Bos Asset Management, LLC Incresed Positions in Q1 2025

Bos Asset Management, LLC

  • $291 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
YEAR
Ab Active Etfs Inc Ultra Short
102K
+ 13.19%
N/A
876K $44.3B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
27.9K
+ 37.85%
$50.39 - $50.66 $1.4M - $1.41M
101K $5.14B
Dimensional ETF Trust
23.4K
+ 7.38%
N/A
341K $10.4B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.7K
+ 14.73%
$44.41 - $45.98 $741K - $767K
130K $5.94B
GTO
Invesco Actively Managed ETF T

ETFs
16.7K
+ 15.48%
$45.9 - $47.37 $765K - $789K
124K $5.83B
XLE
Energy Sector Spdr

ETFs
3.78K
+ 8.54%
$85.7 - $93.96 $324K - $355K
48K $4.49B
XOM
Exxon Mobil Corp

Energy
3.36K
+ 30.88%
$105.44 - $118.93 $355K - $400K
14.3K $1.7B
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.2K
+ 28.94%
$46.74 - $47.55 $476K - $484K
45.3K $2.15B
LLY
Eli Lilly & CO

Healthcare
65
+ 1.0%
$725.72 - $929.72 $47.2K - $60.4K
6.58K $5.43B
VZ
Verizon Communications Inc

Communication Services
6.41K
+ 34.5%
$37.81 - $46.49 $242K - $298K
25K $1.13B
SGOL
Abrdn Gold ETF Trust

ETFs
200
+ 0.28%
$25.14 - $29.82 $5.03K - $5.96K
72.6K $2.17B
VNQ
Vanguard Specialized Funds Van

ETFs
3.14K
+ 8.61%
$85.55 - $94.34 $269K - $296K
39.6K $3.59B
CVX
Chevron Corp

Energy
815
+ 9.83%
$146.71 - $167.97 $120K - $137K
9.1K $1.52B
VB
Vanguard Small Cap ETF

ETFs
2.21K
+ 24.1%
$217.89 - $252.64 $482K - $559K
11.4K $2.53B
PULS
Pgim ETF Tr

ETFs
5.31K
+ 11.41%
$49.56 - $49.78 $263K - $264K
51.8K $2.58B
GD
General Dynamics Corp

Industrials
877
+ 57.21%
$241.94 - $272.58 $212K - $239K
2.41K $657M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
73
+ 0.15%
$24.11 - $28.41 $1.76K - $2.07K
48.9K $1.39B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.67K
+ 21.45%
$39.61 - $42.65 $185K - $199K
26.5K $1.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21
+ 0.96%
$442.66 - $534.52 $9.3K - $11.2K
2.21K $1.18B
HCA
Hca Healthcare, Inc.

Healthcare
192
+ 7.48%
$296.7 - $345.55 $57K - $66.3K
2.76K $954M
Elevation Series Trust
5.32K
+ 21.02%
N/A
30.6K $910M
META
Meta Platforms, Inc.

Communication Services
250
+ 10.21%
$576.36 - $736.67 $144K - $184K
2.7K $1.56B
XLB
Select Sector Spdr Fd Material

ETFs
1.04K
+ 6.25%
$83.19 - $90.99 $86.1K - $94.2K
17.6K $1.51B
RSG
Republic Services, Inc.

Industrials
1
+ 0.04%
$200.09 - $242.16 $200 - $242
2.78K $672M
EMB
Ishares Tr

ETFs
1.16K
+ 36.74%
$88.64 - $92.03 $103K - $106K
4.31K $390M
MCD
Mcdonalds Corp

Consumer Cyclical
150
+ 8.88%
$279.74 - $321.29 $42K - $48.2K
1.84K $574M
Proshares Tr
2.36K
+ 21.47%
N/A
13.3K $561M
Blackrock ETF Trust Ii
949
+ 1.74%
N/A
55.6K $2.91B
DFAI
Dimensional ETF Tr

ETFs
777
+ 5.11%
$28.88 - $32.4 $22.4K - $25.2K
16K $499M
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 5.47%
$890.62 - $1076.86 $33K - $39.8K
714 $675M
Linde PLC
40
+ 6.93%
N/A
617 $287M
MA
Mastercard Inc

Financial Services
25
+ 1.72%
$504.67 - $576.31 $12.6K - $14.4K
1.48K $809M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
997
+ 7.72%
$58.09 - $67.05 $57.9K - $66.8K
13.9K $836M
LNC
Lincoln National Corp

Financial Services
12
+ 0.11%
$30.06 - $39.23 $361 - $471
10.5K $379M
MTH
Meritage Homes Corp

Consumer Cyclical
6.21K
+ 129.86%
$69.41 - $152.01 $431K - $944K
11K $779M
DFSV
Dimensional ETF Tr Dimensional

ETFs
24.9K
+ 9.96%
$27.56 - $32.1 $686K - $799K
275K $7.73B
QQQ
Invesco Qqq Trust, Series 1

ETFs
179
+ 17.5%
$468.34 - $539.52 $83.8K - $96.6K
1.2K $564M
KO
Coca Cola CO

Consumer Defensive
61
+ 1.75%
$60.81 - $72.32 $3.71K - $4.41K
3.55K $254M
CL
Colgate Palmolive CO

Consumer Defensive
84
+ 0.98%
$85.68 - $97.5 $7.2K - $8.19K
8.7K $815M
DGRO
Ishares Core Dividend Growth E

ETFs
416
+ 8.92%
$60.46 - $64.42 $25.2K - $26.8K
5.08K $314M
ICVT
Ishares Tr Convertible Bond Et

ETFs
351
+ 6.76%
$83.18 - $89.27 $29.2K - $31.3K
5.54K $463M
HYDB
Ishares Tr Edge High Yield Def

ETFs
416
+ 7.55%
$46.82 - $47.8 $19.5K - $19.9K
5.93K $279M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
48
+ 0.26%
$25.44 - $27.95 $1.22K - $1.34K
18.4K $498M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
447
+ 1.83%
$22.25 - $23.0 $9.95K - $10.3K
24.9K $571M
Ge Vernova Inc
31
+ 4.48%
N/A
723 $221M
PFE
Pfizer Inc

Healthcare
100
+ 1.09%
$25.01 - $27.13 $2.5K - $2.71K
9.24K $234M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
425
+ 11.66%
$50.35 - $66.84 $21.4K - $28.4K
4.07K $205M
BAC
Bank Of America Corp

Financial Services
4
+ 0.04%
$39.61 - $47.74 $158 - $191
9.73K $406M
OC
Owens Corning

Industrials
493
+ 11.18%
$137.83 - $191.19 $68K - $94.3K
4.9K $700M
Activity Summary
Buys All Purchases 68 New Holdings 9 Increased Positions 59 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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