Bos Asset Management, LLC Reduced Holdings in Q3 2025

Bos Asset Management, LLC

  • $355 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNM
Unum Group

Financial Services
-398
- 3.1%
$68.55 - $82.12 $27.3K - $32.7K
12.4K $967M
TTE
Total Energies Se

Energy
-642
- 8.64%
N/A
6.79K $405M
RSG
Republic Services, Inc.

Industrials
-22
- 0.84%
$225.33 - $246.01 $4.96K - $5.41K
2.61K $598M
DLR
Digital Realty Trust, Inc.

Real Estate
-265
- 17.68%
$161.21 - $180.02 $42.7K - $47.7K
1.23K $213M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-667
- 9.25%
$48.72 - $50.73 $32.5K - $33.8K
6.54K $322M
T
At&T Inc.

Communication Services
-197
- 0.58%
$26.94 - $29.62 $5.31K - $5.84K
33.7K $953M
META
Meta Platforms, Inc.

Communication Services
-12
- 0.45%
$695.21 - $791.73 $8.34K - $9.5K
2.66K $1.96B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-349
- 2.31%
$50.53 - $50.82 $17.6K - $17.7K
14.8K $751M
PFE
Pfizer Inc

Healthcare
-863
- 9.81%
$23.29 - $25.88 $20.1K - $22.3K
7.93K $202M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-838
- 7.6%
$36.04 - $38.78 $30.2K - $32.5K
10.2K $393M
VHT
Vanguard Health Care ETF

ETFs
-34
- 2.17%
$239.12 - $259.95 $8.13K - $8.84K
1.53K $397M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-49
- 1.22%
$63.41 - $69.69 $3.11K - $3.41K
3.97K $272M
VUG
Vanguard Growth ETF

ETFs
-99
- 4.88%
$433.97 - $484.08 $43K - $47.9K
1.93K $925M
JNJ
Johnson & Johnson

Healthcare
-5
- 0.28%
$155.17 - $185.42 $776 - $927
1.76K $327M
C
Citigroup Inc

Financial Services
-146
- 3.01%
$85.57 - $103.49 $12.5K - $15.1K
4.71K $478M
PLTR
Palantir Technologies Inc.

Technology
-220
- 8.64%
$130.68 - $186.97 $28.7K - $41.1K
2.33K $424M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-225
- 5.19%
$60.44 - $84.2 $13.6K - $18.9K
4.11K $346M
CVX
Chevron Corp

Energy
-13
- 0.15%
$145.57 - $161.83 $1.89K - $2.1K
8.85K $1.37B
MSFT
Microsoft Corp

Technology
-12
- 0.17%
$491.09 - $535.64 $5.89K - $6.43K
7.16K $3.71B
VTI
Vanguard Total Stock Market Et

ETFs
-271
- 2.82%
$303.93 - $329.86 $82.4K - $89.4K
9.35K $3.07B
KLAC
Kla Corp

Technology
-59
- 4.56%
$843.9 - $1078.6 $49.8K - $63.6K
1.24K $1.33B
USB
Us Bancorp \De\

Financial Services
-1.73K
- 1.89%
$43.94 - $50.41 $75.9K - $87.1K
89.6K $4.33B
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-207
- 0.43%
$30.06 - $36.69 $6.22K - $7.59K
48.1K $1.76B
SGOL
Abrdn Gold ETF Trust

ETFs
-22
- 0.03%
$31.18 - $36.81 $686 - $810
71.1K $2.62B
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-58
- 0.17%
$100.4 - $119.58 $5.82K - $6.94K
34.4K $3.82B
Ab Active Etfs Inc
-1.28K
- 2.61%
N/A
47.7K $4.83B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-906
- 1.25%
$148.97 - $165.88 $135K - $150K
71.9K $11.8B
Barrick Mng Corp
-2.47K
- 2.06%
N/A
117K $3.84B
Activity Summary
Buys All Purchases 115 New Holdings 21 Increased Positions 94 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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