Boyd Wealth Management, LLC Top Holdings and 13F Report (2024) About Boyd Wealth Management, LLCInvestment ActivityBoyd Wealth Management, LLC has $230.95 million in total holdings as of September 30, 2024.Boyd Wealth Management, LLC owns shares of 52 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 17.04% of the portfolio was purchased this quarter.About 11.01% of the portfolio was sold this quarter.This quarter, Boyd Wealth Management, LLC has purchased 44 new stocks and bought additional shares in 21 stocks.Boyd Wealth Management, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $46,627,036iShares Core U.S. Aggregate Bond ETF $34,876,106Vanguard Value ETF $20,152,248Schwab International Equity ETF $16,423,426iShares Core S&P Mid-Cap ETF $13,819,940 Largest New Holdings this Quarter 46435G672 - iShares Core International Aggregate Bond ETF $7,073,779 Holding808524201 - Schwab US Large-Cap ETF $545,452 Holding594918104 - Microsoft $460,602 Holding78464A672 - SPDR Portfolio Intermediate Term Treasury ETF $409,125 Holding617446448 - Morgan Stanley $319,330 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 22,688 shares (about $12.89M)iShares Core International Aggregate Bond ETF 138,457 shares (about $7.07M)iShares Core S&P Mid-Cap ETF 114,002 shares (about $7.07M)Vanguard Value ETF 29,218 shares (about $5.16M)Vanguard Mid-Cap ETF 3,019 shares (about $844.81K) Largest Sales this Quarter Schwab International Equity ETF 544,459 shares (about $12.03M)SPDR Portfolio S&P 500 Growth ETF 115,364 shares (about $11.00M)iShares Core U.S. Aggregate Bond ETF 12,969 shares (about $1.29M)SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 5,966 shares (about $282.55K)iShares Core S&P 500 ETF 346 shares (about $214.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBoyd Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$46,627,036$12,887,389 ▲38.2%82,08620.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$34,876,106$1,286,524 ▼-3.6%351,57415.1%FinanceVTVVanguard Value ETF$20,152,248$5,163,989 ▲34.5%114,0228.7%ETFSCHFSchwab International Equity ETF$16,423,426$12,032,551 ▼-42.3%743,1417.1%ETFIJHiShares Core S&P Mid-Cap ETF$13,819,940$7,070,416 ▲104.8%222,8306.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$12,306,003$10,996,497 ▼-47.2%129,1025.3%ETFHYLBXtrackers USD High Yield Corporate Bond ETF$11,927,855$101,345 ▼-0.8%323,0735.2%ETFIVViShares Core S&P 500 ETF$10,041,144$214,830 ▼-2.1%16,1724.3%ETFIAGGiShares Core International Aggregate Bond ETF$7,073,779$7,073,779 ▲New Holding138,4573.1%ETFSCHESchwab Emerging Markets Equity ETF$6,706,877$215,019 ▲3.3%222,5242.9%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,739,469$195,824 ▲4.3%162,2552.1%ETFIJRiShares Core S&P Small-Cap ETF$4,242,522$92,459 ▼-2.1%38,8191.8%ETFIEFAiShares Core MSCI EAFE ETF$4,227,427$434,764 ▲11.5%50,6401.8%ETFMGVVanguard Mega Cap Value ETF$3,908,186$136,973 ▲3.6%29,7881.7%ETFVOVanguard Mid-Cap ETF$3,465,415$844,807 ▲32.2%12,3841.5%ETFVBVanguard Small-Cap ETF$2,852,291$411,160 ▲16.8%12,0361.2%ETFORCLOracle$2,416,2990.0%11,0521.0%Computer and TechnologyIWLiShares Russell Top 200 ETF$2,344,267$213,602 ▲10.0%15,3101.0%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$1,902,999$312,761 ▲19.7%37,3650.8%ETFVUGVanguard Growth ETF$1,880,736$69,267 ▲3.8%4,2900.8%ETFVTEBVanguard Tax-Exempt Bond ETF$1,823,524$127,968 ▼-6.6%37,1920.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,764,702$900 ▼-0.1%29,3970.8%ETFIUSViShares Core S&P U.S. Value ETF$1,546,547$511,762 ▲49.5%16,3430.7%ManufacturingAMZNAmazon.com$1,116,256$351,024 ▲45.9%5,0880.5%Retail/WholesaleAAPLApple$1,094,956$172,337 ▲18.7%5,3370.5%Computer and TechnologyFMHIFirst Trust Municipal High Income ETF$759,902$1,167 ▼-0.2%16,2720.3%ManufacturingDEDeere & Company$708,8350.0%1,3940.3%IndustrialsIUSGiShares Core S&P U.S. Growth ETF$646,576$165,592 ▲34.4%4,2990.3%ManufacturingPGProcter & Gamble$603,186$51,938 ▼-7.9%3,7860.3%Consumer StaplesSPYSPDR S&P 500 ETF Trust$598,079$52,517 ▲9.6%9680.3%FinanceVXUSVanguard Total International Stock ETF$585,6070.0%8,4760.3%ETFGOOGLAlphabet$576,096$283,554 ▲96.9%3,2690.2%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$568,294$83,218 ▲17.2%7,3480.2%ETFSCHXSchwab US Large-Cap ETF$545,452$545,452 ▲New Holding22,3180.2%ETFEMREmerson Electric$533,3200.0%4,0000.2%IndustrialsMUBiShares National Muni Bond ETF$505,892$7,940 ▲1.6%4,8420.2%ETFNVDANVIDIA$468,454$45,186 ▼-8.8%2,9650.2%Computer and TechnologyMSFTMicrosoft$460,602$460,602 ▲New Holding9260.2%Computer and TechnologyBRK.BBerkshire Hathaway$459,0530.0%9450.2%FinanceJPMJPMorgan Chase & Co.$434,2850.0%1,4980.2%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$409,125$409,125 ▲New Holding14,2210.2%ETFIBMInternational Business Machines$392,9420.0%1,3330.2%Computer and TechnologyEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$372,438$282,549 ▼-43.1%7,8640.2%ETFETEnergy Transfer$324,410$105,478 ▲48.2%17,8940.1%EnergyMSMorgan Stanley$319,330$319,330 ▲New Holding2,2670.1%FinanceXOMExxon Mobil$311,8550.0%2,8930.1%EnergyGSThe Goldman Sachs Group$307,871$307,871 ▲New Holding4350.1%FinanceMETAMeta Platforms$241,355$241,355 ▲New Holding3270.1%Computer and TechnologyAVGOBroadcom$237,198$237,198 ▲New Holding8610.1%Computer and TechnologyABBVAbbVie$220,3780.0%1,1870.1%MedicalNVTSNavitas Semiconductor$66,155$66,155 ▲New Holding10,1000.0%Computer and TechnologyORGNOrigin Materials$11,5770.0%23,9580.0%EnergyKOCocaCola$0$200,744 ▼-100.0%00.0%Consumer StaplesShowing 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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