0001095449-24-000017.txt : 20240212
0001095449-24-000017.hdr.sgml : 20240212
20240209192913
ACCESSION NUMBER: 0001095449-24-000017
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240212
DATE AS OF CHANGE: 20240209
EFFECTIVENESS DATE: 20240212
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wilson & Boucher Capital Management, LLC
CENTRAL INDEX KEY: 0001903579
ORGANIZATION NAME:
IRS NUMBER: 202517531
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21891
FILM NUMBER: 24617006
BUSINESS ADDRESS:
STREET 1: 1480 MORAGA ROAD #C351
CITY: MORAGA
STATE: CA
ZIP: 94556
BUSINESS PHONE: (800) 381-8610
MAIL ADDRESS:
STREET 1: 1480 MORAGA ROAD #C351
CITY: MORAGA
STATE: CA
ZIP: 94556
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001903579
XXXXXXXX
12-31-2023
12-31-2023
Wilson & Boucher Capital Management, LLC
1480 MORAGA ROAD #C351
MORAGA
CA
94556
13F HOLDINGS REPORT
028-21891
000134076
801-100476
N
James B. Boucher
Managing Member
360-737-4153
James B. Boucher
Orinda
CA
01-12-2024
0
105
118742292
false
INFORMATION TABLE
2
table.2023-12.xml
13F INFORMATION TABLE FOR DECEMBER 31, 2023
Vanguard Total Stock Mkt ETF
Common
922908769
7963571
33570
SH
SOLE
33570
0
0
Apple
Common
037833100
7468632
38792
SH
SOLE
38792
0
0
Novo Nordisk A/S ADR Fmly Novo
Common
670100205
5857442
56621
SH
SOLE
56621
0
0
Schwab US Broad Market ETF
Common
808524102
4820118
86584
SH
SOLE
86584
0
0
Vanguard Index Small Cap ETF
Common
922908751
4196712
19672
SH
SOLE
19672
0
0
Vanguard Mid Cap Index ETF
Common
922908629
3356036
14426
SH
SOLE
14426
0
0
Microsoft
Common
594918104
3206777
8528
SH
SOLE
8528
0
0
Vanguard FTSE All-World Ex-US
Common
922042775
2973319
52963
SH
SOLE
52963
0
0
Stryker
Common
863667101
2722091
9090
SH
SOLE
9090
0
0
Vanguard Index Growth ETF
Common
922908736
2404482
7734
SH
SOLE
7734
0
0
Pepsico
Common
713448108
2313555
13622
SH
SOLE
13622
0
0
Vanguard Value ETF
Common
922908744
2308589
15442
SH
SOLE
15442
0
0
Vanguard Dividend Appreciation
Common
921908844
2153673
12639
SH
SOLE
12639
0
0
SPDR Utilities Select ETF
Common
81369Y886
2099013
33144
SH
SOLE
33144
0
0
Caterpillar
Common
149123101
2064194
6981
SH
SOLE
6981
0
0
Procter & Gamble
Common
742718109
1919715
13100
SH
SOLE
13100
0
0
Johnson & Johnson
Common
478160104
1914938
12217
SH
SOLE
12217
0
0
Oracle
Common
68389X105
1859785
17640
SH
SOLE
17640
0
0
Illinois Tool Works
Common
452308109
1597834
6100
SH
SOLE
6100
0
0
SPDR Health Care Select Sctr E
Common
