Bos Asset Management, LLC Purchases in Q4 2025

Bos Asset Management, LLC

  • $374 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
49K
+ 58.9%
$49.64 - $49.83 $2.43M - $2.44M
132K $6.55B
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
22.8K
New
$44.97 - $46.55 $1.03M - $1.06M
22.8K $1.04B
DFSD
Dimensional ETF Tr Short Durat

ETFs
20.5K
+ 33.45%
$48.17 - $48.5 $989K - $996K
81.9K $3.93B
DFSV
Dimensional ETF Tr Dimensional

ETFs
19.6K
+ 6.64%
$30.55 - $32.35 $600K - $635K
316K $10.4B
Calamos ETF Tr
37.8K
+ 44.23%
N/A
123K $3.29B
Dimensional ETF Trust
6.74K
+ 1.84%
N/A
373K $12.8B
SLV
I Shares Silver Trust

ETFs
1.13K
+ 4.01%
$42.4 - $49.17 $47.8K - $55.5K
29.2K $1.88B
SPY
Spdr S&P 500 ETF Trust

ETFs
366
+ 1.37%
$653.02 - $687.39 $239K - $252K
27K $18.4B
USB
Us Bancorp \De\

Financial Services
323
+ 0.36%
$45.28 - $48.26 $14.6K - $15.6K
90K $4.8B
TOTB.DE
Total Energies Se

Energy
6.59K
New
N/A
6.59K $431M
VEA
Vanguard Ftse Developed Market

ETFs
3.37K
+ 4.61%
$59.18 - $62.09 $200K - $209K
76.6K $4.79B
Fs Specialty Lending Fd
22.5K
New
N/A
22.5K $318M
Blackrock ETF Trust Ii
6.52K
+ 10.52%
N/A
68.5K $3.62B
GLD
Spdr Gold Trust

ETFs
88
+ 1.3%
$354.79 - $403.15 $31.2K - $35.5K
6.88K $2.73B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
6.13K
New
$43.57 - $45.71 $267K - $280K
6.13K $286M
VIG
Vanguard Dividend Appreciation

ETFs
1.06K
+ 11.78%
N/A
10K $2.2B
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
5.14K
+ 14.91%
$103.32 - $112.12 $531K - $576K
39.6K $4.07B
AMD
Advanced Micro Devices Inc

Technology
40
+ 0.87%
$164.01 - $264.33 $6.56K - $10.6K
4.63K $992M
Blackrock ETF Trust Ii
4.85K
+ 33.5%
N/A
19.3K $1B
Invesco Actively Managed Exc
9.77K
+ 33.4%
N/A
39K $997M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.95K
+ 33.49%
$50.55 - $50.74 $250K - $251K
19.7K $999M
Msc Income Fund Inc
18.4K
+ 100.15%
N/A
36.9K $484M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.74K
+ 4.13%
$46.2 - $46.85 $265K - $269K
145K $6.66B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.99K
New
$44.68 - $47.47 $223K - $237K
4.99K $234M
GTO
Invesco Actively Managed ETF T

ETFs
5.11K
+ 3.78%
$47.44 - $47.93 $242K - $245K
140K $6.66B
FDX
Fedex Corp

Industrials
780
New
$224.63 - $268.67 $175K - $210K
780 $225M
EXPE
Expedia Group, Inc.

Consumer Cyclical
783
New
$210.33 - $273.65 $165K - $214K
783 $222M
GS
Goldman Sachs Group Inc

Financial Services
250
New
$744.6 - $838.97 $186K - $210K
250 $220M
EPD
Enterprise Products Partners L.P.

Energy
6.38K
New
$30.19 - $32.26 $192K - $206K
6.38K $204M
PBE
Invesco Exchange Traded Fd Tr

ETFs
2.44K
New
$70.36 - $78.44 $172K - $191K
2.44K $200M
Dimensional ETF Trust
2.39K
+ 45.22%
N/A
7.69K $569M
VNQ
Vanguard Specialized Funds Van

ETFs
3.53K
+ 8.06%
$88.13 - $92.69 $311K - $327K
47.3K $4.18B
XOM
Exxon Mobil Corp

Energy
467
+ 2.89%
$110.64 - $119.78 $51.7K - $55.9K
16.6K $2B
Bluerock Pvt Real Estate Fd
10K
New
N/A
10K $150M
DFIV
Dimensional ETF Tr

ETFs
2.45K
+ 34.38%
$45.13 - $48.25 $111K - $118K
9.57K $478M
IVV
Ishares Core S&P 500 ETF

ETFs
17
+ 0.21%
$656.2 - $690.71 $11.2K - $11.7K
7.93K $5.43B
CSCO
Cisco Systems, Inc.

Technology
134
+ 0.96%
$67.46 - $78.0 $9.04K - $10.5K
14.1K $1.08B
XLB
Select Sector Spdr Fd Material

ETFs
21.1K
+ 112.12%
$84.72 - $89.9 $1.79M - $1.9M
39.9K $1.81B
JPM
Jpmorgan Chase & CO

Financial Services
40
+ 0.28%
$294.11 - $320.41 $11.8K - $12.8K
14.3K $4.6B
DGRO
Ishares Core Dividend Growth E

ETFs
1.45K
+ 24.5%
$66.93 - $69.17 $96.8K - $100K
7.35K $510M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
2.13K
+ 11.01%
$31.06 - $33.86 $66.2K - $72.2K
21.5K $725M
AVGO
Broadcom Inc.

Technology
18
+ 0.3%
$324.63 - $385.98 $5.84K - $6.95K
6.1K $2.11B
DFAT
Dimensional ETF Tr U S Target

ETFs
1.15K
+ 4.95%
$55.75 - $58.83 $63.9K - $67.4K
24.3K $1.45B
Elevation Series Trust
4.97K
+ 11.45%
N/A
48.4K $1.41B
XLE
Energy Sector Spdr

ETFs
53.3K
+ 103.86%
$85.22 - $92.02 $4.54M - $4.9M
105K $4.67B
BOTZ
Global X Fds

ETFs
2.05K
+ 13.71%
$35.15 - $38.25 $72.1K - $78.5K
17K $617M
AIQ
Global X Funds Global X Artifi

ETFs
1.18K
+ 7.45%
$48.93 - $53.56 $57.6K - $63.1K
17K $864M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.79K
+ 1.6%
$50.57 - $50.77 $90.7K - $91K
114K $5.77B
INTC
Intel Corp

Technology
218
+ 1.18%
$34.71 - $41.53 $7.57K - $9.05K
18.7K $689M
Activity Summary
Buys All Purchases 85 New Holdings 11 Increased Positions 74 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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