News + Filings Holdings
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Wilson & Boucher Capital Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD WORLD FUND
| VDC | Common | 2,923 | 2,923 | 565,659,000 | 565,659,000 | 0.54 | |
Hist
| 03/31/2023 |
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VANGUARD INDEX FUNDS
| VGT | Common | 1,375 | 1,375 | 530,021,000 | 530,021,000 | 0.51 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| USHY | Common | 9,400 | 9,400 | 334,170,000 | 334,170,000 | 0.32 | |
Hist
| 03/31/2023 |
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VANGUARD WORLD FUND
| VCR | Common | 1,219 | 1,219 | 307,858,000 | 307,858,000 | 0.30 | |
Hist
| 03/31/2023 |
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Salesforce, Inc.
| CRM | Common | 1,325 | 1,325 | 264,709,000 | 264,709,000 | 0.25 | 0.00 |
Hist
| 03/31/2023 |
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NUCOR CORP
| NUE | Common | 1,600 | 1,600 | 247,152,000 | 247,152,000 | 0.24 | 0.00 |
Hist
| 03/31/2023 |
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UNITED RENTALS, INC.
| URI | Common | 614 | 614 | 242,997,000 | 242,997,000 | 0.23 | 0.00 |
Hist
| 03/31/2023 |
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GENUINE PARTS CO
| GPC | Common | 1,300 | 1,300 | 217,503,000 | 217,503,000 | 0.21 | 0.00 |
Hist
| 03/31/2023 |
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iShares MSCI KLD 400 Social ETF
| DSI | common | 2,770 | 2,770 | 216,032,000 | 216,032,000 | 0.21 | |
Hist
| 03/31/2023 |
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QUEST DIAGNOSTICS INC
| DGX | Common | 1,500 | 1,500 | 212,220,000 | 212,220,000 | 0.20 | |
Hist
| 03/31/2023 |
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SCHWAB STRATEGIC TRUST
| SCHC | Common | 6,000 | 6,000 | 202,260,000 | 202,260,000 | 0.19 | |
Hist
| 03/31/2023 |
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WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.
| HIO | Common | 46,500 | 46,500 | 177,165,000 | 177,165,000 | 0.17 | |
Hist
| 03/31/2023 |
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