Boyce--Associates-Wealth-Consulting

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "NTR",
  null,
  "STR",
  "FNDA",
  "ABBV",
  "GOOGL",
  "JQC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AAPL",
  "NVDA",
  "FNDX",
  "SHW",
  null,
  null,
  null,
  null,
  "FSK",
  "ADSK",
  null,
  "HYLN",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "VT",
  "VOO",
  "VTV",
  null,
  null,
  null,
  "SCHD",
  "SCHG",
  null,
  null,
  "GTLS",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "XOM",
  "TSLA",
  "NFLX",
  "AWK"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 69
Total Value: 99979909
Accession Number: 0001754960-25-000271
Form Type: 13F-HR
CIK: boyce--associates-wealth-consulting
Manager Name: Boyce--Associates-Wealth-Consulting

Data Enrichment

41% identified

28 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

69 positions • $100.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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97717X669

Shares:158.2K

Value:$12.6M

% of Portfolio:12.6% ($12.6M/$100.0M)

92189F643

Shares:132.2K

Value:$11.6M

% of Portfolio:11.6% ($11.6M/$100.0M)

33740F888

Shares:437.2K

Value:$10.8M

% of Portfolio:10.8% ($10.8M/$100.0M)

46641Q837

Shares:124.0K

Value:$6.3M

% of Portfolio:6.3% ($6.3M/$100.0M)

52468L505

Shares:193.8K

Value:$6.3M

% of Portfolio:6.3% ($6.3M/$100.0M)

33733E104

Shares:35.6K

Value:$3.2M

% of Portfolio:3.2% ($3.2M/$100.0M)

NVIDIA CORP

NVDA|67066G104

Shares:25.3K

Value:$2.7M

% of Portfolio:2.7% ($2.7M/$100.0M)

38149W622

Shares:55.2K

Value:$2.6M

% of Portfolio:2.6% ($2.6M/$100.0M)

33739Q705

Shares:50.0K

Value:$2.5M

% of Portfolio:2.5% ($2.5M/$100.0M)

25434V740

Shares:86.4K

Value:$2.3M

% of Portfolio:2.3% ($2.3M/$100.0M)

25434V831

Shares:66.6K

Value:$2.2M

% of Portfolio:2.2% ($2.2M/$100.0M)

Apple Inc.

AAPL|037833100

Shares:9.6K

Value:$2.1M

% of Portfolio:2.1% ($2.1M/$100.0M)

33733E823

Shares:70.3K

Value:$2.1M

% of Portfolio:2.1% ($2.1M/$100.0M)

464285204

Shares:27.8K

Value:$1.6M

% of Portfolio:1.6% ($1.6M/$100.0M)

33740F821

Shares:43.6K

Value:$1.5M

% of Portfolio:1.5% ($1.5M/$100.0M)

00162Q452

Shares:26.9K

Value:$1.4M

% of Portfolio:1.4% ($1.4M/$100.0M)

25434V203

Shares:42.8K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$100.0M)

33738D879

Shares:55.6K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$100.0M)

33738R308

Shares:53.1K

Value:$1.2M

% of Portfolio:1.2% ($1.2M/$100.0M)

