-18

BN Brookfield Corp5.3K shares0.00%2026-03-312026-05-18

SPDW SPDR Devlpd Ex-US ETF4.7K shares0.00%2026-03-312026-05-18

EEM iShares Emerging Markets ETF3.7K sharesnew addition2026-03-312026-05-18

IWD iShares Russell 1000 Value ETF985 shares0.00%2026-03-312026-05-18

ENB Enbridge Inc.3.9K sharesnew addition2026-03-312026-05-18

Sponsored

SPSM SPDR Small Cap Index4.3K shares0.00%2026-03-312026-05-18

HIO Western Asset High Incm33.0K shares-8.66%2026-03-312026-05-18

VTI

Vanguard Total Stock Mkt ETF

-0.53%

Shares52.8K

Event2026-03-31

Filed2026-05-18

AAPL

Apple

-0.15%

Shares33.6K

Event2026-03-31

Filed2026-05-18

SCHB

Schwab US Broad Market ETF

-0.43%

Shares260.2K

Event2026-03-31

Filed2026-05-18

VEU

Vanguard FTSE All-World Ex-US

4.57%

Shares75.0K

Event2026-03-31

Filed2026-05-18

Vanguard Index Small Cap ETF

0.13%

Shares19.4K

Event2026-03-31

Filed2026-05-18

Vanguard Mid Cap Index ETF

-1.13%

Shares15.3K

Event2026-03-31

Filed2026-05-18

CAT

Caterpillar

-1.99%

Shares5.9K

Event2026-03-31

Filed2026-05-18

VTV

Vanguard Value ETF

4.65%

Shares20.5K

Event2026-03-31

Filed2026-05-18

VIG

Vanguard Dividend Appreciation

1.67%

Shares15.9K

Event2026-03-31

Filed2026-05-18

VUG

Vanguard Index Growth ETF

-0.05%

Shares7.4K

Event2026-03-31

Filed2026-05-18

Vanguard Total World

7.95%

Shares23.3K

Event2026-03-31

Filed2026-05-18

MSFT

Microsoft

-1.41%

Shares7.8K

Event2026-03-31

Filed2026-05-18

XLU

SPDR Utilities Select ETF

2.82%

Shares62.3K

Event2026-03-31

Filed2026-05-18

SYK

Stryker

-1.32%

Shares8.2K

Event2026-03-31

Filed2026-05-18

JNJ

Johnson & Johnson

0.25%

Shares10.0K

Event2026-03-31

Filed2026-05-18

AMAT

Applied Materials

-2.81%

Shares6.9K

Event2026-03-31

Filed2026-05-18

XLV

SPDR Health Care Select Sctr E

-2.63%

Shares15.0K

Event2026-03-31

Filed2026-05-18

ORCL

Oracle

0.50%

Shares14.3K

Event2026-03-31

Filed2026-05-18

WMT

Wal Mart Stores

-0.15%

Shares16.6K

Event2026-03-31

Filed2026-05-18

VEA

Vanguard FTSE Developed Mkt ET

37.56%

Shares30.0K

Event2026-03-31

Filed2026-05-18

VWO

Vanguard Emerging Markets ETF

-0.29%

Shares34.7K

Event2026-03-31

Filed2026-05-18

XLK

SPDR Technology Sector ETF

0.00%

Shares14.1K

Event2026-03-31

Filed2026-05-18

PEP

Pepsico

-1.72%

Shares11.6K

Event2026-03-31

Filed2026-05-18

NEE

Nextera Energy

0.01%

Shares18.6K

Event2026-03-31

Filed2026-05-18

NVO

Novo Nordisk A/S ADR Fmly Novo

-6.68%

Shares44.8K

Event2026-03-31

Filed2026-05-18

XLE

SPDR Energy Sector ETF

0.40%

Shares25.3K

Event2026-03-31

Filed2026-05-18

Procter & Gamble

-5.50%

Shares10.5K

Event2026-03-31

Filed2026-05-18

XLB

SPDR Materials

0.50%

Shares30.1K

Event2026-03-31

Filed2026-05-18

CMI

Cummins Inc

-1.00%

Shares2.8K

Event2026-03-31

Filed2026-05-18

ITW

Illinois Tool Works

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-18

SCHW

Schwab Charles Corp New

-0.10%

Shares15.2K

Event2026-03-31

Filed2026-05-18

COST

Costco Wholesale

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-18

SCHF

Schwab International Equity ET

0.88%

Shares51.4K

Event2026-03-31

Filed2026-05-18

HON

Honeywell International

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-18

ABBV

AbbVie Inc Com

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-18

CSCO

Cisco Systems

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-18

SCHA

Schwab US Small Cap ETF

-1.48%

Shares39.7K

Event2026-03-31

Filed2026-05-18

Google Inc Class C

1.65%

Shares4.0K

Event2026-03-31

Filed2026-05-18

AMZN

Amazon Com Inc

0.18%

Shares5.4K

Event2026-03-31

Filed2026-05-18

ABT

Abbott Laboratories

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-18

AMGN

Amgen

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-18

VGT

Vanguard Information Technolog

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-18

