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| Wilson & Boucher Capital Management LLC
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|---|---|
| CRD # | 134076 |
| SEC # | 801-100476 |
| CIK # | 0001903579 |
| AUM | $264.4 M (2025-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 800-381-8610 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001903579 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.1 | ||
| Microsoft Corp | 4.0 | ||
| Novo Nordisk A S | 3.7 | ||
| Stryker Corp | 3.5 | ||
| Oracle Corp | 3.3 | ||
| Caterpillar Inc | 2.3 | ||
| Procter & Gamble Co | 1.9 | ||
| Schwab Charles Corp | 1.7 | ||
| Wal Mart Stores Inc | 1.7 | ||
| PepsiCo Inc | 1.6 | ||
| Johnson & Johnson | 1.5 | ||
| Abbott Laboratories | 1.5 | ||
| Illinois Tool Works Inc | 1.4 | ||
| Applied Materials Inc /DE | 1.3 | ||
| Honeywell International Inc | 1.3 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 25.8 |
| (b) Individuals (high net worth individuals) | 66 | 225.9 |
| (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 | 12.7 |
| (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 | 476 | 264.4 |
| By Discretionary | ||
| Discretionary | 476 | 264.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 476 | 264.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.4 | |
| Total | 476 | 264.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001903579] |
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