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CIK: 0001922884
Total reported value
$144.2M
$144.2M
69 檔
33.0%
In Q1 2025, Boyce & Associates Wealth Consulting, Inc.'s U.S. equity holdings reached a combined market value of $144.2M, distributed across 69 disclosed stock positions.
Boyce & Associates Wealth Consulting, Inc. executed strategic sector rebalancing during Q1 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 12.63% | +0.17% | +8.80% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 11.63% | +0.06% | -0.58% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 10.82% | -0.49% | +4.36% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.28% | -0.15% | +18.73% | |
| 5 | LVHI | Franklin International Low V | ETF-Other | 6.27% | -0.31% | +4.85% | |
| 6 | FTCS | First Trust Capital Strength | ETF-Other | 3.19% | -0.15% | -3.70% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.75% | -0.01% | -3.04% | |
| 8 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 2.57% | +0.15% | +19.47% | |
| 9 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 2.53% | — | -5.19% | |
| 10 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 2.34% | +0.12% | +6.82% | |
| 11 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.21% | +0.17% | +22.59% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.14% | +0.07% | -0.98% | |
| 13 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 2.09% | — | +15.29% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.64% | -0.39% | +4.29% | |
| 15 | AFLG | First Trust Active Factor La | ETF-Other | 1.47% | +0.15% | +16.52% | |
| 16 | AMLP | Alerian Mlp ETF | ETF-Other | 1.40% | -0.09% | +7.68% | |
| 17 | DFAI | Dimensional International Co | ETF-Other | 1.34% | +0.07% | +9.88% | |
| 18 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.32% | +0.11% | +19.83% | |
| 19 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 1.16% | — | +16.83% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.12% | -0.01% | -4.96% | |
| 21 | FTSL | First Trust Senior Loan ETF | ETF-Other | 1.12% | -0.04% | +9.12% | |
| 22 | XJQCX | Nuveen Credit Strategies Inc | Stock-Other | 1.11% | — | +9.38% | |
| 23 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.09% | -0.07% | +7.45% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.02% | -0.02% | +0.51% | |
| 25 | AFSM | First Trust Active Factor Sm | ETF-Other | 0.86% | — | -42.02% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.39% | — | |
| 27 | FMHI | First Trust Municipal High I | ETF-Other | 0.79% | -0.10% | +32.67% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.03% | -2.95% | |
| 29 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.74% | -0.01% | — | |
| 30 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.69% | +0.11% | -6.55% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.13% | +0.53% | |
| 32 | FCEF | First Trust Exchange-traded | ETF-Other | 0.64% | +0.04% | +17.18% | |
| 33 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.62% | — | +0.23% | |
| 34 | FTGC | First Trust Global Tactical | ETF-Other | 0.59% | — | +3.26% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.53% | +0.08% | +15.25% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.52% | +0.03% | +0.18% | |
| 37 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.51% | -0.03% | +14.67% | |
| 38 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.51% | — | -10.46% | |
| 39 | XPND | First Trust Expanded Tech | ETF-Tech | 0.49% | — | +14.75% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.49% | +0.02% | -3.12% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.02% | -3.53% | |
| 42 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.45% | +0.45% | -3.12% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.42% | +0.02% | -10.68% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.40% | -0.02% | -2.49% | |
| 45 | FPX | First Trust US Equity Opport | ETF-Other | 0.39% | +0.07% | -1.49% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.09% | — | |
| 47 | SKYY | First Trust Cloud Computing | ETF-Other | 0.37% | +0.02% | -1.26% | |
| 48 | ADSK | Autodesk Inc | Stock-Tech | 0.35% | -0.06% | -2.90% | |
