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CIK: 0001922884
Total reported value
$164.7M
$164.7M
58 檔
23.3%
According to the latest 13F quarterly dataset, Boyce & Associates Wealth Consulting, Inc. managed an equity portfolio of $164.7M at the end of Q1 2024, spanning 58 distinct U.S. exchange-listed positions.
During Q1 2024, Boyce & Associates Wealth Consulting, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 15.40% | -3.09% | +5.55% | |
| 2 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 10.74% | — | +7.98% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.30% | -2.76% | +12.42% | |
| 4 | UCON | First Trust Smith Unconstrai | ETF-Other | 6.76% | -2.94% | +42.30% | |
| 5 | FTCS | First Trust Capital Strength | ETF-Other | 6.41% | -0.13% | -2.29% | |
| 6 | LVHI | Franklin International Low V | ETF-Other | 5.84% | -0.74% | +8.45% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.55% | -0.15% | -15.76% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.14% | -0.16% | EXIT | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.03% | +0.04% | -0.80% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.25% | +3.87% | -0.75% | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.97% | +0.10% | +4.78% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.59% | -0.24% | +3.64% | |
| 13 | IAU | Ishares Gold Trust | ETF-Commodities | 1.56% | -0.06% | -13.39% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.45% | -2.25% | EXIT | |
| 15 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.40% | — | -0.95% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.09% | -0.15% | +21.62% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.21% | -1.13% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 1.02% | -0.41% | +167.29% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.20% | +0.32% | |
| 20 | AMLP | Alerian Mlp ETF | ETF-Other | 0.96% | -1.08% | EXIT | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.89% | -0.12% | +8.24% | |
| 22 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.86% | -0.02% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | — | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | -0.16% | -3.38% | |
| 25 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.80% | -0.02% | +0.17% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.70% | -0.04% | -16.91% | |
| 27 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.67% | -0.20% | — | |
| 28 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.63% | -0.05% | +0.17% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.62% | -0.09% | +3.00% | |
| 30 | FTGC | First Trust Global Tactical | ETF-Other | 0.60% | — | +10.27% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.60% | -0.03% | -0.14% | |
| 32 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.57% | — | — | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.57% | -0.06% | +15.27% | |
| 34 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.56% | +0.12% | +0.03% | |
| 35 | GTLS | Chart Industries Inc | Stock-Industrials | 0.55% | -0.31% | EXIT | |
| 36 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.53% | -0.09% | +42.49% | |
| 37 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.53% | -0.03% | +0.32% | |
| 38 | FPX | First Trust US Equity Opport | ETF-Other | 0.49% | -0.04% | +0.03% | |
| 39 | ADSK | Autodesk Inc | Stock-Tech | 0.46% | -0.01% | — | |
| 40 | SKYY | First Trust Cloud Computing | ETF-Other | 0.45% | +0.05% | -5.19% | |
| 41 | XJQCX | Nuveen Credit Strategies Inc | Stock-Other | 0.45% | — | +4.23% | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.43% | -0.23% | — | |
| 43 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.42% | -0.68% | EXIT | |
| 44 | SB9 | Sitio Royalties Corp-a | Stock-Other | 0.42% | — | — | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | -0.03% | -16.98% | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.14% | +5.27% | |
| 47 | NTR | Nutrien LTD | Stock-Materials | 0.39% | — | +1.81% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.37% | -0.02% | -2.22% | |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.35% | -0.15% | EXIT | |
| 50 | ONEO | Ss Spdr R1000 Mom Foc ETF | ETF-Other | 0.34% | -0.02% | +0.17% |
According to official SEC Form 13F filings, Boyce & Associates Wealth Consulting, Inc. reported a total U.S. public equity portfolio value of $164.7M across 58 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MOAT, KNG, DGRW) accounted for 23.3% of total reported equity market value during Q1 2024.
During Q1 2024, Boyce & Associates Wealth Consulting, Inc.'s top holdings by market value included MOAT (15.4%)、KNG (10.7%)、DGRW (10.3%). The largest single position, MOAT, represented 15.4% of total portfolio value.
In Q1 2024, Boyce & Associates Wealth Consulting, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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