Bos Asset Management, LLC Purchases in Q3 2024

Bos Asset Management, LLC

  • $272 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
YEAR
Ab Active Etfs Inc Ultra Short
374K
+ 102.48%
N/A
738K $37.5B
TLT
Ishares Barclays 20+ Year Trea

ETFs
99.3K
+ 54.3%
$89.91 - $101.33 $8.93M - $10.1M
282K $27.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.86K
+ 8.64%
$517.38 - $573.86 $963K - $1.07M
23.4K $13.4B
Ab Active Etfs Inc
21.1K
+ 475.25%
N/A
25.5K $2B
Dimensional ETF Trust
29.1K
+ 10.27%
N/A
312K $9.61B
Blackrock ETF Trust Ii
22K
+ 84.4%
N/A
48K $2.57B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.9K
+ 56.39%
$44.83 - $47.42 $1.07M - $1.13M
66.2K $3.12B
DFSV
Dimensional ETF Tr Dimensional

ETFs
24.2K
+ 10.86%
$28.25 - $31.7 $684K - $767K
247K $7.61B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
5.86K
+ 9.07%
$116.79 - $133.54 $684K - $782K
70.4K $9.28B
PULS
Pgim ETF Tr

ETFs
17.5K
+ 77.25%
$49.47 - $49.8 $864K - $869K
40.1K $1.99B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.83K
+ 8.56%
$162.64 - $179.3 $460K - $508K
35.9K $6.43B
Simplify Exchange Traded Fun
14.7K
New
N/A
14.7K $758M
Elevation Series Trust
24.5K
New
N/A
24.5K $744M
VNQ
Vanguard Specialized Funds Van

ETFs
1.12K
+ 3.34%
$82.97 - $98.97 $93.1K - $111K
34.7K $3.38B
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
5.61K
+ 12.03%
$54.2 - $65.22 $304K - $366K
52.2K $3.33B
USB
Us Bancorp \De\

Financial Services
68
+ 0.07%
$39.04 - $47.23 $2.65K - $3.21K
91.1K $4.17B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.04K
+ 14.78%
$50.25 - $50.74 $454K - $459K
70.2K $3.56B
HCA
Hca Healthcare, Inc.

Healthcare
495
+ 23.82%
$315.12 - $406.43 $156K - $201K
2.57K $1.05B
MTH
Meritage Homes Corp

Consumer Cyclical
979
+ 25.13%
$152.23 - $213.69 $149K - $209K
4.87K $1B
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2.85K
+ 25.35%
$53.53 - $71.86 $153K - $205K
14.1K $991M
JPM
Jpmorgan Chase & CO

Financial Services
1.14K
+ 11.02%
$194.9 - $224.8 $221K - $255K
11.4K $2.41B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.86K
+ 22.66%
$147.95 - $191.05 $275K - $356K
10.1K $1.75B
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.95K
+ 23.65%
$47.0 - $47.84 $280K - $285K
31.1K $1.49B
MBB
Ishares Tr

ETFs
2.67K
+ 36.91%
$90.85 - $96.66 $242K - $258K
9.9K $948M
PFF
Ishares Trust Ishares Pfd And

ETFs
14
+ 0.01%
$31.18 - $33.5 $437 - $469
158K $5.25B
AVGO
Broadcom Inc.

Technology
6.01K
+ 1112.59%
$136.27 - $1745.86 $819K - $10.5M
6.55K $1.13B
VEA
Vanguard Ftse Developed Market

ETFs
18
+ 0.02%
$47.6 - $53.31 $857 - $960
75.9K $4.01B
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.09K
New
$77.24 - $83.67 $238K - $258K
3.09K $258M
LOW
Lowes Companies Inc

Consumer Cyclical
905
New
$213.3 - $270.78 $193K - $245K
905 $245M
OC
Owens Corning

Industrials
1.32K
+ 36.83%
$154.02 - $186.38 $204K - $246K
4.91K $867M
VIG
Vanguard Dividend Appreciation

ETFs
509
+ 5.83%
$182.15 - $182.15 $92.7K - $92.7K
9.23K $1.83B
PEG
Public Service Enterprise Group Inc

Utilities
2.6K
New
$73.58 - $89.21 $191K - $232K
2.6K $232M
IEMG
Ishares Inc

ETFs
3.97K
New
$53.64 - $53.64 $213K - $213K
3.97K $228M
IIPR
Innovative Industrial Properties Inc

Real Estate
1.64K
New
$107.56 - $136.78 $177K - $225K
1.64K $221M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
3.36K
New
$57.32 - $67.53 $192K - $227K
3.36K $221M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.57K
New
$77.02 - $85.06 $198K - $219K
2.57K $217M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.69K
New
$117.9 - $128.2 $199K - $216K
1.69K $216M
XLB
Select Sector Spdr Fd Material

ETFs
980
+ 6.63%
$86.95 - $97.09 $85.2K - $95.1K
15.8K $1.52B
DFAU
Dimensional ETF Tr

ETFs
5.17K
New
$35.8 - $39.69 $185K - $205K
5.17K $205M
ABBV
Abb Vie Inc.

Healthcare
1.04K
New
$163.84 - $199.33 $170K - $207K
1.04K $205M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.53K
New
$42.66 - $45.18 $193K - $205K
4.53K $204M
TMO
Thermo Fisher Scientific Inc.

Healthcare
330
New
$531.86 - $624.21 $176K - $206K
330 $204M
EMB
Ishares Tr

ETFs
2.16K
New
$87.75 - $93.74 $190K - $203K
2.16K $203M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.72K
New
$105.53 - $118.34 $181K - $203K
1.72K $201M
FNDX
Schwab Fundamental U S Large C

ETFs
2.79K
New
$65.36 - $71.76 $183K - $200K
2.79K $200M
NVDA
Nvidia Corp

Technology
2.18K
+ 4.71%
$98.91 - $134.91 $216K - $294K
48.5K $5.89B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
1.93K
+ 4.16%
$21.72 - $25.05 $41.9K - $48.3K
48.2K $1.18B
CR
Crane Holdings, Co.

Industrials
3.8K
+ 35.53%
$140.34 - $160.42 $533K - $610K
14.5K $813M
KLAC
Kla Corp

Technology
257
+ 27.0%
$696.17 - $892.35 $179K - $229K
1.21K $936M
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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