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 |
|---|---|---|---|---|---|---|---|---|---|
| Exxon Mobil | Common | 51 | $647,278 | 5,505 | 0.00 | 0.00 | -150 | -2.65 | 09-30-2023 |
| CVS Caremark Corp | Common | 52 | $644,344 | 9,229 | 0.00 | 0.00 | 1 | 0.01 | 09-30-2023 |
| Schwab US Mid-Cap ETF | Common | 53 | $631,454 | 9,330 | 0.00 | 0.00 | 100 | 1.08 | 09-30-2023 |
| Vanguard Information Technolog | Common | 54 | $570,488 | 1,375 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
