Top 50 Boyce & Associates Wealth Consulting, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 13.51% | 203.0K | $17.8M | +5.17%(+9.98K) | $72.80(+29.09%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 7.51% | 102.6K | $9.9M | -0.77%(-794) | $77.04(+29.70%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 6.66% | 355.2K | $8.8M | -1.63%(-5.87K) | $24.72(+0.75%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 5.07% | 165.1K | $6.7M | -5.33%(-9.29K) | $27.99(+45.79%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 4.98% | 236.2K | $6.6M | +2.92%(+6.69K) | $24.27(+24.37%) | 2026-03-31 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 4.28% | 119.4K | $5.6M | new | $47.43(-0.68%) | 2026-03-31 | |
| GPIX | GOLDMAN SACHS ETF TR | 4.1% | 108.1K | $5.4M | -6.74%(-7.81K) | $49.91(+8.32%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.37% | 25.5K | $4.4M | +0.80%(+203) | $37.21(+428.06%) | 2026-03-31 | |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 2.47% | 21.1K | $3.3M | +75.08%(+9.06K) | $149.17(+16.55%) | 2026-03-31 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 2.43% | 83.0K | $3.2M | +23.63%(+15.87K) | $34.97(+21.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.60% | +31.67% |
| Top 20 Holdings Unweighted | +13.04% | +44.46% |
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