Bos Asset Management, LLC Portfolio Holdings

Bos Asset Management, LLC

  • $279 Billion
  • Q4 2024

Bos Asset Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $279 Billion distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ab Active Etfs Inc Ultra Short with a value of $39B, Ishares Barclays 20+ Year Trea with a value of $19.4B, Spdr S&P 500 ETF Trust with a value of $14.4B, Ishares Core S&P U.S Growth Et with a value of $9.59B, and Dimensional ETF Trust with a value of $9.54B.

Examining the 13F form we can see an increase of $7.62B in the current position value, from $272B to 279B.

Bos Asset Management, LLC is based out at Springfield, IL

Below you can find more details about Bos Asset Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $279 Billion
ETFs: $150 Billion
Technology: $23.6 Billion
Financial Services: $13.2 Billion
Healthcare: $7.11 Billion
Consumer Cyclical: $6.29 Billion
Industrials: $4.87 Billion
Communication Services: $4.5 Billion
Consumer Defensive: $3.68 Billion
Other: $4.85 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.16 Billion 0.42% of portfolio
48,784
Q4 2024 Added 1.17%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $279 Billion
  • Prior Value $272 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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