Wilson & Boucher Capital Management, LLC Top Holdings and 13F Report (2025) About Wilson & Boucher Capital Management, LLCInvestment ActivityWilson & Boucher Capital Management, LLC has $152.13 million in total holdings as of September 30, 2025.Wilson & Boucher Capital Management, LLC owns shares of 115 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 1.56% of the portfolio was purchased this quarter.About 2.31% of the portfolio was sold this quarter.This quarter, Wilson & Boucher Capital Management, LLC has purchased 110 new stocks and bought additional shares in 7 stocks.Wilson & Boucher Capital Management, LLC sold shares of 60 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $17,598,369Apple $8,703,506Schwab US Broad Market ETF $6,682,128Vanguard Small-Cap ETF $5,002,297Vanguard Mid-Cap ETF $4,641,350 Largest New Holdings this Quarter 81369Y704 - Industrial Select Sector SPDR Fund $259,106 Holding92204A306 - Vanguard Energy ETF $207,669 Holding29250N105 - Enbridge $201,436 Holding78463X889 - SPDR Portfolio Developed World ex-US ETF $201,113 Holding464287598 - iShares Russell 1000 Value ETF $200,536 Holding Largest Purchases this Quarter Vanguard Total World Stock ETF 4,400 shares (about $606.33K)Vanguard Value ETF 1,641 shares (about $306.03K)Industrial Select Sector SPDR Fund 1,680 shares (about $259.11K)Vanguard Energy ETF 1,650 shares (about $207.67K)Vanguard Total Stock Market ETF 617 shares (about $202.48K) Largest Sales this Quarter General Mills 6,875 shares (about $346.63K)Charles Schwab 3,480 shares (about $332.24K)Health Care Select Sector SPDR Fund 1,375 shares (about $191.36K)Apple 609 shares (about $155.07K)UnitedHealth Group 437 shares (about $150.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilson & Boucher Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$17,598,369$202,480 ▲1.2%53,62611.6%ETFAAPLApple$8,703,506$155,070 ▼-1.8%34,1815.7%Computer and TechnologySCHBSchwab US Broad Market ETF$6,682,128$90,988 ▼-1.3%259,9044.4%ETFVBVanguard Small-Cap ETF$5,002,297$50,857 ▼-1.0%19,6723.3%ETFVOVanguard Mid-Cap ETF$4,641,350$29,374 ▼-0.6%15,8013.1%ETFVEUVanguard FTSE All-World ex-US ETF$4,509,697$28,905 ▲0.6%63,1883.0%ETFORCLOracle$4,215,282$2,250 ▲0.1%14,9882.8%Computer and TechnologyMSFTMicrosoft$4,133,549$51,274 ▼-1.2%7,9812.7%Computer and TechnologyVUGVanguard Growth ETF$3,570,611$122,298 ▼-3.3%7,4452.3%ETFVIGVanguard Dividend Appreciation ETF$3,420,503$30,858 ▼-0.9%15,8512.2%ETFVTVVanguard Value ETF$3,281,156$306,035 ▲10.3%17,5942.2%ETFSYKStryker$3,118,906$121,991 ▼-3.8%8,4372.1%MedicalCATCaterpillar$2,854,030$23,859 ▼-0.8%5,9811.9%IndustrialsVTVanguard Total World Stock ETF$2,852,775$606,328 ▲27.0%20,7021.9%ETFNVONovo Nordisk A/S$2,838,480$121,246 ▼-4.1%51,1531.9%MedicalXLUUtilities Select Sector SPDR Fund$2,588,769$25,902 ▼-1.0%29,6841.7%ETFXLVHealth Care Select Sector SPDR Fund$2,186,917$191,359 ▼-8.0%15,7141.4%ETFXLKTechnology Select Sector SPDR Fund$2,035,875$115,281 ▲6.0%7,2231.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,840,841$21,672 ▼-1.2%33,9761.2%ETFJNJJohnson & Johnson$1,840,533$32,449 ▼-1.7%9,9261.2%MedicalPGProcter & Gamble$1,735,166$61,306 ▼-3.4%11,2931.1%Consumer StaplesWMTWalmart$1,717,180$51,530 ▼-2.9%16,6621.1%Retail/WholesalePEPPepsiCo$1,694,229$49,012 ▼-2.8%12,0641.1%Consumer StaplesITWIllinois Tool Works$1,525,4460.0%5,8501.0%IndustrialsAMATApplied Materials$1,497,4640.0%7,3141.0%Computer and TechnologySCHWCharles Schwab$1,472,152$332,237 ▼-18.4%15,4201.0%FinanceABTAbbott Laboratories$1,434,363$53,576 ▼-3.6%10,7090.9%MedicalNEENextEra Energy$1,399,393$2,944 ▼-0.2%18,5370.9%UtilitiesXLBMaterials Select Sector SPDR Fund$1,372,710$26,886 ▼-1.9%15,3170.9%ETFABBVAbbVie$1,291,993$66,220 ▼-4.9%5,5800.8%MedicalVEAVanguard FTSE Developed Markets ETF$1,271,921$17,796 ▼-1.4%21,2270.8%ETFAMZNAmazon.com$1,228,494$5,489 ▼-0.4%5,5950.8%Retail/WholesaleCOSTCostco Wholesale$1,212,5750.0%1,3100.8%Retail/WholesaleHONHoneywell International$1,195,2190.0%5,6780.8%Multi-Sector ConglomeratesCMICummins$1,181,735$29,564 ▼-2.4%2,7980.8%Auto/Tires/TrucksSCHFSchwab International Equity ETF$1,170,010$51,216 ▼-4.2%50,2580.8%ETFXLEEnergy Select Sector SPDR Fund$1,134,692$17,778 ▼-1.5%12,7010.7%ETFSCHASchwab US Small-Cap ETF$1,119,675$33,340 ▼-2.9%40,1320.7%ETFGOOGAlphabet$1,080,951$48,713 ▼-4.3%4,4380.7%Computer and TechnologyVGTVanguard Information Technology ETF$1,063,9480.0%1,4250.7%ETFCSCOCisco Systems$1,039,710$20,526 ▼-1.9%15,1960.7%Computer and TechnologyQQQInvesco QQQ$1,007,487$132,090 ▼-11.6%1,6780.7%FinanceSPYSPDR S&P 500 ETF Trust$969,476$6,663 ▼-0.7%1,4550.6%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$921,630$35,676 ▼-3.7%31,0000.6%ManufacturingWFCWells Fargo & Company$921,560$67,053 ▼-6.8%10,9950.6%FinanceITBiShares U.S. Home Construction ETF$909,909$87,409 ▼-8.8%8,4840.6%ETFXLFFinancial Select Sector SPDR Fund$887,508$35,015 ▼-3.8%16,4750.6%ETFLOWLowe's Companies$864,506$50,262 ▼-5.5%3,4400.6%Retail/WholesaleTRVTravelers Companies$862,2310.0%3,0880.6%FinanceQCOMQUALCOMM$848,6380.0%5,1010.6%Computer and TechnologyDuke Energy$809,4490.0%6,5410.5%CommonUNHUnitedHealth Group$784,925$150,907 ▼-16.1%2,2730.5%MedicalAMGNAmgen$782,541$84,660 ▼-9.8%2,7730.5%MedicalFALNiShares Fallen Angels USD Bond ETF$769,506$27,780 ▼-3.5%27,7000.5%ManufacturingGSThe Goldman Sachs Group$764,5260.0%9600.5%FinanceUNPUnion Pacific$730,028$23,641 ▼-3.1%3,0880.5%TransportationSBUXStarbucks$705,902$19,458 ▼-2.7%8,3440.5%Retail/WholesaleMETAMeta Platforms$697,7140.0%9500.5%Computer and TechnologySYYSysco$662,014$16,468 ▼-2.4%8,0400.4%Consumer StaplesEMREmerson Electric$659,0480.0%5,0240.4%IndustrialsIBMInternational Business Machines$656,0180.0%2,3250.4%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$651,7840.0%21,9900.4%ETFADPAutomatic Data Processing$626,9160.0%2,1360.4%Computer and TechnologyVDCVanguard Consumer Staples ETF$624,7330.0%2,9230.4%ETFXTiShares Exponential Technologies ETF$622,368$28,777 ▼-4.4%8,6510.4%ManufacturingMCKMcKesson$600,6700.0%7780.4%MedicalHACKAmplify Cybersecurity ETF$591,108$11,718 ▼-1.9%6,8100.4%ETFHDHome Depot$587,5260.0%1,4500.4%Retail/WholesaleJPMJPMorgan Chase & Co.$583,934$63,094 ▼-9.8%1,8510.4%FinanceSCHESchwab Emerging Markets Equity ETF$537,1060.0%16,0950.4%ETFXOMExxon Mobil$531,986$6,653 ▼-1.2%4,7180.3%EnergyBRK.BBerkshire Hathaway$521,844$40,219 ▼-7.2%1,0380.3%FinanceCVSCVS Health$516,422$7,539 ▼-1.4%6,8500.3%MedicalCRMSalesforce$515,4750.0%2,1750.3%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$514,5990.0%1,2990.3%ETFSPLGSPDR Portfolio S&P 500 ETF$462,2060.0%5,9000.3%ETFBKBank of New York Mellon$453,818$10,896 ▼-2.3%4,1650.3%FinanceLLYEli Lilly and Company$451,9120.0%5920.3%MedicalCVXChevron$444,9560.0%2,8650.3%EnergyIWFiShares Russell 1000 Growth ETF$440,3050.0%9400.3%ETFVBRVanguard Small-Cap Value ETF$400,9320.0%1,9210.3%ETFVNQVanguard Real Estate ETF$393,1060.0%4,3000.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$387,1200.0%4,8000.3%ETFURIUnited Rentals$375,1810.0%3930.2%ConstructionVZVerizon Communications$372,608$48,345 ▼-11.5%8,4780.2%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$372,3620.0%3,8000.2%FinanceDSIiShares ESG MSCI KLD 400 ETF$352,6600.0%2,8000.2%ETFVOTVanguard Mid-Cap Growth ETF$352,5480.0%1,2000.2%ETFNVDANVIDIA$341,596$46,641 ▲15.8%1,8310.2%Computer and TechnologyCARRCarrier Global$340,168$44,775 ▼-11.6%5,6980.2%ConstructionUBERUber Technologies$308,6060.0%3,1500.2%Computer and TechnologyHWMHowmet Aerospace$307,2960.0%1,5660.2%AerospaceEESWisdomTree U.S. SmallCap Fund$301,6980.0%5,4000.2%FinanceUPSUnited Parcel Service$286,508$16,706 ▼-5.5%3,4300.2%TransportationGLDSPDR Gold Shares$286,1530.0%8050.2%FinanceEMNEastman Chemical$277,5980.0%4,4030.2%Basic MaterialsIEFAiShares Core MSCI EAFE ETF$268,9150.0%3,0800.2%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$268,2380.0%7,1000.2%ETFPFFiShares Preferred and Income Securities ETF$262,446$12,648 ▼-4.6%8,3000.2%ETFPGXInvesco Preferred ETF$261,000$10,440 ▼-3.8%22,5000.2%ETFShowing 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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