| 49 | GTLS | Chart Industries Inc | Stock-Industrials | 0.33% | -0.03% | -0.66% | |
| 50 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.32% | +0.05% | -14.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +1% | +18.73% | Add |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | +0.7% | +8.80% | Add |
| 3 | LVHI | Franklin International Low V | +0.6% | +4.85% | Add |
| 4 | UCON | First Trust Smith Unconstrai | +0.4% | +4.36% | Add |
| 5 | DUHP | Dimensional US High Profi Et | +0.4% | +22.59% | Add |
| 6 | IAU | Ishares Gold Trust | +0.3% | +4.29% | Add |
| 7 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.3% | +19.47% | Add |
| 8 | AWK | American Water Works Co Inc | +0.2% | NEW | New buy |
| 9 | DFEV | Dimensional Emrg Mrkt Val | +0.2% | +6.82% | Add |
| 10 | DFAI | Dimensional International Co | +0.2% | +9.88% | Add |
| 11 | RDVI | Ft Vest Rising Dividend Achi | +0.2% | +19.83% | Add |
| 12 | AMLP | Alerian Mlp ETF | +0.2% | +7.68% | Add |
| 13 | FMHI | First Trust Municipal High I | +0.2% | +32.67% | Add |
| 14 | AFLG | First Trust Active Factor La | +0.2% | +16.52% | Add |
| 15 | FTGS | First Trust Grwth Strgth ETF | +0.2% | +15.29% | Add |
| 16 | FTHI | Fthi/first Trust Exchange-tr | +0.1% | +16.83% | Add |
| 17 | FCEF | First Trust Exchange-traded | +0.1% | +17.18% | Add |
| 18 | FTSL | First Trust Senior Loan ETF | +0.1% | +9.12% | Add |
| 19 | JMUB | Jpmorgan Municipal ETF | +0.1% | +7.45% | Add |
| 20 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +14.67% | Add |
| 21 | FTGC | First Trust Global Tactical | +0.1% | +3.26% | Add |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +20.27% | Add |
| 23 | GLDM | Spdr Gold Minishares Trust | 0% | +0.19% | Add |
| 24 | ABBV | Abbvie Inc | 0% | +0.08% | Add |
| 25 | XJQCX | Nuveen Credit Strategies Inc | 0% | +9.38% | Add |
| 26 | HYLN | Hyliion Holdings CORP | 0% | — | Unchanged |
| 27 | FTC | First Trust Large Cap Growth | 0% | -3.12% | Trim |
| 28 | XOM | Exxon Mobil CORP | 0% | -22.93% | Trim |
| 29 | FPX | First Trust US Equity Opport | 0% | -1.49% | Trim |
| 30 | VOO | Vanguard S&p 500 ETF | -0.1% | — | Unchanged |
| 31 | VTV | Vanguard Value ETF | -0.1% | -22.24% | Trim |
| 32 | ADSK | Autodesk Inc | -0.1% | -2.90% | Trim |
| 33 | SKYY | First Trust Cloud Computing | -0.1% | -1.26% | Trim |
| 34 | SCHG | Schwab US Large-cap Growth | -0.1% | -3.12% | Trim |
| 35 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.1% | -14.15% | Trim |
| 36 | DFAC | Dimensional US Core Equity 2 | -0.1% | -6.55% | Trim |
| 37 | VT | Vanguard Tot World Stk ETF | -0.1% | -4.96% | Trim |
| 38 | FTCS | First Trust Capital Strength | -0.1% | -3.70% | Trim |
| 39 | DFAS | Dimensional US Small Cap ETF | -0.1% | -10.68% | Trim |
| 40 | GTLS | Chart Industries Inc | -0.1% | -0.66% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.53% | Add |
| 42 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.2% | -5.19% | Trim |
| 43 | AMZN | Amazon.com Inc | -0.2% | -2.95% | Trim |
| 44 | AVGO | Broadcom Inc | -0.3% | EXIT | Sold out |
| 45 | TSLA | Tesla Inc | -0.3% | -11.98% | Trim |
| 46 | AAPL | Apple Inc | -0.3% | -0.98% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | EXIT | Sold out |
| 48 | AFSM | First Trust Active Factor Sm | -0.8% | -42.02% | Trim |
| 49 | NVDA | Nvidia CORP | -0.8% | -3.04% | Trim |
| 50 | MOAT | Vaneck Morningstar Wide Moat | -0.9% | -0.58% | Trim |
According to official SEC Form 13F filings, Boyce & Associates Wealth Consulting, Inc. reported a total U.S. public equity portfolio value of $144.2M across 69 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRW, MOAT, UCON) accounted for 33.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
AWK
市值: $229.9K
Top Position Liquidated / Trimmed
BRK-B
前期市值: $716.6K
During Q1 2025, Boyce & Associates Wealth Consulting, Inc.'s top holdings by market value included DGRW (12.6%)、MOAT (11.6%)、UCON (10.8%). The largest single position, DGRW, represented 12.6% of total portfolio value.
In Q1 2025, Boyce & Associates Wealth Consulting, Inc. made 48 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 20 holdings, and fully liquidating 2 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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