Long-term investor
Wilson & Boucher Capital Management, LLC @wilsonbouchercapitalmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001903579).
Record
- Tracked since 2025-06-30 (445 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +11.7% · 6 months n/a · 1 year +16.2% · all +16.2%
- Max drawdown n/a · win rate 57% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 11.3% · long · since 2025-06-30
- AAPL · 5.6% · long · since 2025-06-30
- SCHB · 4.3% · long · since 2025-06-30
- VEU · 3.8% · long · since 2025-06-30
- CAT · 3.6% · long · since 2025-06-30
- VB · 3.4% · long · since 2025-06-30
- VO · 2.9% · long · since 2025-06-30
- AMAT · 2.6% · long · since 2025-06-30
- VTV · 2.6% · long · since 2025-06-30
- VUG · 2.2% · long · since 2025-06-30
- VT · 2.2% · long · since 2025-06-30
- VIG · 2.2% · long · since 2025-06-30