922042742

VT|922042742

Shares:9.7K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$100.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717X669)✕	158.2K	QoQ +8.80% (+12.8K) YoY +50.96% (+53.4K)	All Managers (Combined)	$12.6M	12.6% ($12.6M/$100.0M)	QoQ +7.36% (+$866.5K) YoY +58.23% (+$4.6M)
(cusip92189F643)✕	132.2K	QoQ -0.58% (-777) YoY -0.36% (-484)	All Managers (Combined)	$11.6M	11.6% ($11.6M/$100.0M)	QoQ -5.70% (-$703.3K) YoY -2.52% (-$301.3K)
(cusip33740F888)✕	437.2K	QoQ +4.36% (+18.3K) YoY +105.55% (+224.5K)	All Managers (Combined)	$10.8M	10.8% ($10.8M/$100.0M)	QoQ +4.78% (+$494.2K) YoY +106.80% (+$5.6M)
(cusip46641Q837)✕	124.0K	QoQ +18.73% (+19.6K) YoY +77.64% (+54.2K)	All Managers (Combined)	$6.3M	6.3% ($6.3M/$100.0M)	QoQ +19.34% (+$1.0M) YoY +78.27% (+$2.8M)
(cusip52468L505)✕	193.8K	QoQ +4.85% (+9.0K) YoY +27.58% (+41.9K)	All Managers (Combined)	$6.3M	6.3% ($6.3M/$100.0M)	QoQ +11.20% (+$632.1K) YoY +38.68% (+$1.7M)
(cusip33733E104)✕	35.6K	QoQ -3.70% (-1.4K) YoY -38.66% (-22.4K)	All Managers (Combined)	$3.2M	3.2% ($3.2M/$100.0M)	QoQ -1.71% (-$55.5K) YoY -35.80% (-$1.8M)
NVIDIA CORP(NVDAcusip67066G104)	25.3K	QoQ -3.04% (-795) YoY +874.49% (+22.7K)	All Managers (Combined)	$2.7M	2.7% ($2.7M/$100.0M)	QoQ -21.75% (-$763.0K) YoY +16.90% (+$397.0K)
(cusip38149W622)✕	55.2K	QoQ +19.46% (+9.0K) YoY NEW(+55.2K)	All Managers (Combined)	$2.6M	2.6% ($2.6M/$100.0M)	QoQ +12.60% (+$288.1K) YoY NEW(+$2.6M)
(cusip33739Q705)✕	50.0K	QoQ -5.18% (-2.7K) YoY -67.69% (-104.9K)	All Managers (Combined)	$2.5M	2.5% ($2.5M/$100.0M)	QoQ -4.60% (-$122.0K) YoY -69.61% (-$5.8M)
(cusip25434V740)✕	86.4K	QoQ +6.81% (+5.5K) YoY +46.96% (+27.6K)	All Managers (Combined)	$2.3M	2.3% ($2.3M/$100.0M)	QoQ +10.24% (+$217.1K) YoY +53.13% (+$810.6K)
(cusip25434V831)✕	66.6K	QoQ +22.59% (+12.3K) YoY +87.58% (+31.1K)	All Managers (Combined)	$2.2M	2.2% ($2.2M/$100.0M)	QoQ +20.23% (+$371.3K) YoY +96.66% (+$1.1M)
Apple Inc.(AAPLcusip037833100)	9.6K	QoQ -0.97% (-95) YoY -5.55% (-566)	All Managers (Combined)	$2.1M	2.1% ($2.1M/$100.0M)	QoQ -12.16% (-$296.0K) YoY +22.34% (-$390.1K)
(cusip33733E823)✕	70.3K	QoQ +15.28% (+9.3K) YoY NEW(+70.3K)	All Managers (Combined)	$2.1M	2.1% ($2.1M/$100.0M)	QoQ +9.22% (+$176.6K) YoY NEW(+$2.1M)
(cusip464285204)✕	27.8K	QoQ +4.29% (+1.1K) YoY -2.98% (-858)	All Managers (Combined)	$1.6M	1.6% ($1.6M/$100.0M)	QoQ +24.19% (+$319.9K) YoY +36.15% (-$436.0K)
(cusip33740F821)✕	43.6K	QoQ +16.51% (+6.2K) YoY NEW(+43.6K)	All Managers (Combined)	$1.5M	1.5% ($1.5M/$100.0M)	QoQ +13.68% (+$176.9K) YoY NEW(+$1.5M)
(cusip00162Q452)✕	26.9K	QoQ +7.67% (+1.9K) YoY +71.52% (+11.2K)	All Managers (Combined)	$1.4M	1.4% ($1.4M/$100.0M)	QoQ +16.12% (+$194.1K) YoY +87.72% (+$653.0K)
(cusip25434V203)✕	42.8K	QoQ +9.87% (+3.8K) YoY +63.60% (+16.6K)	All Managers (Combined)	$1.3M	1.3% ($1.3M/$100.0M)	QoQ +17.51% (+$199.3K) YoY +69.07% (+$546.4K)
(cusip33738D879)✕	55.6K	QoQ +19.82% (+9.2K) YoY NEW(+55.6K)	All Managers (Combined)	$1.3M	1.3% ($1.3M/$100.0M)	QoQ +17.25% (+$194.2K) YoY NEW(+$1.3M)
(cusip33738R308)✕	53.1K	QoQ +16.82% (+7.7K) YoY NEW(+53.1K)	All Managers (Combined)	$1.2M	1.2% ($1.2M/$100.0M)	QoQ +9.74% (+$103.1K) YoY NEW(+$1.2M)
(VTcusip922042742)	9.7K	QoQ -4.96% (-506) YoY -13.28% (-1.5K)	All Managers (Combined)	$1.1M	1.1% ($1.1M/$100.0M)	QoQ -6.20% (-$74.3K) YoY -9.01% (-$111.3K)