Notify me when Boyce & Associates Wealth Consulting, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 75 | $119,312,731 | +$3,216,058 | -$8,378,304 | -$5,162,246 | DGRW, MOAT, UCON, LVHI, FNDX | 13F-HR | 20 Jan 2026, 12:36 |
| Q3 2025 | 73 | $122,199,483 | +$18,546,021 | -$12,117,796 | +$6,428,225 | DGRW, MOAT, UCON, AAPL, LVHI | 13F-HR | 21 Oct 2025, 21:43 |
| Q2 2025 | 70 | $109,075,978 | +$13,546,280 | -$9,300,388 | +$4,245,892 | DGRW, MOAT, UCON, LVHI, JPST | 13F-HR | 15 Jul 2025, 12:20 |
| Q1 2025 | 69 | $99,979,909 | +$5,992,988 | -$2,590,185 | +$3,402,803 | DGRW, MOAT, UCON, JPST, LVHI | 13F-HR | 02 May 2025, 10:26 |
| Q4 2024 | 70 | $98,837,027 | +$13,588,392 | -$8,337,888 | +$5,250,504 | MOAT, DGRW, UCON, LVHI, JPST | 13F-HR | 13 Jan 2025, 08:27 |
| Q3 2024 | 71 | $96,224,965 | +$6,222,369 | -$138,063 | +$6,084,306 | MOAT, DGRW, UCON, KNG, JPST | 13F-HR | 08 Oct 2024, 12:54 |
| Q2 2024 | 68 | $85,131,318 | +$15,031,534 | -$4,942,468 | +$10,089,066 | MOAT, DGRW, UCON, KNG, LVHI | 13F-HR | 06 Aug 2024, 10:49 |
| Q1 2024 | 58 | $77,462,605 | +$8,391,820 | -$3,761,156 | +$4,630,664 | MOAT, KNG, DGRW, UCON, FTCS | 13F-HR | 09 Apr 2024, 19:33 |
| Q4 2023 | 55 | $68,766,602 | +$5,079,185 | -$821,117 | +$4,258,068 | MOAT, KNG, DGRW, FTCS, JPST | 13F-HR | 01 Feb 2024, 18:04 |
| Q3 2023 | 47 | $60,032,403 | +$4,275,272 | -$2,171,889 | +$2,103,383 | MOAT, KNG, DGRW, JPST, FTCS | 13F-HR | 03 Nov 2023, 16:32 |
| Q2 2023 | 48 | $59,857,535 | +$12,018,002 | -$10,583,844 | +$1,434,158 | MOAT, KNG, FTCS, DGRW, JPST | 13F-HR | 24 Jul 2023, 16:32 |
| Q1 2023 | 49 | $55,821,937 | +$14,647,884 | -$12,922,033 | +$1,725,851 | FTCS, KNG, MOAT, DGRW, JPST | Restatement | 30 May 2023, 15:52 |
| Q4 2022 | 46 | $52,326,596 | +$3,145,136 | -$1,604,277 | +$1,540,859 | FTCS, KNG, MOAT, DGRW, UCON | 13F-HR | 02 Feb 2023, 17:02 |
| Q3 2022 | 42 | $48,561,000 | +$4,264,001 | -$7,330,125 | -$3,066,124 | FTCS, MOAT, KNG, DGRW, GSST | 13F-HR | 24 Oct 2022, 16:15 |
| Q2 2022 | 47 | $55,004,000 | +$17,288,993 | -$21,736,924 | -$4,447,931 | FTCS, MOAT, KNG, DGRW, RDVY | 13F-HR | 11 Jul 2022, 16:43 |
| Q1 2022 | 53 | $66,944,000 | $0 | $0 | $0 | FTCS, RDVY, VLUE, SCHF, VOO | 13F-HR | 29 Apr 2022, 15:39 |