Bos Asset Management, LLC Purchases and Sells in Q1 2025

Bos Asset Management, LLC

$291 Billion
Q1 2025

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
YEAR	102K + 13.19%	N/A	876K $44.3B
JPST	27.9K + 37.85%	$50.39 - $50.66 $1.4M - $1.41M	101K $5.14B
DIMENSIONAL ETF TRUST	23.4K + 7.38%	N/A	341K $10.4B
FBND	16.7K + 14.73%	$44.41 - $45.98 $741K - $767K	130K $5.94B
GTO	16.7K + 15.48%	$45.9 - $47.37 $765K - $789K	124K $5.83B
XLE	3.78K + 8.54%	$85.7 - $93.96 $324K - $355K	48K $4.49B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XHB	33.2K New	$95.53 - $112.45 $3.18M - $3.74M	33.2K $3.22B
GOLD	70.4K New	$15.45 - $19.56 $1.09M - $1.38M	70.4K $1.37B
TLH	7.27K New	$97.25 - $104.79 $707K - $762K	7.27K $754M
BLACKROCK ETF TRUST II	14.5K New	N/A	14.5K $750M
FSK	13.4K New	$20.47 - $24.06 $275K - $323K	13.4K $281M
UNP	920 New	$225.21 - $254.42 $207K - $234K	920 $217M

Top Sells

Reduced Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XME	-47.9K - 74.64%	$53.81 - $62.59 $2.58M - $3M	16.3K $911M
NVDA	-2.95K - 6.26%	$106.98 - $149.43 $316K - $441K	44.2K $4.79B
AAPL	-1.25K - 3.89%	$209.68 - $247.1 $262K - $309K	30.9K $6.86B
IUSG	-474 - 0.69%	$126.86 - $146.45 $60.1K - $69.4K	68.4K $8.69B
IVV	-882 - 10.14%	$554.06 - $615.85 $489K - $543K	7.82K $4.39B
USB	-66 - 0.07%	$40.92 - $50.9 $2.7K - $3.36K	90.5K $3.82B

Activity Summary All Purchases 68 New Holdings 9 Increased Positions 59 All Sells 55 Reductions 55 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bos Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bos Asset Management, LLC with notifications on news.