Bos Asset Management, LLC Incresed Positions in Q2 2025

Bos Asset Management, LLC

  • $313 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
619
+ 0.27%
$27.24 - $33.15 $16.9K - $20.5K
228K $7.53B
AVGO
Broadcom Inc.

Technology
250
+ 4.34%
$146.29 - $275.65 $36.6K - $68.9K
6.01K $1.66B
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
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.72K
+ 10.41%
$47.09 - $48.01 $222K - $227K
50.1K $2.4B
AMZN
Amazon Com Inc

Consumer Cyclical
330
+ 5.78%
$167.32 - $223.3 $55.2K - $73.7K
6.04K $1.32B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.48K
+ 34.11%
$97.29 - $105.63 $241K - $262K
9.75K $990M
GD
General Dynamics Corp

Industrials
543
+ 22.53%
$247.68 - $291.66 $134K - $158K
2.95K $861M
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
VIG
Vanguard Dividend Appreciation

ETFs
28
+ 0.32%
N/A
8.77K $1.8B
XLB
Select Sector Spdr Fd Material

ETFs
730
+ 4.15%
$74.27 - $88.92 $54.2K - $64.9K
18.3K $1.61B
Blackrock ETF Trust Ii
1.21K
+ 2.18%
N/A
56.8K $3B
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
1.07K
+ 7.69%
$53.93 - $61.5 $57.7K - $65.8K
15K $921M
VZ
Verizon Communications Inc

Communication Services
3.16K
+ 12.62%
$41.67 - $45.62 $131K - $144K
28.2K $1.22B
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 1.28%
$221.86 - $362.89 $3.33K - $5.44K
1.18K $376M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
49
+ 0.29%
$39.89 - $49.46 $1.95K - $2.42K
16.8K $832M
Dimensional ETF Trust
562
+ 13.06%
N/A
4.87K $326M
DFAT
Dimensional ETF Tr U S Target

ETFs
135
+ 0.61%
$44.8 - $53.97 $6.05K - $7.29K
22.2K $1.2B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
176
+ 0.67%
$37.18 - $42.55 $6.54K - $7.49K
26.6K $1.13B
BAC
Bank Of America Corp

Financial Services
4
+ 0.04%
$34.39 - $47.46 $138 - $190
9.73K $461M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
5
+ 0.03%
$23.66 - $29.99 $118 - $150
18.4K $552M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
269
+ 6.61%
$43.99 - $60.85 $11.8K - $16.4K
4.34K $258M
LNC
Lincoln National Corp

Financial Services
1.87K
+ 17.76%
$28.95 - $37.27 $54.2K - $69.8K
12.4K $430M
SLV
I Shares Silver Trust

ETFs
151
+ 0.6%
$27.08 - $33.74 $4.09K - $5.09K
25.1K $824M
VTV
Vanguard Value ETF

ETFs
63
+ 0.66%
$153.67 - $176.74 $9.68K - $11.1K
9.58K $1.69B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
123
+ 2.36%
$75.29 - $91.16 $9.26K - $11.2K
5.33K $481M
Proshares Tr
891
+ 6.68%
N/A
14.2K $604M
F
Ford Motor CO

Consumer Cyclical
385
+ 0.85%
$8.69 - $10.85 $3.35K - $4.18K
45.5K $494M
DFIC
Dimensional ETF Tr Dimensional

ETFs
288
+ 3.12%
$24.94 - $31.15 $7.18K - $8.97K
9.53K $296M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
566
+ 0.44%
$44.68 - $45.96 $25.3K - $26K
131K $5.97B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
153
+ 1.41%
$29.12 - $35.84 $4.46K - $5.48K
11K $395M
T
At&T Inc.

Communication Services
347
+ 1.03%
$26.33 - $28.94 $9.14K - $10K
33.9K $982M
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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