Boyce & Associates Wealth Consulting, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
Value $
$96.2M
Signature - Title
Aryn Sands - Agent
Location
Cedar Park, TX
Summary
This page shows a list of all the recent 13F filings made by Boyce & Associates Wealth Consulting, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Boyce & Associates Wealth Consulting, Inc. reported 71 stock holdings with total value $96.2M as of Q3 2024. Top holdings included MOAT, DGRW, UCON, KNG, and JPST.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 71 $96.2M +$6.22M -$138K +$6.08M MOAT, DGRW, UCON, KNG, JPST 13F-HR 10/8/2024, 12:54 PM
Q2 2024 68 $85.1M +$15M -$4.94M +$10.1M MOAT, DGRW, UCON, KNG, LVHI 13F-HR 8/6/2024, 10:49 AM
Q1 2024 58 $77.5M +$8.39M -$3.76M +$4.63M MOAT, KNG, DGRW, UCON, FTCS 13F-HR 4/9/2024, 07:33 PM
Q4 2023 55 $68.8M +$5.08M -$821K +$4.26M MOAT, KNG, DGRW, FTCS, JPST 13F-HR 2/1/2024, 06:04 PM
Q3 2023 47 $60M +$4.28M -$2.17M +$2.1M MOAT, KNG, DGRW, JPST, FTCS 13F-HR 11/3/2023, 04:32 PM
Q2 2023 48 $59.9M +$12M -$10.6M +$1.43M MOAT, KNG, FTCS, DGRW, JPST 13F-HR 7/24/2023, 04:32 PM
Q1 2023 49 $55.8M +$14.6M -$12.9M +$1.73M FTCS, KNG, MOAT, DGRW, JPST Restatement 5/30/2023, 03:52 PM
Q4 2022 46 $52.3M +$3.15M -$1.6M +$1.54M FTCS, KNG, MOAT, DGRW, UCON 13F-HR 2/2/2023, 05:02 PM
Q3 2022 42 $48.6M +$4.26M -$7.33M -$3.07M FTCS, MOAT, KNG, DGRW, GSST 13F-HR 10/24/2022, 04:15 PM
Q2 2022 47 $55M +$17.3M -$21.7M -$4.45M FTCS, MOAT, KNG, DGRW, RDVY 13F-HR 7/11/2022, 04:43 PM
Q1 2022 53 $66.9M $0 $0 FTCS, RDVY, VLUE, SCHF, VOO 13F-HR 4/29/2022, 03:39 PM