Bos Asset Management, LLC Incresed Positions 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
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
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
XLB
Select Sector Spdr Fd Material

ETFs
980
+ 6.63%
$86.95 - $97.09 $85.2K - $95.1K
15.8K $1.52B
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
VTV
Vanguard Value ETF

ETFs
88
+ 0.94%
$159.75 - $174.57 $14.1K - $15.4K
9.49K $1.66B
VO
Vanguard Mid Cap ETF

ETFs
30
+ 0.5%
$237.84 - $263.83 $7.14K - $7.91K
5.99K $1.58B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.42K
+ 42.99%
$43.99 - $46.63 $106K - $113K
8.04K $373M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.39K
+ 37.33%
$22.38 - $23.66 $98.3K - $104K
16.2K $379M
UNM
Unum Group

Financial Services
4
+ 0.03%
$49.81 - $59.44 $199 - $238
13.3K $792M
VB
Vanguard Small Cap ETF

ETFs
14
+ 0.26%
$214.77 - $237.72 $3.01K - $3.33K
5.4K $1.28B
T
At&T Inc.

Communication Services
102
+ 0.29%
$18.21 - $22.28 $1.86K - $2.27K
34.7K $764M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.34K
+ 14.76%
$25.73 - $28.81 $60.3K - $67.5K
18.2K $518M
BX
Blackstone Inc.

Financial Services
1
+ 0.04%
$120.77 - $159.66 $121 - $160
2.68K $410M
CSCO
Cisco Systems, Inc.

Technology
16
+ 0.14%
$44.74 - $53.22 $716 - $852
11.6K $618M
XLE
Energy Sector Spdr

ETFs
2.36K
+ 5.44%
$84.35 - $93.39 $199K - $220K
45.7K $4.01B
Dimensional ETF Trust
630
+ 18.61%
N/A
4.02K $255M
IWM
Ishares Russell 2000 ETF

ETFs
60
+ 3.98%
$200.87 - $224.6 $12.1K - $13.5K
1.57K $346M
VZ
Verizon Communications Inc

Communication Services
31
+ 0.3%
$38.89 - $45.0 $1.21K - $1.4K
10.3K $462M
RSG
Republic Services, Inc.

Industrials
101
+ 3.78%
$189.34 - $208.21 $19.1K - $21K
2.77K $557M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
212
+ 3.73%
$57.32 - $62.65 $12.2K - $13.3K
5.89K $367M
LNC
Lincoln National Corp

Financial Services
973
+ 10.15%
$28.71 - $34.05 $27.9K - $33.1K
10.6K $333M
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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