Boyce & Associates Wealth Consulting, Inc.
Investment Portfolio & 13F Holdings Analysis
About
Boyce & Associates Wealth Consulting, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 69 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Boyce--Associates-Wealth-Consulting
Data Enrichment
41% identified28 identified41 unidentified
Holdings
69 positions • $100.0M total value
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)
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)
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)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip97717X669)✕ | 158.2K | All Managers (Combined) | $12.6M | 12.6% ($12.6M/$100.0M) | ||
(cusip92189F643)✕ | 132.2K | QoQ -0.58% (-777)YoY -0.36% (-484) | All Managers (Combined) | $11.6M | 11.6% ($11.6M/$100.0M) | |
(cusip33740F888)✕ | 437.2K | All Managers (Combined) | $10.8M | 10.8% ($10.8M/$100.0M) | ||
(cusip46641Q837)✕ | 124.0K | All Managers (Combined) | $6.3M | 6.3% ($6.3M/$100.0M) | ||
(cusip52468L505)✕ | 193.8K | All Managers (Combined) | $6.3M | 6.3% ($6.3M/$100.0M) | ||
(cusip33733E104)✕ | 35.6K | All Managers (Combined) | $3.2M | 3.2% ($3.2M/$100.0M) | ||
NVIDIA CORP(NVDAcusip67066G104) | 25.3K | All Managers (Combined) | $2.7M | 2.7% ($2.7M/$100.0M) | ||
(cusip38149W622)✕ | 55.2K | YoY NEW(+55.2K) | All Managers (Combined) | $2.6M | 2.6% ($2.6M/$100.0M) | YoY NEW(+$2.6M) |
(cusip33739Q705)✕ | 50.0K | All Managers (Combined) | $2.5M | 2.5% ($2.5M/$100.0M) | ||
(cusip25434V740)✕ | 86.4K | All Managers (Combined) | $2.3M | 2.3% ($2.3M/$100.0M) | ||
(cusip25434V831)✕ | 66.6K | All Managers (Combined) | $2.2M | 2.2% ($2.2M/$100.0M) | ||
Apple Inc.(AAPLcusip037833100) | 9.6K | QoQ -0.97% (-95)YoY -5.55% (-566) | All Managers (Combined) | $2.1M | 2.1% ($2.1M/$100.0M) | |
(cusip33733E823)✕ | 70.3K | YoY NEW(+70.3K) | All Managers (Combined) | $2.1M | 2.1% ($2.1M/$100.0M) | YoY NEW(+$2.1M) |
(cusip464285204)✕ | 27.8K | All Managers (Combined) | $1.6M | 1.6% ($1.6M/$100.0M) | ||
(cusip33740F821)✕ | 43.6K | YoY NEW(+43.6K) | All Managers (Combined) | $1.5M | 1.5% ($1.5M/$100.0M) | YoY NEW(+$1.5M) |
(cusip00162Q452)✕ | 26.9K | All Managers (Combined) | $1.4M | 1.4% ($1.4M/$100.0M) | ||
(cusip25434V203)✕ | 42.8K | All Managers (Combined) | $1.3M | 1.3% ($1.3M/$100.0M) | ||
(cusip33738D879)✕ | 55.6K | YoY NEW(+55.6K) | All Managers (Combined) | $1.3M | 1.3% ($1.3M/$100.0M) | YoY NEW(+$1.3M) |
(cusip33738R308)✕ | 53.1K | YoY NEW(+53.1K) | All Managers (Combined) | $1.2M | 1.2% ($1.2M/$100.0M) | YoY NEW(+$1.2M) |
| 9.7K | All Managers (Combined) | $1.1M | 1.1% ($1.1M/$100.0M) |