Bos Asset Management, LLC Purchases in Q2 2025

Bos Asset Management, LLC

  • $313 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Barrick Mng Corp
120K
New
N/A
120K $2.49B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.42K
+ 6.46%
$113.67 - $150.4 $502K - $664K
72.8K $10.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.18K
+ 4.69%
$496.48 - $617.85 $585K - $728K
26.3K $16.3B
CAT
Caterpillar Inc

Industrials
3.56K
+ 139.96%
$273.94 - $388.21 $976K - $1.38M
6.11K $2.37B
Ab Active Etfs Inc
3.12K
+ 6.8%
N/A
49K $4.39B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.66K
+ 16.31%
$141.37 - $228.57 $234K - $379K
11.8K $2.67B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.38K
+ 6.23%
$152.42 - $182.82 $362K - $434K
40.5K $7.41B
JPM
Jpmorgan Chase & CO

Financial Services
891
+ 6.9%
$210.28 - $289.91 $187K - $258K
13.8K $4B
DFSV
Dimensional ETF Tr Dimensional

ETFs
12.9K
+ 4.71%
$24.21 - $29.47 $313K - $381K
288K $8.47B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
14.2K
New
$50.09 - $51.09 $710K - $724K
14.2K $724M
AVGO
Broadcom Inc.

Technology
250
+ 4.34%
$146.29 - $275.65 $36.6K - $68.9K
6.01K $1.66B
SRLN
Ssga Active Trust

ETFs
16K
New
$39.47 - $41.59 $632K - $666K
16K $666M
MU
Micron Technology Inc

Technology
4.71K
New
$64.72 - $127.91 $305K - $602K
4.71K $580M
AMD
Advanced Micro Devices Inc

Technology
3.91K
New
$78.21 - $143.81 $306K - $562K
3.91K $555M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
26K
New
$20.12 - $21.0 $523K - $546K
26K $544M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
6.42K
New
$62.73 - $78.42 $403K - $503K
6.42K $497M
Dimensional ETF Trust
10.6K
+ 3.1%
N/A
352K $10.9B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.63K
New
$102.02 - $103.5 $472K - $479K
4.63K $476M
VEA
Vanguard Ftse Developed Market

ETFs
265
+ 0.36%
$45.65 - $57.01 $12.1K - $15.1K
73.2K $4.17B
VTI
Vanguard Total Stock Market Et

ETFs
330
+ 3.55%
$243.75 - $303.93 $80.4K - $100K
9.62K $2.92B
Elevation Series Trust
11.6K
+ 38.0%
N/A
42.3K $1.27B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.53K
+ 6.44%
$50.36 - $50.68 $329K - $331K
108K $5.47B
KLAC
Kla Corp

Technology
61
+ 4.94%
$576.53 - $902.94 $35.2K - $55.1K
1.3K $1.16B
USB
Us Bancorp \De\

Financial Services
888
+ 0.98%
$36.4 - $45.76 $32.3K - $40.6K
91.4K $4.13B
ORCL
Oracle Corp

Technology
1.35K
New
$122.82 - $218.63 $166K - $296K
1.35K $296M
INTC
Intel Corp

Technology
13.1K
New
$18.13 - $22.69 $238K - $298K
13.1K $294M
FLJP
Franklin Templeton ETF Tr

ETFs
8.23K
New
$26.35 - $32.28 $217K - $266K
8.23K $265M
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.02K
New
$52.31 - $63.72 $210K - $256K
4.02K $256M
GOOG
Alphabet Inc.

Communication Services
1.42K
New
$146.58 - $180.01 $208K - $256K
1.42K $252M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.72K
+ 10.41%
$47.09 - $48.01 $222K - $227K
50.1K $2.4B
BUG
Global X Fds Cybersecurity ETF

ETFs
6.52K
New
$29.9 - $37.1 $195K - $242K
6.52K $242M
AMZN
Amazon Com Inc

Consumer Cyclical
330
+ 5.78%
$167.32 - $223.3 $55.2K - $73.7K
6.04K $1.32B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.89K
New
$65.04 - $82.18 $188K - $237K
2.89K $237M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.48K
+ 34.11%
$97.29 - $105.63 $241K - $262K
9.75K $990M
TMO
Thermo Fisher Scientific Inc.

Healthcare
547
New
$390.26 - $489.06 $213K - $268K
547 $222M
HWM
Howmet Aerospace Inc.

Industrials
1.18K
New
$112.33 - $186.13 $133K - $220K
1.18K $220M
DFAU
Dimensional ETF Tr

ETFs
5.17K
New
$34.04 - $42.36 $176K - $219K
5.17K $219M
IDV
Ishares Tr

ETFs
6.32K
New
$27.79 - $34.84 $176K - $220K
6.32K $218M
DE
Deere & CO

Industrials
416
New
$412.99 - $531.48 $172K - $221K
416 $212M
FNDX
Schwab Fundamental U S Large C

ETFs
8.38K
New
$20.84 - $24.54 $175K - $206K
8.38K $206M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.02K
New
$22.27 - $29.21 $156K - $205K
7.02K $205M
GD
General Dynamics Corp

Industrials
543
+ 22.53%
$247.68 - $291.66 $134K - $158K
2.95K $861M
Vanguard Wellington Fd
1.99K
New
N/A
1.99K $201M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
149
+ 0.92%
$48.48 - $67.3 $7.22K - $10K
16.4K $1.1B
DFAI
Dimensional ETF Tr

ETFs
3.87K
+ 24.24%
$28.02 - $34.71 $109K - $134K
19.9K $686M
VB
Vanguard Small Cap ETF

ETFs
28
+ 0.25%
$193.73 - $237.37 $5.42K - $6.65K
11.4K $2.71B
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.26K
+ 3.78%
$86.79 - $101.21 $109K - $127K
34.5K $3.4B
CSCO
Cisco Systems, Inc.

Technology
1.23K
+ 10.78%
$53.19 - $69.38 $65.5K - $85.5K
12.7K $879M
VO
Vanguard Mid Cap ETF

ETFs
23
+ 0.39%
$228.54 - $279.83 $5.26K - $6.44K
5.92K $1.66B
Activity Summary
Buys All Purchases 90 New Holdings 23 Increased Positions 67 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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