BKA Wealth Consulting

Boyce & Associates Wealth Consulting as of March 31, 2025

Portfolio Holdings for Boyce & Associates Wealth Consulting

Boyce & Associates Wealth Consulting holds 69 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Qtly Div Grt (DGRW) 12.6 $13M 158k 79.86
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 11.6 $12M 132k 87.95
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 10.8 $11M 437k 24.75
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.3 $6.3M 124k 50.63
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 6.3 $6.3M 194k 32.37
First Tr Exchange-traded Cap Strength Etf (FTCS) 3.2 $3.2M 36k 89.63
NVIDIA Corporation (NVDA) 2.7 $2.7M 25k 108.38
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) 2.6 $2.6M 55k 46.61
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 2.5 $2.5M 50k 50.52
Dimensional Etf Trust Emerging Mkts Va (DFEV) 2.3 $2.3M 86k 27.05
Dimensional Etf Trust Us High Profitab (DUHP) 2.2 $2.2M 67k 33.14
Apple (AAPL) 2.1 $2.1M 9.6k 222.13
First Tr Exchange-traded Growth Strength (FTGS) 2.1 $2.1M 70k 29.75
Ishares Gold Tr Ishares New (IAU) 1.6 $1.6M 28k 58.96
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG) 1.5 $1.5M 44k 33.69
Alps Etf Tr Alerian Mlp (AMLP) 1.4 $1.4M 27k 51.94
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.3 $1.3M 43k 31.23
First Tr Exchange-traded Ft Vest Ris (RDVI) 1.3 $1.3M 56k 23.72
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 1.2 $1.2M 53k 21.86
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $1.1M 9.7k 115.95
First Tr Exchange-traded Senior Ln Fd (FTSL) 1.1 $1.1M 25k 45.65
Nuveen Cr Strategies Income Com Shs (JQC) 1.1 $1.1M 207k 5.38
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.1 $1.1M 22k 50.00
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $1.0M 36k 27.96
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM) 0.9 $856k 31k 27.95
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $831k 1.6k 513.91
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.8 $786k 16k 47.81
Amazon (AMZN) 0.8 $782k 4.1k 190.26
Fs Kkr Capital Corp (FSK) 0.7 $738k 35k 20.95
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $690k 21k 32.99
Alphabet Cap Stk Cl A (GOOGL) 0.6 $640k 4.1k 154.66
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF) 0.6 $638k 29k 21.69
Sherwin-Williams Company (SHW) 0.6 $617k 1.8k 349.09
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.6 $589k 23k 25.52
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $526k 6.0k 87.17
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $525k 8.7k 60.48
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.5 $514k 29k 17.59
Dimensional Etf Trust World Ex Us Core (DFAX) 0.5 $510k 19k 26.20
First Tr Exchng Traded Fd Vi Expanded Technol (XPND) 0.5 $493k 17k 28.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $488k 20k 25.04
Ishares Tr National Mun Etf (MUB) 0.5 $481k 4.6k 105.44
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.4 $450k 3.4k 131.39
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $424k 7.1k 59.75
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $405k 4.0k 102.18
First Tr Exchange-traded Us Eqty Oppt Etf (FPX) 0.4 $392k 3.5k 111.74
Netflix (NFLX) 0.4 $375k 402.00 932.53
First Tr Exchange Traded Cloud Computing (SKYY) 0.4 $369k 3.6k 102.22
Autodesk (ADSK) 0.4 $350k 1.3k 261.80
Chart Industries (GTLS) 0.3 $328k 2.3k 144.36
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $324k 12k 27.39
Dimensional Etf Trust World Equity Etf (DFAW) 0.3 $318k 5.2k 61.28
Tesla Motors (TSLA) 0.3 $312k 1.2k 259.16
Schwab Strategic Tr Fundamental Us L (FNDX) 0.3 $294k 13k 23.61
Vaneck Etf Trust Ig Floating Rate (FLTR) 0.3 $291k 11k 25.55
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $267k 12k 21.53
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $263k 4.2k 61.89
Abbvie (ABBV) 0.3 $263k 1.3k 209.59
Sitio Royalties Corp Class A Com (STR) 0.3 $261k 13k 19.87
Spdr Ser Tr Russell Momentum (ONEO) 0.3 $252k 2.2k 115.21
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $251k 5.3k 47.60
Vanguard Index Fds Value Etf (VTV) 0.2 $246k 1.4k 172.75
Nutrien (NTR) 0.2 $244k 4.9k 49.67
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $237k 6.6k 35.81
American Water Works (AWK) 0.2 $230k 1.6k 147.54
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.2 $229k 2.1k 109.00
Exxon Mobil Corporation (XOM) 0.2 $220k 1.8k 118.96
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $213k 8.1k 26.46
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $203k 7.1k 28.46
Hyliion Holdings Corp Common Stock (HYLN) 0.0 $36k 26k 1.40