The Analysis of Boyce & Associates Wealth Consulting, Inc.'s Holdings
Currently, Boyce & Associates Wealth Consulting, Inc. holds 75 types of securities in its portfolio with a total value $119.3M. In the most recent quarter, they have increased their positions in N/A (+1.6K shares, valued at $798.2K), NFLX (+3.6K shares, valued at $341.9K), GS (+315 shares, valued at $277.3K); decreased their positions in AAPL (-19.0K shares, valued at $5.2M), TSLA (-750 shares, valued at $337.3K), JPST (-6.6K shares, valued at $325.9K); initiated new positions in N/A (+1.6K shares, valued at $798.2K), GS (+315 shares, valued at $277.3K), SLV (+4.0K shares, valued at $258.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DGRW WISDOMTREE TR193.0K shares-0.36%2025-12-312026-01-20
MOAT VANECK ETF TRUST103.4K shares-0.13%2025-12-312026-01-20 UCON FIRST TR EXCHNG TRADED FD VI361.1K shares-1.08%2025-12-312026-01-20 LVHI LEGG MASON ETF INVT174.3K shares-1.44%2025-12-312026-01-20 FNDX SCHWAB STRATEGIC TR229.5K shares2.02%2025-12-312026-01-20 GPIX GOLDMAN SACHS ETF TR115.9K shares0.74%2025-12-312026-01-20 JPST J P MORGAN EXCHANGE TRADED F97.2K shares-6.32%2025-12-312026-01-20 NVDA NVIDIA CORPORATION25.3K shares2.75%2025-12-312026-01-20 FTCS FIRST TR EXCHANGE-TRADED FD32.0K shares-0.60%2025-12-312026-01-20 DUHP DIMENSIONAL ETF TRUST74.6K shares0.92%2025-12-312026-01-20 AAPL APPLE INC9.7K shares-66.11%2025-12-312026-01-20 AFLG FIRST TR EXCHNG TRADED FD VI67.1K shares-0.14%2025-12-312026-01-20 DFAI DIMENSIONAL ETF TRUST54.7K shares9.37%2025-12-312026-01-20 FTC FIRST TR EXCHANGE-TRADED ALP12.1K shares-1.53%2025-12-312026-01-20 SPMO INVESCO EXCH TRADED FD TR II14.4K shares5.03%2025-12-312026-01-20 RDVI FIRST TR EXCHANGE-TRADED FD64.3K shares-0.42%2025-12-312026-01-20 DFEV DIMENSIONAL ETF TRUST44.3K shares-0.78%2025-12-312026-01-20 ALPS ETF TR ALPS ETF TR31.7K shares0.03%2025-12-312026-01-20 JMUB J P MORGAN EXCHANGE TRADED F28.6K shares-0.23%2025-12-312026-01-20 FCEF FIRST TR EXCHNG TRADED FD VI60.7K shares1.14%2025-12-312026-01-20 ALPHABET INC ALPHABET INC4.3K shares-17.26%2025-12-312026-01-20 SCHD SCHWAB STRATEGIC TR42.6K shares5.17%2025-12-312026-01-20 FMHI FIRST TR EXCH TRADED FD III23.5K shares-0.52%2025-12-312026-01-20 VT VANGUARD INTL EQUITY INDEX F7.6K shares-6.47%2025-12-312026-01-20 AMZN AMAZON COM INC4.3K shares0.00%2025-12-312026-01-20 DFAC DIMENSIONAL ETF TRUST23.0K shares12.09%2025-12-312026-01-20 FTSL FIRST TR EXCHANGE-TRADED FD18.6K shares0.23%2025-12-312026-01-20 AIRR FIRST TR EXCHANGE TRADED FD8.7K shares2.22%2025-12-312026-01-20 FNDF SCHWAB STRATEGIC TR18.5K shares1.66%2025-12-312026-01-20 AVUV AMERICAN CENTY ETF TR8.1K shares12.67%2025-12-312026-01-20 FPE FIRST TR EXCH TRADED FD III39.6K shares0.69%2025-12-312026-01-20 TSLA TESLA INC1.5K shares-33.17%2025-12-312026-01-20 DFUS DIMENSIONAL ETF TRUST8.7K shares0.18%2025-12-312026-01-20 DFAX DIMENSIONAL ETF TRUST19.0K shares0.35%2025-12-312026-01-20 DFAW DIMENSIONAL ETF TRUST7.6K shares9.94%2025-12-312026-01-20 SCHG SCHWAB STRATEGIC TR17.1K shares-10.40%2025-12-312026-01-20 WCMI FIRST TR EXCHANGE-TRADED FD32.2K shares3.63%2025-12-312026-01-20 FSK FS KKR CAP CORP35.2K shares0.00%2025-12-312026-01-20 FPX FIRST TR EXCHANGE-TRADED FD3.1K shares-9.80%2025-12-312026-01-20 GTLS CHART INDS INC2.2K shares-3.30%2025-12-312026-01-20 DFAS DIMENSIONAL ETF TRUST6.4K shares-0.45%2025-12-312026-01-20 FNDA SCHWAB STRATEGIC TR13.6K shares-2.91%2025-12-312026-01-20 GLDM WORLD GOLD TR4.9K shares0.61%2025-12-312026-01-20 WMT WALMART INC3.5K shares38.30%2025-12-312026-01-20 NFLX NETFLIX INC4.0K shares907.21%2025-12-312026-01-20 NOBL PROSHARES TR3.6K shares-4.34%2025-12-312026-01-20 BROADCOM INC BROADCOM INC1.1K shares-46.40%2025-12-312026-01-20 MUB ISHARES TR3.4K shares0.24%2025-12-312026-01-20 WCME FIRST TR EXCHANGE-TRADED FD20.6K shares4.26%2025-12-312026-01-20 DFEM DIMENSIONAL ETF TRUST10.6K shares12.66%2025-12-312026-01-20 ADSK AUTODESK INC1.2K shares-11.88%2025-12-312026-01-20 DFSU DIMENSIONAL ETF TRUST7.2K shares0.00%2025-12-312026-01-20 SKYY FIRST TR EXCHANGE TRADED FD2.3K shares-3.49%2025-12-312026-01-20 FLTR VANECK ETF TRUST11.5K shares-0.12%2025-12-312026-01-20 SCHB SCHWAB STRATEGIC TR11.2K shares0.05%2025-12-312026-01-20 ABBV ABBVIE INC1.2K shares-3.30%2025-12-312026-01-20 GS GOLDMAN SACHS GROUP INC315 sharesnew addition2025-12-312026-01-20 VTV VANGUARD INDEX FDS1.4K shares1.21%2025-12-312026-01-20 SLV ISHARES SILVER TR4.0K sharesnew addition2025-12-312026-01-20 SHW SHERWIN WILLIAMS CO794 shares-55.27%2025-12-312026-01-20 NTR NUTRIEN LTD3.9K shares-12.10%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR342 shares0.29%2025-12-312026-01-20 SHM SPDR SERIES TRUST4.6K shares-10.79%2025-12-312026-01-20 MSFT MICROSOFT CORP434 shares0.23%2025-12-312026-01-20 FNX FIRST TR EXCHANGE-TRADED ALP1.7K shares-14.71%2025-12-312026-01-20 AWK AMERICAN WTR WKS CO INC NEW1.6K shares0.63%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS698 shares-4.25%2025-12-312026-01-20 IEF ISHARES TR2.1K sharesnew addition2025-12-312026-01-20 XOM EXXON MOBIL CORP1.7K sharesnew addition2025-12-312026-01-20 HYLN HYLIION HOLDINGS CORP26.0K shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available