Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILSON & BOUCHER CAPITAL MANAGEMENT LLC | 10-04-2023 | 09-30-2023 | 102 | 105,213,166 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt ETF | Common | 1 | $6,895,041 | 32,461 | 0.01 | 0.01 | 2,449 | 8.16 | 09-30-2023 |
| Apple | Common | 2 | $6,325,193 | 36,944 | 0.01 | 0.01 | 180 | 0.49 | 09-30-2023 |
| Novo Nordisk A/S ADR Fmly Novo | Common | 3 | $5,111,374 | 56,206 | 0.00 | 0.00 | 28,538 | 103.14 | 09-30-2023 |
| Schwab US Broad Market ETF | Common | 4 | $4,261,359 | 85,484 | 0.00 | 0.00 | 1,227 | 1.46 | 09-30-2023 |
