Bosman Wealth Management, LLC Portfolio Holdings

Bosman Wealth Management, LLC

  • $98.5 Billion
  • Q1 2025

Bosman Wealth Management, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $98.5 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $10.3B, Nvidia Corp with a value of $6.83B, Cyber Ark Software Ltd. with a value of $5.74B, Technip Fmc PLC with a value of $5.71B, and Crowd Strike Holdings, Inc. with a value of $5.6B.

Examining the 13F form we can see an increase of $98.5B in the current position value.

Bosman Wealth Management, LLC is based out at Redlands, CA

Below you can find more details about Bosman Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $98.5 Billion
Technology: $50.2 Billion
Energy: $9.32 Billion
Industrials: $8.69 Billion
Consumer Cyclical: $8.01 Billion
Communication Services: $7.15 Billion
ETFs: $5.07 Billion
Financial Services: $3.18 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $98.5 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 42 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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