BKA Wealth Consulting

Boyce & Associates Wealth Consulting as of Dec. 31, 2024

Portfolio Holdings for Boyce & Associates Wealth Consulting

Boyce & Associates Wealth Consulting holds 70 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 12.5 $12M 133k 92.72
Wisdomtree Tr Us Qtly Div Grt (DGRW) 11.9 $12M 145k 80.93
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 10.4 $10M 419k 24.65
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 5.7 $5.6M 185k 30.52
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.3 $5.3M 104k 50.37
NVIDIA Corporation (NVDA) 3.5 $3.5M 26k 134.29
First Tr Exchange-traded Cap Strength Etf (FTCS) 3.3 $3.2M 37k 87.82
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 2.7 $2.7M 53k 50.21
Apple (AAPL) 2.5 $2.4M 9.7k 250.43
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) 2.3 $2.3M 46k 49.45
Dimensional Etf Trust Emerging Mkts Va (DFEV) 2.1 $2.1M 81k 26.21
First Tr Exchange-traded Growth Strength (FTGS) 1.9 $1.9M 61k 31.40
Dimensional Etf Trust Us High Profitab (DUHP) 1.9 $1.8M 54k 33.79
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM) 1.6 $1.6M 53k 30.08
Ishares Gold Tr Ishares New (IAU) 1.3 $1.3M 27k 49.51
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 1.3 $1.3M 37k 34.53
Alps Etf Tr Alerian Mlp (AMLP) 1.2 $1.2M 25k 48.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.2 $1.2M 10k 117.48
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $1.1M 39k 29.20
First Tr Exchange-traded Ft Vest Ris (RDVI) 1.1 $1.1M 46k 24.24
Nuveen Cr Strategies Income Com Shs (JQC) 1.1 $1.1M 189k 5.69
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 1.1 $1.1M 46k 23.27
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.1 $1.0M 23k 46.24
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.0 $1.0M 20k 50.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $988k 36k 27.32
Amazon (AMZN) 0.9 $930k 4.2k 219.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $871k 1.6k 538.81
Alphabet Cap Stk Cl A (GOOGL) 0.8 $779k 4.1k 189.30
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.8 $775k 22k 34.59
Fs Kkr Capital Corp (FSK) 0.8 $766k 35k 21.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $717k 1.6k 453.28
Sherwin-Williams Company (SHW) 0.6 $600k 1.8k 339.88
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.6 $599k 12k 48.29
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $560k 20k 27.87
Tesla Motors (TSLA) 0.6 $553k 1.4k 403.84
Dimensional Etf Trust Us Equity Market (DFUS) 0.6 $552k 8.7k 63.75
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF) 0.5 $542k 25k 21.61
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $540k 22k 24.86
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.5 $535k 22k 23.93
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $518k 8.0k 65.08
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $505k 5.2k 96.54
Ishares Tr National Mun Etf (MUB) 0.5 $504k 4.7k 106.55
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.5 $488k 3.5k 138.24
First Tr Exchng Traded Fd Vi Expanded Technol (XPND) 0.5 $462k 15k 30.41
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.5 $451k 26k 17.70
Chart Industries (GTLS) 0.4 $437k 2.3k 190.84
First Tr Exchange Traded Cloud Computing (SKYY) 0.4 $435k 3.7k 119.11
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.4 $426k 3.6k 119.50
Schwab Strategic Tr Fundamental Us S (FNDA) 0.4 $409k 14k 29.70
Autodesk (ADSK) 0.4 $407k 1.4k 295.57
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $404k 4.1k 99.55
Netflix (NFLX) 0.4 $358k 402.00 891.32
Vanguard Index Fds Value Etf (VTV) 0.3 $310k 1.8k 169.30
Dimensional Etf Trust World Equity Etf (DFAW) 0.3 $298k 4.8k 62.46
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.3 $285k 11k 25.45
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $279k 12k 22.70
Spdr Ser Tr Russell Momentum (ONEO) 0.3 $274k 2.3k 118.59
Exxon Mobil Corporation (XOM) 0.3 $258k 2.4k 107.59
Sitio Royalties Corp Class A Com (STR) 0.3 $252k 13k 19.18
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $252k 5.3k 47.39
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.3 $251k 6.6k 37.90
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.3 $247k 2.1k 115.72
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $245k 10k 23.68
Broadcom (AVGO) 0.2 $242k 1.0k 231.85
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $227k 7.1k 31.95
Abbvie (ABBV) 0.2 $223k 1.3k 177.70
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $220k 4.2k 51.99
Nutrien (NTR) 0.2 $220k 4.9k 44.75
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $201k 7.7k 26.19
Hyliion Holdings Corp Common Stock (HYLN) 0.1 $68k 26k 2.61