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
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
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
FLJP
Franklin Templeton ETF Tr

ETFs
295
+ 3.58%
$30.82 - $35.17 $9.09K - $10.4K
8.53K $295M
DFIV
Dimensional ETF Tr

ETFs
70
+ 0.99%
$42.66 - $46.53 $2.99K - $3.26K
7.12K $329M
TIP
Ishares Tr Tips Bd ETF

ETFs
103
+ 1.03%
$109.11 - $111.88 $11.2K - $11.5K
10.1K $1.12B
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
4
+ 0.14%
$80.54 - $89.67 $322 - $359
2.89K $254M
SO
Southern CO

Utilities
1
+ 0.02%
$90.83 - $96.0 $90.8 - $96
5.4K $512M
JEPI
J P Morgan Exchange Traded Fd

ETFs
178
+ 3.54%
$55.61 - $57.37 $9.9K - $10.2K
5.21K $298M
BUG
Global X Fds Cybersecurity ETF

ETFs
590
+ 9.05%
$32.23 - $37.41 $19K - $22.1K
7.11K $250M
VFH
Vanguard Financial ETF

ETFs
1
+ 0.05%
$125.23 - $132.78 $125 - $133
1.98K $259M
ABT
Abbott Laboratories

Healthcare
48
+ 2.06%
$120.51 - $136.62 $5.78K - $6.56K
2.38K $319M
KO
Coca Cola CO

Consumer Defensive
85
+ 2.47%
$65.67 - $71.67 $5.58K - $6.09K
3.53K $234M
PG
Procter & Gamble CO

Consumer Defensive
42
+ 1.3%
$150.47 - $161.22 $6.32K - $6.77K
3.28K $504M
IBM
International Business Machines Corp

Technology
27
+ 1.4%
$234.77 - $292.47 $6.34K - $7.9K
1.96K $552M
OKE
Oneok Inc

Energy
1
+ 0.03%
$71.36 - $83.47 $71.4 - $83.5
3.98K $291M
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.56%
$915.95 - $994.57 $3.66K - $3.98K
716 $663M
LLY
Eli Lilly & CO

Healthcare
17
+ 0.26%
$625.65 - $812.69 $10.6K - $13.8K
6.5K $4.96B
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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