⚲
|
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) |
---|
CIK | Period |
---|---|
0001903579 | |
/ |
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
Apple Inc | 2,382,844.0 | 6.1 | |
Novo Nordisk A S | 245,328.6 | 4.4 | |
PepsiCo Inc | 226,773.9 | 2.5 | |
Microsoft Corp | 1,918,222.4 | 2.5 | |
Stryker Corp | 74,798.9 | 2.5 | |
Johnson & Johnson | 465,600.2 | 1.9 | |
Procter & Gamble Co | 338,108.9 | 1.9 | |
FPL Group Inc | 150,166.4 | 1.8 | |
Oracle Corp | 182,760.6 | 1.6 | |
Caterpillar Inc | 99,975.7 | 1.6 | |
Illinois Tool Works Inc | 56,990.9 | 1.5 | |
Abbott Laboratories | 187,298.3 | 1.3 | |
General Mills Inc | 42,311.4 | 1.3 | |
UnitedHealth Group Inc | 477,004.0 | 1.2 | |
Schwab Charles Corp | 121,688.8 | 1.2 | |
Honeywell International Inc | 119,775.0 | 1.2 | |
United Parcel Service Inc | 157,208.0 | 1.1 | |
Prev | Page 1 | Next |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 72 | 26.1 |
(b) Individuals (high net worth individuals) | 56 | 156.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 8.2 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 446 | 190.7 |
By Discretionary | ||
Discretionary | 446 | 190.7 |
Non-Discretionary | 0 | 0.0 |
Total | 446 | 190.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 190.7 | |
Total | 446 | 190.7 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001903579] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Bysko John Allan
✚
|
CT | 0.2 |
Simple Financial Solutions LLC
✚
|
FL | 0.2 |
Pace Financial Advisors Inc
✚
|
OR | 0.2 |
Osprey Capital Management Corp
✚
|
FL | 0.2 |
MLP3 LLC
✚
|
NJ | 0.2 |
Clarity Asset Management Inc
✚
|
IA | 0.2 |
Prepared Retirement Institute LLC
✚
|
PA | 0.2 |
Regal Wealth Group Inc
✚
|
CA | 0.2 |
Carter Financial LLC
✚
|
CA | 0.2 |
Financial Forum Inc
✚
|
WA | 0.2 |