81369Y209
1591555
11670
SH
SOLE
11670
0
0
SPDR Materials
Common
81369Y100
1538266
17983
SH
SOLE
17983
0
0
Schwab Charles Corp New
Common
808513105
1534243
22300
SH
SOLE
22300
0
0
Abbott Laboratories
Common
002824100
1431901
13009
SH
SOLE
13009
0
0
Unitedhealth Group Inc Com
Common
91324P102
1363096
2589
SH
SOLE
2589
0
0
Nextera Energy
Common
65339F101
1348002
22193
SH
SOLE
22193
0
0
Applied Materials
Common
038222105
1347447
8314
SH
SOLE
8314
0
0
Honeywell International
Common
438516106
1308381
6239
SH
SOLE
6239
0
0
Schwab International Equity ET
Common
808524805
1149812
31110
SH
SOLE
31110
0
0
Lowe's
Common
548661107
1138343
5115
SH
SOLE
5115
0
0
Vanguard Emerging Markets ETF
Common
922042858
1134623
27606
SH
SOLE
27606
0
0
Wal Mart Stores
Common
931142103
1083315
6872
SH
SOLE
6872
0
0
SPDR Energy Sector ETF
Common
81369Y506
1039601
12400
SH
SOLE
12400
0
0
Vaneck Vectors Fallen
Common
92189F437
1038958
36100
SH
SOLE
36100
0
0
Amgen
Common
031162100
1026215
3563
SH
SOLE
3563
0
0
AbbVie Inc Com
Common
00287Y109
989174
6383
SH
SOLE
6383
0
0
Amazon Com Inc
Common
023135106
980013
6450
SH
SOLE
6450
0
0
Schwab US Small Cap ETF
Common
808524607
973339
20604
SH
SOLE
20604
0
0
General Mills
Common
370334104
925897
14214
SH
SOLE
14214
0
0
SPDR Technology Sector ETF
Common
81369Y803
925636
4809
SH
SOLE
4809
0
0
United Parcel Service
Common
911312106
894639
5690
SH
SOLE
5690
0
0
S & P Depository Receipts
Common
78462F103
870800
1832
SH
SOLE
1832
0
0
iShares Fallen Angels
Common
46435G474
858000
32500
SH
SOLE
32500
0
0
Starbucks
Common
855244109
851993
8874
SH
SOLE
8874
0
0
Cisco Systems
Common
17275R102
841815
16663
SH
SOLE
16663
0
0
Union Pacific Corp
Common
907818108
820001
3339
SH
SOLE
3339
0
0
Cummins Inc
Common
231021106
804444
3358
SH
SOLE
3358
0
0
Sysco Corporation
Common
871829107
803699
10990
SH
SOLE
10990
0
0
Duke Energy
Common
26441C105
771759
7953
SH
SOLE
7953
0
0
Qualcomm
Common
747525103
737302
5098
SH
SOLE
5098
0
0
CVS Caremark Corp
Common
126650100
728714
9229
SH
SOLE
9229
0
0
Google Inc Class C
Class C
02079K107
720152
5110
SH
SOLE
5110
0
0
Schwab US Mid-Cap ETF
Common
808524508
702736
9330
SH
SOLE
9330
0
0
Invesco QQQ Trust
Common
46090E103
680789
1662
SH
SOLE
1662
0
0
Vanguard Information Technolog
Common
92204A702
665500
1375
SH
SOLE
1375
0
0
iShares Dj US Home Const
Common
464288752
659719
6485
SH
SOLE
6485
0
0
Wells Fargo & Co
Common
949746101
649434
13195
SH
SOLE
13195
0
0
Travelers Co.
