Bos Asset Management, LLC Reduced Holdings in Q1 2025

Bos Asset Management, LLC

  • $291 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-47.9K
- 74.64%
$53.81 - $62.59 $2.58M - $3M
16.3K $911M
NVDA
Nvidia Corp

Technology
-2.95K
- 6.26%
$106.98 - $149.43 $316K - $441K
44.2K $4.79B
AAPL
Apple Inc.

Technology
-1.25K
- 3.89%
$209.68 - $247.1 $262K - $309K
30.9K $6.86B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-474
- 0.69%
$126.86 - $146.45 $60.1K - $69.4K
68.4K $8.69B
IVV
Ishares Core S&P 500 ETF

ETFs
-882
- 10.14%
$554.06 - $615.85 $489K - $543K
7.82K $4.39B
USB
Us Bancorp \De\

Financial Services
-66
- 0.07%
$40.92 - $50.9 $2.7K - $3.36K
90.5K $3.82B
AVGO
Broadcom Inc.

Technology
-364
- 5.94%
$167.43 - $244.7 $60.9K - $89.1K
5.76K $965M
VTI
Vanguard Total Stock Market Et

ETFs
-942
- 9.21%
$271.18 - $303.12 $255K - $286K
9.29K $2.55B
CR
Crane Holdings, Co.

Industrials
-5.94K
- 41.49%
$150.33 - $175.81 $892K - $1.04M
8.37K $430M
VGT
Vanguard Information Technolog

ETFs
-64
- 3.4%
$542.38 - $646.34 $34.7K - $41.4K
1.82K $987M
MBB
Ishares Tr

ETFs
-1.61K
- 10.75%
$90.37 - $94.08 $146K - $152K
13.4K $1.25B
DFAT
Dimensional ETF Tr U S Target

ETFs
-394
- 1.75%
$50.44 - $58.1 $19.9K - $22.9K
22.1K $1.14B
VIG
Vanguard Dividend Appreciation

ETFs
-488
- 5.29%
N/A
8.75K $1.7B
CAT
Caterpillar Inc

Industrials
-18
- 0.7%
$326.75 - $407.63 $5.88K - $7.34K
2.55K $839M
VPU
Vanguard Utilities ETF

ETFs
-824
- 10.67%
$161.24 - $173.33 $133K - $143K
6.9K $1.18B
VUG
Vanguard Growth ETF

ETFs
-8
- 0.39%
$369.1 - $427.61 $2.95K - $3.42K
2.03K $752M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.5K
- 3.54%
$44.72 - $46.25 $157K - $162K
95.4K $4.39B
GM
General Motors CO

Consumer Cyclical
-126
- 1.49%
$45.22 - $54.92 $5.7K - $6.92K
8.3K $391M
MRK
Merck & Co., Inc.

Healthcare
-100
- 2.02%
$83.01 - $101.02 $8.3K - $10.1K
4.85K $435M
CLW
Clearwater Paper Corp

Basic Materials
-570
- 6.22%
$22.98 - $32.73 $13.1K - $18.7K
8.6K $218M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-940
- 7.96%
$32.42 - $36.13 $30.5K - $34K
10.9K $359M
VFH
Vanguard Financial ETF

ETFs
-416
- 17.42%
$114.07 - $127.34 $47.5K - $53K
1.97K $236M
IWM
Ishares Russell 2000 ETF

ETFs
-38
- 2.36%
$198.1 - $229.79 $7.53K - $8.73K
1.57K $314M
VO
Vanguard Mid Cap ETF

ETFs
-15
- 0.25%
$251.87 - $277.95 $3.78K - $4.17K
5.9K $1.53B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-651
- 7.57%
$49.22 - $51.73 $32K - $33.7K
7.95K $402M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-950
- 5.36%
$42.5 - $46.71 $40.4K - $44.4K
16.8K $759M
Dimensional ETF Trust
-254
- 5.57%
N/A
4.3K $264M
OKE
Oneok Inc

Energy
-160
- 3.89%
$89.57 - $109.85 $14.3K - $17.6K
3.96K $393M
LOW
Lowes Companies Inc

Consumer Cyclical
-22
- 2.43%
$222.66 - $268.42 $4.9K - $5.91K
883 $206M
VHT
Vanguard Health Care ETF

ETFs
-118
- 7.01%
$254.06 - $273.83 $30K - $32.3K
1.57K $414M
PG
Procter & Gamble CO

Consumer Defensive
-77
- 2.19%
$158.56 - $176.26 $12.2K - $13.6K
3.45K $587M
F
Ford Motor CO

Consumer Cyclical
-790
- 1.72%
$9.12 - $10.43 $7.2K - $8.24K
45.1K $452M
C
Citigroup Inc

Financial Services
-63
- 1.28%
$67.23 - $84.63 $4.24K - $5.33K
4.87K $346M
VTV
Vanguard Value ETF

ETFs
-190
- 1.96%
$167.73 - $179.21 $31.9K - $34K
9.52K $1.64B
PLTR
Palantir Technologies Inc.

Technology
-280
- 9.91%
$64.98 - $124.62 $18.2K - $34.9K
2.55K $215M
VDE
Vanguard Energy ETF

ETFs
-177
- 5.26%
$119.14 - $132.76 $21.1K - $23.5K
3.19K $413M
SCHW
Schwab Charles Corp

Financial Services
-100
- 2.98%
$71.24 - $83.64 $7.12K - $8.36K
3.26K $255M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-360
- 3.75%
$25.54 - $28.79 $9.19K - $10.4K
9.24K $257M
TIP
Ishares Tr Tips Bd ETF

ETFs
-338
- 3.26%
$106.22 - $111.09 $35.9K - $37.5K
10K $1.11B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-230
- 1.75%
$18.36 - $20.51 $4.22K - $4.72K
12.9K $256M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-33
- 0.63%
$78.97 - $85.82 $2.61K - $2.83K
5.21K $432M
CSCO
Cisco Systems, Inc.

Technology
-71
- 0.62%
$58.74 - $64.87 $4.17K - $4.61K
11.4K $706M
KLAC
Kla Corp

Technology
-57
- 4.42%
$636.62 - $777.63 $36.3K - $44.3K
1.23K $839M
JNJ
Johnson & Johnson

Healthcare
-80
- 4.15%
$142.06 - $167.7 $11.4K - $13.4K
1.85K $307M
ABT
Abbott Laboratories

Healthcare
-41
- 1.56%
$111.1 - $140.22 $4.56K - $5.75K
2.58K $342M
TTE
Total Energies Se

Energy
-225
- 2.94%
N/A
7.43K $481M
IDU
Ishares Tr U S Utils ETF

ETFs
-150
- 0.77%
$95.33 - $102.77 $14.3K - $15.4K
19.3K $1.96B
GE
General Electric CO

Industrials
-40
- 1.4%
$168.59 - $212.13 $6.74K - $8.49K
2.83K $565M
SLV
I Shares Silver Trust

ETFs
-870
- 3.37%
$26.93 - $31.32 $23.4K - $27.2K
25K $774M
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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