Boyce & Associates Wealth Consulting, Inc.
Top Portfolio Positions
26 positions ·
$21,756,736 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
25,515 | $4,449,816 | 20.45% | |
| IAU |
Ishares Gold Trust
|
31,925 | $2,814,508 | 12.94% | |
| AAPL |
Apple Inc.
Technology
|
9,629 | $2,443,743 | 11.23% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
15,445 | $1,919,504 | 8.82% | |
| MSFT |
Microsoft Corp
Technology
|
3,523 | $1,304,108 | 5.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,165 | $1,197,687 | 5.50% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,776 | $979,956 | 4.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,420 | $920,553 | 4.23% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,581 | $587,736 | 2.70% | |
| LNT |
Alliant Energy Corp
Utilities
|
7,206 | $517,102 | 2.38% |
Portfolio Trend
17 quarters · across all stocks
Holdings in HYLN
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,700 | 25,966 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $47,777 | 25,966 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $51,153 | 25,966 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $34,275 | 25,966 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $36,352 | 25,966 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $67,771 | 25,966 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $67,823 | 27,348 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $42,064 | 25,966 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $45,700 | 25,966 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $21,136 | 25,966 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $30,639 | 25,966 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $43,363 | 25,966 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $51,412 | 25,966 | Shares | Sole | 2023-05-30 | |
| 2022-12-31 | $60,760 | 25,966 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $74,522 | 25,966 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $133,488 | 41,456 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $183,650 | 41,456 | Shares | Sole | 2022-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||