Bosman Wealth Management, LLC Portfolio Holdings by Sector
Bosman Wealth Management, LLC
- $113 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Infrastructure | Technology
PLTR CRWD CYBR MSFT FOUR TOST 6 stocks |
$35 Million
33.75% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL SPOT META DASH CARG 5 stocks |
$16.3 Million
15.73% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$10.9 Million
10.5% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW UBER OLO 3 stocks |
$7.81 Million
7.54% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$6.75 Million
6.51% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SHV GLD SPY SMH 4 stocks |
$5.5 Million
5.31% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
FTI 1 stocks |
$5.13 Million
4.95% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
URBN 1 stocks |
$3.04 Million
2.93% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
AXON 1 stocks |
$2.83 Million
2.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$1.92 Million
1.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX 1 stocks |
$1.79 Million
1.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
OSCR 1 stocks |
$1.7 Million
1.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.59 Million
1.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.26 Million
1.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
MGY 1 stocks |
$1.2 Million
1.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$564,201
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V EZPW 2 stocks |
$394,664
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|