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CIK: 0001922884
Total reported value
$164.7M
$164.7M
70 檔
27.5%
The Q4 2024 SEC filing reveals that Boyce & Associates Wealth Consulting, Inc. held a total portfolio value of $164.7M, covering 70 public equity positions.
In Q4 2024, Boyce & Associates Wealth Consulting, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 12.47% | -3.09% | -1.78% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 11.90% | -2.76% | +15.31% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 10.45% | -2.94% | +9.50% | |
| 4 | LVHI | Franklin International Low V | ETF-Other | 5.71% | -0.74% | +10.14% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.32% | -0.15% | -1.44% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.55% | +0.04% | +0.01% | |
| 7 | FTCS | First Trust Capital Strength | ETF-Other | 3.28% | -0.13% | -22.00% | |
| 8 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 2.68% | — | -60.84% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.46% | +3.87% | -1.74% | |
| 10 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 2.31% | -0.62% | — | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.14% | +0.10% | +13.69% | |
| 12 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.94% | — | +104.89% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.86% | -2.25% | EXIT | |
| 14 | AFSM | First Trust Active Factor Sm | ETF-Other | 1.61% | — | +60.92% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 1.34% | -0.06% | +1.56% | |
| 16 | AFLG | First Trust Active Factor La | ETF-Other | 1.31% | -0.05% | +63.92% | |
| 17 | AMLP | Alerian Mlp ETF | ETF-Other | 1.22% | -1.08% | EXIT | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.21% | -0.24% | -3.31% | |
| 19 | DFAI | Dimensional International Co | ETF-Other | 1.15% | -0.41% | +9.67% | |
| 20 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.14% | +1.01% | +220.62% | |
| 21 | XJQCX | Nuveen Credit Strategies Inc | Stock-Other | 1.09% | — | +26.56% | |
| 22 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.07% | — | +74.51% | |
| 23 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.05% | -0.68% | EXIT | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.03% | -0.20% | +15.89% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.00% | -0.15% | +211.81% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.21% | -0.49% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.20% | +4.05% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | -0.16% | -0.17% | |
| 29 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.78% | -0.12% | +0.68% | |
| 30 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.77% | -0.02% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | — | — | |
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.61% | -0.02% | +0.17% | |
| 33 | FMHI | First Trust Municipal High I | ETF-Other | 0.61% | +0.09% | — | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.57% | -0.03% | +295.85% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | -0.14% | — | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.56% | -0.05% | +0.30% | |
| 37 | FCEF | First Trust Exchange-traded | ETF-Other | 0.55% | -1.21% | +75.85% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.55% | -0.06% | +0.81% | |
| 39 | FTGC | First Trust Global Tactical | ETF-Other | 0.54% | — | -1.48% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.52% | -0.09% | -1.13% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.51% | -0.23% | +13.57% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.04% | +0.38% | |
| 43 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.49% | +0.12% | +0.03% | |
| 44 | XPND | First Trust Expanded Tech | ETF-Tech | 0.47% | — | +45.24% | |
| 45 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.46% | -0.61% | EXIT | |
| 46 | GTLS | Chart Industries Inc | Stock-Industrials | 0.44% | -0.31% | EXIT | |
| 47 | SKYY | First Trust Cloud Computing | ETF-Other | 0.44% | +0.05% | — | |
| 48 | FPX | First Trust US Equity Opport | ETF-Other | 0.43% | -0.04% | — | |
| 49 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.41% | -0.09% | +98.56% | |
| 50 | ADSK | Autodesk Inc | Stock-Tech | 0.41% | -0.01% | — |
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 70 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MOAT, DGRW, UCON) accounted for 27.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
GPIX
市值: $2.3M
Top Position Liquidated / Trimmed
IEF
前期市值: $1.3M
During Q4 2024, Boyce & Associates Wealth Consulting, Inc.'s top holdings by market value included MOAT (12.5%)、DGRW (11.9%)、UCON (10.4%). The largest single position, MOAT, represented 12.5% of total portfolio value.
In Q4 2024, Boyce & Associates Wealth Consulting, Inc. made 66 total portfolio adjustments, initiating 5 new buys, adding to 40 positions, trimming 15 holdings, and fully liquidating 6 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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