SPY

S & P Depository Receipts

-0.62%

Shares1.4K

Event2026-03-31

Filed2026-05-18

TRV

Travelers Co.

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-18

WFC

Wells Fargo & Co

0.91%

Shares11.1K

Event2026-03-31

Filed2026-05-18

XLF

SPDR Financial Select Sector E

2.90%

Shares17.7K

Event2026-03-31

Filed2026-05-18

ANGL

Vaneck Vectors Fallen

-0.16%

Shares30.4K

Event2026-03-31

Filed2026-05-18

DUK

Duke Energy

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-18

Goldman Sachs Group

0.83%

Shares968

Event2026-03-31

Filed2026-05-18

Invesco QQQ Trust

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-18

LOW

Lowe's

0.77%

Shares3.3K

Event2026-03-31

Filed2026-05-18

XOM

Exxon Mobil

0.02%

Shares4.5K

Event2026-03-31

Filed2026-05-18

UNP

Union Pacific Corp

0.81%

Shares3.1K

Event2026-03-31

Filed2026-05-18

SBUX

Starbucks

0.60%

Shares8.4K

Event2026-03-31

Filed2026-05-18

FALN

iShares Fallen Angels

0.73%

Shares27.5K

Event2026-03-31

Filed2026-05-18

ITB

iShares Dj US Home Const

-4.74%

Shares7.5K

Event2026-03-31

Filed2026-05-18

SCHM

Schwab US Mid-Cap ETF

-0.91%

Shares21.8K

Event2026-03-31

Filed2026-05-18

MCK

Mckesson Hboc Inc

0.39%

Shares766

Event2026-03-31

Filed2026-05-18

QCOM

Qualcomm

0.29%

Shares5.1K

Event2026-03-31

Filed2026-05-18

VDC

Vanguard Consumer Staples ETF

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-18

EMR

Emerson Electric

-0.66%

Shares5.0K

Event2026-03-31

Filed2026-05-18

UNH

Unitedhealth Group Inc Com

0.50%

Shares2.2K

Event2026-03-31

Filed2026-05-18

CVX

Chevron Corp

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-18

GLD

SPDR Gold Trust

69.07%

Shares1.4K

Event2026-03-31

Filed2026-05-18

IBM

International Business Machine

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-18

SYY

Sysco Corporation

0.64%

Shares7.9K

Event2026-03-31

Filed2026-05-18

JPM

JPMorgan & Co

0.05%

Shares1.9K

Event2026-03-31

Filed2026-05-18

iShares Exponential Technology

1.29%

Shares7.9K

Event2026-03-31

Filed2026-05-18

SCHE

Schwab Emg Mkt Eq ETF

0.00%

Shares16.1K

Event2026-03-31

Filed2026-05-18

Berkshire Hathaway Inc Del Cl

5.30%

Shares1.1K

Event2026-03-31

Filed2026-05-18

Cyber Security ETF

0.37%

Shares6.8K

Event2026-03-31

Filed2026-05-18

LLY

Eli Lilly & Company

1.11%

Shares548

Event2026-03-31

Filed2026-05-18

Bank of New York Co

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-18

CVS

CVS Caremark Corp

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-18

VCR

Sensory Science

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-18

SPYM

State Street SPDR Portfolio S&

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-18

Home Depot

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-18

VBR

Vanguard Small Cap Value

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-18

ADP

Automatic Data Processing

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-18

IWF

Ishares Russell 1000

0.00%

Shares904

Event2026-03-31

Filed2026-05-18

Verizon

1.34%

Shares7.6K

Event2026-03-31

Filed2026-05-18

SPTM

SPDR Total Stock Mrk

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-18

HWM

Howmet Aerospace Inc

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-18

VNQ

Vanguard REIT ETF

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-18

SPDR High Yield Bond

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-18

DSI

iShars Kld 400 Social Idx

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-18

EMN

Eastman Chemical

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-18

VOT

Vanguard Index Mid-Cap Growth

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-18

UPS

United Parcel Service

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-18

CARR

Carrier Global Corp

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-18