Common
89417E109
645380
3388
SH
SOLE
3388
0
0
iShares Exponential Technology
Common
46434V381
631388
10546
SH
SOLE
10546
0
0
Chevron Corp
Common
166764100
612106
4104
SH
SOLE
4104
0
0
Vanguard Total World
Common
922042742
599790
5830
SH
SOLE
5830
0
0
Costco Wholesale
Common
22160K105
574270
870
SH
SOLE
870
0
0
Vanguard Consumer Staples ETF
Common
92204A207
558176
2923
SH
SOLE
2923
0
0
Santa Cruz Cnty Bank
Common
801827106
536166
17908
SH
SOLE
17908
0
0
Intel
Common
458140100
530132
10550
SH
SOLE
10550
0
0
Exxon Mobil
Common
30231G102
518396
5185
SH
SOLE
5185
0
0
Vanguard FTSE Developed Mkt ET
Common
921943858
517320
10800
SH
SOLE
10800
0
0
Emerson Electric
Common
291011104
504559
5184
SH
SOLE
5184
0
0
Home Depot
Common
437076102
502498
1450
SH
SOLE
1450
0
0
Automatic Data Processing
Common
053015103
497624
2136
SH
SOLE
2136
0
0
Schwab Emg Mkt Eq ETF
Common
808524706
480520
19384
SH
SOLE
19384
0
0
Verizon
Common
92343V104
463031
12282
SH
SOLE
12282
0
0
Cyber Security ETF
Common
26924G201
446732
7395
SH
SOLE
7395
0
0
Sensory Science
Common
92204A108
426065
1399
SH
SOLE
1399
0
0
International Business Machine
Common
459200101
425268
2600
SH
SOLE
2600
0
0
Vanguard REIT ETF
Common
922908553
424128
4800
SH
SOLE
4800
0
0
Eastman Chemical
Common
277432100
413426
4603
SH
SOLE
4603
0
0
JPMorgan & Co
Common
46625H100
398106
2340
SH
SOLE
2340
0
0
Berkshire Hathaway Inc Del Cl
Class B
084670702
394109
1105
SH
SOLE
1105
0
0
Goldman Sachs Group
Common
38141G104
393929
1021
SH
SOLE
1021
0
0
SPDR High Yield Bond
Common
78468R622
393130
4150
SH
SOLE
4150
0
0
Bank of New York Co
Common
064058100
353420
6790
SH
SOLE
6790
0
0
United Rentals Inc
Common
911363109
352080
614
SH
SOLE
614
0
0
Salesforce Com
Common
79466L302
348661
1325
SH
SOLE
1325
0
0
iShares S&P US Preferred Stock
Common
464288687
330614
10600
SH
SOLE
10600
0
0
SPDR(r) Portfolio S&P 500 ETF
Common
78464A854
329810
5900
SH
SOLE
5900
0
0
iShares Broad High Yield
Common
46435U853
319880
8800
SH
SOLE
8800
0
0
Mckesson Hboc Inc
Common
58155Q103
316455
684
SH
SOLE
684
0
0
Invesco Preferred ETF
Common
46138E511
289044
25200
SH
SOLE
25200
0
0
SPDR Total Stock Mrk
Common
78464A805
280560
4800
SH
SOLE
4800
0
0
iShares Russell Micro-Cap ETF
Common
464288869
269770
2325
SH
SOLE
2325
0
0
Wisdomtr Small Cap Earnings ET
Common
97717W562
269028
5400
SH
SOLE
5400
0
0
Vanguard Index Mid-Cap Growth
Common
922908538
263484
1200
SH
SOLE
1200
0
0
SPDR S&P Hi Yld Div Aristocrat
Common
78464A763
262437
2100
SH
SOLE
2100
0
0
iShares Emerging Markets ETF
Common
464287234
253323
6300
SH
SOLE
6300
0
0
iShars Kld 400 Social Idx
Common
464288570
252209
2770
SH
SOLE
2770
0
0
Vanguard Health Care ETF
Common
92204A504
250700
1000
SH
SOLE
1000
0
0
SPDR Financial Select Sector E
Common
81369Y605
244400
6500
SH
SOLE
6500
0
0
Nucor Corp
Common
670346105
243656
1400
SH
SOLE
1400
0
0
Robo Global Robotics
Common
301505707
242093
4225
SH
SOLE
4225
0
0
Medtronic
Common
G5960L103
239891
2912
SH
SOLE
2912
0
0
Facebook Inc Class A
Common
30303M102
230074
650
SH
SOLE
650
0
0
Morningstar Wide Moat
Common
57060U134
212175
2500
SH
SOLE
2500
0
0
Schwab Int'l Small Cap
Common
808524888
209340
6000
SH
SOLE
6000
0
0
Quest Diagnostics Inc Com
Common
74834L100
206820
1500
SH
SOLE
1500
0
0
Western Asset High Incm
Common
95766K109
156330
40500
SH
SOLE
40500
0
0