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| Wilson & Boucher Capital Management LLC
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|---|---|
| CRD # | 134076 |
| SEC # | 801-100476 |
| CIK # | 0001903579 |
| AUM | 280.4 M (2026-06-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 800-381-8610 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.5 | ||
| Caterpillar Inc | 4.1 | ||
| Microsoft Corp | 2.9 | ||
| Stryker Corp | 2.7 | ||
| Johnson & Johnson | 2.4 | ||
| Applied Materials Inc /DE | 2.4 | ||
| Oracle Corp | 2.1 | ||
| Wal Mart Stores Inc | 2.1 | ||
| PepsiCo Inc | 1.8 | ||
| FPL Group Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 27.2 |
| (b) Individuals (high net worth individuals) | 66 | 237.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 14.0 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 467 | 280.4 |
| By Discretionary | ||
| Discretionary | 467 | 280.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 467 | 280.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.4 | |
| Total | 467 | 280.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001903579] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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