Bos Asset Management, LLC Purchases in Q3 2025

Bos Asset Management, LLC

  • $355 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.37K
New
$47.03 - $47.97 $205K - $209K
4.37K $209M
UNP
Union Pacific Corp

Industrials
867
New
$214.91 - $237.16 $186K - $206K
867 $205M
BHF
Brighthouse Financial, Inc.

Financial Services
3.83K
New
$43.36 - $57.59 $166K - $221K
3.83K $203M
CEG
Constellation Energy Corp

Utilities
617
New
$298.82 - $354.89 $184K - $219K
617 $203M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.54K
+ 4.64%
$45.6 - $46.92 $162K - $166K
79.8K $3.73B
ABBV
Abb Vie Inc.

Healthcare
872
New
$184.85 - $231.54 $161K - $202K
872 $202M
ORCL
Oracle Corp

Technology
390
+ 28.85%
$218.96 - $328.33 $85.4K - $128K
1.74K $490M
AMD
Advanced Micro Devices Inc

Technology
684
+ 17.49%
$134.8 - $184.42 $92.2K - $126K
4.59K $743M
PFF
Ishares Trust Ishares Pfd And

ETFs
739
+ 0.44%
$30.67 - $32.13 $22.7K - $23.7K
167K $5.29B
DFAI
Dimensional ETF Tr

ETFs
3.58K
+ 18.02%
$34.05 - $36.55 $122K - $131K
23.4K $852M
AMZN
Amazon Com Inc

Consumer Cyclical
723
+ 11.98%
$211.65 - $238.24 $153K - $172K
6.76K $1.48B
VPU
Vanguard Utilities ETF

ETFs
387
+ 5.83%
$175.25 - $189.41 $67.8K - $73.3K
7.03K $1.33B
XOM
Exxon Mobil Corp

Energy
720
+ 4.67%
$105.83 - $117.22 $76.2K - $84.4K
16.1K $1.82B
MBB
Ishares Tr

ETFs
1.47K
+ 10.78%
$92.46 - $95.73 $136K - $141K
15.1K $1.44B
DFAT
Dimensional ETF Tr U S Target

ETFs
943
+ 4.25%
$53.36 - $59.69 $50.3K - $56.3K
23.1K $1.35B
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.13K
+ 34.0%
$89.29 - $100.17 $101K - $113K
4.47K $447M
VIG
Vanguard Dividend Appreciation

ETFs
197
+ 2.25%
N/A
8.97K $1.94B
VZ
Verizon Communications Inc

Communication Services
2.54K
+ 9.01%
$40.84 - $45.06 $104K - $114K
30.7K $1.35B
GE
General Electric CO

Industrials
15
+ 0.53%
$244.75 - $305.63 $3.67K - $4.58K
2.83K $851M
VO
Vanguard Mid Cap ETF

ETFs
100
+ 1.69%
$279.83 - $293.74 $28K - $29.4K
6.02K $1.77B
GOOG
Alphabet Inc.

Communication Services
18
+ 1.27%
$175.16 - $255.24 $3.15K - $4.59K
1.44K $350M
GM
General Motors CO

Consumer Cyclical
1
+ 0.01%
$48.89 - $61.24 $48.9 - $61.2
8.31K $506M
MTH
Meritage Homes Corp

Consumer Cyclical
454
+ 3.87%
$67.34 - $82.83 $30.6K - $37.6K
12.2K $882M
DGRO
Ishares Core Dividend Growth E

ETFs
1.09K
+ 22.62%
$64.12 - $68.08 $69.8K - $74.1K
5.9K $402M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.69K
+ 11.92%
$50.85 - $51.35 $85.8K - $86.7K
15.9K $812M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
293
+ 1.95%
$59.28 - $71.9 $17.4K - $21.1K
15.3K $1.01B
MCD
Mcdonalds Corp

Consumer Cyclical
202
+ 10.85%
$291.67 - $316.99 $58.9K - $64K
2.06K $627M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
925
+ 15.48%
$62.09 - $66.51 $57.4K - $61.5K
6.9K $450M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 0.03%
$49.43 - $54.52 $247 - $273
16.8K $912M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.2K
+ 12.8%
$22.64 - $23.22 $72.4K - $74.2K
28.2K $651M
XLB
Select Sector Spdr Fd Material

ETFs
486
+ 2.65%
$86.72 - $92.61 $42.1K - $45K
18.8K $1.69B
CSCO
Cisco Systems, Inc.

Technology
1.27K
+ 10.04%
$66.2 - $71.79 $84.2K - $91.3K
13.9K $954M
LOW
Lowes Companies Inc

Consumer Cyclical
189
+ 20.5%
$215.01 - $273.02 $40.6K - $51.6K
1.11K $279M
LNC
Lincoln National Corp

Financial Services
78
+ 0.63%
$33.37 - $43.29 $2.6K - $3.38K
12.5K $504M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
941
+ 5.11%
$29.97 - $32.38 $28.2K - $30.5K
19.4K $617M
Ge Vernova Inc
3
+ 0.42%
N/A
723 $445M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
470
+ 4.82%
$98.52 - $103.93 $46.3K - $48.8K
10.2K $1.05B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
59
+ 0.22%
$42.39 - $44.63 $2.5K - $2.63K
26.7K $1.19B
Dimensional ETF Trust
427
+ 8.78%
N/A
5.29K $380M
F
Ford Motor CO

Consumer Cyclical
165
+ 0.36%
$10.82 - $12.09 $1.79K - $1.99K
45.7K $546M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26
+ 1.16%
$459.11 - $506.91 $11.9K - $13.2K
2.26K $1.14B
BX
Blackstone Inc.

Financial Services
1
+ 0.04%
$152.77 - $188.68 $153 - $189
2.31K $394M
EMB
Ishares Tr

ETFs
401
+ 9.25%
$91.52 - $95.59 $36.7K - $38.3K
4.73K $451M
WMT
Walmart Inc.

Consumer Defensive
64
+ 0.85%
$94.4 - $104.27 $6.04K - $6.67K
7.62K $785M
BAC
Bank Of America Corp

Financial Services
4
+ 0.04%
$44.92 - $52.42 $180 - $210
9.74K $502M
Proshares Tr
70
+ 0.49%
N/A
14.3K $645M
Elevation Series Trust
1.14K
+ 2.69%
N/A
43.4K $1.31B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
224
+ 3.49%
$75.26 - $80.19 $16.9K - $18K
6.64K $530M
DFIC
Dimensional ETF Tr Dimensional

ETFs
476
+ 4.99%
$30.76 - $33.01 $14.6K - $15.7K
10K $328M
Activity Summary
Buys All Purchases 115 New Holdings 21 Increased Positions 94 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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