Bos Asset Management, LLC Sells in Q4 2024

Bos Asset Management, LLC

  • $279 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-59.9K
- 21.24%
$87.1 - $98.49 $5.22M - $5.9M
222K $19.4B
LLY
Eli Lilly & CO

Healthcare
-275
- 4.05%
$727.2 - $932.06 $200K - $256K
6.51K $5.03B
VGT
Vanguard Information Technolog

ETFs
-901
- 32.36%
$571.78 - $647.97 $515K - $584K
1.88K $1.17B
VEA
Vanguard Ftse Developed Market

ETFs
-1.18K
- 1.56%
$47.57 - $52.44 $56.3K - $62K
74.7K $3.57B
SGOL
Abrdn Gold ETF Trust

ETFs
-13.3K
- 15.53%
$24.46 - $26.62 $326K - $355K
72.4K $1.81B
MCD
Mcdonalds Corp

Consumer Cyclical
-1K
- 37.19%
$288.47 - $316.54 $288K - $317K
1.69K $490M
HCA
Hca Healthcare, Inc.

Healthcare
-5
- 0.19%
$297.52 - $415.61 $1.49K - $2.08K
2.57K $771M
MTH
Meritage Homes Corp

Consumer Cyclical
-91
- 1.87%
$151.91 - $205.12 $13.8K - $18.7K
4.78K $736M
CLW
Clearwater Paper Corp

Basic Materials
-9.44K
- 50.73%
$24.53 - $32.66 $232K - $308K
9.17K $273M
XLE
Energy Sector Spdr

ETFs
-1.5K
- 3.27%
$83.32 - $97.27 $125K - $145K
44.2K $3.79B
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-1.18K
- 8.39%
$59.24 - $74.8 $70.1K - $88.6K
12.9K $791M
PG
Procter & Gamble CO

Consumer Defensive
-1K
- 22.11%
$161.05 - $179.7 $161K - $180K
3.52K $590M
SO
Southern CO

Utilities
-1.24K
- 18.65%
$81.5 - $94.15 $101K - $117K
5.4K $445M
CVX
Chevron Corp

Energy
-869
- 9.49%
$141.15 - $162.53 $123K - $141K
8.29K $1.2B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-2K
- 18.87%
$50.06 - $55.0 $100K - $110K
8.6K $432M
OC
Owens Corning

Industrials
-501
- 10.2%
$169.41 - $210.81 $84.9K - $106K
4.41K $751M
IDU
Ishares Tr U S Utils ETF

ETFs
-19
- 0.1%
$94.65 - $105.73 $1.8K - $2.01K
19.4K $1.87B
META
Meta Platforms, Inc.

Communication Services
-225
- 8.41%
$554.08 - $632.68 $125K - $142K
2.45K $1.43B
TTE
Total Energies Se

Energy
-247
- 3.13%
N/A
7.66K $417M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.4K
- 20.6%
$180.88 - $232.93 $254K - $327K
5.41K $1.19B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-276
- 1.53%
$44.04 - $49.49 $12.2K - $13.7K
17.7K $781M
FDX
Fedex Corp

Industrials
-300
- 26.55%
$260.5 - $305.15 $78.2K - $91.5K
830 $234M
GE
General Electric CO

Industrials
-37
- 1.27%
$159.95 - $194.23 $5.92K - $7.19K
2.87K $478M
DFAI
Dimensional ETF Tr

ETFs
-717
- 4.5%
$29.0 - $31.6 $20.8K - $22.7K
15.2K $444M
F
Ford Motor CO

Consumer Cyclical
-1.98K
- 4.14%
$9.69 - $11.4 $19.2K - $22.6K
45.9K $454M
QCOM
Qualcomm Inc

Technology
-125
- 7.31%
$150.4 - $178.04 $18.8K - $22.3K
1.59K $244M
JNJ
Johnson & Johnson

Healthcare
-40
- 2.03%
$143.34 - $165.86 $5.73K - $6.63K
1.93K $279M
ABT
Abbott Laboratories

Healthcare
-295
- 10.12%
$111.93 - $119.39 $33K - $35.2K
2.62K $296M
BX
Blackstone Inc.

Financial Services
-499
- 18.63%
$148.45 - $199.05 $74.1K - $99.3K
2.18K $376M
VDE
Vanguard Energy ETF

ETFs
-220
- 6.14%
$116.67 - $136.78 $25.7K - $30.1K
3.36K $408M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-350
- 6.18%
$47.77 - $51.75 $16.7K - $18.1K
5.31K $257M
PFE
Pfizer Inc

Healthcare
-200
- 2.14%
$24.8 - $30.19 $4.96K - $6.04K
9.14K $242M
KR
Kroger CO

Consumer Defensive
-1K
- 10.2%
$55.21 - $63.3 $55.2K - $63.3K
8.8K $538M
VO
Vanguard Mid Cap ETF

ETFs
-75
- 1.25%
$261.5 - $284.63 $19.6K - $21.3K
5.91K $1.56B
IBM
International Business Machines Corp

Technology
-56
- 2.82%
$204.9 - $238.04 $11.5K - $13.3K
1.93K $424M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-78
- 4.63%
$126.68 - $134.74 $9.88K - $10.5K
1.61K $205M
LNC
Lincoln National Corp

Financial Services
-30
- 0.28%
$30.46 - $36.84 $914 - $1.11K
10.5K $334M
EPD
Enterprise Products Partners L.P.

Energy
-230
- 3.3%
$28.66 - $34.43 $6.59K - $7.92K
6.75K $212M
T
At&T Inc.

Communication Services
-497
- 1.43%
$21.22 - $23.88 $10.5K - $11.9K
34.2K $779M
DLR
Digital Realty Trust, Inc.

Real Estate
-38
- 2.42%
$156.46 - $195.69 $5.95K - $7.44K
1.53K $272M
CR
Crane Holdings, Co.

Industrials
-190
- 1.31%
$148.97 - $184.96 $28.3K - $35.1K
14.3K $833M
OKE
Oneok Inc

Energy
-86
- 2.05%
$92.28 - $117.05 $7.94K - $10.1K
4.12K $413M
C
Citigroup Inc

Financial Services
-56
- 1.12%
$61.31 - $72.5 $3.43K - $4.06K
4.94K $347M
BAC
Bank Of America Corp

Financial Services
-79
- 0.81%
$39.22 - $47.77 $3.1K - $3.77K
9.72K $427M
GM
General Motors CO

Consumer Cyclical
-298
- 3.41%
$44.82 - $60.2 $13.4K - $17.9K
8.43K $449M
CSCO
Cisco Systems, Inc.

Technology
-100
- 0.86%
$52.45 - $60.02 $5.25K - $6K
11.5K $681M
WMT
Walmart Inc.

Consumer Defensive
-96
- 1.25%
$79.1 - $95.7 $7.59K - $9.19K
7.55K $683M
IVV
Ishares Core S&P 500 ETF

ETFs
-51
- 0.58%
$570.51 - $610.59 $29.1K - $31.1K
8.7K $5.12B
AAPL
Apple Inc.

Technology
-1.87K
- 5.5%
$221.69 - $259.02 $415K - $485K
32.1K $8.05B
Activity Summary
Buys All Purchases 68 New Holdings 12 Increased Positions 56 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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