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
LNC
Lincoln National Corp

Financial Services
25
+ 0.2%
$38.04 - $42.0 $951 - $1.05K
12.5K $557M
VHT
Vanguard Health Care ETF

ETFs
32
+ 2.09%
$264.7 - $283.93 $8.47K - $9.09K
1.56K $450M
ASML
Asml Holding Nv

Technology
9
+ 2.45%
$936.19 - $1075.45 $8.43K - $9.68K
377 $403M
DFIC
Dimensional ETF Tr Dimensional

ETFs
852
+ 8.51%
$32.24 - $33.72 $27.5K - $28.7K
10.9K $374M
VTV
Vanguard Value ETF

ETFs
11
+ 0.11%
$182.87 - $189.72 $2.01K - $2.09K
9.6K $1.83B
ADBE
Adobe Inc.

Technology
149
+ 4.45%
$325.07 - $359.91 $48.4K - $53.6K
3.5K $1.22B
DFAI
Dimensional ETF Tr

ETFs
15
+ 0.06%
$35.82 - $37.52 $537 - $563
23.4K $894M
BAC
Bank Of America Corp

Financial Services
3
+ 0.03%
$48.65 - $54.11 $146 - $162
9.74K $536M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
446
+ 4.37%
$102.37 - $105.36 $45.7K - $47K
10.7K $1.08B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1
+ 0.03%
$68.28 - $84.44 $68.3 - $84.4
3.05K $262M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
26
+ 0.39%
$79.18 - $82.25 $2.06K - $2.14K
6.67K $558M
OKE
Oneok Inc

Energy
216
+ 5.43%
$64.31 - $72.98 $13.9K - $15.8K
4.2K $309M
PG
Procter & Gamble CO

Consumer Defensive
351
+ 10.7%
$145.5 - $153.18 $51.1K - $53.8K
3.63K $521M
KO
Coca Cola CO

Consumer Defensive
25
+ 0.71%
$66.1 - $71.61 $1.65K - $1.79K
3.55K $248M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
68
+ 0.67%
$37.61 - $39.41 $2.56K - $2.68K
10.3K $406M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
22
+ 0.44%
$41.73 - $43.65 $918 - $960
5.01K $221M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
165
+ 2.67%
$102.72 - $103.6 $16.9K - $17.1K
6.34K $649M
GD
General Dynamics Corp

Industrials
72
+ 2.25%
$330.59 - $353.77 $23.8K - $25.5K
3.27K $1.1B
MBB
Ishares Tr

ETFs
97
+ 0.64%
$94.9 - $96.23 $9.21K - $9.33K
15.2K $1.45B
MA
Mastercard Inc

Financial Services
11
+ 0.75%
$536.85 - $580.45 $5.91K - $6.38K
1.48K $843M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.03%
$66.04 - $69.67 $66 - $69.7
3.97K $277M
VFH
Vanguard Financial ETF

ETFs
2
+ 0.1%
$125.75 - $131.12 $252 - $262
1.98K $264M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
255
+ 0.91%
$23.04 - $23.36 $5.88K - $5.96K
28.4K $655M
BUG
Global X Fds Cybersecurity ETF

ETFs
1.09K
+ 15.26%
$32.53 - $35.95 $35.3K - $39K
8.2K $250M
ICVT
Ishares Tr Convertible Bond Et

ETFs
50
+ 1.12%
$98.1 - $103.73 $4.91K - $5.19K
4.52K $445M
TXN
Texas Instruments Inc

Technology
56
+ 4.42%
N/A
1.32K $230M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
49
+ 0.31%
$51.27 - $51.8 $2.51K - $2.54K
15.9K $795M
CVX
Chevron Corp

Energy
2
+ 0.02%
$148.9 - $157.72 $298 - $315
8.85K $1.35B
VZ
Verizon Communications Inc

Communication Services
1.72K
+ 5.6%
$38.4 - $43.83 $65.9K - $75.3K
32.4K $1.32B
BX
Blackstone Inc.

Financial Services
2
+ 0.09%
$138.42 - $168.45 $277 - $337
2.31K $356M
MTH
Meritage Homes Corp

Consumer Cyclical
582
+ 4.78%
$65.31 - $74.73 $38K - $43.5K
12.8K $840M
ORCL
Oracle Corp

Technology
335
+ 19.23%
$217.57 - $313.0 $72.9K - $105K
2.08K $405M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
341
+ 2.23%
$58.48 - $67.93 $19.9K - $23.2K
15.6K $920M
PFF
Ishares Trust Ishares Pfd And

ETFs
177
+ 0.11%
$30.84 - $31.79 $5.46K - $5.63K
168K $5.19B
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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