Bos Asset Management, LLC Incresed Positions in Q3 2025

Bos Asset Management, LLC

  • $355 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
YEAR
Ab Active Etfs Inc Ultra Short
71.5K
+ 8.63%
N/A
900K $45.6B
PULS
Pgim ETF Tr

ETFs
37.3K
+ 81.22%
$49.58 - $49.83 $1.85M - $1.86M
83.1K $4.14B
AAPL
Apple Inc.

Technology
708
+ 2.31%
$202.38 - $256.87 $143K - $182K
31.4K $7.99B
SPY
Spdr S&P 500 ETF Trust

ETFs
322
+ 1.22%
$617.65 - $666.84 $199K - $215K
26.6K $17.7B
NVDA
Nvidia Corp

Technology
546
+ 1.26%
$153.3 - $186.58 $83.7K - $102K
43.8K $8.17B
Dimensional ETF Trust
15K
+ 4.27%
N/A
367K $12.1B
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.29K
+ 2.88%
$29.2 - $32.74 $242K - $271K
296K $9.42B
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.42K
+ 3.08%
$85.01 - $90.35 $546K - $580K
215K $19.2B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.27K
+ 3.14%
$182.33 - $194.5 $232K - $248K
41.8K $8.13B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
136
+ 1.15%
$224.68 - $282.71 $30.6K - $38.4K
11.9K $3.34B
GTO
Invesco Actively Managed ETF T

ETFs
10.3K
+ 8.26%
$46.43 - $47.91 $479K - $494K
135K $6.43B
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
12.2K
+ 5.33%
$31.73 - $33.71 $386K - $410K
241K $8.09B
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.3K
+ 22.58%
$47.86 - $48.43 $541K - $547K
61.4K $2.96B
JPM
Jpmorgan Chase & CO

Financial Services
443
+ 3.21%
$282.78 - $316.06 $125K - $140K
14.2K $4.49B
IVV
Ishares Core S&P 500 ETF

ETFs
158
+ 2.04%
$620.67 - $670.08 $98.1K - $106K
7.92K $5.3B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.45K
+ 6.47%
$45.26 - $46.63 $382K - $394K
139K $6.43B
GLD
Spdr Gold Trust

ETFs
340
+ 5.27%
$300.96 - $355.47 $102K - $121K
6.79K $2.41B
XLE
Energy Sector Spdr

ETFs
2.37K
+ 4.84%
$84.25 - $91.99 $200K - $218K
51.3K $4.58B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
3
+ 0.02%
$67.16 - $93.48 $201 - $280
16.4K $1.53B
VNQ
Vanguard Specialized Funds Van

ETFs
3.24K
+ 7.99%
$88.47 - $93.24 $286K - $302K
43.7K $4B
SLV
I Shares Silver Trust

ETFs
2.97K
+ 11.82%
$32.73 - $42.5 $97.2K - $126K
28.1K $1.19B
MU
Micron Technology Inc

Technology
885
+ 18.79%
$104.88 - $168.89 $92.8K - $149K
5.59K $936M
AVGO
Broadcom Inc.

Technology
64
+ 1.06%
$264.74 - $369.57 $16.9K - $23.7K
6.08K $2B
INTC
Intel Corp

Technology
5.33K
+ 40.55%
$19.31 - $35.5 $103K - $189K
18.5K $619M
Blackrock ETF Trust Ii
5.21K
+ 9.17%
N/A
62K $3.3B
GOOGL
Alphabet Inc.

Communication Services
500
+ 22.18%
$174.36 - $254.72 $87.2K - $127K
2.75K $669M
IDU
Ishares Tr U S Utils ETF

ETFs
1.22K
+ 6.68%
$103.7 - $111.17 $126K - $135K
19.4K $2.16B
SRLN
Ssga Active Trust

ETFs
6.02K
+ 37.59%
$41.28 - $41.65 $248K - $251K
22K $916M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.9K
+ 45.75%
$20.84 - $21.03 $248K - $250K
37.9K $793M
GD
General Dynamics Corp

Industrials
242
+ 8.2%
$293.92 - $341.0 $71.1K - $82.5K
3.2K $1.09B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.36K
+ 4.04%
$50.47 - $50.74 $220K - $221K
112K $5.7B
VB
Vanguard Small Cap ETF

ETFs
88
+ 0.77%
$237.58 - $259.17 $20.9K - $22.8K
11.5K $2.93B
VEA
Vanguard Ftse Developed Market

ETFs
12
+ 0.02%
$56.02 - $60.3 $672 - $724
73.2K $4.39B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
3.54K
+ 4.64%
$45.6 - $46.92 $162K - $166K
79.8K $3.73B
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
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.55K
+ 33.39%
$102.4 - $103.88 $158K - $161K
6.18K $638M
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
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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