Bos Asset Management, LLC Sells in Q3 2024

Bos Asset Management, LLC

  • $272 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
-2.26K
- 44.77%
$514.43 - $606.85 $1.16M - $1.37M
2.78K $1.63B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-11.4K
- 51.8%
$50.02 - $54.5 $570K - $621K
10.6K $578M
VPU
Vanguard Utilities ETF

ETFs
-4.41K
- 36.31%
$146.64 - $174.54 $646K - $769K
7.73K $1.34B
LLY
Eli Lilly & CO

Healthcare
-46
- 0.67%
$772.14 - $960.02 $35.5K - $44.2K
6.79K $6.01B
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.66K
- 13.77%
$105.92 - $110.83 $175K - $184K
10.4K $1.15B
F
Ford Motor CO

Consumer Cyclical
-1.2K
- 2.45%
$9.71 - $14.55 $11.7K - $17.5K
47.9K $506M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.19K
- 35.42%
$95.1 - $106.76 $113K - $127K
2.16K $231M
BAC
Bank Of America Corp

Financial Services
-1.1K
- 10.11%
$36.65 - $44.13 $40.4K - $48.6K
9.8K $389M
VDE
Vanguard Energy ETF

ETFs
-99
- 2.69%
$117.44 - $131.06 $11.6K - $13K
3.58K $439M
DFIV
Dimensional ETF Tr

ETFs
-1.15K
- 14.02%
$34.66 - $38.38 $39.8K - $44.1K
7.04K $268M
XOM
Exxon Mobil Corp

Energy
-196
- 2.32%
$109.72 - $119.0 $21.5K - $23.3K
8.26K $968M
PEP
Pepsico Inc

Consumer Defensive
-40
- 2.99%
$161.9 - $179.3 $6.48K - $7.17K
1.3K $220M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-226
- 4.49%
$54.98 - $59.51 $12.4K - $13.4K
4.81K $286M
DLR
Digital Realty Trust, Inc.

Real Estate
-50
- 3.08%
$144.47 - $162.98 $7.22K - $8.15K
1.57K $254M
VUG
Vanguard Growth ETF

ETFs
-8
- 0.39%
$341.08 - $391.94 $2.73K - $3.14K
2.04K $782M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-250
- 4.23%
$44.07 - $50.57 $11K - $12.6K
5.66K $286M
JNJ
Johnson & Johnson

Healthcare
-15
- 0.76%
$145.48 - $167.38 $2.18K - $2.51K
1.97K $319M
DFAI
Dimensional ETF Tr

ETFs
-73
- 0.46%
$28.69 - $32.06 $2.09K - $2.34K
15.9K $506M
OKE
Oneok Inc

Energy
-87
- 2.03%
$78.62 - $95.27 $6.84K - $8.29K
4.2K $383M
AEE
Ameren Corp

Utilities
-215
- 6.46%
$70.45 - $87.46 $15.1K - $18.8K
3.11K $272M
Wells Fargo CO New
-10
- 1.5%
N/A
658 $844M
DFAT
Dimensional ETF Tr U S Target

ETFs
-248
- 1.14%
$51.0 - $57.07 $12.6K - $14.2K
21.5K $1.19B
SO
Southern CO

Utilities
-174
- 2.55%
$77.0 - $90.52 $13.4K - $15.8K
6.64K $599M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-38
- 0.21%
$41.9 - $48.26 $1.59K - $1.83K
18K $861M
GE
General Electric CO

Industrials
-22
- 0.75%
$156.66 - $189.66 $3.45K - $4.17K
2.9K $547M
IDU
Ishares Tr U S Utils ETF

ETFs
-1.5K
- 7.13%
$87.2 - $102.21 $130K - $153K
19.5K $1.99B
VTI
Vanguard Total Stock Market Et

ETFs
-17
- 0.17%
$255.18 - $283.2 $4.34K - $4.81K
10.1K $2.87B
META
Meta Platforms, Inc.

Communication Services
-10
- 0.37%
$453.41 - $572.44 $4.53K - $5.72K
2.67K $1.53B
AAPL
Apple Inc.

Technology
-504
- 1.46%
$207.23 - $234.82 $104K - $118K
34K $7.93B
Activity Summary
Buys All Purchases 78 New Holdings 17 Increased Positions 61 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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