|
⚲
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| Wilson & Boucher Capital Management LLC
✚
|
|
|---|---|
| CRD # | 134076 |
| SEC # | 801-100476 |
| CIK # | 0001903579 |
| AUM | $190.7 MM (2023-03-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 800-381-8610 |
| Address | 13 El Camino Moraga Orinda, CA 94563 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.1 | |
| NVO | 245,328.6 | 4.4 | |
| PEP | 226,773.9 | 2.5 | |
| MSFT | 1,918,222.4 | 2.5 | |
| SYK | 74,798.9 | 2.5 | |
| JNJ | 465,600.2 | 1.9 | |
| PG | 338,108.9 | 1.9 | |
| NEE | 150,166.4 | 1.8 | |
| ORCL | 182,760.6 | 1.6 | |
| CAT | 99,975.7 | 1.6 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 26.1 |
| (b) Individuals (high net worth individuals) | 56 | 156.4 |
| (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 | 8.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 446 | 190.7 |
| By Discretionary | ||
| Discretionary | 446 | 190.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 446 | 190.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.7 | |
| Total | 446 | 190.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001903579] |
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